I recently saw Ron Senator, CEO, Sphera Funds Management, speak at the Israeli Business Forum. My brief notes (distributed with permission) follow: $250m assets under management. Approximately 18% net return since 2001. Currently low net exposure to markets. We think some of the problems here are not behind us. Israel economy strong, well-developed, no major...
[Continue Reading]Raising Fund X: Trends in Private Equity Fundraising and Fund Evaluation
I enjoyed listening to a panel this morning sponsored by Broadgate Consultants on “Raising Fund “x”: Trends in Private Equity Fundraising and Fund Evaluation.” My rough notes follow: Panelists were: Dr. Oliver Gottschalg, Assistant Professor of Strategy and Business Policy, < ?xml:namespace prefix = st1 ns = “urn:schemas-microsoft-com:office:smarttags” />HEC School of Management; Co-director, HEC-INSEAD Buyout Research...
[Continue Reading]Hedge Funds: Insights in Performance Measurement, Risk Analysis, and Portfolio Allocation
I enjoyed the October 30 Hedge Fund Panel Discussion by the authors of, “Hedge Funds: Insights in Performance Measurement, Risk Analysis, and Portfolio Allocation”, sponsored by the Chicago GSB Alumni Club of Greater New York. Heidi Christensen Goldstein did pre-introduction Then Cyrus Claffey, President Chicago GSB Club of NY, made formal introduction Moderator: David K.A....
[Continue Reading]Investable Hedge Fund Indices: Investable Indices or Hedge Fund of Funds?
I took some notes on Sandra Manzke’s talk at this week’s World Hedge Funds Summit . I have enclosed slides from her Toronto presentation and a Eurekahedge presentation. Biography of Sandra L. Manzke Sandra Manzke, Chairman and Chief Executive Officer, founded Maxam Capital Management LLC in April 2005. Prior to that, Sandra was the founder...
[Continue Reading]Toronto Hedge Funds Summit: Investment Research Panel
I’m enjoying visiting Toronto this week at the http://www.worldhedgefundssummit.com/ . Here are my notes on today’s Investment Research Panel, preceded by the speaker biographies. Moderator: David Weild IV The National Research Exchange (The NRE) is the originator of Intermediated ResearchSM, which helps public companies to secure greater visibility and liquidity in the public markets and...
[Continue Reading]Profile of Jack Meyer, (former) Harvard Management Company President
Image via Wikipedia As background for my next blog post about Dr. Mohamed El-Erian (current President and CEO of Harvard Management Company), I’ve attached below an article I wrote for the Harvard Business School newspaper (the Harbus) back on July 7, 1997. The Financial Future of Harvard is in HBS Hands "Harvard Management Company is...
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