samadvisory http://www.samadvisory.com/ en Copyright 2012 Sun, 24 Apr 2011 12:34:41 -0500 http://www.sixapart.com/movabletype/ http://www.rssboard.org/rss-specification iPad for business productivity Do you use technology to make your business life richer and more efficient?  

Up until last year, I simply couldn't find enough time to keep up with all tech advances... I didn't have many contacts in the finance world who embraced technologies like smartphones or mobile apps that go with them, let alone guide me.  

All of this changed drastically after I had the opportunity to work on a tech startup and experiment with some amazing new tools myself.  Since the introduction of iPhone on Verizon and the arrival of iPad, I now also have many more friends interested in knowing which apps are worth downloading...
]]> http://www.samadvisory.com/2011/04/ipad-for-business-productivity.html http://www.samadvisory.com/2011/04/ipad-for-business-productivity.html Sun, 24 Apr 2011 12:34:41 -0500 Regardless of sector, an entrepreneur is always an entrepreneur Finance is one of the most lucrative careers post-graduation--an incentive for my own entry into that sector about a decade ago.  The following research report about the finance sector stifling innovation and entrepreneurship got me thinking about my path in finance: www.kauffman.org/newsroom/expanding-financial-sector-depleting-pool-of-potential-high-growth-company-founders.aspx  

I have always been quite entrepreneurial even in finance.  Would I have been more impactful and successful had I chosen the start-up route in a different sector?  My take is, impact and success does not depend on the sector;  it is very much a function of who you are and what your ultimate goal is.  
]]> http://www.samadvisory.com/2011/03/regardless-of-sector-an-entrep.html http://www.samadvisory.com/2011/03/regardless-of-sector-an-entrep.html Entrepreneur entrepreneurial skills Small business startup Startup company Sat, 26 Mar 2011 14:39:44 -0500 Risk Reporting There is no formal industry guideline or standard when it comes to hedge fund risk reporting.  Each manager tends to adopt a template s/he likes most.  Often, these documents are sent by a trusted advisor, such as a prime broker or an experienced investor relations professional.  It is really up to the manager to report the fund's data accurately and clearly.  

One of the first projects I get involved with as I start working with a new fund is understanding what the fund managers view as risk and finding better ways of reporting those data.  
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]]> http://www.samadvisory.com/2010/11/risk-reporting.html http://www.samadvisory.com/2010/11/risk-reporting.html Funds Hedge fund Investing Investor relations risk reporting Mon, 22 Nov 2010 11:40:43 -0500 Emerging Managers vs. Institutional Investors There is never a shortage of news or opinion articles in the media about the growing interest of institutional investors in the hedge fund business.  After all, some hedge funds have certainly offered investors with potentially very attractive risk-adjusted returns, which many pensions and endowments can use in today's environment.  However, as of now, it still does not quite feel like most institutional investors have a tested game plan or direct investment mandate to allocate capital to this investment opportunity set they seem not to understand--especially up and coming, emerging hedge funds which tend to have the greatest return potential.      

In that case, how does one approach institutions for hedge fund business development during the early days of a firm's life? 
]]> http://www.samadvisory.com/2010/10/emerging-managers-vs-instituti.html http://www.samadvisory.com/2010/10/emerging-managers-vs-instituti.html emerging manager business development emerging manager marketing emerging managers endowments Hedge fund institutional business development institutional marketing investing pensions Tue, 19 Oct 2010 08:32:12 -0500 First, Admit You Need Help Have you ever noticed how talented individuals, when they get together in a room without focus, can forget what their target is?]]> http://www.samadvisory.com/2010/05/first-admit-you-need-help.html http://www.samadvisory.com/2010/05/first-admit-you-need-help.html consultants consulting egos hedge fund managers hedge fund marketing investors Mon, 10 May 2010 22:42:48 -0500 Hedge Fund Marketing One of the most time-sensitive projects I focus on at each start-up is the design of a marketing strategy and the engagement of the best people in the HF industry to execute that plan.  To my surprise, quite a few portfolio managers choose to launch their firms without an effective game plan when it comes to fundraising for their own businesses.
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]]> http://www.samadvisory.com/2010/04/hedge-fund-marketing.html http://www.samadvisory.com/2010/04/hedge-fund-marketing.html Business Hedge fund hedge fund business development hedge fund fundraising hedge fund marketing hedge fund recruiting Institutional investor Portfolio manager Tue, 06 Apr 2010 09:15:08 -0500 The most important hedge fund hire One of the least understood roles at hedge funds is that of the person overseeing the setup and growth of the firm's infrastructure.   Depending on the fund, the title and background of this person can vary greatly:  President, CEO, CFO, COO, Head of Business Development, Head of Administration, Partner, VP, Senior VP...   There is absolutely no industry standard!]]> http://www.samadvisory.com/2010/03/the-most-important-hedge-fund.html http://www.samadvisory.com/2010/03/the-most-important-hedge-fund.html Business Business Development Chief financial officer Hedge fund Sat, 27 Mar 2010 15:47:01 -0500 What makes a good fund manager? From where I sit, the most enjoyable aspect of starting a new venture is bringing and keeping together a unique team. 

I have so far worked with over a dozen teams around the world from Tokyo to Singapore to New York.  Imagine the diversity of personalities, nationalities, religions, educational and family backgrounds!  These teams have ranged from small to large, emerging to experienced, and seeking seed investors to well capitalized. 

Here are some red flags I now avoid when I evaluate fund managers as business partners:
]]> http://www.samadvisory.com/2010/03/what-makes-a-good-fund-manager.html http://www.samadvisory.com/2010/03/what-makes-a-good-fund-manager.html Hedge Fund Opinion failure Hedge fund Manager red flags success Fri, 26 Mar 2010 16:48:04 -0500 Welcome to the new SAM Advisory blog ]]> http://www.samadvisory.com/2010/02/welcome-to-the-new-sam-advisor.html http://www.samadvisory.com/2010/02/welcome-to-the-new-sam-advisor.html alternative investment industry business development emerging manager experiences global hedge fund Investing Investment smart minds start-up Tokyo travel Sat, 27 Feb 2010 19:55:33 -0500