Difference Between Absolute and Relative Returns

Knowing the difference between absolute and relative returns is fundamental to understanding how the hedge fund industry developed and the key benefit to investing in a hedge fund.  In the following video, I explain the difference between absolute and relative

Third Party Marketing

I worked for years as a third party marketer for hedge funds and in the following video I am going to explain what third party marketing is and the role of third party marketers. Video Transcript/Summary: The strategies and tips provided

Multi Family Office Wealth Management Business

Whether you are a wealth management firm converting to a family office or you are starting a multi family office or you are a current multi family office looking to grow your assets, this video will be very helpful to

Due Diligence Call

If you are a fund manager you may be asking, “What does a conference call have to do with due diligence?”  In the following video recorded in Madrid, Spain, I explain how the conference call is an integral part of

International Capital Raising

As more and more investment funds expand their reach to all corners of the globe, learning how to raise capital internationally is a unique skill that will benefit any fund.  In the following video recorded in Madrid, Spain, I speak

Hedge Fund Due Diligence Questionnaire

In the following video, I explain to you what a due diligence questionnaire (DDQ) is and why all hedge fund professionals should be very familiar with it.  I also provide you with some tips for responding to a hedge fund due diligence

Documenting Operational Hedge Fund Processes

If you are starting a hedge fund or currently running a hedge fund then this might be one of the most valuable videos that you watch this year.   In the following video, I cover process documentation, why it is important,

Hedge Fund Career Mistakes

I have worked in the hedge fund industry for years and I have provided career coaching to hundreds of professionals.  In the following video, I provide you with the top five hedge fund career mistakes that you should avoid. Video

Basic Financial Modeling – Part 3 of 3

Below is a free-to-watch video module on basic financial modeling.  A financial model is a tool used to forecast a business’s results and is designed to be able to evaluate multiple scenarios.  Investment bankers are expected to be experts in financial

Basic Financial Modeling – Part 2 of 3

Below is a free-to-watch video module on basic financial modeling.  A financial model is a tool used to forecast a business’s results and is designed to be able to evaluate multiple scenarios.  Investment bankers are expected to be experts in financial