Capital Introductions

Awards & Recognition

  • #1 Capital Introductions (third consecutive year)
    Global Custodian Prime Brokerage Survey, 2012

Overview

Our capital introductions platform combines an understanding of your strategy and our knowledge of investor searches to enable us to make meaningful introductions and provide tailored solutions for your capital raising needs.

Our Strengths

  • Ranked #1 for Capital Introductions in the 2010 and 2011 Global Custodian Survey

  • Global team with local offices on four continents – US, UK, Asia and Australia

  • Globally, 1,400+ investor meetings per year enable us to have up-to-date information on investor trends

  • Diverse backgrounds and experience: hedge fund marketers, pension allocators, FoF allocators, hedge fund consultants, PR consultants and investment bankers

  • Numerous global conferences, roundtables and strategy-focused events

Services

Advisory/Content

  • Peer group and correlation analysis

  • General suggestions regarding marketing materials

  • Fee/ liquidity comparisons

  • Market intelligence:

    • Market color / industry trends

    • Quarterly market update

  • White papers

Investor Introductions

  • Bespoke trips

  • Customized introductions that meet your search criteria

  • Timely investor follow-up

Surveys

  • Regular investor and manager surveys including internal studies

Events

  • Global conferences

  • Roundtables

  • Strategy-specific dinners / lunches

  • One-on-one meetings

Commentary

Non-Traditional Mutual Funds Top 100 Fund Analysts

The marketplace for alternative strategy mutual funds, referred to as NTMFs1, has gained traction among alternative investment asset managers as a source for broader access to investors. The number of NTMFs has significantly increased throughout the years, offering a diverse range of products with daily liquidity and lower minimums, which essentially allows for wider distribution to both retail and institutional channels.

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Commentary

Global Prime Brokerage Technology Enhancements

Delivering market-leading global prime brokerage services requires ongoing investment in straight-through processing, operational tools and other key functionality. Following is a description of enhancements to our Prime Brokerage portal, cross-asset class reporting and client connectivity.

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White Paper

JOBS Act: Implications, Implementation, and Predictions

The JOBS Act may drive sweeping changes to the U.S. financial services industry, in particular, a large number of "under the radar" hedge fund managers will become more public in order to raise their profile for both institutional and high net worth (HNW) investors.

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Commentary

AIFMD Implications for Non-EU Managers

The Alternative Investment Fund Managers Directive (AIFMD) aims to provide harmonised regulatory standards for all entities that manage or market Alternative Investment Funds (AIFs) in Europe. The regulation will affect a range of firms including hedge funds, fund of hedge funds, private equity, venture capital funds and property funds. 2015 ESMA will review the passporting system and consider extending this to non-EU AIFs and non-EU AIFMs (e.g. Cayman funds). 2018 ESMA to publish a report on passport functioning. Private placements may be phased out in 2018. The private placement regimes are optional for Member States but the UK is expected to keep its existing regime in place.

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Commentary

Prime Brokerage Business Consulting Services

Business Consulting Services (BCS) serves the unique strategic business goals and operating needs of hedge funds. We offer a broad array of services designed to launch, manage and grow your organization. Delivered by a single point of contact, you have trusted guidance and proven expertise to address your most complex needs.

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Commentary

Expand Your Business with a Global Prime Brokerage Leader

Global Prime Brokerage is dedicated to serving the unique strategic goals and operating environments of hedge funds, alternative investment managers, professional traders and proprietary trading firms. We offer the powerful global capabilities and platform of Bank of America Merrill Lynch, delivered by a single point of contact with the insight and experience to address your most complex objectives.

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