global hedge fund leadership report

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Informative article on up and coming hedge fund managers and their strategies

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  • 1. RSM McGladrey presents Opinions of the Hedge Fund Community Your opinions are reflected in a comprehensive survey of the hedge fund community. Portfolio managers and executives of U.S. hedge funds comment on the current economic environment, investment Your opinions opportunities and future challenges. For a look at the state of the industry, your views on the future of the American economy and concerns about the Obama Financial Regulatory Plan call your McGladrey financial services professional or email NYEURequests@rsmi.com for a copy of the survey. The McGladrey survey is available electronically at www.rsmmcgladrey.com/hedgefund. Your perspectives 2009 RSM McGladrey, Inc. All rights reserved. RSM McGladrey, Inc. and McGladrey & Pullen LLP are two separate and independent legal entities. They operate in an alternative practice structure that enables them to work together to service clients business needs. RSM McGladrey Inc. and McGladrey & Pullen LLP are member fi rms of RSM International.
  • 2. www.emii.com EDITORS NOTE EDITORIAL BUSINESS Welcome to Institutional Investor News 2009 Global Hedge JOANNA RANDELL PUBLISHING Editor of Business Publishing TRACEY REDMOND Fund Leadership Report. Never has the sharing of intellectual (212)224-3526 Business Publisher jrandell@iinews.com (212) 224-3239 capital and effective, honest communication between the tredmond@iinews.com industrys stakeholders been more important than it is right PRODUCTION KEITH YU DANY PEA Business Publishing Manager now.This supplement set out to tap some of the industrys great Art Director VINCENT YESENOSKY minds on todays pressing issues and bring their thoughts and BRIAN GOLDMAN Senior Operations Manager Advertising Production Manager best-practices to our readers. I think it delivers. DAVID SILVA Senior Fulfillment Manager ADVERTISING Our report opens with exclusive interviews with John Paulson, Timothy Barrett, JONATHAN WRIGHT Advertising Director REPRINTS Noam Gottesman, Andrew Dodd and Jaeson Dubrovay.The variety of answers these (212) 224-3566 DEWEY PALMIERI jwright@iinews.com Reprints & Premission Manager industry leaders give to the same questions illustrate their different perspectives on, (212) 224-3675 and approaches to some of the most important challenges facing the industry today. ADRIENNE BILLS dpalmieri@iinvestor.net Associate Publisher (212) 224-3214 Be sure to visit www.emii.com/hfleadership to see my complete interviews. abills@iinews.com CORPORATE PAT BERTUCCI GARY MUELLER Jeremy T. Todd of Pershing LLC. follows-up with a thought provoking article on Chairman & CEO Associate Publisher emerging industry trends stemming from the financial crisis, including the growth of (212) 224-3890 STEVEN KURTZ pbertucci@iinews.com Director of Finance & Operations tri-party agreements as a means of reducing counterparty risk. ROBERT TONCHUK Director/Central Operations & Fulfillment Our report closes with profiles of 2009s Rising Stars of Hedge Funds. Nominated by their clients, peers and mentors, these individuals have been selected by the Customer Service: PO Box 5016, Brentwood, TN 37024-5016 business editors of Institutional Investor News as up-and-comers in the industry. Be Tel: 1-800-715-9195 Fax: 1-615-377-0525 UK: 44 20 7779 8704 Hong Kong: 852 2842 6910 E-mail: customerservice@iinews.com sure to visit emii.com/hfrisingstars for complete profiles on each Star. Editorial Offices: 225 Park Avenue South, New York, NY 10003. Tel: 1-212-224-3526 Email: jrandell@iinews.com The Global Hedge Fund Leadership Report is just one of many Institutional A Publication of Institutional Investor, Inc. Investor News special supplements. Check out www.emii.com for our complete offering Copyright 2009. Institutional Investor, Inc. All rights reserved. New York Publishing offices: 225 Park Avenue South, New York, NY 10003 212-224-3800 www.iinews.com of breaking news, data products, web seminars and other information resources. Copyright notice. No part of this publication may be copied, photocopied or duplicated in any form or by any means without Institutional Investors prior written consent. Copying of this I hope you enjoy this years report and I welcome your feedback! publication is in violation of the Federal Copyright Law (17 USC 101 et seq.). Violators may be subject to criminal penalties as well as liability for substantial monetary damages, including statutory damages up to $100,000 per infringement, costs and attorneys fees. The information contained herein is accurate to the best of the publishers knowledge; however, the publisher can accept no responsibility for the accuracy or completeness of such information or for loss or damage caused by any use thereof. From the publishers of: Joanna Randell Editor of Business Publishing TABLE OF CONTENTS 4 7 9 Leading The Way: Risk and Reward: Emerging The Rising Stars of A View From All Sides Industry Trends Hedge Funds By Joanna Randell By Jeremy T. Todd, Pershing LLC By Joanna Randell Three leading hedge fund managers, Todd examines the impact the financial Nominated by their clients, peers and an institutional investor and a crisis has had on the relationships mentors, this years Rising Stars consultant share their unique between hedge funds, bank custodians represent up-and-comers from all perspectives on the same pressing and prime brokers, and the emerging areas of the hedge fund community. issues facing the industry today. trend of tri-party agreements. JULY 2009 GLOBAL HEDGE FUND LEADERSHIP REPORT 3
  • 3. Leading the Way: A View From All Sides By Joanna Ran