How to begin?
I am a Canadian investment advisor interested in starting my own
international hedge fund marketing company. I have relationships with
some large institutions who also market financial investment vehicles
in Canada and internationally. I need to get some independant best of
breed business, industry specific, startup advice. I require assistance
with developing and implementing the business plan.
Please let me know what reference/research/consulting sources are
available? |
Request for Question Clarification by
umiat-ga
on
15 Oct 2003 21:44 PDT
forbie-ga,
I am working on your question with the assumption that you will be
marketing "existing" hedge funds. In other words, from the wording of
your question, I imagine you plan to be a third party administrator.
Please correct me if I am wrong about this.
There is a wealth of information about "creating" and administering
hedge funds, but the information on business plans for third party
administration is harder to come by. I will patiently work along and
welcome any additional clarifications from you if my assumptions about
your question are incorrect.
Thanks - umiat
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Request for Question Clarification by
umiat-ga
on
15 Oct 2003 23:13 PDT
Actually, I did not mean third party administrator in the sense of
fishing up money for funds. Basically, I want to know if you are
merely planning to offer existing hedge funds as an independent
broker, as opposed to starting your own fund.
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Clarification of Question by
forbie-ga
on
16 Oct 2003 13:00 PDT
I want to set up a fund of funds. I want to know who provides
independant consulting services in this regard. Specifically, I want
advice about: fund manager selection, domicile selection, operations,
regulatory issues and service providers (audit, legal and banking -
custody, registrar, transfer agent).
I am not closed to working with established fund of fund providers who
may wish to enter into an agreement. I will build the business by
marketing and setting up new distribution channels here in Canada.
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Request for Question Clarification by
umiat-ga
on
16 Oct 2003 13:23 PDT
This clarification is very different from your original question,
which stated "I require assistance with developing and implementing
the business plan. Please let me know what
reference/research/consulting sources are available?
I will have to put aside my many hours of research looking for hedge
fund marketing business plan consultants and give it up! The question
has changed in scope so considerably, and is so complex, I will have
to leave it for another researcher who has more expertise in this
area.
umiat
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