As a service to our members, Family Office Exchange offers a comprehensive library of white papers, articles, research papers and other relevant documents focusing on alternative investments. Either scroll down the page or choose a topic from the dropdown menu below.
Hedge Funds: Challenges and Opportunities,
U.S. Trust, Bank of America Private Wealth Management,
12/11/2008
Hedge Fund Launches Slowing,
PerTrac Financial Solutio,
3/4/2008
Capturing the Opportunity in Hedge Funds,
Russ Alan Prince, Howard Altman, Hannah Shaw Grove,
Rothstein Kass,
12/17/2007
Fund of Hedge Funds Portfolio Optimization Using the Omega Ratio,
Steve Togher and Tambe Barsbay,
Fortigent,
10/22/2007
Private Equity Investing: A Primer for the Serious "Smaller" Investor,
David R. Lovejoy,
Greycourt & Co., Inc,
10/22/2007
On Diversification and Hedge Funds,
Tom Robinson,
Oppenheimer Asset Management,
10/22/2007
The Future for Real Estate Hedge Funds,
Carl Tash,
Cliffwood Partners,
10/22/2007
Investing Wisely in Commodities,
David Krein,
DTB Capital,
9/7/2007
A New Kind of Hedge Fund,
Journal of Indexes,
8/22/2007
The Liquidity Mismatch Time-Bomb in Funds of Hedge Funds,
Patrick Fenal,
The Family Investment Office,
7/22/2007
A Perfect Fit: Tailored Hedge Fund Portfolios for the Family Office,
Jon Norberg,
Contego Capital Partners, LLC,
6/30/2006
Going Global: Customized Portfolios of Hedge Funds with an Asian Focus,
Simon Cox,
Ninepeaks Capital Management,
6/30/2006
Healthy, Wealthy and Wise: Investing in the Healthcare Sector,
Jonathan Lach, Jack Lasersohn,
BlueStar Capital Management LP, The Vertical Group,
6/7/2006
Hedge Funds in an Investment Portfolio,,
Ezra Zask,
Contego Capital Partners, LLC,
4/12/2006
A Perfect Fit: Tailored Hedge Fund Portfolios for the Family Office,,
Jon Norberg,
Contego Capital Partners, LLC,
4/1/2006
Going Global: Customized Portfolios of Hedge Funds with an Asian Focus,
Simon Cox,
Ninepeaks Capital Management Ltd.,
4/1/2004
Hedge Fund of Funds,
James R. Hedges IV,
LJH Global Investments,
12/1/2003
Understanding Hedge Fund Performance: Research Results and Rules of Thumb for the Institutional Investor,
Thomas Schneeweis, Hossein Kazemi, George Martin,
Lehman Brothers,
11/1/2003
Hedge Fund of Funds: An Excellent Diversification Tool (Minutes),
Robert Rosenbaum,
Tremont Advisers, Inc.,
8/14/2003
Analyzing Alternative Hedge Strategies,
Scott Welch,
Lydian Wealth Management,
6/1/2003
Absolute Return Strategies - What are They, Why Consider Them Now, and Whom do They Suit Best?,
Ashbridge Investment Committee,
Ashbridge Investment Management,
12/1/2002
Hedge Fund Investing - Understanding the Risks of Hedge Funds,
Merrill Lynch Investment Advisors,
Merrill Lynch,
9/10/2002
Hedge Fund Investing in a Bear Market,
Damon Mezzacappa,
Mezzacappa Management LLC,
9/10/2002
Hedge Fund of Funds: An Excellent Diversification Tool (Minutes),
Robert Rosenbaum,
Tremont Advisers, Inc.,
8/14/2001
Hedge Fund of Funds: An Excellent Diversification Tool (Slides),
Robert Rosenbaum,
Tremont Advisers, Inc.,
8/14/2001
Family Office Strategies for Diversified Hedge Fund Portfolios,
Randy Warsager,
AssetSight, Inc.,
7/1/2001
Hedge Fund Transparency,
LJH Global Investments,
6/1/2001
Market Neutral Strategies: The Proverbial Free Lunch?,
Virginia Parker and Cynthia Nicoll,
Parker Global Strategies,
1/1/2001
Diversifying Concentrated Holdings,
Scott Welch,
Lydian Wealth Management,
1/1/2001
Hedging Strategies - Spread the Wealth,
Scott Welch,
Lydian Wealth Management,
1/1/2001
Do Hedge Funds Belong in US Taxable Portfolios?,
R. McFall Lamm, Jr., Tanya E. Ghaleb-Harter,
Deutsch Asset Management,
10/11/2000
Hedge Fund Manager Perspectives - Fund of Funds - Focus on Diversity (Summary),
James Park/Scott Reid,
Paradigm Global Advisors/Auda Advisor Associates,
3/21/2000
Hedge Fund Manager Perspectives - Fund of Funds - Focus on Diversity (Slides),
James Park/Scott Reid,
Paradigm Global Advisors/Auda Advisor Associates,
3/21/2000
Optimal Hedge Fund Portfolios,
Tanya E. Ghaleb-Harter,
Deutsch Asset Management,
2/8/2000
Performance Persistence in Hedge Funds: Winners Do Repeat,
.R. Edwards, J. Liew,
The Journal of Derivatives,
1/1/2000
Hedge Funds Versus Managed Futures Topic Examined,
F.R. Edwards, J. Liew,
The Journal of Derivatives,
1/1/2000
Was Going,
Scott Welch,
The Journal of Private Portfolio Management,
10/1/1999
Does Hedging a Concentrated Equity Position Add Value,
Scott Welch,
CMS Financial Services,
7/16/1999
Strong Performance of Equities Unnoticed,
Santander Asset Management,
2/11/2008
Family Offices Allocating More to Private Equity,
AltAssets,
11/13/2007
Beware Offers From Outsiders,
Victor Malanga,
Edelman,
7/31/2007
Clean Technology - The Investment Opportunity,
Peter T. Martenson,
Macquarie Funds Management,
6/1/2007
Private Equity: Where Opportunity Meets Complexity,
Kimberly A. Peterson and David L. Donabedian,
Ashbridge Investment Management,
12/1/2006
Investing in the Global Village: Current Considerations in Private Equity,
Mark Florman, Mac Lamm,
Doughty Hanson & Co., Deutsche Bank,
3/22/2006
Status of the Private Equity Market,
Nancy L. Jacob, Katherine A. Cattanach, Davit M. Toll,
Windermere Investment Associates, Sovereign Financial Services, Asset Alternatives,
2/4/2002
Direct Private Investments: Achieving Much more than an Attractive Return (Slides),
Warner K. Babcock/Robert C. Meyer,
AM Private Investments, Inc.,
9/25/2001
Trends in Private Equity,
David Blitzer/Maryfrances Metrick,
The Blackstone Group,
11/28/2000
Private Capital Markets,
Susan Woodward,
OffRoad Capital Corporation,
8/12/1999
How Large Should Your Commitment to Private Equity Really Be?,
J. Heath Cardie, Katherine A. Cattanach, Mary Frances Kelley,
Sovereign Financial Services,
1/1/1999
Real Estate Market Off to Slow Start,
Nigel Almond, Nigel Roberts, Tony Horrell,
Jones Lang LaSalle,
2/12/2008
An Investment Strategy for 2008,
Jones Lang LaSalle,
1/1/2008
REITs Continue to Find a Place in Portfolios,
Reita,
11/9/2007
China's Commodity Hunger: Implications for Africa and Latin America,
Tamara Trinh, Silja Voss, Steffen Dyck,
Deutsche Bank Research,
6/13/2006
"Sound Bites" (Comments on 39 High Grade REITs,
Dan Sullivan, Jason Jones,
Wachovia Securities,
6/9/2006
Pricing Power Shifts: Landlords Beginning to Smile,
Brian Lancaster, Greg. Laughton, Anthony Butler,
Wachovia Securities,
6/9/2006
It's Good to be King (or a Landlord),
Brian Lancaster, Greg. Laughton, Anthony Butler,
Wachovia Securities,
6/9/2006
Real Estate Investment Trusts in Japan,
Stuart Porter and Jan-Erkik Vehse,
PricewaterhouseCoopers Tokyo,
6/1/2006
Building up India: Outlook for India's Real Estate Markets,
Tobias Just, Maren Vaeth, Henry Chin,
Deutsche Bank Research,
5/5/2006
Bond Basics: The Role of Housing in the U.S. Economy,
PIMCO,
5/1/2006
Lasalle Investment Strategy for Real Estate,
Lasalle Investment Management,
1/1/2006
Real Estate: Sophisticated Strategies for Managing the Market,
John Dziminski, Kenneth Novack, Adam Caskey, Jeremy Gates,
Rosewood Management, Schnitzer,
11/9/2005
Where in the World is Real Estate Value,
Jacques Gordon, Adam D. Caskey,
Lasalle Investment Management,
11/11/2003
Real Estate Investment - Is Now the Right Time? (PowerPoint slides),
Mary Briggs, Rick Tannenbaum,
Cohen Financial,
11/2/2002
Real Estate Investment - Is Now the Right Time? (Outline),
Mary Briggs, Rick Tannenbaum,
Cohen Financial,
10/5/1999
Real Estate and REITS in the Aftermath,
Thomas McMillan,
Elite Realty Services,
10/1/1999
Engineering Great Real Estate Liquidity by trading Property and Securities,
James W. Green,
AEW Client Service,
10/1/1998
The Importance of Manager Selection in Alternative Investments,
Philip DiDio,
Oppenheimer Asset Management,
10/22/2007
Derivatives and the Family Office,
Steve Braverman and Patrick Keating,
Harris myCFO,
10/22/2007
Right-Sizing Your Portfolio to Accommodate Alternative Investments,
Steve Braverman,
Harris myCFO,
10/22/2007
Rare Coins: A Class of Their Own,
Marc Henn,
Harvest Financial Advisors,
10/22/2007
Accessing Commodities: A Review of Commodity-Linked Vehicles,
DTB Capital,
10/22/2007
Redefining Art Appreciation: Art As An Alternative Asset Class,
Family Office Exchange,
6/26/2006
Healthy, Wealthy and Wise: Investing in the Healthcare Sector,
Jonathan Lach, Jack Lasersohn,
BlueStar Capital Management LP, The Vertical Group,
6/7/2006
The Power of an Intellectual Property Index,
Keith Cardoza,
4/1/2006
Investing Globally: Today's Emerging Markets,
FOX Fall Forum,
Family Office Exchange,
1/1/2006
Brazil: Land of Ipanema Beach, Samba and Imports,
Deutsche Bank Private Wealth Management,
1/1/2006
What Private Investors Can Learn from Endowments,
FOX Fall Forum,
Family Office Exchange,
3/1/2005
The Message Behind the Weak US Dollar,
Holly D'Annunzio,
10/1/2004
China: The Other Side of the Picture,
Komal S. Sri-Kumar,
7/1/2004
The New Silk Road: Challenges and Opportunities in China,
Capital Guardian,
10/21/2003
China and India: Taking Different Paths to the Future,
Capital Guardian,
9/13/2002
A Global Sample of Asset Allocation Strategies,
Rob Rowan,
7/1/2002
