Best Practices for Hedge Funds Resource Center

This resource center is an easy single point from which you can access information on the President's Working Group's (PWG) Best Practices for Hedge Funds, which were released in April 2008.

• Best Practices Overview Article (pdf)
  • An article recaping insights on hedge fund disclosure, valuation, risk management, trading operations and compliance as presented by the following panelists at a 2008 Eze Castle seminar:
    • Brian J. Tsai, Chief Operating Officer, Equinox Partners
    • Mark DiMaio, Principal, Ernst & Young
    • Ephraim D. Lemberger, Associate, Bingham McCutchen
    • Mark Kenney, Compliance Manager, Eze Castle Integration
• Eze Castle Podcast of Best Practices Roundtable (mp3)
  • A discussion with Bob Guilbert, managing director of Eze Castle, on strategies hedge funds can use to meet the best practices outlined by the President's Working Group.
• The Complete PWG's Asset Manager's Committee Report (pdf)

  • The Asset Mangers’ Committee is comprised of representatives from a broad array of asset managers. Its purpose is to facilitate an exchange of information between the alternative asset management community and the agencies comprising the President’s Working Group on Financial Markets.

    The first task of the Committee was to develop detailed guidelines, as outlined in this report, that would define “best practices” for the alternative asset management industry.

• The Complete PWG's Investors' Committee Report (pdf)

  • The Investors' Committee is comprised of representatives from a broad array of investors and investor advocates. Its purpose is to facilitate an exchange of information between the investor community and the agencies comprising the President's Working Group on Financial Markets.

    The first task of the Committee was to develop detailed guidelines, as outlined in this report, that would define "best practices" for investors in private pools of capital.

It is Eze Castle's mission to remain a constant source of information for our clients and provide them with a venue where they can ask questions of industry experts to prepare themselves for the impending changes to the financial industry. Over the past three decades, the industry has grown from a niche business market consisting primarily of single-strategy, single-geography firms serving high net worth individuals into an important participant in global markets, with over 8,000 firms and $2 trillion in assets under management.

Please feel free to contact us with any questions.