Hedge Funds

April 2012

• Investment Management Group Partner Bill Kouser Addresses Tax Implications of Converting Hedge Funds to Mutual Funds for “Money Management Executive”

  posted by admin in Hedge Funds, Investment Company Notebook, Mutual Funds

  Mon 16^th

  Bill Kouser, a partner in BBD’s Investment Management Group, provided commentary in a recent article in “Money Management Executive” written by Tommy Fernandez on the challenges of converting a hedge fund to a mutual fund.  In “When Hege Funds Try To Be Mutual Funds,” Kouser…

July 2011

• Initial Response to the Revised Custody Rule

  posted by Investment Management Group in Hedge Funds, Investment Advisors, Investment Company Notebook, Mutual Funds, Securities Brokers/Dealers

  Thu 21^st

  Effective March 12, 2010, the Securities and Exchange Commission (“SEC”) adopted amendments to Rule 206(4)-2 of the Investment Advisors Act of 1940 (the “Custody Rule”). These amendments are designed to provide additional safeguards when a registered advisor is deemed to have custody of client funds…