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Part V: Final Thoughts
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Part V: Final Thoughts
by John Thompson, Erik Serrano Berntsen
A Guide to Starting Your Hedge Fund
Title Page
Copyright
Dedication
Acknowledgements
Part I: Why This Book?
Chapter 1: Introduction
Why This Book?
The Big Picture and Energy Commodities
Case Study: Amaranth Advisors
Layout
The Beginning
Bibliography
Part II: The Basics
Chapter 2: What Is a Hedge Fund?
I Already Know What a Hedge Fund Is
A Little Bit of History
So What Is a Hedge Fund?
Hedge Funds (Un)Defined
The Growth of the Hedge Fund Industry
Hedge Fund + Commodities = Commodities Corporation
Whither Energy and Commodity Hedge Funds?
Moving Forward
Bibliography
Chapter 3: What Are Energy Commodities?
Introduction
What Are Energy Commodities?
The Regionality of Electricity
Why Are Energy Commodities Attractive for Investors?
A Complex, Solvable Problem
Drivers of Complexity
Conditions for Solvability
Principal Sources of Opportunity and Risk
Bibliography
Chapter 4: Trading and Investing in Energy Commodities
Bottom-up and Top-down
Trading + Managing a Business = Successful Hedge Fund
The Edge?
Trading Energy Commodities
Basic Financial Knowledge for Commodities
Conclusion
Bibliography
Part III: Starting the Journey
Chapter 5: The Business Plan: Implications and Applications
Introduction
Objectives and Uses of a Hedge Fund Business Plan
Conclusion
Bibliography
Chapter 6: Laws, Contracts, and Lawyers
Don't Kill Your Lawyer
Legal Basics for Funds
Master–Feeder Fund Structures
Side-Pocket Structures
The Firm
The Investment Advisory Agreement
Attributes and Variations of the Investment Management Enterprise
Structural Design Decisions
Case Study: Complex Tax Structuring
Be Nice To Your Lawyer
Bibliography
Chapter 7: Service Providers
Introduction
Long-Term Relationship: Service Providers and Marriage
Service Providers: Who and Where?
Negotiate, Negotiate, Negotiate
Service?
How to Choose?
Final Thoughts
Bibliography
Part IV: Running the Business
Chapter 8: Fundraising
Strategic Investor Portfolio Design
Start-up Lifecycle Analysis and Investor Portfolio Development
Investor Acquisition – Marketing
Tools for Marketing and Key Marketing Documents
Marketing Documentation
Investor Maintenance – Investor Relations
Chapter 9: Operations and Infrastructure
Introduction
Infrastructure and Technology
Bibliography
Part V: Final Thoughts
Chapter 10: Investing in Energy Commodity Hedge Funds
Asset Allocation: Portfolio Building Basics
Asset Allocation: Understanding Different Strategies
Checklist for Investing in Energy Commodity Hedge Funds
Bibliography
Chapter 11: Quo Vadis
Bibliography
Appendix A: Sample Business Plan Outline
Appendix B: Outline of a Confidential Explanatory Memorandum: Sample Offshore Feeder Ltd
Table of Contents
Appendix C: Sample Due Diligence Questionnaire Outline
DDQ Outline
Index
End User License Agreement
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Chapter 9: Operations and Infrastructure
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Chapter 10: Investing in Energy Commodity Hedge Funds
PART V
FINAL THOUGHTS
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