Category: Insights
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Regulatory & Compliance 101: Looking Beyond Diversification to Potential Tax Benefits of Investing in Liquid Hedge Funds.
Exposition: A Financial Advisor’s Peculiar Interest in Tax Code We once heard a story about a financial advisor who always traveled with the latest edition of the U.S. Master Tax Guide. They liked to spend their travel time looking for obscure benefits and potential breaks for their clients. It may…
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Third Wire Counterweight Newsletter: November 2023
Third Wire’s newsletter, ‘Counterweight,’ addresses the significance of alternative investments, comparing them to a counterweight in an elevator for reliability. It covers industry updates, including hedge funds, private equity, private credit, and commercial real estate trends, and provides educational resources. The newsletter aims to be concise, informative, and useful for…
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Due Diligence 101: The Front Line of Alternative Investment Success
LTCM, Amaranth Advisors, Madoff, Galleon—these are just a few of the due diligence horror stories older alternative investment professionals tell junior analysts at after-work cocktail hours to school them. Unfortunately for a number of investors, including some of the world’s most sophisticated institutions, these were more than just stories. The…