Hedge IT Blog

Last month, we proudly announced the promotion of one of our veteran company leaders to the position of Chief Financial Officer. Chris Holden, who previously served as our senior vice president of finance, has been with Eze Castle Integration for nearly a decade, and has led our efforts to expand the organization’s global reach. In his new position, Chris will continue to focus on corporate growth, while leading the way into new markets and regions around the world.

I recently sat down with Chris to pick his brain on the importance of continued international expansion, as well as to get his thoughts on some important lessons that he’d like to share with other CFOs and organizations that may be undertaking similar growth strategies.

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Whether you are preparing to launch a new hedge fund, considering expanding your established firm to another geographical location, or simply interested in relocating to a new space, there are a few important real estate options to consider.

In our previous article on “The Hedge Fund Real Estate Landscape: What's right for your fund?” we examined the various real estate options a firm has to choose from, including commercial space, subleases, and hedge fund hotels. Today, we will delve deeper into one of these primary options, hedge fund hotels (also known as “managed suites” or “executive suites”) to analyze the benefits of this type of real estate.

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Last week, we hosted a webinar in which our three experts discussed various factors that managers should keep in mind when starting a hedge fund. During our webcast, Launching a Hedge Fund: Legal, Financing & Technology Considerations for 2011, we heard from Sam Stock of Goldman Sachs on the financing aspect of a hedge fund launch as well as Gus Black of Dechert LLC, who shared insights regarding legal factors involved in the launch process.

Our final speaker, Serge Bukhar of Eze Castle Integration, talked about the technology aspects of a hedge fund launch. The following is an excerpt from his presentation on the topic.

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In a previous article we looked at some key aspects of expanding a hedge fund's operations internationally including the business and technology factors. Overseas expansion requires a number of strategic considerations. One of the most important steps a hedge fund must take in beginning the international expansion process is to understand the local government requirements for establishing a new business in the selected region.

Once a hedge fund manager understands the local regulations, he must look to leverage his partners and key vendors to help facilitate international expansion. A hedge fund prime broker is a key ally when establishing international operations.

There are several significant factors that should be taken into consideration when selecting a hedge fund prime broker. A hedge fund wants a prime broker who will help it grow, and the easiest way to do that is to make sure both the hedge fund and the prime broker understand local regulations. A hedge fund places a lot of trust into a prime broker; therefore, it should verify that the broker understands the international investor marketplace. The prime broker should be adjunct to the firm’s own marketing efforts. It is important for a prime to know what a good match for a firm is.

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Given today’s economic market –with continuous fluctuation and new regulations – many hedge funds are making the decision to move their offices or expand further internationally. European hedge funds are popping up at a steady pace, and the general expectation is that U.S.-based hedge funds will continue to open remote offices in Europe and Asia, maintaining strong footholds domestically and increasing operation and trading internationally.

Overseas expansion requires a number of strategic considerations. Today, let’s examine some key business and technology factors as well as prime broker considerations. One of the most important steps a hedge fund must take in beginning the international expansion process is to understand the local government requirements for establishing a new business in the selected region. These local regulations will impact launch time and all additional aspects of business.

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As you prepare to launch your new hedge fund, you will face some overwhelming choices in the area of hedge fund real estate. Will you run your hedge fund from your home office or go to a hedge fund hotel? Will you sublease space? Will you bet on a prestigious address as a key to future success? As you struggle to answer these questions, you must consider your expected growth, your economic resources and your investors’ needs.

As you begin to consider your hedge fund real estate options, keep in mind how you would like investors to perceive your office space and how the workflow of your location will affect their perceptions. If you mainly meet with clients in their offices or homes, this is less of a concern.

This article explores the three real estate options available to today's hedge funds: 1) Executive Suite (aka Hedge Fund Hotel), 2) Sublease, and 3) Long-term Commercial Lease.

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