Category Archives: Interview

Interview with David C. Saunders of K2 Advisors

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David Saunders has been involved in the investment and trading of financial instruments since 1983. He has worked at Tucker Anthony & R.L. Day as an equity trader; First Boston Corp. as Vice President on the equity block trading desk; WaterStreet Capital, a hedge fund, as Head Trader; Tiger Management, as Head Trader; WorldSec Securities as President and ABN Amro Inc. as a Senior Managing Director. He co-founded K2 Advisors in 1994. He graduated from the University of Maryland, College Park, in 1981 with a B.S. degree in Business.

UCITSindex.com: Your Franklin K2 Alternative Strategies Fund (SICAV) with close to USD 1 billion assets under management, is one of the fastest growing liquid alternatives funds. What is the fund’s investment strategy?
David Saunders: Building upon Franklin Templeton’s strategic acquisition of K2 in 2012, the Franklin K2 Alternative Strategies Fund provides access to a diversified portfolio of alternative investment strategies managed by institutional-quality hedge fund managers. Read More

Interview with Hugues Gillibert, Fitz Partners

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A pHugues Gilibertioneer in fund cost calculation in Europe, from 1996, Hugues developed Fitzrovia International alongside Paul Moulton before selling their well-respected business to Lipper. After 4 successful years as Head of New Ventures at Thomson Reuters, Hugues setup FITZ Partners. He has supported Working Groups on fund expenses for INREV, ALFI or now EIOPA, and spoken at diverse asset management events. He gained an MSc in Finance from Strathclyde University in Scotland and a degree in European Business Studies from Group ESC Bordeaux in France.

UCITSindex.com: Fitz Partners provides fund fees benchmarking analysis. Can you explain how it works?
Hugues Gillibert: This is correct, Fitz Partners delivers fund fees and expenses benchmarks. In order to create relevant and quality benchmarks we calculate our own fund fee data. We do not collect any fee data from asset managers or from published marketing materials but, for each and every 19,000 share class in our database we have calculated their fees from the funds audited accounts. Read More

Interview with Luca Bruni and Attilio Veneziano

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Luca has 20 years of professional experience in the Asset Management industry with a special focus on Fund Distribution, Market Intelligence and Social Media. He writes financial articles on LinkedIn and Funds People Italia.
Attilio Veneziano is the founder of Veneziano & Partners Ltd, a London based boutique consultancy firm leader in providing asset managers and hedge fund managers with solutions for fund passporting, private placement, KIID production, facilities agency in the UK and service provider selection.
 

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Interview with Haig Bathgate, Turcan Connell

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Turcan ConnellHaig Bathgate is responsible for leading and developing Turcan Connel Group’s investment strategy and research process. He chairs the Asset Allocation & Implementation Committee, is lead manager of the VT Turcan Connell Investment Funds and sits on the Investment Advisory Board. Mr. Bathgate is a Chartered Financial Analyst and former Chairman of the Scottish Board of CFA UK. He also sits on the Investment Policy Committee for CFA UK.

UCITSindex.com: The Turcan Connell Group offers legal, tax and wealth management services – a rather seldom combination. Why did you decide to offer a UCITS fund of alternative UCITS funds?
Haig Bathgate: The fund was launched in response to demands from our clients for an investment strategy which had more of an absolute return focus but less correlation with stock markets. Read More

Interview with Freddy Brausch, Linklaters

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Freddy BrauschFreddy Brausch is the Managing Partner of Linklaters LLP in Luxembourg and has been a partner in the Investment Management Group since 1985.
He sits on several advisory committees and is a permanent member of the “Haut Comité de Place”, a think tank set up by the Luxembourg Ministry of Finance.

UCITSindex.com: As the implementation of UCITS V is getting closer: what are the relevant dates and key areas to keep an eye on?
Freddy Brausch: As you may know, the UCITS V Directive was published in the Official Journal on 28 August 2014 and became effective from 17 September 2014. It will have to be implemented before March 2016 and Luxembourg is intending to be a fast mover in that area as in previous cases. A draft law is already available. The law should be adopted by the end of this year. It is presently held back by the delays encountered in respect of Level 2 measures. Read More

Interview with Stefan M. Kremeth, Incrementum AG

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Stefan M. KremeStefan Kremethth is the CEO and Partner of Incrementum and  holds an EMBA in Intl. Asset Mgmt from the University of Liechtenstein. He worked for UBS Zurich, Toronto, Madrid, Sal. Oppenheim and Lombard Odier, where he became EVP in 2006. Stefan returned to Sal. Oppenheim as MD to build up and manage the Sales- & Execution Trading Desk. In 2009 he became co-owner of Incrementum.

UCITSindex.com: New UCITS fund managers have to decide at first whether they setup their own fund structure or use a UCITS fund platform. You decided to setup your own fund umbrella for seven independent fund managers. How did you find your partners?
Stefan M. Kremeth: During my career I had the chance to meet a great many and interesting people, six of whom became partners of mine at Incrementum AG. Three of them I have known for more than 20 years and I have worked with in the past. Read More

Interview with Miranda Ademaj, Skënderbeg Alternative Investments

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Miranda AdemajMiranda Ademaj is the CEO of Skënderbeg Alternative Investments. Prior to establishing Skënderbeg, Miranda worked at fund of hedge funds pioneer BrunnerInvest and Sallfort Privatbank. Before that, she worked at Credit Suisse for several years. Miranda is a CAIA candidate and member of the global association „100 Women in Hedge Funds”.

UCITSindex.com: Your Skënderbeg Fund has created some buzz lately. What is your investment strategy?
Ademaj: Our investment universe consists of global long/short equity funds with low net exposures. Read More

Interview with Kees Groffen, De Brauw Blackstone Westbroek

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Kees GroffenKees Groffen is a partner in the investment management group of De Brauw Blackstone Westbroek N.V. He specialises in investment management including providing regulatory advice to domestic and foreign investment funds and asset managers, and advising on the structuring and restructuring of investment funds, including retail and private equity funds. He also advises asset managers and pension funds on discretionary and fiduciary asset management agreements and asset pooling. We sat down with him to discuss the changes to come under UCITS V and what this means for fund managers. Read More

Interview with Claire Cummings, Cummings

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Claire Cummings

 

Claire Cummings qualified as a solicitor in 1996 and since then has specialised in the legal issues surrounding both funds and fund management. As a solicitor in private practice, she has acted for a number of clients in the alternative investment arena and built up experience of a wide range of legal and regulatory matters. Mrs. Cummings has acted as in-house counsel and director of legal and compliance for a fund manager, where she was involved in the running and growth of a fund management business and worked closely with other directors, the trading and operations departments and brokerage counterparties. In July 2002 Mrs. Cummings established Cummings and draws on her experience as both a lawyer and a director of a fund management company to work with her clients as they establish and build their businesses. Therefore we sat down with her to talk about the current and upcoming regulations for alternative UCITS fund managers like the recently implemented EMIR regulation. Read More