Prime Services C-Suite Newsletter – March 2023

Spotlight on Operational Due Diligence – Insights from the ODD Community

Our monthly newsletter for multi-hat-wearing C-suite leaders covers the latest and greatest insights across the hedge fund industry.

Capital Raising in a Transition

The Road to 2025

Allocators are looking for the right partner for the next decade, with billions at stake. While PMs and risk managers remain laser focused on adapting portfolios to navigate rate rises, unpredictable markets and currency risk, marketing and IR decision makers are developing new strategies to build more enduring asset bases and LP pipelines. Capital Raising in a Transition addresses the people, policies and processes that are developing next generation asset growth and retention strategies.

Prime Services C-Suite Newsletter – February 2023

Preparedness: Insurance, SEC Updates, and Commentary on iConnections & the State of Our Union

Our monthly newsletter for multi-hat-wearing C-suite leaders covers the latest and greatest insights across the hedge fund industry.

The State of Our Union 2023

Reset

Our 6th annual State of Our Union is different than anything we’ve done before... because it has to be. In the wake of the strongest hedge fund outperformance since the 1990s, hedge funds are both well positioned to navigate the current transition period and are looking for ways to build more efficient and tactical firms. We explore new operating efficiencies and how to get more agile with working capital by looking into emerging best practices across: operations, marketing and asset raising, talent development and the regulatory space.

Prime Services C-Suite Newsletter – January 2023

Exploring Non-Competes, Consultants, New Marketing Rule Updates, and Investor Base Concentration Risk

Our monthly newsletter for multi-hat-wearing C-suite leaders covers the latest and greatest insights across the hedge fund industry.

Capitalizing on Consciousness?

Innovative Mental Health Solutions

Our severe and growing mental health crisis impacts over a billion lives, with over $1 trillion in annual costs. The field of psychedelic medicine gives some investors hope we may be on the cusp of a mental health treatment breakthrough. Our latest piece explores this area of Biotech which has recently seen advances in drug development, institutional investment, and state legalization.

Healthcare Alternatives Landscape

The Road to Half a Trillion

The Jefferies Prime Services team recently conducted a deep dive across the healthcare alternative funds competitive landscape. Across many topics explored, it is clear healthcare funds have evolved and matured considerably in recent years. Read the executive summary of our findings, and for access to the full suite of data and analysis - contact your Jefferies salesperson.

Whiplash 2022

Navigating Markets Both Familiar and Foreign

Headlines are focused on perceived underperformance of hedge funds this year, however the opposite is true. After all, you can't compound capital you don't preserve. Whiplash 2022 explores first half market performance, and why outperformance matters in these scenarios – even if it comes from unlikely places.

Capital Raising in a Recession

Attracting Assets in Volatile Environments

The path to raising and retaining assets can be challenging during a recession, but not impossible. In our piece on Capital Raising in a Recession, we examine sentiment and strategies surrounding capital allocations against a recessionary backdrop, supported by investor insights and historical data.

The Library of COINgress

Charting a New Course for Diligence

While user adoption of digital assets hit critical mass 2022, stress tests then revealed growing pains in the ecosystem and gave investors pause. Our latest installment in The Library of COINgress digs into some nuances of digital assets investing – from investment and operational due diligence, to evolving third-party support and regulation.

The Next Chapter of “Outsourcing”

From “In Lieu Of” to Necessary for Next Generation Operating Efficiencies

A relatively new phenomenon, what is commonly referred to as “outsourcing,” has matured and evolved so materially that many of these solutions are now seen as productivity tools for large institutions, rather than just substitutions for emerging managers.

Understanding Allocators

Pioneering Portfolios: Next Generation of Endowment and Foundation Investing

Pioneering Portfolios is the third piece in our series to better understand a variety of allocator verticals. This piece takes a look at the endowment and foundation channels - how they are similar and different in investment objectives, portfolio construction, structural preferences and GP needs.