7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
Billion Dollar Backstory
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How Ultimus Fund Solutions Can Help You Decompose Your Strategy
It's a challenging question to answer, I think for a lot of managers because they're so in it as part of their investment process. We'll be back in a moment after a word from our premier branch partner, Ultimus Fund Solutions. The 3C1 structure with its slot limitations, high minimums, and K1 reporting was no longer idealfor our growing and complex client base. That's when we teamed up with Ultimus to begin the process of registering our legacy fund with the SEC and converting it to a tender offer fund.
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