Conrad Capital Management
Alternative Investments
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Alternative Investment Products & Services
Products
The alternative investments industry has displayed a distinct movement toward increasing
transparency and stability within capital allocation and servicing best practices. Although
lawmakers have still not officially ruled for mandated registration of hedge fund managers, the
analyst community has mobilized itself to capitalize on the burgeoning need for more scrupulous
due diligence practices.
Because CCM recognizes the need for increased surveillance of hedge fund managers, we offer an
Independent Verification and Operational Review (IVOR) of any investment vehicle that you hold,
upon agreement of the manager. An IVOR is ideally suited to help protect from the risk of
investing in alternative vehicles such as hedge funds or fund of funds, or even long only managers.
During an IVOR, we aim to decrease risk by augmenting the level of understanding of the
investment practices being upheld by your third party asset manager. An IVOR entails:
Because CCM offers this service as an independent third party, the IVOR is an objective
assessment which is free from any conflicts of interest. We think that the absence of bias may
enable us to become aware more easily of any risk exposures.
The alternative investments industry has displayed a distinct movement toward increasing
transparency and stability within capital allocation and servicing best practices. Although
lawmakers have still not officially ruled for mandated registration of hedge fund managers, the
analyst community has mobilized itself to capitalize on the burgeoning need for more scrupulous
due diligence practices.
Because CCM recognizes the need for increased surveillance of hedge fund managers, we offer an
Independent Verification and Operational Review (IVOR) of any investment vehicle that you hold,
upon agreement of the manager. An IVOR is ideally suited to help protect from the risk of
investing in alternative vehicles such as hedge funds or fund of funds, or even long only managers.
During an IVOR, we aim to decrease risk by augmenting the level of understanding of the
investment practices being upheld by your third party asset manager. An IVOR entails:
- A thorough on-site visit
- An independent review of the manager’s operational, pricing, and financing practices
- Confirmation of all third party service providers and their roles and services performed
Because CCM offers this service as an independent third party, the IVOR is an objective
assessment which is free from any conflicts of interest. We think that the absence of bias may
enable us to become aware more easily of any risk exposures.
Services
| Conrad Capital Management 425 Broadhollow Road Suite 116, Melville Financial Center Melville, NY 11747, USA Tel: 631-439-7878 Fax: 631-439-7879 E-mail: info@conradcapital.com Member FINRA & SiPC Important Consumer Disclosures: Conrad Capital Management, Inc. is a an Independent Registered Investment Adviser located in Melville, New York Securities offered through Western International Securities, Inc. Corporate Headquarters are located in Pasadena CA Read More |
