A Messenger of Solutions for the Alternative Investment Industry

Investment Industry Events in San Francisco, Los Angeles and Las Vegas (May 2013)

Amy Zhang, CPA — Fri, 26 Apr 2013 00:49:50 +0000

All events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com:

May 1, 2013 6pm (Beverly Hills): Southern California annual networking event by 100 Women in Hedge Funds

May 2, 2013 4pm: Hedge fund quarterly meeting forum by FEA

May 9, 2013 6:30pm (Las Vegas): Cocktail party at SALT 2013 by 100 Women in Hedge Funds

May 15, 2013 (all day): San Francisco small business week workshops

May 16, 2013 3pm (La Jolla): Pioneers of Investment Industry by California Hedge Funds Association

May 16, 2013 6pm: Fire side chat with Tony Lee, Senior Investment Director at SFERS by Association of Asian American Investment Managers

May 22, 2013 4:30pm: Martini with Marcum

* we are not responsible for changes/cancellation of events held by third parties.

How to Start An Investment Firm and Position It for Success

Amy Zhang, CPA — Wed, 27 Feb 2013 05:13:00 +0000

Last Tuesday, our Financial Entrepreneurs Forum hosted the first session in 2013 on “how to start an investment firm and position it for success”. Considering the market is doing better and investors are starting to invest again, we feel it’s a timely topic for our forum members.

- Business plan and its necessity. Although the business plan doesn’t need to be written out, most attendees who have gone through the firm’s launch feel it’s necessary to set a business and asset goal for the future. Some also advise hiring a financial advisor coach;

- Cost. The sky is the limit. For start-ups on a budget, attendees have a pretty good experience with ”RIA-in-a-box”. Some recommend having an attorney review the key documents such as ADV and agreements with clients since firms like “RIA-in-a-box” cannot provide formal legal advice;

- Third party marketing firms. The attendees agreed that unless you reach certain asset level such as $25mm and above, third party marketing firms cannnot help much, if any at all.

The rest of the discussion was similar to the one held by CFA society. You can read the notes here.

To learn how to start a hedge fund, I’ve made a series of youtube videos on start-up process, capital raising and costs of starting and running a hedge fund. You may watch the videos (15 minutes each) here.

Investment Industry Events in San Francisco (February 2013)

Amy Zhang, CPA — Mon, 04 Feb 2013 21:18:48 +0000

All events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com:

February 6, 2013 5pm: Setting the course in 2013 – women investment managers by 100 Women in Hedge Funds

February 12, 2013 11:30am: Optimizing access to alternative investment by CAIA San Francisco and Financial Planning Association

February 12, 2013 12pm: Hedge fund luncheon hosted by FEA

February 19, 2013 3:30pm: Financial Entrepreneurs Forum hosted by FEF. Topics to cover: how to start an investment firm and position it for growth and success. Space is limited. Sign up here.

February 20, 2013 5:30pm: Annual forecast dinner by CFA San Francisco

* we are not responsible for changes/cancellation of events held by third parties.

Investment Industry Events in San Francisco (January 2013)

Amy Zhang, CPA — Fri, 04 Jan 2013 03:24:06 +0000

All events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com:

January 17, 2013 2:30pm: State and local tax landscape update by Ernst Young

January 23, 2013 3:30pm: Challenges and opportunities for starting a hedge fund in 2013 by Pillsbury

January 31, 2013 5:30pm: Joint networking by Financial Women Association and CalCPA Society

February 6, 2013 5pm: Setting the course in 2013 – women investment managers by 100 Women in Hedge Funds

* we are not responsible for changes/cancellation of events held by third parties.

Investment Industry Events in San Francisco (December 2012)

Amy Zhang, CPA — Mon, 03 Dec 2012 23:07:52 +0000

All events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com:

December 4, 2012 5:30pm: San Francisco holiday event by Opus Connect

December 10, 2012 5:30pm: Holiday reception by Financial Entrepreneurs Forum

December 12, 2012 6pm: Offshore funds – recent trends and challenges by 100 Women in Hedge Funds

December 13, 2012 4pm: San Francisco social event by Financial Executives Association

December 13, 2012 5pm: Holiday networking by Bay Area Hedge Fund Roundtable and California Hedge Fund Association

December 18, 2012 5pm: Holiday party by CFA San Francisco

* we are not responsible for changes/cancellation of events held by third parties.

Investment Industry Events in San Francisco (November 2012)

Amy Zhang, CPA — Thu, 01 Nov 2012 16:09:17 +0000

All events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com.

November 1, 2012 5pm: ABC (Attorneys, Bankers and CPAs) Mixer hosted by CalCPA San Francisco Chapter

November 5, 2012 4pm: Funds in Focus – What’s to Come in 2013 hosted by Walkers Global

November 8, 2012 5:30pm: Happy hour social event hosted by CFA San Francisco Chapter

November 14, 2012 12pm: Post Election Market Update by BNY Mellon

* we are not responsible for changes/cancellation of events held by third parties.

Investment Industry Events in San Francisco, Los Angeles and Las Vegas (October 2012)

Amy Zhang, CPA — Wed, 26 Sep 2012 20:21:03 +0000

October is the networking month in the alternative investment industry! All events are held in San Francisco unless otherwise noted. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com.

October 3, 2012 4pm: San Francisco Hedge Fund Networking Happy Hour

October 11, 2012 12pm: San Francisco Hedge Fund Luncheon by First Republic Bank

October 11, 2012 3:30pm (Los Angeles): Benefits of Offering a Registered Hedge Fund by California Hedge Fund Association

October 16, 2012 3:30pm: Financial Entrepreneurs Forum on Accounting and Tax Planning before Year End. Limited to 20 attendants. Please RSVP: http://linkd.in/QduMBn

October 17, 2012 8am: Annual Financial Services Seminar by BPM

October 17, 2012 – October 19, 2012 (Las Vegas): Alternative Asset Summit

October 18, 2012 5pm: Emerging Managers: Building Optimal Relationships and Operations to Drive Allocation by 100 Women in Hedge Funds

October 23, 2012 12pm: Trends in SEC Examinations and Enforcement by 100 Women in Hedge Funds

October 23, 2012 3pm: Fall Symposium by California Hedge Fund Association

October 29, 2012 – October 31, 2012 (Los Angeles): Global Opportunities: East Meets West by AAAIM

* we are not responsible for changes to events held by third parties.

Investment Industry Events in San Francisco (September 2012)

Amy Zhang, CPA — Mon, 03 Sep 2012 21:00:03 +0000

Happy labor day! Below is a list of upcoming events for September 2012. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com.

September 9-11, 2012: Alpha hedge annual institutional investment conference.

September 19, 2012 5pm: Get ready to clear your OTC derivatives trades by 100 Women in Hedge Funds.

September 20, 2012 1:30pm: Legal and Tax Challenges in US-ASIA Cross-Border Investment and Wealth Management by Sheppard Mullin & Amicorp Group.

September 20, 2012 5:30pm: Family office backed private investing by Opus Connect.

Investment Industry Events in San Francisco and Los Angeles (August 2012)

Amy Zhang, CPA — Wed, 25 Jul 2012 18:55:00 +0000

I am leaving for vacation in Vancouver tomorrow so decide to post the August event early. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com.

August 6, 2012 5pm: Rethinking asset allocation: Euro Crisis, QE & Volatility hosted by 100 Women in Hedge Funds.

August 15, 2012 3pm (Los Angeles): Summer social by California Hedge Fund Association.

August 15, 2012 3:30pm: Join August Financial Entrepreneurs Forum and discuss with your peers about selection of third party service providers, including compliance/legal assistance, auditors/tax preparers, administrators etc. Space is limited, please RSVP via LinkedIn Event Page: http://linkd.in/PVYNrd

Effective August 1, 2012, our firm, Affinity Fund Services LLC, will move to a new location! Contact information: 100 Pine Street, Suite 1250, San Francisco, CA 94111. Phone: 415 370 6208; Fax: 415 889 6448. We will continue to provide top quality professional services to our clients.

Investment Industry Events in San Francisco (July 2012)

Amy Zhang, CPA — Wed, 11 Jul 2012 21:42:17 +0000

Here’s a list of upcoming investment industry event in San Francisco. If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com.

July 12, 2012 8:30am: Impact Investing – Pursuing Financial Return While Making a Difference, hosted by CAIA SF.

July 18, 2012 5pm: Not Your Parent’s Mutual Fund: Alternative 40 Act Funds, hosted by 100 Women in Hedge Funds.

July 26, 2012 4:30pm: Hedge Fund Social Networking, hosted by San Francisco Hedge Fund Networking Group.

EARLY ANNOUNCEMENT: August 15, 2012 3:30pm: Join August Financial Entrepreneurs Forum and discuss with your peers about selection of third party service providers, including compliance/legal assistance, auditors/tax preparers, administrators etc. Space is limited, please RSVP by emailing amy@affinitycpa.com.

Some of you already know that I am one of the founding members of Financial Entrepreneurs Forum, but you may not know we also have a LinkedIn page! Click here to join the forum online, read our meeting notes and mingle with fellow entrepreneurs online!