Opinions

Opinion: It’s Lonely, Not Only at the Top

Jamie Dimon is under serious attack right now due to the failure of J.P.Morgan’s CDS hedging positions in London and the subsequent $2-4 billion losses it is expected to generate.

Posted on: 14 May, 2012
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Opinion: Shining a Light into the Corners of “Shadow Banking

It is reported that the G20 is plotting a course to rein in the nefarious world of “Shadow Banking”.

Posted on: 23 Feb, 2012
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Opinion: MF Global: Same old Same old

As I read the daily travails of the imploding MF Global and the quest by at least 33,000 account holders to “find my MFing money”, I am biting my tongue about the pros

Posted on: 21 Nov, 2011
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Opinion: Taking the Stress out of Distress

For eight months now I have been launching a new hedge fund specialising in distressed residential mortgages.

Posted on: 22 Sep, 2011
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Opinion: The Shadow of Shadow Banking

Forget SEC registration. Forget the AIFMD. Forget the Short Selling Directive.

Posted on: 08 Jul, 2011
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Opinion: GAIM Operational due diligence conference in Cayman: Views from a COO

The GAIM operational due diligence conference held last week in the Grand Cayman was once again a great event.

Posted on: 11 May, 2011
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Opinion: Alpha Waves: The Chauffeur Always Dies First

William Cohan is the modern chronicler of the great or supposedly great houses of Wall Street.

Posted on: 28 Mar, 2011
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Opinion: Ucits IV: Some common sense from Europe....Finally

Mention the words European Commission to any hedge fund manager and their blood pressure will most likely rise exponentially. And with good reason too.

Posted on: 03 Mar, 2011
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Opinion: Alpha Waves: Road Warriors in the Transparency Wars

In February 2008, I was hired as a strategic consultant by Eileen Murray.

Posted on: 31 Jan, 2011
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Opinion: The driver of hedge fund returns: Identifying risk and alpha

There is great commercial benefit in understanding the drivers of hedge fund returns.

Posted on: 20 Jan, 2011
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