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A cottage industry of hedge funds-to-RIAs is springing up but so far the mutual fund industry looks like the big winner

It's a minor gold rush, but the entrepreneurs jumping into the niche are quick to identify the frailties in each other's approaches

Author Kelly O'Mara July 20, 2012 at 4:28 AM
0 Comments
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Josh Kernan: I'm most concerned about these feeder fund platforms. You've actually created an additional level of risk to be concerned about.

Matthew Brown

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Josh Kernan

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Dick Pfister

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Matthias Kuhlmey

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Brian Reich

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Paul Giurata



Related Moves

August 15, 2019 at 7:58 PM

New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA

The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray

May 3, 2019 at 7:11 PM

Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority

The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'

January 8, 2019 at 3:09 AM


Mentioned in this article:

Simple Alternatives
Mutual Fund
Top Executive: James K. Dilworth



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