Legal Notice:
Please read the website Terms and Conditions, Privacy Policy and Disclaimer before proceeding. These contain important legal and regulatory disclosure and information relevant to this website. This website uses cookies to enhance user experience and track usage statistics.
By continuing to use this website you:
• Confirm that you have read, understand and agree with the website Terms and Conditions, Privacy Policy and Disclaimer.
• Agree that you are a Professional Client or Eligible Counterparty as described in the disclaimer and you acknowledge that this website is not intended for Retail Clients. If you are in doubt as to what type of customer you are you should consult your financial adviser.
Tuesday, 25 July 2023
12 noon – 2.30pm
Location: Alfred Tennyson pub, Belgravia, Central London
Harris Kupperman has built an “inflection investing” hedge fund with over USD 200m in AuM. A substantial portion of that AuM has come in some part from his blog and Twitter account, where he has over 100,000 combined followers. In his view, the old capital intro model is dying and using social media and other digital content to build genuine relationships with investors is the way forward.
“Kuppy”, as he is known in the industry, holds strong views about just how difficult it is to start a fund. Not only does he have a lot of experience in being a portfolio manager, but he has learned many of the ins and outs of building a fund management business through his own experience.
He has kindly agreed to share his wisdom with us during a lunch that will entail a presentation about his learnings from building his own firm, followed by Q&A and a free-ranging debate of our industry and entrepreneurial challenges.
Swen Lorenz, CEO of Sarnia Asset Management, will also share his insights and learnings.
Subjects we will touch upon include:
The discussion’s main findings will be used for an article on our website to benefit those who cannot attend.
This event is exclusively for owners and employees of fund management businesses, and for portfolio managers who are interested in the business-side of running a fund. We vet every participant’s background and attendance is GBP 100 per person to pay for expenses.
Please email James Faulkner to register your interest. This event is limited to a maximum of 12 participants.
The venue is Alfred Tennyson pub at 10 Motcomb St, Belgravia, SW1X 8LA.
By Sarnia Asset Management
The Sark Property Company was incubated by Sarnia Asset Management, and it is now gearing up for a £35m Series A funding round.
Read more
By Sarnia Asset Management
The team at Guernsey-based fund manager Sarnia Asset Management are delighted to welcome Simon Frost to the company as its new Chief Financial Officer.
Read more
By Sarnia Asset Management
Investors always need to be on the lookout for any shortcomings in their fund managers that could negatively impact their investment performance.
Read more
By Sarnia Asset Management
The team at Sarnia Asset Management are delighted to welcome long-standing friend and supporter Robert Kenedi to the board of directors.
Read more
By James Faulkner
Securing seed funding is sometimes the quickest way of getting your fund out of the starting blocks from day one. However, it comes at a cost and isn’t always the right option. Here’s a look at the factors you need to consider before accepting seed-funding.
Read more
By Sarnia Asset Management
Sarnia Asset Management, the Guernsey-based fund manager, is delighted to welcome Harald Berlinicke to its team as Partner - Manager Selection.
Read more
By James Faulkner
As an emerging manager, there are only two things you can’t outsource: your investment strategy and investment selection process, and your fiduciary responsibility. Just be careful who you hand these responsibilities over to – otherwise you may come to regret it further down the line.
Read more
By James Faulkner
As an emerging manager, should you be using a placement agent to help market your fund? The answer will depend on your own individual circumstances and business model, but here’s a look at fund placement agents and what they’re all about.
Read more
By Sarnia Asset Management
Sarnia Asset Management Limited, the Guernsey-based fund management company, has raised EUR 1m of additional growth equity.
Read more
By Swen Lorenz
Being validated by one family office can be the springboard from which you then succeed in building an entire investment firm. But what's the best way to get in front of them and convince them of your new firm?
Read more
By James Faulkner
Those managers that take Operational Due Diligence seriously set themselves in good stead to win the trust of capital allocators and grow their business; those who don’t are in for a tough ride.
Read more
By Swen Lorenz
Raising money for a fund post launch isn't rocket science – it’s just another process you need to go through with a methodological approach. Being successful requires know-how, resources, and deep dedication.
Read more
By Swen Lorenz
Show the world that you are running not just a stock portfolio, but a fund management business. If you do that, clients will come to you – rather than you having to chase them!
Read more
By James Faulkner
Some funds can maintain their performance as they get bigger while others can’t. We reveal our tips for finding funds that are the right size for their respective mandate and how to spot a fund that could be getting too big for its boots.
Read more
By James Faulkner
If you are not a fund manager yet but you would like to become one, how can you work strategically to build a track record?
Read more
By James Faulkner
The best performing stock market mutual funds generally trade less frequently than their peers who trade more regularly, even when looking at those funds with high active share.
Read more
By James Faulkner
Here’s our rundown of the most searching interview questions to ask your fund manager at your next meeting to ensure you understand how they intend to invest your money.
Read more
By James Faulkner
Choosing an emerging manager can help to tilt the odds in your favour when it comes to picking the right fund.
Read more
By James Faulkner
Central banks told us that inflation would be ‘transitory’. Instead, inflation is now heading for double digits in Europe and the US – and it's widely predicted to stay elevated for years.
Read more
By James Faulkner
The lack of concentration exhibited by many fund managers is a recipe for underperformance. In contrast, the research shows that funds with high concentration tend to outperform over the long term.
Read more
By James Faulkner
History shows that it pays for a skilful fund manager to operate under an unconstrained mandate.
Read more
By James Faulkner
Are a fund manager’s interests aligned with your own? A great way to find out is to check whether they have their own money invested in the funds they manage.
Read more
By James Faulkner
Investors willing to take advantage of volatility can capitalise on the long-term outperformance of small-cap stocks - and now could be a great time to do just that.
Read more
By James Faulkner
The free movement of capital is being curtailed the world over as globalisation is in retreat and the world fractures into competing power blocs. Capital controls can have a devastating impact on your wealth, but it’s not too late to protect yourself.
Read more
By James Faulkner
Boutique asset managers might be at a disadvantage in terms of fundraising prospects vis-à-vis the big boys, but family offices know that what they lack in size they make up for in performance!
Read more
By Swen Lorenz
The world has recently seen Russia cut off from the West's financial system, and something similar is likely to happen to many of the places commonly known as "tax havens". In short, tax havens are the next Russia – and it's great for Guernsey!
Read more
By James Faulkner
Crypto is here to stay as a financial asset class in spite of the current shakeout. But anyone looking to start a crypto fund should think very carefully about where they do it. We provide answers to some of the most common questions.
Read more
By James Faulkner
It is more difficult than ever to set up a new fund management company, but Swen Lorenz is an entrepreneur with an eye for an opportunity. In this interview he explains why the market is wide open for a nimble emerging fund manager like Sarnia Asset Management.
Read more
By James Faulkner
The public perception of offshore financial centres is at least ten years behind the times. Changes to the global taxation regime in recent years have fostered a much clearer outlook for those investing in offshore funds.
Read more
By James Faulkner
James Faulkner interviews Paladin ONE manager and Sarnia Asset Management founder Marcel Maschmeyer to find out what makes him tick – and why he’s evangelical when it comes to active fund management and European equities.
Read more
By James Faulkner
Our fund management firm is all about active investing, but we are the first to say that most investors should simply opt for passive investing. This must sound surprising – and it's not the only surprising fact you will learn from this article.
Read more
By James Faulkner
Guernsey has carved out its own unique niche based on stability, professionalism, and financial prudence. It’s a winning formula that is becoming increasingly hard to ignore. Read on to learn more about this dynamic island.
Read more
By James Faulkner
Sarnia Asset Management’s focus is to give high-net-worth individuals and family offices from around the world access to high-performing niche funds.
Read more
By James Faulkner
The team at Sarnia Asset Management (SAM) invite you to join them as they embark on their journey of building a fund management business.
Read moreNo sales pitches, no marketing calls. Instead, lots of useful content.
Oops! You are using an outdated browser!
Click here to upgrade your browser in order to view this page.