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Our Partners - FPA of East TN | FPA of East TN
http://www.fpaetn.org/our-partners
The Financial Planning Association (FPA ) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP ) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. Alcoa, TN 37701-0476. Let us help you promote the values of Financial Planning and the financial planning process. Designed by Voledmktg Svcs - Knoxville, TN.
baltercap.com
Balter Capital Management: Hedge Fund Advisory Services
https://www.baltercap.com/restricted/get/hf_adv_serv.html
Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. Why are we unusual? Many advisors want the most scalability out of their client mandates. Scalability is always a positive, but so is increasing our knowledgebase and the skill-set of our research and operational team. The hedge fund environment is subject to ongoing change and our model is designed to ensure that our client base is positioned to remain aware and in front of these changes.
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Balter Capital Management: Liquid Alternatives
https://www.baltercap.com/restricted/get/liquid_alternatives.html
Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. The term "liquid alternative strategies" can apply to a number of different strategies and instruments. For BCM’s purposes, we view the term as referring to Alternative Mutual Funds. What exactly is an Alternative Mutual Fund (AMF)? Key Structural Benefits of Alternative Mutual Funds:. Ndash; AMF's are not private investment pools and are regulated by the Investment Company Act of 1940. Please refer to McKinsey&rsquo...
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Balter Capital Management: BCM Discovery Fund
https://www.baltercap.com/restricted/get/discovery_fund.html
Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. The BCM Discovery fund is a multi-strategy fund of fund vehicle that invests with our stated investment philosophies in mind:. We look to invest in “non-brand name” managers. We look for “right-sized” managers, that is to say, a fund’s size is appropriate given the particular strategy they are employing. BCM utilizes the term “multi-strategy” to describe the BCM Discovery Fund’s underlying manager c...
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Balter Capital Management: Articles of Interest
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Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. Liquid Alternatives: The Next Dimension in Asset Allocation. July 2014 Christopher J. Bricker, CFA, CAIA, Christine M. Johnson, CFA, Sandra Testani, CFA, CAIA, AllianceBerstein. Hedge Funds: Value Proposition, Fees, and Future. August 2013 Jon Hansen, Gordon Barnes, Elizabeth Warren, Cambridge Associates. The Rise of Liquid Alternatives. Institutional investor views about the role hedge funds play in their portfolio ...
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Balter Liquid Alternatives | gotcode
http://www.gotcode.net/content/balter-liquid-alternatives
Skip to main content. HTML5, Java Script. Balter Liquid Alternatives (BLA) is a subsidiary of Balter Capital Management, a boutique firm focused on hedge fund research and investing. BLA was formed to create and manage daily liquidity alternative mutual funds. Balter Capital Management oversees approximately $1.2 Billion in hedge fund and alternative mutual fund assets. BLA constructs liquid investment products utilizing existing hedge fund managers.
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Balter Capital Management: BCM Credit Opportunities Fund
https://www.baltercap.com/restricted/get/credit_opp_fund.html
Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. We believe experienced and talented credit managers have the potential to profit in any market cycle.
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Balter Capital Management: 40 Act IDF
https://www.baltercap.com/restricted/get/40_act_idf.html
Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. The Balter '40 Act Alternatives LP is an Insurance Dedicated Fund (IDF) that is only available within Private Placement Life Insurance and Variable Annuity policies. For further details on PPLI structures please contact us directly.
baltercap.com
Balter Capital Management: Key Personnel
https://www.baltercap.com/restricted/get/team.html
Balter Capital Management: Firm Philosophy. Recover a lost password. Balter '40 Act IDF. BRAD R. BALTER, CFA. VICTOR W. CHIANG. JAY C WARNER, CFA. BENJAMIN R. DESCHAINE, CAIA. Partner and Portfolio Manager. CELICIA C. ZHAO. Partner and Senior Investment Analyst. DAVID M. ACHTERHOF, CFA. Senior Hedge Fund Analyst. JULIE E. GILLER. JACK W. RYERSON. CASSANDRA A. SVOLIS.