Southeastern Alternative Investment BBQ

Tower Attends SEHFA Southeastern Alternative Investment BBQ

Tower attended the SEHFA Southeastern Alternative Investment BBQ and held a networking event for the SEHFA community.

July 14, 2017 — Tower attended the SEHFA Southeastern Alternative Investment BBQ at the Magnolia Hall in Piedmont Park. The event included a retirement acknowledgement of the outgoing SEHFA president, Michael Cross, and an introduction of the new SEHFA president, Paul Foley. The new SEHFA officers are as follows:

Paul Foley – President
Gil Davis – Vice President (formally Secretary)
Michelle Dobbins – Secretary
Ned Case – Treasurer (continuing on in that position)

The BBQ was sponsored by the Southeastern Hedge Fund Association (SEHFA), the Atlanta Society of Finance and Investment Professionals (ASFIP), and the Chartered Alternative Investment Analyst (CAIA) Association.

Fund managers, service providers, and alternative investment organizations throughout the southeastern region attended the event for networking and a BBQ catered by Lowcountry BBQ.

“The Southeastern Hedge Fund Association, Inc. SEHFA has been organized to promote contact among alternative investment professionals of the Southeast.

Through its programs, information sources, and activities, the Association’s mission is centered on providing an effective forum for the education, interaction, and advancement of both its members and the broader southeastern alternative investment community.” (http://www.thesehfa.org/)

SEHFA Southeastern Alternative Investment BBQ
Vincent Sarullo, co-founder of Tower Fund Services, with Brad Janitz and Doug Robertson of Midland IRA at the SEHFA Annual BBQ.

Tower has attended the SEHFA Annual BBQ regularly in order to connect with service providers and fund managers from the southeast region. The event is a great opportunity for learning about trends and strategies in the southeastern region. It is also an opportunity to greet and socialize with friends throughout the alternative investment industry.  Service providers from other regions in the United States also attend in order to meet with clients and colleagues.

“SEHFA focuses its efforts on providing a professional forum to enhance of the visibility, accessibility, and interaction of the southeastern alternative investment community. SEHFA sponsors meetings with speakers and programs featuring both hedge fund managers and key investment industry professionals.

In so doing, the SEHFA strives to promote the growth and development of the southeastern alternative investment community in addition to keeping members informed of industry and regulatory changes, industry best practices, and the current investment environment. (http://www.thesehfa.org/)”

Southeastern Alternative Investment BBQ
Vincent Sarullo, Tower Fund Services, at the Southeastern Alternative Investment BBQ in Atlanta, GA July 14, 2017.

“The Atlanta Society of Finance and Investment Professionals was founded in 1960 to serve the practitioner’s need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members. For more than 55 years, these objectives have guided the society and its membership, and the society now plays a vital role within the Atlanta investment community.

Nationally, the society is a member of the CFA Institute. Admitted to membership in 1961, Atlanta is now among the largest of the more than 147 CFA Institute member societies and affiliates, and its members serve as leaders in CFA Institute. The society has twice hosted the CFA Institute annual conference, in 1968 and 1996.” (http://asfip.org/about.php)

Southeastern Alternative Investment BBQ
Fund managers with Marie Biro, Tower Fund Services, at the SEHFA Southeastern Alternative Investment BBQ.

“Founded in 2002, the Chartered Alternative Investment Analyst (CAIA) Association is the global authority in alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized finance credential and the gateway to a network of more than 8,700 alternative investment leaders in almost 90 countries.” (https://www.caia.org/about-caia)

Tower Networking Event at Seasons 52, Buckhead

July 13, 2017 — Tower hosted a pre-BBQ networking event at Seasons 52 in Buckhead, Atlanta. The event was co-sponsored by Triad Securities, the Kevin Cott Law Group, and Richey May. The event was well-attended by fund managers in the Southeastern region.

Tower is a premier third party administrator for all alternative fund types. We strive to achieve results that exceed your expectations. We are committed to providing outstanding service with accessibility, efficiency, and responsiveness. We take a genuine interest in you, understand your objectives, and deliver innovative solutions.

Tower Fund Services was glad to connect with our clients and friends in the Southeastern region for these events. We were also happy to introduce our clients to fellow fund managers and new service providers so they might share ideas and strategies on hedge fund trends.

As discussed in our capital raising post, the main strategy for capital raising is to build relationships. When raising capital, Tower advises, “there is no substitute for a warm introduction over a database. Your first approach might be to common friends and colleagues who have an existing relationship with you.”

The Atlanta AIM event is part of events Tower holds nationwide to help fund managers and fellow service providers build and nurture their relationships.

Southeastern Alternative Investment BBQ
Vincent Sarullo with the Kevin Cott Law Group at Seasons 52 in Buckhead, Atlanta, GA.

“Kevin Cott Law Group was a co-sponsor at the pre-BBQ networking event. Kevin Cott Law Group is a boutique law firm focused on providing full-service investment fund counsel to the investment management industry. They specialize in structuring domestic and offshore hedge funds, private equity funds, real estate funds / syndicates, funds-of-funds, commodity pools, incubator funds and other pooled investment vehicles.” (http://cottlawgroup.com/)

Southeastern Alternative Investment BBQ
Fund managers and service providers network at Seasons 52 during the week of the Southeastern Alternative Investment BBQ.

Tower’s trip to Atlanta was part of their mission to travel throughout the country holding networking events to connect with their clients and service providers. They have events planned for Seattle on September 27, 2017 and San Francisco on September 28, 2017. Please register for upcoming Tower events here: http://towerfundservices.com/resources/event-registration/

Interested in attending an event with Tower Fund Services and service providers? Contact us at 732-704-7297.



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