Hedge Fund Seeding Portfolios provide capital to start-up and early stage hedge funds. There is potential for enhanced returns through the receipt of profit interests and profit allocations from seeded funds. Additional returns may be generated by monetization of those profit streams.* Investors may also benefit from capacity rights that allow them to make direct investments in seeded or subsequent funds.
- Multiple revenue streams may generate higher returns than a typical hedge fund or fund of funds investment*
- Better liquidity than traditional private equity, with 3-4 year lock up of capital per seeded fund
- Profits interest in active seeded funds continue in perpetuity, subject to a buyout
- Ongoing profits interest accrue with virtually no capital at risk
- Profits interest may be monetized via an IPO or private sale
*There is no guarantee that any of these benefits will be achieved. As with any investment, a hedge fund seeding investment can lose value. Please refer to Important Disclosures.
Senior Investment Team
Executive Vice President, Head of Hedge Fund Investing and Seeding Strategies
Mark is the Head of Hedge Fund Investing and Seeding Strategies. He previously served as the Chief Executive Officer and Chief Investment Officer of Larch Lane Advisors LLC. Prior to forming Larch Lane in 1999, Mark was Managing Director at Paloma Partners, a firm that he joined in 1988. At Paloma, he was primarily responsible for evaluating, selecting and monitoring suitable investments for various Paloma trading entities, as well as creating and structuring new products. His duties included the creation and management of the fund that formed the basis for Larch Lane's flagship fund – Larch Lane Absolute Return. From 1986 to 1988, Mark was employed at Skadden, Arps, Slate, Meagher and Flom as a specialist in financial investment modeling and management consulting. Mark began his financial career in 1984 at Arthur Young & Company (a predecessor of Ernst & Young), an international accounting and consulting firm. Previously, he served as an Independent Trustee of the MBIA Capital/Claymore Managed Duration Investment Grade Municipal Fund, on the Best Practices Committee of the Greenwich Roundtable and on the Board of Directors for the Managed Funds Association. Mark received his BA from State University of New York at Albany in 1980 and his MBA in Finance from New York University in 1984.
Senior Vice President, Director of Research, Alternative Strategies
Geoff is the Director of Research in the Alternative Strategies Group. Previously, Geoff served as a partner and Director of Research at Larch Lane Advisors LLC, which he joined in July 2010. He was formerly Head of Research at Safra Asset Management where he oversaw approximately $4 billion in hedge fund investments. Prior to joining Safra in 2008, Geoff was Director of Research and Head of Portfolio Management at Auda Advisor Associates LLC where he oversaw approximately $2 billion in hedge fund investments. From 1995 to 2000, Geoff worked in the debt capital markets group of UBS in New York and London, heading origination for European Yankee bonds. Geoff received his AB from Harvard College and his MBA from Columbia Business School.
Majlinda Kamberi, CAIA
Vice President, Research Analyst, Alternative Strategies
Majlinda is a Vice President, Research Analyst in the Alternative Strategies Group. From June 2011 to September 2016, Majlinda worked as a research analyst at Larch Lane Advisors LLC. She started her career at UBS in July 2006 as a hedge fund credit risk analyst, managing the investment bank's counterparty relationships with hedge funds. From April 2008 through June 2011, Majlinda worked in Alternative Investment Solutions, the Fund of Hedge Funds group of UBS Global Asset Management, where she started as an investment analyst and received the title of investment officer in March 2011. In 2006, Majlinda graduated simultaneously with BA and MA degrees in Economics from The City College of the City University of New York, and holds the Chartered Alternative Investment Analyst (CAIA) designation.