An “Exempt Reporting Advisor” does not need any licenses to manage a fund up to $150-million AUM. Talking with people about said fund is part of managing it.
With this being said, the #1, #2 & #3 question that I've not seen asked is, "What basis was applied to perform an in-depth quantitative RISK analysis to determine this "opportunity's…
An “Exempt Reporting Advisor” does not need any licenses to manage a fund up to $150-million AUM. Talking with people about said fund is part of managing it.
With this being said, the #1, #2 & #3 question that I've not seen asked is, "What basis was applied to perform an in-depth quantitative RISK analysis to determine this "opportunity's" actual Risk Score over (at least) one complete (prior) market cycle?"
I ask because if Michalis Kapsos’s 2014 paper on the “Mathematical Restatement of Keating and Shadwick’s Omega Ratio” has not been applied as a foundational component of assessing this ‘opportunity’s’ RISK Score, then an objective, accurate method for evaluating the quality of this ‘opportunity’ has not been determined in as comprehensive a manner as is possible today. End of Story.
An “Exempt Reporting Advisor” does not need any licenses to manage a fund up to $150-million AUM. Talking with people about said fund is part of managing it.
With this being said, the #1, #2 & #3 question that I've not seen asked is, "What basis was applied to perform an in-depth quantitative RISK analysis to determine this "opportunity's" actual Risk Score over (at least) one complete (prior) market cycle?"
I ask because if Michalis Kapsos’s 2014 paper on the “Mathematical Restatement of Keating and Shadwick’s Omega Ratio” has not been applied as a foundational component of assessing this ‘opportunity’s’ RISK Score, then an objective, accurate method for evaluating the quality of this ‘opportunity’ has not been determined in as comprehensive a manner as is possible today. End of Story.