Episode 75: Cayman Directors with Darragh Murphy, Marfire

Darragh Murphy from Marfire joins me in the Tokens of Wisdom Studio to tell us all about the wonderful world of Cayman fund directors. From choosing the right director, to working with them once chosen, to navigating the complexities across a fund’s lifecycle, Darragh shares the wisdom.

Key Points From This Episode:

• What is the role of an independent director in the Cayman funds space?
• Does engaging an independent director mean I am losing control of my fund?
• Does my Cayman fund always need an independent director?
• How do you approach conflicts of interest in your role?
• What’s your role in AML and KYC compliance?
• How do you handle situations when a fund is in distress?
• How should I choose the right director?
• What’s the smartest thing a new fund manager can do?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Darragh Murphy - https://www.linkedin.com/in/darragh-murphy-cta/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Marfire - https://www.marfire.co/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com

Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare

Patrick Colegrave joins me in the Tokens of Wisdom Studio to discuss all things Cayman funds. From local regulatory requirements to investor expectations to setup costs, Patrick covers the ins and outs of Cayman fund formation.

Key Points From This Episode:

• Why should I choose Cayman over BVI (or should I?)?
• Does my Cayman fund always need to register with CIMA?
• What does the formation process cost/involve?
• What are the most common entity types for Cayman fund vehicles?
• Is there a specific type of entity that works best for specific types of fund?
• Local regulatory requirements for a Cayman fund.
• How should I choose the right offshore counsel?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Patrick Colegrave - https://www.linkedin.com/in/patrickcolegrave/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Forbes Hare - https://forbeshare.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com

Episode 73: Prime Brokerage with Harry Shillingford, Marex

My old pal Harry Shillingford from Marex joins me in the Tokens of Wisdom Studio to talk about the intricacies of prime brokerage. We delve into scintillating topics like “what does a prime broker actually do?” (answer: a lot) and “should I draw fund inspiration from Field of Dreams?” (answer: no). Harry also shares some serious wisdom on budgeting and choosing the right broker.

Key Points From This Episode:

• Difference between an introducing broker and a prime broker.
• What kinds of services do PBs provide?
• What’s involved in cap intro?
• What’s involved in outsourced trading?
• When might I think about engaging an outsourced trader?
• How do I choose the right broker for my fund?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Harry Shillingford - https://www.linkedin.com/in/harry-shillingford-527745b/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Marex - https://www.marex.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com