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2016 Guide to setting up an Alternative Investment Fund in the USA – Introduction

The hitherto opaque alternative investment funds (AIFs) industry has been making significant strides towards transparency, driven largely by the demands of institutional investors and global regulators, who want to see AIFs deliver clarity and accuracy in their trading and investor reporting methods.

This is good news for an industry that is growing in size and scale globally and going retail with liquid alternatives. But how are AIFS set up in the first place? How do traders and prop desk alumni take the first the steps to setting up their own AIFs in the transparent and correct format required by investors and regulators? And, given regulatory differences on either side of the Atlantic, where should these funds be domiciled?

To help answer these and other key questions GFM's Team, led by Hedgeweek Managing Editor James Williams, has prepared a two-part "Guide to Setting up an Alternative Investment Fund".

In this first part we focus on the factors to consider when establishing an AIF in the USA, from domicile issues (Delaware, Cayman etc) to finance and compliance issues, selecting service providers and even marketing & distribution – in short, a complete beginners' Guide to Setting up an AIF in the USA.

The second part, which will be issued next month (June 2016), will tackle these issues from the perspective of setting up an AIF in Europe, and will be accompanied by a one-day seminar in London, details of which can be found on the Events section of hedgeweek.com.
This edition of the Guide to Setting up an Alternative Investment Fund in the USA was prepared with the support and expert contributions from the following firms:

• U.S. Bancorp Fund Services;
• ACA Compliance Group;
• Anchin Block and Anchin LLP;
• Eze Castle Integration;
• Cowen Prime Services;
• Sadis & Goldberg LLP;
• EisnerAmper LLP;
• Apex Fund Services;
• Circle Partners.

If you would like to participate in future editions of this Guide, or wish to work with GFM on producing other industry Guides, do not hesitate to contact us.

Sunil Gopalan
Chairman & Publisher
GFM (Global Fund Media) Limited
www.globalfundmedia.com
Email: [email protected]

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