Cathleen M. Rittereiser

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Top Hedge Fund Investors:

Stories, Strategies, and Advice 

Top Hedge Fund Investors: Stories, Strategies, and Advice profiles nine top-performing, well-regarded investors, each with a long history of investing in hedge funds.  The book chronicles the challenges and rewards these investors face in selecting hedge fund managers, managing risks and constructing portfolios. By telling their stories, they describe their strategies and offer their advice for succeeding at investing in hedge funds.

Readers will find:

·     Overviews of the evolution of hedge funds as an investment and an industry; how and why hedge funds have become a bigger and more influential investment force. 

·     Interviews of top hedge fund investors - the pioneers and next generation; high net-worth individuals, funds of hedge funds and institutions – result in nine revealing profiles.

o      Richard Elden, Founder and Former Chairman, Grosvenor Capital Management

o      Frank Meyer, Founder and Former Chairman, Glenwood Capital Investments

o      James R. Hodge, President and Chief Investment Officer, Permal Asset Management

o      Mark J. P. Anson, Managing Partner and Chair of the Investment Committee, Oak Hill Investment Management

o      Louis W. Moelchert, Jr., Managing Partner, Private Advisors

o      Christopher Fawcett, Co-Founder, Senior Partner, Fauchier Partners

o      Deepak Gurnani, Head of Hedge Funds, Investcorp

o      Kathryn A. Hall, Chairman, CEO & Chief Investment Officer, Hall Capital Partners

o      Ted Seides, Co-founder, Protégé Partners

·     Viewpoints, lessons, insights and advice beneficial to all hedge fund investors regarding particular challenges in the areas of due diligence and manager selection, growth and change of the asset class, proliferation of funds, headline risk, and balancing qualitative and quantitative factors when making an investment decision. 

·     Reviews the financial crisis of 2008, problematic hedge fund strategies, the Bernard Madoff fraud and previews how these recent events will influence hedge fund investors in the future.

Top Hedge Fund Investors will prove valuable to anyone involved in investing in hedge funds as well as to hedge funds seeking a better understanding of their clients.


Advance Praise for Top Hedge Fund Investors

“Cathleen and Larry have written this must read book on hedge funds. They capture the spirit, energy, and the knowledge of the best and brightest of the industry.”

-Anthony Scaramucci, Managing Partner SkyBridge Capital

  “A fascinating look into the world of professional allocators.  I recommend any Hedge Fund Manager read this book to get inside the head of the folks that control where the money goes.  Plus, anyone that is considering putting their money with a Hedge Fund will learn valuable lessons from these Leaders.  Not only is this book insightful - it is also thoroughly entertaining.”

-Emma Sugarman, Head of Capital Introduction, BNP Paribas

“In Top Hedge Fund Investors, Rittereiser and Kochard profile men and women with passion, courage, intellect, tenacity, inquisitiveness and resiliency, who have helped establish a standard of excellence in hedge fund investing that all those who read this book will benefit from emulating.  We are all richer for the authors' efforts to bring together this outstanding volume of Stories, Strategy and Advice from some of the best hedge fund investors in the business.”

-Mark W. Yusko, CEO & CIO, Morgan Creek Capital Management

“This volume will be required reading for any fiduciary or investor serious about understanding hedge funds and their strategies.  In distilling the investment philosophies of major thought leaders, the authors have constructed what will quickly be recognized as a durable intellectual anchor for investors.”

-Orin Kramer, Chair of the New Jersey State Investment Council, and Partner, Boston Provident, L.P.

“An excellent overview and history lesson on the evolution of the global hedge fund industry with sound advice from successful investors.  The foresight and persistence of these prominent investors in hedge funds provides a practical education from invaluable experience.   They brilliantly articulate their successes and shortfalls with great insights for any hedge fund investor.”

-Glen C. Dailey, Managing Director, Head of Prime Brokerage, Jefferies and Company

“Rittereiser and Kochard have distilled the essence of what drives some of the alternative investment industry’s most influential leaders.  They have coaxed these luminaries into revealing not only their investing strategies and outlooks, but also the personality traits and life experiences that make them tick.  The result is a must-read for anyone looking for an edge in, or considering a career in, the alternative investment sector.”

-Christopher Holt, Director, Industry Relations, Chartered Alternative Investment Analyst (CAIA) Association, and Founding Editor, AllAboutAlpha.com

“Top Hedge Fund Investors offers a refreshing perspective and unique insight into the shrouded world of hedge funds. We get a glimpse beyond the numbers and gain an insider’s view of this complex industry. As one who has been with this business for nearly thirty years, I can attest that this book rings true.”

-Lawrence P. Chiarello, Partner, SkyView Investment Advisors LLC



Foundation and Endowment Investing

Philosophies and Strategies of Top Investors and Institutions

By Lawrence E. Kochard and Cathleen Rittereiser    

Profiles 12 leading foundation and endowment Chief Investment Officers; chronicling their experiences, investment philosophies, and the challenges they face in allocating assets, managing risks, and selecting from an increasingly sophisticated set of investment opportunities. 

Readers will understand how CIOs approach investing, glean good ideas about investment strategies, manager selection and new types of investments, and learn the characteristics of successful CIOs.

Foundation and Endowment Investing received a great review in the July/August issue of the Financial Analysts Journal

"Swensen’s outstanding performance with Yale’s portfolio, and the investment success of other educational institutions’ endowments, such as Harvard’s, and of some foundations has made the workings of endowments/foundations of growing interest. Kochard and Rittereiser have produced a well-written, enlightening book on the subject."

Leading Investors and Financial Experts on Foundation and Endowment Investing

“Larry Kochard and Cathleen Rittereiser have created a text that is an essential read for institutional investors. This book provides an excellent perspective on the evolution of institutional investing as well as on more topical issues regarding asset allocation and the emergence of alternative asset classes. The authors have done the investment community a great serviceby consolidating and sharing the collective experiences and outlooks of noted thought-leaders within the industry.”
-- Afsaneh Beschloss, CEO & CIO, The Rock Creek Group, Chairman of the Investment Committee of the Ford Foundation

“A must read for all CIOs, investment managers, marketers, board members and all those who call themselves investment professionals. Larry and Cathleen provide profound insight into the innermost thoughts behind the best and the brightest in the endowment world. These are profound anecdotes-- read this book!”

-- Churchill G. Franklin, Executive Vice President & Chief Operating Officer, Acadian Asset Management

“Larry and Cathleen are gifted investors themselves and they have used their skills to bring out the best from a wonderful group of Foundation and Endowment CIOs. The result is very thought provoking.”

-- Thomas J. Healey, Board Member, Georgetown University

"The authors have written an insightful book that highlights the growing importance of the Chief Investment Officer in the increasingly complex world of foundation and endowment investments. By examining the various CIOs' career paths, investment philosophies, challenges and successes, the book imparts practical advice for others in the field. Anyone interested in investment management will find this book particularly valuable."

-- George W. Wellde Jr., Managing Director, Goldman, Sachs & Co.