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NOTED HEDGE FUND/CTA MARKETING FIRM
introduces new EMERGING MANAGER INVESTOR DATABASE ("EMID")
solution..,
PINNACLE ALTERNATIVE INVESTMENTS LLC, niche marketing
and business consultant to emerging trading managers
has, over the last 2 years, received numerous inquiries from
start-up and emerging trading managers seeking its marketing
services. However, the firm's policy of limiting its' representation
to specific managers based on markets traded, execution style,
firm size (AUM), non-conflicting strategies and other limiting
criteria means that Pinnacle generally never represents more
than 2-3 managers in any calendar year. Consequently, many
promising traders have had to be turned away.
Now, in response to these numerous inquiries, Pinnacle has
decided to package a simple and straight forward marketing
solution for those managers that are willing to allocate
a portion of their time and marketing budget for the purpose
of efficiently getting their story out to the appropriate
investor classes in the institutional space. In short, the
solution consists of is a subset of targeted investors from
the Pinnacle proprietary investor database and includes
Family Offices, Seed/Incubation Shops and Consultants, Wealth
Managers (Gatekeepers) and other investor groups that
have traditionally been open to considering allocations specifically
to the emerging manager space. It will be reasonably priced
in two formats in recognition of the normally constrained
marketing budgets faced by most emerging managers. Additionally,
Pinnacle will offer its professional guidance on how best
to employ the database and from time to time provide strategic
introductions on behalf of participating managers.
In commenting on the EMID, Managing Director Jacques DeRouen
noted that Pinnacle continues to focus on the emerging manager
landscape for talented traders (the firm recently retained
an old line Zurich-based private banking firm that recently
launched a new currency hedge product) and continues to receive
inquiries from many others. "As with any business plan",
DeRouen stated, "the younger managers need to focus on
investor performance expectations, front and back office shop
development and a consistent, well executed marketing strategy
in order to position and brand his/her trading model effectively
in the institutional investor space. Building assets under
management and maintaining consistent trading performance
are focal points, of course, for professional portfolio managers.
Finally, recognizing that there is a cycle (duration) to every
manager's growth model, as well as investor allocation cycle,
implies that the trader must be disciplined and patient (all
else being equal) throughout the process."
Of course, the EMID will only be made available to
emerging managers that are deemed suitable given their trading
strategies and styles, professional development and business
model profile. This, in accordance with Pinnacle's experience
in working with the professional investor space and in understanding
what they currently and have traditionally sought.
Pinnacle Alternative Investments LLC is licensed and registered
business and marketing consultant for emerging hedge managers
in the commodity, futures and FX space. Pinnacle has worked
with and represented a number of very successful trading managers
over the years and has developed one of the most diverse and
extensive investor databases in the industry.
To inquire further about the Emerging Manager Investor Database
please refer to the following email address, along with full
contact details. Serious inquiries only, please:
Pinnacle Alternative Investments LLC
info@pinnaclecta.com
Attention: EMID
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Bank Sal.Oppenheim Jr. &
Cie. Teams up with Pinnacle Alternative Investments LLC …
Thursday-March 08, 2007 {Zurich} - Bank Sal.Oppenheim
Jr. & Cie. (Switzerland) Ltd. announced today that
it and PINNACLE ALTERNATIVE INVESTMENTS LLC will team
up to introduce the "Sal. Oppenheim Figaro Currency
Fund" to institutional and high net worth investors
in the U.S.
The Sal. Oppenheim Figaro Currency Fund (a Dublin domiciled
low volatility currency hedge fund) is offered to U.S., as
well as European investors though a master feeder program
and will now, for the first time, be offered to outside investors
in a managed account format. Current AUM is approximately
$31 million, with capacity expected at $650 million. The Fund
has thus far realized an annualized vol of 3.61% over the
initial 20 months of trading and will target annual returns
of 7%-10% (compounded, net 1.5/20). The historical maximum
drawdown is only -2.01%. The returns are non-correlated to
most traditional benchmark indices, as well as most other
currency managers. It is also available for institutional
leveraging with current leverage averaging at 1.5:1. Most
importantly, the program was researched, developed and is
supported by one the more successful private asset management
shops in the industry and as such, we are quite comfortable
with both the quantitative and qualitative features of the
offering. {Past performance is not an indication of future
performance and there can be no assurances the Fund's investment
Objectives can or will be achieved}.
Bank Sal Oppenheim jr. & Cie. (Schweiz) AG, Zurich has
been appointed as investment advisor of the Sal. Oppenheim
Master Fund. The Investment Advisor is a Swiss bank that acts
for clients on a global basis in all areas of investment and
wealth management. The principals for the advisor are Dieter
Musielak, formerly president and CEO of U.S. Treasury operations
for Siemens Capital; Tobias Frei, operations manager and Adrian
Marcu, investor relations and formerly with Deutsche Bank,
Commerzbank and Lehman Brothers.
PINNACLE ALTERNATIVE INVESTMENTS LLC (a Houston -
based CTA) provides business strategy and marketing consulting
services to emerging and established professional commodity,
futures and FX traders. In agreeing to launch the Figaro Currency
Fund to the sophisticated investor space, both Bank Sal. Oppenheim
jr. & Cie. and Pinnacle agreed that the Fund's unique
low volatility trading approach and low correlation to most
major benchmark and currency indices will allow it to carve
out a niche among FX managers and provide additional incentive
for risk averse institutional investors to mandate allocations
as the Fund grows.
For further information on the Bank Sal Oppenheim Jr. &
Cie or The Figaro Currency Fund, contact:
Jacques P. DeRouen, Pinnacle Alternative Investments LLC,
via email @ jacques@pinnaclecta.com
or @ 281.545.2808.
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