Our case study overviews provide a snapshot of our capabilities, summarizing actual engagements for a wide variety of projects. These overviews represent just a few of the many services performed by HC Associates for our clients:
- New Fund Launch
- Portfolio Financing Analysis; Securities Lending/Borrowing & Treasury Management
- Treasury & Financing Analysis
- Due Diligence: Forensic Analysis on Investment Manager
- Interim Compliance Officer
- Registered Investment Advisor/ Broker Dealer Compliance
- Data Business Management, Current & Future State
- Operational Review of Credit Strategies; Collateral Optimization and Intermediation Analysis
- Operational Review of International & Synthetic Investments
- Operations Technology & Data Security
- Correspondent Clearing Services Business Planning Analysis
To request copies of HC Case Studies, click here.
Informational Bulletin: Registration and Form PF Preparation
August 2011
HC Associates' latest bulletin addresses preparing for the Dodd-Frank Act and its proposed Form PF filing requirements.
Opalesque Colorado Roundtable
March 8, 2011
HC's Founder & Chairman Edward Tedeschi discusses industry trends and developments as a member of the inaugural Opalesque Colorado Round table sponsored by Rothstein Kass.
