AI Hedge Awards 2017

Acquisition International - Hedge Fund Awards 2017 51 CoastRock Capital Management Most Innovative Alternative Asset Manager 2017 - New York & Recognised Leaders in Risk Budgeting 2017 - New York CoastRock Capital Management Company: CoastRock Capital Management, LP Name: Peter Hamamji Email: phamamji@ coastrockcap.com Web: www.coastrockcap.com Address: 590 Madison Ave, 21st Floor. New York, NY 10022 Phone: 212-920-7404 HF170022 CoastRock Capital Management, L.P. is an alternative asset management firm based in New York. Founder and Managing Partner Peter Hamamji talks us through the firm and its range of investment products. Founded in 2015, CoastRock is a largely systematic quantitative long/ short equity hedge fund. It employs 5 core models that work in tandem to maximize risk adjusted returns while remaining market neutral throughout varying market conditions. CoastRock actively manages both portfolio and operational risk through its disciplined risk budgeting approach. The fund, which recently completed its first year, was previously only available to a select group of clients. However, Peter is keen to grow the fund and outlines his plans for doing so below. “At CoastRock, we are always brainstorming new ideas, creating new investment models, and refining our existing models and investment processes. Given the nature of our strategy, we are less concerned with the day to day noise in equity markets and more focused on making sure our models can adapt to varying market conditions. “In 2017, we will be opening the fund to new investors and managed accounts. We are actively fundraising and looking forward to the arrival of additional capital. As far as client needs go, we make ourselves readily accessible and emphasize the manager-client relationship. With many of our current clients, we go above and beyond to offer tailored services and are generally the go-to source for their investment related needs. As we continue to grow, we hope to maintain a close relationship with each of our clients.” The firm’s strategy focuses on leveraging software, data, and quantitative analysis to attempt and predict future price movement of the stock market. Quantitative models are developed in-house and range from optimizations to machine- learning. This strategy has proved to be successful thus far and moving forward, the focus remains firmly on growing the fund and expanding upon its current investment offering to serve a wider range of clients. “Currently we are in the process of expanding our investor base and are actively pursuing growth opportunities. As we continue to optimize our existing models and develop new models, we expect higher returns while maintaining low levels of volatility. Having successfully navigated the volatile market environment experienced this past year, we look forward to 2017.” CohnReznick Best Hedge Fund Accounting Firm - USA CohnReznick Company: CohnReznick LLP Name: Jay Levy Email: Jay.Levy@ CohnReznick.com Web: www.cohnreznick.com Address: 1301 Avenue of the Americas, New York, NY 10019 Phone: 646-254-7412 HF170057 CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today’s dynamic business environment demands. The professionals within CohnReznick’s Financial Services Industry Practice service approximately 400 funds at all stages – from start-ups to multi-fund managers – as well as domestic and offshore funds (including Cayman Islands domiciled funds). The Firm also has experience in all types of investment portfolios. We invited Jay Levy, Partner and Leader of the Firm’s Financial Services Industry Practice, to tell us more about CohnReznick’s work in the industry. “As the hedge fund industry continues to face regulatory challenges, increased investor scrutiny, investment competition, and rapid advancements in technology, there is a constant need for accurate metrics, experienced guidance on controls and best practice procedures, and reliable assistance with compliance. We are actively attuned to the trends and challenges affecting the industry so that we can adapt and tailor our service offerings to meet the needs of our clients. We perform annual audits of financial statements in accordance with reporting under both GAAP and IFRS; provide consultation of partnership agreements, private placement memoranda, and other offering documents; and surprise examinations to complywithRule 206- 4(2) under the Investment Advisers Act of 1940 for Registered Investment Advisors. We offer both domestic and international tax advisory capabilities, providing clients with insight on fund structuring, tax planning to meet both investor and manager objectives, relevant legislative developments, and guidance on fund operations. Key differentiators of our Firm include, the depth and breadth of experience, and superior client service provided by our professionals. Our dedicated professionals have many years of experience and immerse themselves in the financial services industry by regularly attending events, networking with key industry influencers, and speaking and writing about timely topics affecting the industry and our clients. This knowledge and activity allows us to be more than just accountants; we work to increase our understanding of critical business drivers, tax issues, and financial reporting matters. CohnReznick is PCAOB registered and inspected, an important criterion for hedge fund advisors, as they need a PCAOB firm for fund audits. Lastly, our partners have a hands-on approach to client service and become a valued resource to our clients as they launch and grow their business. CohnReznick is widely recognized as a knowledgeable and reliable provider of audit and tax services to a broad range of hedge funds. We constantly work to exceed our client’s expectations by providing timely and relevant insight on the constantly changing regulatory landscape, SEC regulations, tax legislation, and emerging trends.”