Passing the Baton: Hedge Fund Succession Planning (Deloitte)

November 2012

KEYWORDS: hedge funds, Hedge Fund Managers, principals, succession, assets under management, AUM, alignment of interests, hedge fund investor

Authors:

Ellen Schubert, Chaim Schneider, Neil Neveras

Organizations:
  • Deloitte

Summary:

Many hedge funds are facing the challenge of succession planning. Roughly one-third of the hedge fund industry’s assets are managed by founding principals who will reach their 60s in the next decade. The $600 billion question facing founders industry-wide is will my hedge fund liquidate when I step down, or will it live on because I actively prepared for my succession?

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