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Clarity

Arturo Neto, CFA

Miami, Fl

CFA and Darden MBA - whether its an investment analysis or business improvement, I can help. - Financial professional, investment strategy, financial analysis, private placement due diligence, process improvement, excel modelling, business and strategy consulting, marketing, entrepreneur.

$8.33/min

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Financial Modeling - Excel

Extensive experience creating Excel models for all types of analysis. - Trying to figure out how to do something on Excel? A quick call and I can probably provide you with a few key formulas that will do the trick. - Taught college course in Excel. - The question isn't whether you can do something on Excel, the question is HOW to do it. Excel is very powerful.

Analysis - Investments, Real Estate

Need to analyze a potential investment to determine if its worth the risk? Over 15 years of investment and analytical experience to Fortune 500 companies, HNWI, family offices, hedge funds, private equity firms, broker-dealers, and registered investment advisors. Analyzed everything from private placements, hedge funds, to real estate deals.

Strategy

If you're not sure about the strategic direction of your company or how to position a new product/service, I may be able to help. - I've developed corporate strategy initiatives for Fortune 500 companies as well as small and mid-sized businesses in a variety of industries.

Portfolio Analysis

Currently work as Investment Strategist for Private Bank with over $80 billion in AUM globally. I can point out gaps and opportunities in an investment portfolio that can help identify ways to optimize a portfolio for a given set of objectives.

Research

Currently work as Investment Strategist in heavy research role providing investment advice to HNW individuals.Use qualitative research to generate investment themes and implementation ideas and can provide advice on finding, organizing, analyzing, and applying research to make investment decisions.

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Arturo Neto, CFA answered

Can an investment fund offer investors different fee terms?

Yes, a fund could have different fee terms. One way to do it is like you've asked in your question, identify different share classes, each with different terms. I've seen offering prospectus' with all of the share classes included and I've also seen these structured with a separate offering document for each share class. Which one is best will depend on what you are trying to do and which attorney you decide to hire. The third, albeit less preferred way is to have a side letter with an investor outlining different terms. This is less clean and could scare away some investors because it is much more difficult to evaluate ones position in a fund if there are side letters floating around with different terms. Hope this helps - let me know if you have additional questions.

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Member since March 2016