The Ultra High Net Worth Bankers Handbook

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The Ultra High Net Worth Bankers Handbook

Author : Heinrich Weber
Publisher : Harriman House Limited
ISBN 13 : 0857190296
Total Pages : 200 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis The Ultra High Net Worth Bankers Handbook by : Heinrich Weber

Download or read book The Ultra High Net Worth Bankers Handbook written by Heinrich Weber and published by Harriman House Limited. This book was released on 2009-08-10 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estimates show that there are around 20,000 Ultra High Net Worth individuals in existence today, each with bankable assets in excess of $50 million. Between them they possess a wealth of $5,000 billion, 10% of the world's estimated total wealth. The UHNW wealth management business is therefore a critically important as well as complex part of modern finance. It exists within a "client-banker-bank" triangle and is influenced by serious exogenous factors in political, economic and fiscal environments, as well as by numerous emotional, familial and personal dimensions. In this book the authors address these complex relationships, serving as guides and advisors for UHNW bankers, banks and clients alike. The authors' clients have taught them that the three major frustrations for private banking clients are bad performance, bad communication with the banker, and confusion in the face of poorly explained financial processes. In the first part of the book the authors offer their expert solutions to these problems and, in the second, help to eliminate confusion by explaining UHNW financial processes as clearly and simply as possible. The authors mix authoritative advice, gained from long careers in wealth management, with anecdotes and narrative, to make the book approachable as well as informative. The book also contains five major case studies that help to exemplify certain elements involved in UHNW banking across the world, including the importance and impact of: family values and governance; client confidence and connections; cultural and religious considerations; philanthropy; market crises and volatility; portfolio diversity and enterprise management. This book is for private bankers who work or aim to work in the Ultra High Net Worth field, the most sought-after and secluded high-end client segment of private banking and wealth management. For UHNW clients, this book is a guide on how to deal with your bankers and what you can expect from them, depicting the view from the other side of the table. And for the management of a private bank or private banking division of a financial institution, this book will serve as an essential introduction on how to improve performance. Expert, in-depth and accessible, The Ultra High Net Worth Banker's Handbook is the ultimate guide to this area of modern finance.

Wealth

Author : Richard P. Rojeck
Publisher : Springer
ISBN 13 : 3030244970
Total Pages : 131 pages
Book Rating : 4.0/5 (32 download)

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Book Synopsis Wealth by : Richard P. Rojeck

Download or read book Wealth written by Richard P. Rojeck and published by Springer. This book was released on 2019-08-06 with total page 131 pages. Available in PDF, EPUB and Kindle. Book excerpt: With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes.

Global Private Banking and Wealth Management

Author : David Maude
Publisher : John Wiley & Sons
ISBN 13 : 0470687819
Total Pages : 360 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Global Private Banking and Wealth Management by : David Maude

Download or read book Global Private Banking and Wealth Management written by David Maude and published by John Wiley & Sons. This book was released on 2010-02-09 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is changing fast. Going forward, players therefore need to adapt their strategies to the new realities: what worked in the past will not, for the most part, be appropriate in the future. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.

The Complete Family Office Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
ISBN 13 : 1118367308
Total Pages : 432 pages
Book Rating : 4.1/5 (183 download)

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Book Synopsis The Complete Family Office Handbook by : Kirby Rosplock

Download or read book The Complete Family Office Handbook written by Kirby Rosplock and published by John Wiley & Sons. This book was released on 2014-01-28 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.

Leveraged Buyouts

Author : David Pilger
Publisher : Harriman House Limited
ISBN 13 : 0857190954
Total Pages : 125 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Leveraged Buyouts by : David Pilger

Download or read book Leveraged Buyouts written by David Pilger and published by Harriman House Limited. This book was released on 2012-06-15 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt: Reveals the things you need to know to analyse and create custom leveraged buyout analysis, as practised in firms such as Goldman Sachs, Morgan Stanley and Barclays. This title provides step-by-step instructions on how to understand financial statements and prepare analysis.

Wealth

Author : Merrill Lynch
Publisher : John Wiley & Sons
ISBN 13 : 047067511X
Total Pages : 265 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Wealth by : Merrill Lynch

Download or read book Wealth written by Merrill Lynch and published by John Wiley & Sons. This book was released on 2010-01-08 with total page 265 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of HNWIs, as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research. Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management. Comprehensive coverage includes: What you should aspire to achieve with your wealth management goals. New ways in which HNWIs should be thinking about planning for the future. How to get to the next level of wealth. Trends, similarities and differences in various regions around the world. Innovative approaches to asset allocation and alternative investments. The increasing role of philanthropy, the growing importance of inter-generational wealth transfer, and other emerging issues for HNWIs. In-depth interviews with prominent high-net-worth and ultra-high-net-worth individuals as well as advisors. Provocative thinking on where the future of the wealth management industry is going.

Global Mobility of Ultra-High-Net-Worth Individuals

Author :
Publisher :
ISBN 13 : 9781787423947
Total Pages : 250 pages
Book Rating : 4.4/5 (239 download)

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Book Synopsis Global Mobility of Ultra-High-Net-Worth Individuals by :

Download or read book Global Mobility of Ultra-High-Net-Worth Individuals written by and published by . This book was released on 2021-08-31 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: It is now easier than ever for ultra-high-net-worth individuals to relocate and select a country as their residence, and in light of a variety of circumstances, including political instability and the proliferation of special tax regimes across more countries designed to attract the wealthy, this is a continually increasing trend. However these individuals must consider a wide range of factors when deciding whether to relocate internationally, and so advisers need to take a holistic approach. This title, featuring contributions by leading private client advisers from 16 key jurisdictions worldwide, provides readers with expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of ultra-high-net-worth individuals. Chapters cover the relevant law in their respective jurisdictions relating to: immigration; tax; succession; and family. It also considers the application of tax treaties to beneficial tax regimes, and the relocation of works of art, as well as other key topics. This book will be an invaluable tool for lawyers, tax advisers, bankers and all professionals who assist ultra-high-net-worth individuals.

Business Knowledge for IT in Private Wealth Management

Author : Essvale Corporation Limited
Publisher : Essvale Corporation Limited
ISBN 13 : 0955412498
Total Pages : 285 pages
Book Rating : 4.9/5 (554 download)

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Book Synopsis Business Knowledge for IT in Private Wealth Management by : Essvale Corporation Limited

Download or read book Business Knowledge for IT in Private Wealth Management written by Essvale Corporation Limited and published by Essvale Corporation Limited. This book was released on 2008 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to bridge the gap in terms of business knowledge between IT and private wealth management /private banking .This book contains discussions on boutique PWMs and family offices; recent trends in the private management industry; portfolio constructi.

Advising the Ultra-Wealthy

Author : Gregory Curtis
Publisher : Springer Nature
ISBN 13 : 3030576051
Total Pages : 131 pages
Book Rating : 4.0/5 (35 download)

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Book Synopsis Advising the Ultra-Wealthy by : Gregory Curtis

Download or read book Advising the Ultra-Wealthy written by Gregory Curtis and published by Springer Nature. This book was released on 2020-11-27 with total page 131 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book, designed to be a guide for practitioners who wish to advise ultra-wealthy families, focuses on the difference between the ultra-wealthy and the ‘merely’ wealthy. With this in mind, the chapters devote little time to issues on which most financial advisors spend most of their time—retirement planning, IRA accounts, home mortgages, planning for college tuition, or financial planning in general. Practitioners working with the ultra-wealthy will instead need to grapple with complex tax issues, matters associated with the ever-changing world of trusts, the special world of the family office, money managers that are not available to anyone who is not an accredited investor or who enforce very high minimum account sizes, the family dynamics and human capital issues that destroy both families and wealth, and so on, all of which will be covered on a global scale in this book.

Tailored Wealth Management

Author : Niall J. Gannon
Publisher : Springer
ISBN 13 : 3319997807
Total Pages : 191 pages
Book Rating : 4.3/5 (199 download)

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Book Synopsis Tailored Wealth Management by : Niall J. Gannon

Download or read book Tailored Wealth Management written by Niall J. Gannon and published by Springer. This book was released on 2019-01-07 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt: The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Management meets you where you are: a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist. The book educates readers with a deeper understanding of their place on the national and global scales of wealth. It proves that the term “wealthy” can apply as fittingly to a gas station attendant as it does to a gas company president. It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy. As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind “hope” simplicity. The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo. Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities. This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success.

The Family Office

Author : William I. Woodson
Publisher : Columbia University Press
ISBN 13 : 0231553714
Total Pages : 335 pages
Book Rating : 4.2/5 (315 download)

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Book Synopsis The Family Office by : William I. Woodson

Download or read book The Family Office written by William I. Woodson and published by Columbia University Press. This book was released on 2021-08-10 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used. This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.

Help, I'm Rich!

Author : Kees Stoute
Publisher : John Wiley & Sons
ISBN 13 : 1119020549
Total Pages : 356 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis Help, I'm Rich! by : Kees Stoute

Download or read book Help, I'm Rich! written by Kees Stoute and published by John Wiley & Sons. This book was released on 2015-02-02 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.

The Wealth Elite

Author : Rainer Zitelmann
Publisher : Lid Editorial
ISBN 13 : 9781912555543
Total Pages : 0 pages
Book Rating : 4.5/5 (555 download)

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Book Synopsis The Wealth Elite by : Rainer Zitelmann

Download or read book The Wealth Elite written by Rainer Zitelmann and published by Lid Editorial. This book was released on 2019-05-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: What makes the super rich tick? Is there a specific mindset that sets ultra-high net worth individuals apart from the rest of us? Are they meticulous planners - or is their wealth an unintended by-product of their entrepreneurial activities? Is it nature or nurture that sets them on the path to great financial success? This book represents one of the most comprehensive modern-day studies of the super rich. Based on interviews with members of the financial elite, and rigorous academic analysis, this empirical study investigates the link between personality traits and the creation of enormous wealth. In short, the book provides a fascinating insight into the world of the super rich - and how they think, behave and make their fortunes.

The Bankers’ New Clothes

Author : Anat Admati
Publisher : Princeton University Press
ISBN 13 : 0691251703
Total Pages : 624 pages
Book Rating : 4.6/5 (912 download)

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Book Synopsis The Bankers’ New Clothes by : Anat Admati

Download or read book The Bankers’ New Clothes written by Anat Admati and published by Princeton University Press. This book was released on 2024-01-09 with total page 624 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Wall Street Journal, Financial Times, and Bloomberg Businessweek Book of the Year Why our banking system is broken—and what we must do to fix it New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis—and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed—and why banks are still so dangerous. Writing in clear language that anyone can understand, Anat Admati and Martin Hellwig debunk the false and misleading claims of bankers, regulators, politicians, academics, and others who oppose effective reform, and they explain how the banking system can be made safer and healthier. Thoroughly updated for a world where bank failures have made a dramatic return, this acclaimed and important book now features a new preface and four new chapters that expose the shortcomings of current policies and reveal how the dominance of banking even presents dangers to the rule of law and democracy itself.

Managing Your Wealth

Author : Christopher F. Poch
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781537118017
Total Pages : 110 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Managing Your Wealth by : Christopher F. Poch

Download or read book Managing Your Wealth written by Christopher F. Poch and published by Createspace Independent Publishing Platform. This book was released on 2016-09-22 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is for the family with enough assets and responsibilities to warrant attention. Most of the advice applies to everyone, but all of it requires some effort on behalf of the reader. In an hour you can become smarter than 99% of people about how to oversee your wealth. This book is a primer offering an outline which will you guide you through all of the issues to consider. It will provide you with the essential tools to develop your strategic plan. The intent is not to provide all of the answers to all the questions. The goal is simple: Give you enough to know what to look for and how to find the right team of advisors to help you do it. The brevity of this book is its strength. For those who have over $5MM in investable assets, this is a "must-read."

Wealth Management Unwrapped, Revised and Expanded

Author : Charlotte B. Beyer
Publisher : John Wiley & Sons
ISBN 13 : 1119403693
Total Pages : 208 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Wealth Management Unwrapped, Revised and Expanded by : Charlotte B. Beyer

Download or read book Wealth Management Unwrapped, Revised and Expanded written by Charlotte B. Beyer and published by John Wiley & Sons. This book was released on 2017-08-28 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

Following the Trend

Author : Andreas F. Clenow
Publisher : John Wiley & Sons
ISBN 13 : 111841084X
Total Pages : 309 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Following the Trend by : Andreas F. Clenow

Download or read book Following the Trend written by Andreas F. Clenow and published by John Wiley & Sons. This book was released on 2012-11-21 with total page 309 pages. Available in PDF, EPUB and Kindle. Book excerpt: During bull and bear markets, there is a group of hedge funds and professional traders which have been consistently outperforming traditional investment strategies for the past 30 odd years. They have shown remarkable uncorrelated performance and in the great bear market of 2008 they had record gains. These traders are highly secretive about their proprietary trading algorithms and often employ top PhDs in their research teams. Yet, it is possible to replicate their trading performance with relatively simplistic models. These traders are trend following cross asset futures managers, also known as CTAs. Many books are written about them but none explain their strategies in such detail as to enable the reader to emulate their success and create their own trend following trading business, until now. Following the Trend explains why most hopefuls fail by focusing on the wrong things, such as buy and sell rules, and teaches the truly important parts of trend following. Trading everything from the Nasdaq index and T-bills to currency crosses, platinum and live hogs, there are large gains to be made regardless of the state of the economy or stock markets. By analysing year by year trend following performance and attribution the reader will be able to build a deep understanding of what it is like to trade futures in large scale and where the real problems and opportunities lay. Written by experienced hedge fund manager Andreas Clenow, this book provides a comprehensive insight into the strategies behind the booming trend following futures industry from the perspective of a market participant. The strategies behind the success of this industry are explained in great detail, including complete trading rules and instructions for how to replicate the performance of successful hedge funds. You are in for a potentially highly profitable roller coaster ride with this hard and honest look at the positive as well as the negative sides of trend following.