Promoting a healthy business profile for your fund
Jamison’s Financial Services Division is co-headed by Shahri Griffin and Nicole Segal, both professionals who intimately understand the unique business risks you face in managing your fund. Our ability to clearly communicate and illustrate your risk exposures to the insurance marketplace is a critical factor in our success with delivering the appropriate risk management and insurance solutions you and your investors demand. Insuring Financial Services Institutions, their Funds and operations, is something we do with great care, and you can rest assured that we will deliver a properly and professionally designed program, through a comprehensive & strategic approach.
Our vast professional liability expertise is guided by the knowledge and experience of Shahri and Nicole as well as the depth and experience of Jamison’s Managing Directors. The group’s expertise is focused on insurance products designed for hedge funds, private equity firms, broker/dealers, and service providers including Compliance firms and third party marketers. Together they have successfully created a one-stop insurance shop for the firm’s clients. Product focus includes Errors and Omissions, Directors and Officers, Employment Practices Liability, Fiduciary Liability, Commercial General Liability, and a number of other property and casualty insurances. Ms. Griffin and Ms. Segal also work with personal lines insurance, group benefit coverages as well as individual life, disability, and long term care insurance. For a number of clients, they have also placed key man insurance.
Additionally, the team has assisted a number of firms in establishing and/or enhancing their retirement plan designs to include profit-sharing and cash balance plans as a means to larger qualified pre-tax contributions.
Enhancing Growth & Stability
- Properly insuring your fund will not only protect you and your managers from unforeseen liability, but it will also promote a healthy environment for investors as they make their investment decisions
- Providing your employees with health and retirement benefits that protect their families and secure their future will help to ensure the continued success of your fund, managed by these important human assets
- Independence from conflict: As a private company, we are less likely to have potential conflicts as we develop our business relationship
Insuring Your Road to Successful Compliance
We have been talking with many Hedge Funds, individually and in group sessions, about the current litigious environment in the investment management space and the myriad insurance issues concerning SEC compliance. These discussions are fueled by knowledge from insurance carrier’s Financial Services’ underwriting and claims specialists, members of Jamison’s Financial Services Division and Insurance Litigation specialists.
It is important that fund managers understand the increased exposures brought about by SEC registration, stemming from both regulators and investors. With the recent unwinding of both newer and established investment management entities, you need to know how to protect your enterprise and key employees despite the actions of certain individuals. The registration of funds will create a dynamic, and even almost immediate change in the risk exposures faced; which include Professional Liability, D&O, and Management Liability issues. For many funds, insurance is taking on a more important role in their business operations, creating questions, concerns and even confusion.
We believe it is key that you have the right insight, and an inside look at the exposures, pricing, trends and claims scenarios facing funds in today’s economy.
Click Here to view Insurance Products (Including Terms & Conditions) for the Hedge Fund and Financial Services Community