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Types of Hedge Fund Investors
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Types of Hedge Fund Investors Types of Hedge Fund Investors Types of Hedge Fund Investors Types of Hedge Fund Investors



Types of Hedge Fund Investors
Types of Hedge Fund Investors

Types of Hedge Fund Investors

5. Evan Simonoff, "Future Now," Financial Advisor, July­August 2000 (www.fa-
mag.com/articles/jul_aug_2000_futurenow.html).
6. The Gallagher Group (www.thegallaghergroup.net/html/wealth-facts.html).
7. Penalties may apply for certain investors who withdraw the income after one
year or any time before the hedge fund investor is 59.5 years old. Several other
complications also can arise. This table represents a progress report for the in-
vestor who wants to defer the income as long as possible.
8. 2003 Tax Rate Schedules--Schedule X (www.irs.gov/pub/irs-pdf/i1040tt.pdf).
9. Based on a survey of pension assets conducted by Greenwich Associates. See
Jeremy Smerd, "Survey: Pensions Increase Allocations to HF, But for How
Long?," Hedgefund.net, March 23, 2004 (www.hedgefund.net).
10. Hal Lux, "The Great Reinsurance Hedge Fund Tax Game," Euromoney, April
1, 2001 (www.iimagazine.com/channel/insurance/20010412000967.htm).
Types of Hedge Fund Investors
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