HEDGE FUNDS

Greed

at Any Cost

Gyro Taverna

Website

5 million dollar client attempts to transfer in,
10 million account and save 1/2 of the Fees

Gyro (his Hedge Fund) cried to CEO.
Upset the Client was
Arbitraging 130,000 in Fees
(Recorded Calls)

Deutsche Bank

2.5% Fee

$10.4 Million
= $260,000

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Oppenheimer Inc.

1.25% Fee

$10.4 Million
= $130,000

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SAVINGS TO CLIENT

Same Product
Different Firm

$130,000

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GYRO Refused Transfer

Reichberg - Caderet - Myself
Office Meeting Recording

"GYRO called CEO Bud upset"

Oppenheimer
Flip - Flops over Transfer

David Tufts conversation

$45m contract in Jeopardy

Annual Fee Lost

$125,000

Brian Reichberg
Branch Manager
Explanation

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2013
June 9

Mr. Batman

$5,000,000 deposited in Alk Fund

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Oct 19

Clients CPA email - Fee Concerns
Deutsche Bank - $10 Million

Same Fund - Different Name

Double Fees Charged!

2.50% vs 1.25%

 

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Dec 16

Yale Club Lunch

David Tufts
Mr. Batman

Discuss Hedge Funds & OneScreen

Dec 19

David Tufts & Ed Harrington 
$10 Million Transfer

Into Alk Fund

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Dec 20

David Tufts & Peter Caderet
#1 - No to ACAT - No Selling Agreement
#2 - Instructed Me To Liquidate Duetche Bank

#3 - Than Transfer into Oppenheimer's "Partnership Structure"

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2014
Jan 7

Conference Call

David Tufts
Peter Caderet
Mr. Batman
Re: $5 Million - New Fund Pitch

Jan 15

Conference Call

David Tufts
Peter Caderet
Mr. Batman
Re: $5 Million - New Fund Pitch

Jan 30

Yale Club Lunch

David Tufts (Managing Director)
Peter Cadaret (Managing Director)
Mr. & Mr.s Batman

Discussed Hedge Funds & OneScreen

March 11

Office Meeting

Brian Reichberg's office
David Tufts
Peter Caderet
Re: Jim Batman & Gyro Taverna
Won't Accept his $10 million
Mandatory Redemption
Recording - (9 Minutes)

March 13

Brian Reichberg's Office

Gregg Templeton
Recording - 14 minutes

Re: Alk Fund - His Gyro Conversation

March 18

Brian Reichberg


Inaccurate Email to...
David Tufts (Pat Murphy)


Re: Gyro Taverna (Alk Fund)


Jim Batmasian


Won't Accept his $10 million


Mandatory Redemption

 


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  • New York, NY
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