A Boutique
Marketing Firm

FOR ALTERNATIVE INVESTMENT FUNDS

ABOUT US

Blue Sand Securities was built on the belief that investment talent and the highest ethical standards are the cornerstones of institutional investment success. These values have helped Blue Sand raise over $12 Billion in assets for our client funds. Blue Sand meets with several hundred managers annually, and elects to work with only a handful of new Funds per year. 14 successful years in hedge fund capital-raising have made us well-attuned to market nuance and strictly attentive to detail, so we recognize when a fund has an interesting strategy or approach. We uncover uncorrelated managers who produce alpha, have an intriguing risk/reward profiles, and who are off the beaten path of most investors. We’re matchmakers in the marketing world, bringing together superior investment talent and investors seeking to allocate to unique strategies. Compelling conversations and productive relationships with investors create innovative investment opportunities. Our targeted approach cuts through the noise in the alternative space, and enables us to meet the high standards of the best and brightest institutional investors. Our people comprise a panoramic view of relevant industry experience including fund of funds analysts, hedge fund managers, entrepreneurs, and dedicated alternative asset marketers.

APPROACH


FUND MANAGERS

Our deal flow comes from existing and former clients, personal and professional referrals, service providers and capital introduction groups, and often investors themselves. Our typical partnership is a semi-exclusive long-term relationship with a midsized manager who seeks to transition from a boutique organization to an institutional-caliber investment management business. Blue Sand's interests are aligned with those of the fund manager; we are paid solely on a success basis. With no upfront or retainer fees, we earn a percentage of the fees generated on assets we raise.

INVESTORS


We establish strong relationships with Private Banks, Family Offices, Endowments, Foundations, Pension Funds, Consultants, Insurance Companies, Investment Advisors, and Fund of Funds. Carefully cultivating ongoing relationships enables us to tailor the marketing strategy to investors who have expressed an interest in a particular strategy. Pre-qualifying investors adds value on both sides of the relationship: for the fund manager by ensuring that marketing trips are productive and efficient, and for the investor by introducing relevant and appropriate investment opportunities.

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  • ADDITIONAL SERVICES

    MARKETING MATERIALS AND BRANDING

    In addition to fund raising activities, Blue Sand assists in the refinement of key marketing documents such as investor presentations, one-pagers, and due diligence materials. Although most of this work is done at the inception of our relationship with a fund, these materials are updated and continuously improved throughout the marketing process. Based on investor feedback, Blue Sand works with the manager to enhance the marketing pitch and position them for continued success in institutional fundraising efforts

    CONSULTING SERVICES

    Blue Sand's principals have 50+ years of collective experience in alternative assets fundraising, and as successful private entrepreneurs. This puts us in a position to counsel fund managers for maximum effectiveness. Advice on prospective seed investment deals, business planning, compensation issues, partnership relationships, and potential hires are all ancillary benefits of working with Blue Sand.

    REGISTERED REPRESENTATIVE PLATFORM

    Blue Sand offers a platform for like-minded entrepreneurial Registered Representatives, who don’t have the infrastructure or capital to create their own brokerage firm—but require a platform to license and support them in the market. Our firm provides an infrastructure of due diligence, compliance, and business development, as well as other optional consulting services. We carefully screen all prospects and they receive the same compliance onboarding, training, and ongoing supervision as our internal team. This arrangement allows external affiliates to leverage our experience and resources so they can focus on raising capital for their mandates.

    OUR TEAM

    Michael Cooney - Managing Partner

    With 18 years of hedge fund industry experience, Michael began his career as an institutional hedge fund investor. Identifying an opportunity, he built a marketing firm that could source and represent leading hedge fund talent, and align them with the strategic priorities of institutional investors. Raising over $6 billion from investors for Blue Sand’s hand-picked hedge fund clients, he’s primarily responsible for sourcing and diligencing new managers. Prior to forming Blue Sand Securities, Michael was President of Visitalk.com, a private Internet Infrastructure company that raised $45 million and was banked by Goldman Sachs and Wit Capital. During his previous tenure as Senior Research Analyst for Citigroup's Alternative Investment Strategies, Fund of Fund assets under management grew from $100 Million to over $2.5 Billion. Michael holds an MBA Administration from The Wharton School at the University of Pennsylvania, and holds a Bachelor of Arts in Philosophy from Reed College.  Michael also holds the Series 7, 24, 66, 79, and 99 Securities Licenses.

    Patrick Horsman, CFA - Managing Partner

    Patrick is focused primarily on raising assets from US & European institutional investors, including Foundations, Fund of Funds, Family Offices and University Endowments. His responsibilities also include screening potential new managers and designing the marketing strategy around their unique strengths. Patrick is also the COO and Founder of Merion Investment Management LP, an event driven hedge fund that currently manages $800 Million in AUM. He is also a Founder of Integrated Ag LP, an agriculture private equity fund specializing in the redevelopment of farm land and the production of agricultural commodities. Patrick is also a Partner and Board Member of Context Summits LLC which manages a series of hedge fund conferences focused on one-on-one investor/manager meetings. Patrick graduated Magna Cum Laude with a B.S. in Finance, Accounting and Entrepreneurship from the University of Arizona's Eller School of Business. Patrick is a member of the New York Society of Securities Analysts, the CFA Institute, and holds the Chartered Financial Analyst designation and the Series 7, 24, 66, 79, and 99 Securities Licenses.

    Nelson Cooney - Managing Partner

    Responsible for managing the marketing efforts of the firm, Nelson sources quality hedge fund managers and has raised several billion dollars from institutional investors in the US and Europe. Prior to Blue Sand, Nelson founded and ran VentureGov Group, a strategic business development firm that supported leading venture-backed technology companies in selling products to the federal government. Prior to VentureGov, Nelson was co-founder and Managing Partner of Milestone Equity Partners, a national network of technology incubators that successfully exited several companies including Limelight Networks (NASDAQ: LLNW) a leading content delivery network, and Plaxo, an online address book that was founded by Sean Parker and sold to Comcast in 2008. Nelson began his career in politics, first working as a presidential appointee for George H.W. Bush. He worked under Bill Bennett at the Office of National Drug Control Policy (ONDCP), then as a staff member of the President's Drug Advisory Council. He left politics to serve as the President of Community Anti-Drug Coalitions of America (CADCA), a large national nonprofit group that supported community based efforts to reduce teen drug use. Nelson departed CADCA to co-found the Fidelis Group, a consulting firm that provided strategy and leadership development services to Fortune 500 companies, tech start-ups and national nonprofit groups. Nelson holds a Master’s degree in Public Policy from Georgetown University after being selected for the prestigious Bryce Harlow scholarship, and B.A. in Political Science from the University of South Carolina (USC), where he was a scholarship athlete playing four years of varsity soccer He holds the Series 7, 24, 63, and 79 Securities Licenses.

    Katherine Brewster - Managing Director

    Early on at the firm Katherine raised assets for Hedge Fund clients from Institutional Investors such as Family Offices and Fund of Funds, managed the office, and maintained the firm’s CRM database. Today Katherine works closely with the firm’s Partners and CCO on business management, operations, and compliance and helps to prioritize client, company, and organizational requirements. On the operations side Katherine provides support to the firm’s existing Hedge Fund clientele, screens new potential Hedge Funds and Registered Representatives, and manages the Broker Dealer’s service providers and IT needs. On the compliance side Katherine supervises east-coast based Registered Representatives, and firm-wide, she works with the CCO to implement Blue Sand’s compliance policies and procedures. In addition to her role at Blue Sand Katherine has been Chief Compliance Officer at Merion Investment Management LP, an $800 Million Event Driven Hedge Fund, since January of 2013. At Merion Katherine implements and manages investment advisor compliance processes, testing, and controls. Prior to joining Blue Sand Katherine worked in Investor Relations and Operations for Pharo Management LLC, a $2 Billion Macro Hedge Fund. Katherine graduated from Dalhousie University with a B.A. in Finance in 2005. She is a member of 100 Women in Hedge Funds and holds the Series 24, 7, 79, and 63 Securities Licenses.

    Shannon Crotty - Chief Compliance Officer / CFO

    Shannon is responsible for all compliance related functions of the Broker Dealer, building and maintaining the firm’s investor files, and anti-money laundering compliance for new investments. Additionally, she is responsible for the majority of the financial management aspects of the firm and works closely with the firm’s FINOP and accountant to produce the firm’s financial statements and yearly audit reports. Shannon is continually working to improve the firm’s policies and procedures in accordance with industry best practices to comply with FINRA requirements. Prior to joining Blue Sand, Shannon was the Vice President of Operations at Stonehaven, LLC, a FINRA registered Broker Dealer focused on raising assets for hedge funds. Prior to Stonehaven, Shannon worked at UNX, Inc. directly under Matthew Michelson, Vice President of the Board at UNX and co-founder of Stonehaven. Prior to working for UNX, Shannon was a Public Relations Account Representative at Mentus, a Marketing and Public Relations firm focused on the Biotechnology and Pharmaceutical Industries. Shannon holds a J.D., graduating Cum Laude from the University Of Baltimore School Of Law, a B.S. in Biology from Bucknell University, and holds the Series 7, 24, 63, 79 and 99 Securities Licenses.

    Joseph Walker - Director

    Joseph Walker is a Director at Blue Sand Securities. He is responsible for raising assets from U.S. & European institutional investors with a focus on Sovereign Wealth, Foundations, Pensions and Family Offices. Joe is based in the firm's Washington D.C office and lives in Alexandria VA with his wife and 5 children.   Prior to joining Blue Sand, Joe was involved in a series of entrepreneurial endeavors, primarily in real estate and retail.  Joe's been spotted in the cashier window of one of his popular DC food trucks and is actively involved in feeding less fortunate DC residence.  He founded several successful businesses that remain profitable today. He has 13 years experience raising capital and personally investing in private equity and direct debt opportunities. He studied Psychology at James Madison University.  He holds the Series 7 and 63 Securities Licenses.

    Alex Horsman - Vice President

    Alex is responsible for raising assets for the firm's hedge fund clients from institutional investors, including Fund of Funds, Family Offices, Endowments, and Foundations. His other responsibilities include managing approved accounts and implementing new technologies into the firms growing databases. Prior to Blue Sand, Alex was Vice President at Social Media Investment Management LLC, a hedge fund based in Scottsdale, Arizona specializing in pre-IPO share acquisition, and Vice President at Cypress Settlements LLC, a class-action settlement service provider to hedge funds. Alex earned a BS in Finance from Arizona State University, and holds the Series 7 and Series 63 licenses.

    Drew Davis - Director

    Drew is responsible for raising assets for the firm's hedge fund clients from institutional investors, including Fund of Funds, Family Offices, Endowments, and Foundations.  Prior to joining Blue Sand, Drew was a corporate finance and securities lawyer with Lawson Lundell LLP, a leading law firm in Western Canada.  Drew earned both his Bachelor of Arts in Political Science and J.D. from the University of Victoria.  Drew holds his Series 7 & 63 Securities licenses.

    Jeffrey Heller - FINOP

    Prior to Blue Sand, Jeff worked as a Senior Accountant for Arthur Young & Co (now Ernst & Young). He’s been a Principal at his own CPA firm since 1988, and acts as accountant and FINOP for several clients, including Broker Dealers registered with FINRA. Jeff holds an M.B.A. in Accounting from Rutgers Graduate School and a B.A. in Economics from Rutgers College. Jeff holds his Series 27, 28 and 99 Securities Licenses.

    CONTACT US

    15210 N. SCOTTSDALE RD., STE. 305
    SCOTTSDALE, AZ 85254

    PHONE: 866-977-2227
    E-MAIL: INFO@BLUESAND.COM