Jeffrey G Tarrant

Address:

PO Box 441, Watermill, NY 11976

Phone:

9177478227

VIN:

WP0AA2A98CS789128

Make:

PORSCHE

Model:

911

Year:

2012

US Patent:

7085738, Aug 1, 2006

Filed:

Mar 5, 2002

Appl. No.:

10/091412

Inventors:

Jeffrey G. Tarrant - New York NY, US

Assignee:

Protégé Partners LLC - New York NY

International Classification:

G06Q 40/00

US Classification:

705 36, 705 35

Abstract:

A preferred embodiment of the present invention comprises a method of creating and managing an index fund based on an index of funds of hedge funds, comprising steps of (a) identifying potential funds for an index of funds of hedge funds; (b) identifying which of the potential funds meet specific criteria selected so as to minimize biases comprising selection bias and survivorship bias; (c) creating an index by indexing funds identified as meeting the criteria; (d) acquiring a portfolio of funds in the index; and (e) allocating capital to funds in the portfolio. The invention also comprises software to perform the steps of the method described above. In particular, the invention comprises software wherein data regarding potential funds is stored in a database according to object role modeling. A preferred database structure is described.

US Patent:

8055565, Nov 8, 2011

Filed:

Jun 5, 2006

Appl. No.:

11/447756

Inventors:

Jeffrey G. Tarrant - New York NY, US

Assignee:

Tege Software Co., LLC - Wilmington DE

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 35

Abstract:

A preferred embodiment of the present invention includes a method of creating and managing an index fund based on an index of funds of hedge funds, including steps of (a) identifying potential funds for an index of funds of hedge funds; (b) identifying which of the potential funds meet specific criteria selected so as to minimize biases including selection bias and survivorship bias; (c) creating an index by indexing funds identified as meeting the criteria; (d) acquiring a portfolio of funds in the index; and (e) allocating capital to funds in the portfolio. The invention also includes software to perform the steps of the method described above. In particular, the invention includes software wherein data regarding potential funds is stored in a database according to object role modeling. A preferred database structure is described.

US Patent:

20020128939, Sep 12, 2002

Filed:

Dec 21, 2001

Appl. No.:

10/029731

Inventors:

Jeffrey Tarrant - New York NY, US

International Classification:

G06F017/60

US Classification:

705/035000

Abstract:

The invention comprises a method and system for sharing information over a computer network, the method comprising the steps of: receiving data regarding a particular investment over a computer network from a first user computer; storing the data from the first user in a relational database and identifying the data as coming from the first user, wherein the first user is identified as a member of a hierarchy of sources organized by level of trustworthiness; receiving a request over the computer network from a second user for data from the relational database regarding the particular investment; and, in response to the request from the second user, transmitting the data from the relational database to a second user computer, wherein, absent a request from the second user for data from a specific source or level of trustworthiness, the data transmitted comprise data from users of the highest level of trustworthiness available.

US Patent:

20150269522, Sep 24, 2015

Filed:

Mar 21, 2014

Appl. No.:

14/222315

Inventors:

- New York NY, US
Jeffrey TARRANT - New York NY, US

Assignee:

ASPN Solutions, LLC - New York NY

International Classification:

G06Q 10/10

Abstract:

A fund management system may facilitate sharing diligence information related to an investment fund with a client, a manager of another fund, a third party and/or other trusted party. The fund management system may enable one or more levels of restricted access to a fund and its associated documents. The fund management system may allow a fund manager, administrator, and/or other fund-level entity to restrict access to information about funds, information about a document of a fund, and/or other information. The fund management system may allow an author of a document to share the document with a trusted party, where that trusted party may have access to information about the document but may not be able to access the document itself. Responsive to an author sharing a document with a trusted party, the fund management system may share the documents of the trusted party with the author.

US Patent:

20150269663, Sep 24, 2015

Filed:

Mar 21, 2014

Appl. No.:

14/222378

Inventors:

- New York NY, US
Jeffrey TARRANT - New York NY, US

Assignee:

ASPN Solutions, LLC - New York NY

International Classification:

G06Q 40/00

Abstract:

A fund management system may determine an investment theme based on aggregated information related to investment research activities of a plurality of users and determine a set of potential users to include in a syndicate for the investment theme, wherein the investment theme comprises a topic on which the syndicate may base a strategy for a new investment fund. The fund management system may notify the first user of inclusion in the set of potential users of the syndicate by providing information about the syndicate; and restricting access of the first user to information related to any members of syndicate or information related to other users in the set of potential users. Responsive to the first user indicating acceptance of membership in the syndicate, the fund management system may add the first user as a member of the syndicate and provide information related to other members of syndicate.

US Patent:

20150269680, Sep 24, 2015

Filed:

Mar 21, 2014

Appl. No.:

14/222359

Inventors:

- New York NY, US
JEFFREY TARRANT - New York NY, US

Assignee:

ASPN Solutions, LLC - New York NY

International Classification:

G06Q 40/00

Abstract:

A fund management system may determine an investment theme for a potential investment fund based on investment research activities of a plurality of users of the fund management system. The fund management system may also identify a set of users from the plurality of users to include in a syndicate for the investment theme. The determined investment theme may comprise a topic on which the syndicate may base a strategy for a new investment fund. Responsive to a first user being included in the set of users of the syndicate, information related to the investment theme may be output to the first user.