Hedge Fund Marketing Leadership Summit
April 28, 2016 | New York City
With extensive industry tenure and knowledge encompassing every type of alternative investment product and strategy - from hedge funds and fund of funds to private equity funds and - our professionals’ vision, combined with our sophisticated technology, gives our clients the guidance, resources, and insight into the market they need to be successful. For more information about our comprehensive suite of alternative investment solutions, ETF, and mutual fund services please click here.
Katten advises many of the world’s premier domestic and offshore hedge funds, commodity pools, and other collective investment vehicles. We provide guidance on the structuring, formation and documentation of hedge funds for both first-time and well-established sponsors. We also advise private fund clients in corporate and financing transactions, including leveraged buyouts, minority investments, public and private exit transactions, recapitalizations, restructurings, and fund formation. Katten attorneys help our investor clients optimize the terms of each investment and prioritize their goals within each fund’s unique framework. Our depth of experience representing both sponsors and investors positions us to respond quickly with practical solutions that move deals forward.
Sadis & Goldberg LLP is a leading New York based law firm focused on delivering sophisticated and creative legal solutions in a highly professional manner. The Firm is internationally recognized for its financial services practice that consists of representing several hundred investment advisers and related investment entities (including hedge funds, private equity funds and venture capital funds). Similarly, the Firm provides regulatory and compliance advice and representation in connection with SEC enforcement proceedings. Notwithstanding the emphasis on the financial services industry, the Firm also provides a full range of tax, litigation, real estate, intellectual property and corporate services to its clients.
As The Nation’s Premier Business & Financial Weekly, Barron’s and Barrons.com offers its readers in-depth, sophisticated news reports and analysis on companies, industries, sectors, the economy and financial markets in the U.S. and around the world. Barron’s covers the dynamics affecting the flow of capital, the cost of capital, and the impact of regulators and rule-makers in the Professional Financial Community. Barron’s differs from other business magazines in that its feature stories and columns look ahead at what’s likely to happen in the future to the industry sectors and companies reviewed. It is this singular focus on the future, and our record in that respect, that Barron’s is relied upon by top management executives, financial leaders and powerful institutional and individual investors.
Edelman’s Financial Communications & Capital Markets practice helps investment firms evolve, promote and protect their reputations. We advise a broad range of alternative asset managers on developing and executing strategic communications and brand-building programs that effectively position them within the financial community—both during transformative events and the normal-course of business. Learn more at EdelmanFinComm.com.
Baker Tilly is a full-service accounting and advisory firm whose professionals supply expertise and global reach in audit, tax, and advisory services. As an independent member of Baker Tilly International, the world's eighth largest network of accounting firms with combined fee income of US $3.3 billion and more than 26,000 people worldwide (as of January 2013), we bring access to market-specific knowledge in 131 countries.
The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. The CAIA Association is known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 8,000 AI leaders. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®. For more information, please visit CAIA.org.
Kleinberg, Kaplan, Wolff & Cohen, P.C. is a leading New York law firm representing clients in transactional, regulatory, trusts and estates, tax, real estate, litigation and securities matters. Nationally recognized for its representation of private investment funds, the firm also acts as legal counsel to a number of financial institutions and privately held businesses.
Imagineer Technology Group is a New York City based software company focused on providing flexible and scalable solutions to asset managers and allocators. Imagineer’s solutions minimize the time and effort involved in technology, compliance and information infrastructure, allowing investment firms to focus on their core competency – investing. Our highly configurable software solutions assist our clients in the areas of Client Relationship Management, Client Web Reporting and Fund Research & Portfolio Management.
Millennium Trust Company is a leading financial services company offering niche alternative custody solutions. We serve as a complement to services offered by other custodians. Our innovative solutions include rollover solutions, alternative asset custody, private fund custody and advisor support services.
UMB Fund Services offers a broad suite of services for hedge funds, private equity funds, fund-of-funds and registered alternative funds – as well as traditional mutual funds. Services include product formation assistance, administration, fund accounting, investor accounting and reporting, tax, and custody. We offer unparalleled client service, leading-edge technology, and the stability of a highly capitalized parent that’s been around for 100+ years. Learn more at umbfs.com.
Piedmont Fund Services is an award-winning fund administrator with offices in Washington DC, New York, Los Angeles, and Malaysia, dedicated exclusively to hedge funds, private equity, and fund of funds. With several years of combined experience in the alternative investment industry from Big 4 Accounting Firms to leading hedge fund institutions, our professional team can offer a full range of solutions to help you navigate through the increasingly challenging business environment. Piedmont additionally offers a wide spectrum of services from Pre-launch consultation, Secured Online Reporting, GAAP Financial Statements Preparation, Cash Management Services to Anti-Money Laundering Procedure. To learn more, visit www.pfsglobal.com
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 250 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.
Citrin Cooperman is among the leading, nationally recognized accounting, audit, tax, and business advisory firms – currently ranked in the top 25 firms in the United States. Since 1979, we have worked with our clients to provide strategic advice for key life-cycle moments, actively bringing our best-in-class resources so you can focus on what counts. Whether you are an entrepreneur, a middle-market company, or a global publicly-traded conglomerate, we provide access to top-tier professionals who strive to understand a company’s differentiators and goals, specializing in going beyond the core compliance functions to provide valuable insight on key business decisions. Around the corner or across the globe, we can provide new perspectives on strategies that will help you achieve your short- and long-term goals. Our daily mission is to enhance the businesses and personal lives of our clients through our technical and industry depth and our enthusiasm for building long-standing relationships. Finding innovative solutions is what drives our professionals and helps our clients succeed.
As the world’s leading and most diverse derivatives marketplace, CME Group (www.cmegroup.com) is where the world comes to manage risk, offering the widest range of global benchmark products across all major asset classes. We bring buyers and sellers together through our CME Globex® electronic trading platform and our trading facilities in New York and Chicago. CME Clearing, an industry-leading central counterparty clearing provider, offers clearing and settlement services for exchange-traded and over-the-counter derivatives.
With a diverse staff of 350+ and a large financial services practice, Anchin is an accounting and advisory firm dedicated to the industry. Services include accounting and auditing; strategic tax planning and compliance; tax credits and incentives; succession planning; and various consulting services. Anchin is a large firm alternative, providing high level service to growth-focused, emerging funds.
Stuarts Walker Hersant Humphries (“Stuarts”) is a leading offshore law firm advising international law firms, major financial institutions, Fortune 500 companies and high-net worth individuals in connection with a wide range of cross border commercial arrangements and international transactions. The firm’s vision is to be the offshore legal partner of choice by offering responsive, effective and commercial advice. Stuarts is a listing agent for the Cayman Islands Stock Exchange. The firm’s affiliated organisation, Stuarts Corporate Services Ltd., provides a comprehensive range of offshore company incorporation, management, accounting and administration services for entities, finance vehicles and funds registered in the Cayman Islands.
Tannenbaum Helpern’s Financial Services, Private Funds & Capital Markets practice advises on hedge and private equity fund structures, organization and tax; multi-manager and fund-of-fund platforms; SEC, CFTC and FINRA registrations and compliance; blue sky; seed and operating agreements; swaps and derivatives; securities litigation and other regulatory issues. Additionally, it counsels family offices, private bank platforms and similar capital pools on investment due diligence, side letter negotiation and organizational and regulatory issues. With almost 40 years of experience serving a global roster of investment management clients and recipient of numerous industry awards, Tannenbaum Helpern has earned a reputation for excellence in client service.