Hedge Fund Investor Leadership Summit
December 7, 2016 | New York City
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.
Baker Tilly Virchow Krause, LLP is one of the oldest and largest certified public accounting and consulting firms in the US. As an independent member of Baker Tilly International, the world’s 8th largest network of accounting firms, we bring you access to market-specific knowledge in 141 countries.
The Hedge Fund industry is a core focus of Baker Tilly Asset Management practice in the United States and globally. We work with clients to meet their financial reporting requirements and to help them better understand their competitive environment. We also offer a deep experience in non-audit services – world-class tax, valuation and advisory services that provide a genuine alternative to our largest competitors. Click here to learn more about our Asset Management practice.
OpenLink (www.openlink.com) is the market leader in trading and risk management software. OpenLink serves over 600 clients, 12 of the world's largest commodity and energy companies, 9 of the largest financial institutions, and 13 of the largest central banks.
OpenLink’s recent awards and recognition include: #1 CTRM Solution for the fourth consecutive year - Risk Technology Rankings, Best Derivatives Operations Solutions and Best Middle-to-Back-Office Integration Solution - FTF, Category Winner for Corporations and Energy Trading Risk – Chartis RiskTech100.
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 8,400 AI leaders. CAIA also offers the Fundamentals of Alternative Investments Certificate Program ®. For more information, please visit CAIA.org.
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.
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.
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.
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.
Vidrio Financial provides institutional investors managing allocations to external funds with a holistic portfolio management solution that meets all of their financial data and business process requirements in a single, integrated, investment platform. Vidrio is a SaaS offering clients data servicing to collect, clean, and load ALL fund and portfolio related information to our system. This data powers a comprehensive analytics suite, delivered through user customized web-based dashboards. Clients have found significant improvements in operating costs by leveraging Vidrio data services, and by reducing vendor count to one holistic system. www.vidrio.com
DarcMatter is a global investment platform for quality alternative investments. Our technology platform allows investors (LPs) to directly, efficiently, and transparently access U.S. alternative investment opportunities. Investors can access pre-vetted funds, seamlessly evaluate fund information online, and manage/track their portfolio selections online.
We work with investors based in the United States, China, and South Korea. Our investors are typically comprised of HNWIs, financial advisors, wealth managers, family offices, and institutional investors. On the fund manager side, we currently work exclusively with U.S. fund managers actively raising capital such as hedge funds, private equity funds, and venture capital funds.
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.
HC Global Fund Services, LLC is a fund administration firm with offices in San Francisco, New York, Los Angeles, and Manila. We provide services to hedge funds, fund of funds, venture funds, private equity, real estate, lending funds, family offices and other alternative vehicles including approximately 250 funds worldwide. Our business model is built to service clients of all sizes and strategies in the alternative investment industry, due to our in depth knowledge and experienced team. Our senior management team averages almost 20 years relevant experience, each having previously worked with big 4 audit firms and hedge funds senior roles.
Herbert L. Jamison & Co. LLC’s Alternative Investment Insurance Management Group is staffed by professionals who intimately understand the unique business liability risks you face in managing your funds. Our ability to clearly communicate and illustrate your risk exposures to the insurance marketplace is a critical factor in our success with delivering the appropriate risk management and insurance solutions you and your investors demand. Insuring Alternative Investment Managers and their Funds, is something we do with great care, and you can rest assured that we will deliver a properly and professionally designed program, through a comprehensive & strategic approach.
Ridgeway Partners is a global advisory firm specializing in executive search, board appointments and succession planning for a select group of multi-sector, domestic and international companies. With offices in New York, Boston and London, and research support across the world, our network is truly global.
Our success is driven by our access, experience and judgment. We differentiate ourselves by our completion rates and the positive experiences clients and candidates have working with Ridgeway. Our focus on a limited number of clients gives Ridgeway the widest pool of candidates from the best companies.