Hedge Fund Investor Leadership Summit
November 2-3, 2017 | New York City
Gold Sponsors
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.
Harneys has one of the most dynamic and fastest growing offshore funds teams in the world. We work with many of the pre-eminent onshore law firms and our clients range from start-up managers to some of the world’s largest asset managers. With over 50 funds lawyers working across five continents we have the experience and expertise to help; whether developing innovative solutions for some of the more complex challenges faced by our clients or carrying out more basic tasks on time and on budget.
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 9th largest network of accounting firms, we bring you access to market-specific knowledge in 147 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.
Robbins Geller Rudman & Dowd LLP is widely recognized as the leading law firm advising and representing U.S. and international investors in securities litigation and portfolio monitoring. With 200 lawyers in 10 offices, Robbins Geller has obtained many of the largest securities class action recoveries in history. For the third consecutive year, the Firm ranked first in both total amount recovered for investors and number of securities class action recoveries in ISS's SCAS Top 50 Report. Robbins Geller attorneys have shaped the law in the areas of securities litigation and shareholder rights and have recovered tens of billions of dollars on behalf of the Firm’s clients.
Robbins Geller not only secures recoveries for defrauded investors, it also implements significant corporate governance reforms, helping to improve the financial markets for investors worldwide.
Robbins Geller has also recovered hundreds of millions of dollars for investors in RMBS, SIVs and CDOs, and is presently working on litigation concerning other structured products. Please visit rgrdlaw.com for more information.
The Productivity Suite for the Alternative Investment Industry TM
Backstop Solutions Group empowers the alternative investment community to make smart, creative business decisions - all with actionable intelligence provided via the cloud. As the alternative investment industry has grown in size and complexity, Backstop has evolved to support the entire lifecycle of alternative investments, allowing our clients to achieve greater agility by centralizing and streamlining many of their operational needs and data.
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.
Silver Sponsors
The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. CAIA programs include the CAIA Charter® and 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 your ally in the custody of investments — both traditional and alternative. Whether launching a new fund and planning to raise capital or operating an established fund with significant assets under management, we help funds and organizations meet custody requirements and investor demand for transparency.
For over 45 years, the core of our business model has relied on the passion and experience our professionals bring to the office every day. 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 and liquid alternatives — 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 services, exchange traded funds, or mutual funds, call us at 800-300-3863 or visit www.usbfs.com.
AlternativeSoft is an award winning leading provider in Funds Selection, Portfolio Construction and Fund Reporting software, based in the UK and Switzerland. Our proven software enables clients to thoroughly research and select funds (hedge funds, long only funds, ETFs and private equity). AlternativeSoft also gives you access to databases of long only funds, hedge funds, UCITS, ETF and/or private equity funds, allowing users to extract fund smart beta, to find consistent outperforming funds, to create fund/portfolio reports, to build advisory portfolios and to manage fund of funds portfolios including liquidity analysis.
Our clients include the largest European and North American banks, global fund of funds, sovereign wealth funds, and corporate and state pension funds.
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
Cipperman Compliance Services (CCS) provides managed compliance services to alternative investments, including hedge and private equity funds, as well as registered funds and money managers. CCS is the industry leader of compliance outsourcing. With 80-plus domestic and international relationships, services delivered include: acting as the firm's Chief Compliance Officer (CCO) to providing a team of resources that executes and delivers compliance support.
At CCS, compliance is all we do. We have no distractions or other business to serve. We work with a wide range of financial services organizations, enabling us to offer best practices solutions to your regulatory challenges.
eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide. With the largest, most comprehensive global database of traditional and alternative strategies, delivered through leading-edge technology and backed by fantastic client service, eVestment helps its clients be more strategic, efficient and informed. The company was founded in 2000 and is headquartered in Atlanta, Georgia with global offices in New York, London, Sydney, Edinburgh, Hong Kong and Dubai. For more information, visit www.evestment.com.
CohnReznick LLP, one of the top accounting, tax, and advisory firms in the U.S., provides financial services firms with a range of compliance and advisory services to help them move forward in an environment shaped by regulatory, competitive, and technological change. Registered with, and inspected by, the Public Company Accounting Oversight Board (PCAOB), our financial services audits satisfy the requirements of the custody and record keeping rules under the Investment Advisers Act of 1940. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. Learn more: cohnreznick.com/financialservices.
Withum is a leading accounting firm ranking 27th in the nation with 14 offices throughout the U.S. and Cayman Islands. With over thirty years of experience, we’ve been at the forefront of issues facing the alternative investment industry. The firm’s Financial Services Industry Group serves clients reflecting the diversity of the industry, including hedge fund managers, private equity firms, mortgage bankers, broker-dealers and regulated investment companies. Our professionals understand the challenges of operating in a complicated, highly regulated environment, and how to successfully comply with SEC and other rules which often require the expertise of independent auditors and consultants. To learn more, please visit www.withum.com.
Jefferies, the global investment banking firm, has served companies and investors for over 50 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Leucadia National Corporation (NYSE: LUK), a diversified holding company.
Gavekal Research is one of the world’s leading independent providers of global investment research. Founded in 1999 by Charles Gave, Louis-Vincent Gave, and Anatole Kaletsky, the firm is based in Hong Kong with offices in Beijing, London, and Paris. Gavekal’s unique culture prizes thinking, debate, listening and accessibility. The partners engage in vigorous arguments on major economic and financial questions and openly share these debates with over 900 institutional clients around the world. Analysis aims to be provocative, engaging, and firmly grounded in data.
Stuarts Walker Hersant Humphries (“Stuarts”) is a specialist investment funds offshore legal practice offering fully integrated offshore corporate and commercial legal advice from experienced attorneys who offer world class responsiveness and in-depth market knowledge and understanding in the investment funds industry. The Investment Funds Team advises many of the world’s leading fund managers, fund promoters and institutional investors and provides offshore legal advice on the formation, structuring, regulation, re-organisation, de-registration and liquidation of investment funds in the Cayman Islands. Stuarts is a listing agent for the Cayman Islands Stock Exchange.
Since 2002, Midland IRA has specialized in providing custody solutions for fund managers seeking additional sources of capital. Retirement plans at Midland permit a broad range of alternative assets, such as real estate syndications, hedge funds, venture capital and private equity offerings. Midland provides exceptional, trusted service that is paramount to fund managers and their investors.
Our process is simple and our staff are experts in industry regulations that govern self-directed retirement plans. We have perfected a seamless process that makes it easy for investors to diversify a portion of their portfolio into private funds. Learn more at www.MidlandIRA.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 300 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 and venture capital, 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.
Bronze Sponsors
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.
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 300 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 50 years relevant experience, each having previously worked with big 4 audit firms and hedge funds senior roles.