Hedge Fund Investor Leadership Conference
November 5-6, 2018 | New York City
For information about 2018 sponsorship opportunities please reach out to
William Clarke at williamclarke@agecroftpartners.com
Gold Sponsors
Because every minute matters, Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.
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.
Crowe LLP (www.crowe.com) is a public accounting, consulting and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
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.
Allocator provides a single solution for portfolio management and research across asset classes. All your fund data is automatically gathered, standardized and aggregated. Use Allocator to monitor your portfolios and analyse deep data (including risk exposures, performance attribution). With sophisticated tools at your fingertips, you can back-test theoretical portfolios, benchmark your funds and generate customized reports in seconds. We have over 4000 funds piping data to their investors through the platform and a growing global client base, with established clients in the US and Canada.
For more information, visit www.allocator.com
Institutional investors and managers nationwide choose Hirschler for its ability to deliver sophisticated legal services at uncommon value with a more personal, boutique experience. Members of the firm’s Investment Management Practice Group leverage their combined industry knowledge to provide insight on evolving financial terms and legal structures. Armed with decades of experience, Hirschler’s IM lawyers take a practical, business-driven approach to advising industry participants on the complex structural, financial, legal and regulatory dynamics affecting their investments. To learn more, visit www.hf-law.com.
Founded in 1997, Mirae Asset Financial Group, is Korea's leading non-bank financial services firm. The group has the ability to provide superior ideas and services to investors around the globe. As of June 2018, Mirae's asset management businesses had approximately $390BN of total assets under management and its various broker-dealer subsidiaries and affiliates had approximately $7BN in equity capital. We operate in 15 markets and across 5 continents.
The firm is currently involved in a very significant global expansion and diversification effort focused on the investment management industry. Moreover, the firm is reviewing how best to enter the asset allocation business with hedge funds and other professional investment firms in the U.S.
Mirae Asset Securities (USA) Inc. recently entered the prime brokerage, securities lending, repo, correspondent clearing, agency execution, corporate access and foreign research distribution businesses. For more information visit www.miraeassetsecuritiesus.com
Silver Sponsors
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.
Since 1969, 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, visit www.usbank.com/globalfundservices
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.
Caissa, LLC is a leading data and investment technology provider for multi-asset class investors, built exclusively for endowments, foundations, pension funds, family offices, and oCIOs. The Caissa Platform allows institutions to integrate a wide spectrum of investment-related data into a dynamic web-based platform. Allocators leverage the harmonized data to view their entire portfolio holistically, and drill through exposures across traditional, public, and private investments. The platform allows institutional allocators to perform look-through exposure analysis, calculate performance, assess risk via holdings-based stress tests, review liquidity, analyze attribution, and build private equity pacing models across their multi-asset class portfolios.
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.
Opus Fund Services was established in 2006 and is a leading independent and privately owned full service fund administration company providing automated, integrated middle and back office administration services to hedge funds and asset management firms. Opus Fund Services has offices in Bermuda, Brentwood, Dublin, Halifax, New York, Naperville, and Manila. Opus Fund Services (Bermuda) Ltd. is licensed by the Bermuda Monetary Authority under the Investment Funds Act 2006. For further information see www.opusfundservices.com or contact one of our offices.
Financial reform and complex legislation have changed the way financial services companies do business. Previously unregulated practices are now under the scrutiny of state and federal entities, and the impact of Dodd-Frank continues to affect many segments of the financial services industry. BDO Asset Management professionals understand the implications of these heightened pronouncements and regulations, helping clients to navigate this increasingly complex landscape.
Through assurance, tax, financial advisory, and consulting services, BDO guides private and public entities in the U.S. and abroad through every phase of their development – from formation to full-scale operation serving the needs across all funds.
Withum is a national top-ranking public accounting firm providing advisory, tax and audit services to businesses and individuals on a local-to-global scale. 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.
TriNet provides small and midsize businesses with a full-service HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risks and relieve the administrative burden of HR. TriNet offers bundled HR products tailored by industry, and strategic HR services, resulting in a comprehensive and empowering solution.
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.
ATA RiskStation™ provides cloud-based risk analytics to fund managers and institutional investors. Conservative strategies are commonly overlooked by asset allocators and institutional investors when they are eliminated by a return filter applied during the review process. Strategies such as equity long/short, market neutral, arbitrage, and conservative long-only or broadly diversified portfolios are vulnerable to this “invisibility” risk.
ATA RiskStation™ can position managers to effectively communicate the current risk profile of their strategies and the persistence of those risk profiles and demonstrate to investors and regulators a robust, structured and repeatable daily process for both monitoring and reporting on portfolio risk.
International Management Services Ltd is one of the premier fund governance service providers in Cayman, providing services to many of the largest international fund managers.
Our fund directors are registered as Professional Directors pursuant to the Directors Registration and Licensing Law. Our experienced team focuses on the provision of independent directors, AML Officers, trustees and other governance services to alternative investment funds (including hedge and private equity) and associated entities.
Our independence from managers, administrators, lawyers and other service providers ensures the directors we provide are not conflicted when discharging their fiduciary duties, demonstrating the value we can add to the corporate governance of the funds for which we provide director services.
Bronze Sponsors
CohnReznick LLP is one of the top advisory, audit and tax firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's financial services firms demand. In an environment shaped by regulatory, competitive, and technological change, we provide companies with insight and experience to help them break through and seize growth opportunities. CohnReznick is 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. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit our financial services web page.