GAINING THE EDGE CHICAGO
Hedge Fund Leadership Conference
June 19, 2019 | Union League Club, Chicago, Illinois
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.
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.
Millennium Trust Company is a leading provider of specialized retirement and institutional custody services with over 1.1 million clients holding over $26 billion in assets. Millennium Trust is committed to the evolving needs of individuals, employers, advisors and retirement services partners and empower clients with trusted expertise, exceptional service and access to a wide range of solutions. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, Millennium Trust provides flexible and digital solutions to support its clients’ success.
Opus Fund Services was founded in 2006 and is an award winning, independently owned and operated full service global fund administrator that services a wide range of clients including hedge funds, private equity, venture capital, real estate and lending funds. Opus 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
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.
The Miami Downtown Development Authority (www.miamidda.com) is an independent agency of the City of Miami with a mission is to grow, strengthen and further develop the economic vitality of Downtown Miami. With the second largest concentration of international banks in the US and a strong presence of alternative investment firms and family wealth offices, it’s no wonder that Downtown Miami is referred to as the Financial Capital of Latin America.
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 is the first technology enabled service for allocators. Combining software and human expertise, Vidrio transforms complex investment data into better business insight and control for investors
With over 40 years of experience serving the alternative investment industry, Cohen & Company offers a full range of accounting, tax, and consulting services to clients throughout the U.S. and beyond. Rooted in technical excellence, Cohen & Company is driven every day to deliver sustainable value. Our client base includes hedge funds, commodity pools, private equity, mutual funds, exchange traded funds, investment advisers, fund service providers, high net worth individuals, trusts, and foundations. But what makes us different is our culture built on energy, discipline, results, and—most importantly—personal commitment to our clients. Learn more at cohencpa.com.
BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.