Hedge Fund Leadership Conference
GAINING THE EDGE NEW YORK
November 4 & 5, 2019 | The Roosevelt Hotel, New York City
For information about 2019 sponsorship opportunities please reach out to William Clarke at
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.
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.
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.
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.
Crowe LLP 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. To learn more, visit
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.
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.
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
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.
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.
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
Intralinks an SS&C company, is a leading financial technology provider for the global banking, deal making and capital markets communities. As pioneers of the virtual data room, Intralinks enables and secures the flow of information facilitating strategic initiatives such as mergers and acquisitions, capital raising and investor reporting. In its 21-year history Intralinks has earned the trust and business of more than 99 percent of the Fortune 1000 and has executed over US$34.7 trillion worth of financial transactions on its platform. For more information, visit www.intralinks.com.
Exchange Data International founded in 1994 is a global provider of corporate actions, security reference data and end of day prices for global equities, ETFs, US mutual funds, fixed income and listed/otc derivatives.
EDI's strengths include the ability to customize our data based upon our client's needs; our extensive coverage of emerging markets; our liberal redistribution rights for our data and we are competitively priced against our competition. We feel an added benefit for our clients is that, once you purchase the data you own the data, we do not require you to purge our data if you cancel your agreement with EDI.
Founded in 2000, 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. With our trusted expertise and experience, we custody over 500 funds, including hedge funds, real estate funds, marketplace lending funds and more.
In today’s uncertain economic climate, it is essential for financial services companies to rely on business partners with the experience and knowledge to navigate the complexities of this highly regulated industry. Grassi & Co. is a premier professional services organization that has been serving as that strategic industry partner for more than 35 years. Grassi’s dedicated Financial Services practice provides high-quality consulting, assurance and tax services for hedge fund managers, private equity firms, broker-dealers and other financial services entities throughout the nation. Our highest priority is to provide our clients with the strategies and solutions that help them overcome business challenges and achieve their strategic objectives. Learn more at GrassiCPAS.com.
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.
Cohen & Company (“Cohen”) was founded in 1999 as a private investment firm focused on small-cap financial institutions and has grown into a financial services company with an asset management division and a broker-dealer. Cohen manages approximately $2.8 billion in fixed income assets through a variety of investment vehicles. Cohen’s primary focus is originating (through its affiliated broker-dealer, J.V.B. Financial Group, LLC) and managing hard to source debt instruments issued by small and medium sized insurance and reinsurance companies located primarily in the U.S., Bermuda and Europe. Since 2003, Cohen has successfully lent over $4 billion to more than 200 insurance companies
Murano is THE matchmaker between fund managers and professional allocators. Established in 2011, Murano provides a personal, bespoke service to identify specific investors for our client's strategies. Our research analysts are speaking with investors all over the globe about their investment strategies, and searching for matches between investor requirements and the universe of available funds. We understand where investors are looking to allocate and what their requirements are in order to help facilitate relevant conversations. Murano does not represent managers and does not get paid off the back of any sale.