Alternative Asset Summit 2013
 
Sponsors


Rothstein Kass is a premier public accounting firm that has served privately held and publicly traded companies, individuals, and families for 50 years. Beyond audit and tax services, the firm provides a full array of integrated services, including strategic business counseling, regulatory compliance and SEC advisory services, insurance and risk management consulting and family office services. Their Financial Services Group is consistently ranked as a top service provider to the alternative investment industry. Their team of professionals dedicated to this unique industry provides services to many high-profile and respected clients including hedge funds, fund of funds, private equity, broker-dealers and registered investment advisors. Our Commercial Services Group provides private and public businesses, individuals and families with essential and complementary professional services. Rothstein Kass has offices in California, Colorado, New Jersey, New York, Texas and the Cayman Islands, each of which has received recognition as a Best Place to Work

www.rkco.com

           


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 Global Firm is internationally recognized for its formidable 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, regulatory, real estate, public finance, intellectually property and corporate services to its clients.

www.sglawyers.com


With more than 50 years of experience serving the financial services community, our focused investment industry practice works with hedge funds, mutual funds, investment partnerships, fund of funds, registered investment advisers, broker-dealers, futures commission merchants, and private equity groups. We specialize in addressing the complex operational, financial reporting and compliance issues facing the industry. The services we provide include financial statement audits, tax structuring and risk management, tax compliance and business consulting.
We look forward to joining you at this year’s Alternative Asset Summit. For more information, please contact your McGladrey professional or e-mail us at iiinsightsteam@mcgladrey.com.

www.mcgladrey.com

 



Advent Software, Inc., a global firm, has provided trusted solutions to the world’s financial professionals since 1983.  Firms in more than 60 countries count on Advent technology to run their mission-critical operations.  Advent’s software, data, services and tools help financial professionals improve client service and communication, allowing them to grow their business while controlling operational risks and costs.

www.advent.com




 

 

RVM Enterprises, Inc. founded its litigation consulting and e-discovery business in 1996 and is known by its clients as a leader in customer service with cutting-edge legal technology. RVM has been ranked in Inc. Magazine’s annual list of America’s fastest-growing private companies for three years in a row. The company offers a full range of litigation support services that include eData Processing and Hosting, Forensics, Predictive Coding, and Needs Analysis Consulting. RVM prides itself in the high quality and qualifications of its personnel as well as its partnerships with premier technology companies such as Relativity™, Clearwell©, and Equivio© that enable consistently superior data analysis and solutions for RVM’s customers. Many RVM clients applaud the company for its “responsiveness and conscientiousness throughout the project,” “impeccable timing,” “continued commitment,” and “tremendous work.” Even when faced with adversity beyond its control, RVM’s dedicated staff rises to the challenge and continues to excel. 

www.rvminc.com 

 

 


 



Guggenheim Investment Advisory focuses on the needs of independent investment advisors, private banks and trust companies, foundations, endowments and single and multi-family offices.

guggenheimpartners.com/services/investment-advisory





Sandell Asset Management is a global multi-event driven hedge fund manager which is primarily focused on equity special situations, risk arbitrage and credit opportunities. The company was founded by Tom Sandell in 1998, after spending 8 years at Bear Stearns & Co., where he established and ran their proprietary international merger arbitrage business and ultimately co-headed the department. Our investment philosophy emphasizes capital preservation and encompasses bottom-up security selection, seeking to identify the most fundamentally attractive hard-catalyst corporate events, wherever they may exist globally. Castlerigg Master Investments (CMI), the flagship fund (of the “Fund”), is a multi event-driven hedge fund investing in equity special situations (such as restructurings, recapitalizations and spinoffs), merger arbitrage (including announced mergers, hostile and unsolicited transactions), and credit opportunities (such as performing bank debt and high yield). The Fund’s objective is to attain consistent capital growth over time, largely independent of market movements. In an effort to meet this objective, the fund seeks to produce positive returns with low downside volatility and low correlation to equity and fixed income markets. Capital is allocated opportunistically and is totally fluid, resulting in ever-changing geographical exposures and strategy allocations within the firm’s defined specialties.

www.sandellmgmt.com
                       




Liquid Holdings Group, Inc. is a cloud based technology and managed services provider to the global hedge fund and active trading markets. Liquid's solutions are delivered efficiently and securely through the cloud in a SaaS model. The Liquid platform was purpose built to manage the entire trade lifecycle by seamlessly integrating trade order management and execution with real-time risk, portfolio management and shadow account reporting through a single solution. The Company offers the Liquid platform or any of its components on a subscription basis to hedge fund managers, asset managers, family offices and financial institutions worldwide. http://liquidholdings.com/        

 
The Alliance of Alternative Asset Professionals (TAAAPs) is a nonprofit organization that provides an educational and networking platform for the alternative asset industry.  Launched in 2009, TAAAPs was co-founded by Paul Marino, Matt Kosara, and Dennis Schall.  Membership in the association includes investors, hedge fund, private equity and venture capital funds, investment bankers, family offices, and service providers including accountants, attorneys, marketers, administrators, custodians, auditors, risk managers, technologists and third party marketers.

The association aims to keep members alert to industry developments, from regulation, administration, and operations to the changing economy and advances in investment strategies.  Members are supported with industry educational events, published articles, newsletters and access to industry professionals.

www.taaaps.org

   

Marino Partners LLP. prides itself on providing quality representation to its clients in the areas of financial services (hedge and private equity funds, registered investment advisors, and broker dealers) corporate, real estate, and trust and estate law. Our mission statement is to do more than just periodically consulting and draft documents on an hourly basis, and we take a serious interest in our client's success by truly becoming a counsel to them to best facilitate their goals. We take great pride in providing quality service at a reasonable cost.

www.marinollp.com



Marcum LLP, one of the nation’s largest independent public accounting and advisory services firms, has a well established alternative investment practice specializing in domestic and offshore hedge funds, private equity funds, and fund of funds. The practice encompasses investment strategies focused on equities, credit, fixed income, derivatives, commodities, ABLs and PIPEs.

Marcum’s team members are located in 23 offices spanning the East Coast, Grand Cayman and Hong Kong to meet the needs of our clients wherever they may be located.

www.marcumllp.com
   
Apex Fund Services is one of the world’s largest independent fund administration companies with approximately $20 billion of assets under administration, 24 offices and over 250 employees across the globe.

 The Apex Global Network is at the heart of the Company’s strategy of being located alongside its clients. Apex is unique in its ability to reach globally, service locally and provide cross-jurisdictional solutions and best practices providing the highest levels of personalized services.

Apex provides the full suite of products and services, including fund set up, portfolio valuations, fund accounting, shareholder services, corporate secretarial services, directorships and listing sponsorship.

Apex offers a number of platforms including, US Emerging Manager platform, Bermuda Emerging Manager platform (for small or start up funds), Luxembourg SIF platform, Luxembourg UCITS platform, Luxembourg Shariah platform (fully Shariah compliant) and the Malta PIF platform.

www.apexfundservices.com


Emerging Asset Management (EAM) is a global business providing new and established, small to medium sized fund managers with an innovative turnkey solution on how to start a hedge fund and launch new funds in Bermuda, the Cayman Islands and Delaware, USA.
Our solutions are a cost effective proposition, reducing our clients total expense ratio and gaining access to global brand names for fund administration, legal and audit.
EAM provides the services required to support emerging managers pursuing alternative investment strategies so that they can focus their time and resources on their trading strategies in order to build a successful track record.



Celadon Financial Group LLC is a full service brokerage firm which focuses on prime brokerage and execution services, wealth management, and investment banking.  Founded in 1986, the firm has its corporate headquarters located in Chatham, New Jersey with its sales office located in New York City in Union Square. 

Through its prime brokerage division, Celadon serves the needs of hedge funds, trading groups, money managers, and financial institutions in the U.S. and abroad.  The firm provides a variety of trading platforms, portfolio and daily reporting, online account access, research, capital introduction program, as well as a agency trading desk to assist our client base. 

Specializing in the complex capital needs of small growth companies with undervalued or undiscovered market potential, Celadon’s Investment Banking Division brings a broad range of expertise focused on the particular needs of our clients. Celadon assists emerging growth companies by providing the personalized guidance, in-depth analysis, and innovative structuring necessary to successfully raise capital in today’s challenging financial markets.

The success of Celadon’s Private Client Services Group derives from the analytical discipline we incorporate in counseling our clients on their portfolios. We’re focused on gaining a thorough understanding of each client’s short- and long-term objectives, taking the time to learn about individual needs, responsibilities and tolerance for risk. We apply that knowledge in developing strategic alternatives suited to your needs and objectives.  Celadon Financial Group  LLC is a member of FINRA, SIPC, and MSRB.

www.celadonfinancial.com



 

http://www.esentire.com/

 




Gravitas is a leading co-sourcingTM platform providing cloud technology and collaborative outsourcing for investment support and middle office services to the alternative investment industry. HFMWeek named Gravitas as the ‘Best Overall Technology Firm’ in its US Hedge Fund Services Awards in 2012.   Founded in 1996, the company provides hedge funds, private equity funds and other alternative asset managers with unique and flexible co-sourced offerings for systems integration, technical support, risk analytics and reporting, software development, investment operations, investment research support and more. From co-sourcing and advisory through implementation, Gravitas designs creative solutions that give clients the operational freedom to invest, innovate, and scale. The company is based in New York with offices in Chicago, Greenwich, Mumbai and Ahmedabad, India.  www.gravitas.com



Nirvana delivers cloud based portfolio management solutions to investment managers, prime broker, administrators and investors. We are a financial technology company that are expert in software design, investment implementation workflow and technology delivery. We created Nirvana because our clients expressed continued frustration with industry leading solutions. The Result – Nirvana offers our clients a new alternative for portfolio and risk management solutions.

Our approach is clear. Our three guiding principles are:
  1. All solutions leverage Financial Standards. (example FIX).
  2. All solutions leverage innovative technology. (example Cloud, Touch Technology).
  3. All clients are our partners. We exist to make each of them successful through the use of our technology and our expertise.
    The result is a suite of products, tools and services that are easy to implement and use. No costly professional services are required to realize your return on your time and investment.
www.nirvanasolutions.com
 

MA&PS is a disruptive and differentiated solutions provider for both hedge funds and allocators such as Family offices, Fund of Funds and Endowments.  IA Englander is taking a unique approach to provide a streamlined and cost effective turnkey approach for clients via a brokerage model.  By taking this approach, MA&PS has established a managed account platform introducing unique technology which performs real time portfolio management and risk aggregation across multiple investments as well as providing real time investment compliance tools for allocators.  This technology solution is being provided for the first time to investors and materially makes their ability to invest in alternatives via managed accounts exponentially more effective than current infrastructures and operations that are standard in the market place. 

MA&PS also is an open architecture solution for emerging hedge fund managers.  IA Englander does not dictate to emerging managers technology solutions for their trading and execution.  Rather, MA&PS provides a menu of options to fit the client needs versus the industry norm which is to  mandate that certain EMS/OMS be used.  By streamlining these traditionally separate components, MA&PS also provides an internal and closed community of capital introduction between the allocators and the managers that are participating on this platform.   By bringing together an introducing prime brokerage model and a real time managed account platform, IA Englander’s MA&PS is truly on the cutting edge of the hedge fund and allocator industry by marrying two separate business lines that are now being offered via one business unit.

http://www.iaenglander.com


 

Ambrose delivers premium human resources services to financial services firms. With the help of Ambrose’s HR administration, payroll, and employee benefits solution, companies are able to free resources to focus on their core activities.  Ambrose currently serves over 650 financial services firms, including over 350 hedge funds and private equity firms. Crain's New York recently ranked Ambrose among the 50 fastest growing companies, and the New York State Society for Human Resource Management (NYS-SHRM) named Ambrose one of the "Best Companies to Work For in New York.” For Additional information, please visit www.ambrose.com

http://ambrose.com
   
               

Investor Analytics LLC, (IA) an independent global leader in risk analysis and risk management solutions, was established in 1999 to provide sophisticated portfolio analytics and reporting through an intuitive web-based platform. With headquarters in New York and offices in Boston and London, IA’s award winning services are in demand by hedge funds, funds of hedge funds, pension funds, banks, insurance companies, prime brokers and financial advisors.

Our technology platform is hosted remotely, with no need to download software, and our clients tell us that we have the most understandable and informative risk services solution in the industry. IA’s clients invest in every known strategy, asset class, geography and sector, and our ability to aggregate risk at every level of the portfolio provides a meaningful and accurate summary of the numerous risks facing the portfolio. We analyze traditional and alternative

investments alike and use a comprehensive suite of risk tools, including position-based and returns-based analyses, dynamic stress testing, historical, and what-if scenarios to provide managers with the ability to safeguard assets. With stakeholders requiring a steadily increasing level of transparency, IA’s tailored and concise reports allow companies to provide managers, investors, shareholders, and regulators with the right analytics on a timely basis.

http://www.investoranalytics.com



LoPresti Law Group, PC (LLG) is a leading corporate and securities law firm founded by industry veteran Marc X. LoPresti, Esq., a recognized authority on the alternative space with over 15 years of service to the hedge fund community. LLG provides comprehensive legal solutions to clients around the globe and has as distinguished itself by integrating legal expertise, practical business experience and a unique understanding of the financial markets into its approach to the practice of law. LLG’s attorneys have formed numerous alternative fund management companies, investment advisors, fund vehicles, and complex fund structures, in addition to their many years of experience handing transactional, regulatory and crisis-related matters for clients in the financial industry. LLG understands and anticipates problematic issues and help clients to plan for those contingencies. Specialization in focused practice areas and industry sectors ensures that LLG can offer not only sound legal advice but also practical business solutions appropriate to each client’s specific needs.





 


Maples Fund Services is an independent global fund services provider recognized for its innovative proprietary technology and client service model. It has offices in leading financial centres, including the Cayman Islands, Dubai, Dublin, Hong Kong, Luxembourg, Montreal, New York, and Singapore. The firm provides a wide range of services to onshore and offshore funds. The firm's clients include investment management firms, institutional investors, pension plans and global financial institutions. Maples Fund Services is led by a team of experienced professionals and is committed to providing a high level of service, tailored to specific client requirements. For more information, visit www.maplesfundservices.com

 

ALPS offers an award-winning, full-service partnership to investment managers seeking truly customized services for alternative products. Our services are designed to meet your needs and our consultative approach provides an integrated, client-oriented alliance. We are well positioned to serve our clients out of our Seattle, Denver, and Boston offices.  ALPS offers a comprehensive package of alternative investment services and our experts will assist you in every aspect of hedge fund administration including fund structure, fund accounting, shareholder servicing, and tax services.

www.alpsinc.com

           

Semper Capital Management is an independent investment management firm specializing in residential and commercial mortgage-backed
securities. Semper Capital offers institutional and high net worth investors access to multiple securitized debt-centric investment platforms, ranging from private absolute return to public index-based strategies.

The Semper MIDAS Fund is a private, commingled fund that seeks to exploit opportunities across the securitized debt markets with the objectives of: 1) maximizing risk-adjusted total return; 2) preserving capital; and 3) maintaining ample near-term liquidity. The Fund invests in RMBS, CMBS and ABS across the capital structure and credit quality spectra. The Fund employs hedging strategies to manage interest rate, credit spread and other risks. Semper Capital is MBE certified and has been an
SEC-registered investment advisor since 1992. 

http://sempercap.com/

 


                  

Interactive Brokers is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools at exceptionally low costs. The brokerage trading platform executes and processes trades in securities, futures and foreign exchange instruments on more than 100 electronic exchanges and trading venues around the world. We provide professional traders and investors with electronic access to stocks, options, futures, forex, bonds and mutual funds from a single IB Universal Account.

https://www.interactivebrokers.com/en/main.php

 



Eckard Global’s mission is simple: work diligently with partners and serious investors to create an energy-independent nation through non-conventional geological plays and trends. We seek to create wealth potential by leveraging the latest technological advancements for oil and gas extraction. It is our belief that preservation of capital is required and essential to achieve this mission! The key to sustainable, explosive growth in energy asset management is through involvement in energy projects that not only offer the highest statistical probability of not losing invested capital but by investing in oil, gas, and alternative energy projects that offer the highest overall yield.

Eckard Global is committed to bringing our partners oil and natural gas investment opportunities in the Bakken oil fields of North Dakota and around the Continental U.S. through exploration as well as pipelines through our subsidiary, New Frontier Midstream by leveraging cutting edge technology and decades of expertise to create wealth potential and an energy-independent nation.

http://www.eckardglobal.com 

 

Cortland is a leading independent third-party fund administrator.  Cortland provides the complete suite fund administration services for private equity real estate funds, hedge funds, mutual funds, fund of funds, managed pools and separately managed accounts.  The Company’s administration services include fund accounting and valuation, investor servicing, audit support, and conducting AML and due diligence procedures on potential investors.

For more information on Cortland please visit us at www.cortlandglobal.com

As a pioneer in manager research, with particular emphasis in the hedge fund industry, we at NCO Financial Investigative Services (FIS) have developed an investigative report that encompasses all relevant information to assist in minimizing hidden investment risks. Best of all, through our network of national and worldwide resources and business partners, we are able to deliver our services in a truly cost-effective manner. NCO FIS is the most comprehensive, cost-effective solution available for fund manager background investigations, primarily used by institutional investment consultants, fund of funds, pension funds, endowments and fund administrators, among others.
www.ncofis.com



For 40 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 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.

www.usbfs.com

 

 

Piedmont Fund Services is an award-winning fund administrator with offices in Washington DC,
New York and Malaysia, dedicated exclusively to hedge funds, private equity, and fund of funds. With several years of combined experience in the alternative investment industry from Big 4 Accounting Firms to leading hedge fund institutions, our professional team can offer a full range of solutions to help you navigate through the increasingly challenging business environment.
Piedmont has received “Top Rated” (highest ranking) on client satisfaction survey conducted by Global Custodian for the past two consecutive years and is also named 2013 Hedge Fund Administrator of the Year – USA by AI Magazine.
http://www.pfsglobal.com/


Iguana Healthcare Partners is aHealthcare focused long short equity fund. The fund was founded in October 2009by Stuart Weisbrod, PhD., and is co-managed with Daniel Chai, M.D. Bothmanagers have over 40 years combined investment experience. The fund currentlymanages $125 million in assets and is up 23.6% net through July. IguanaHealthcare Partners employs a deep fundamental research approach to theinvestment process in conjunction with an active risk management process. Thefund invests across all subsectors of Healthcare including Pharmaceuticals,Biotechnology, Medical Devices and Healthcare Services. The complexion of theportfolio is diversified across subsectors and market capitalizations.

www.iguanahealthcare.com

 



Lemanik Asset Management is one of the largest Luxembourg-based independently-owned Management Companies for third party funds. It provides sponsorship, risk management, supervision, fund distribution, investment management services and UCITS/AIFMD compliance to fund promoters around the globe.
www.lemanik.lu

Ober & Partners is an independent Luxembourg law firm withoffices in Luxembourg and New York.

The Firm is recognized in each of its core practice areas -corporate finance, M&A, corporate-commercial law, banking, structuredfinance, real estate, tax, insolvency and investment management - and isregularly retained by domestic and international companies in a wide range ofindustries including financial services, intellectual property, technology,telecommunication, energy, aviation, maritime, infrastructure and retail.

Its model relies on the strong involvement of partners with a highratio of partners/counsels to associates and a multi-cultural team. Each clientis advised by a team of experienced and multi-lingual advisers. Lawyers andadvisors at Ober & Partners have either started their career at the Firm orworked previously in prestigious large international firms in Luxembourg and/orabroad.

The Firm has developed extensive non-exclusive relations withother leading independent firms and lawyers around the world to provideseamless international service, whenever and wherever needed.

www.ober.lu 



Dechert LLP is an international law firm that focuses on core transactional and litigation practices, providing world-class, top-ranked services to major corporations, financial institutions, and investment funds worldwide. With approximately 160 financial services lawyers working throughout 17 offices across the U.S, Europe, Asia and the Middle East, Dechert is consistently recognized as a leading law firm for registered and hedge funds by a number of publications worldwide. We advise financial services firms, asset managers and investment funds, representing clients ranging from small start-up and boutique operations to some of the largest fund complexes in the world. Our registered funds lawyers counsels funds, their advisers, fund boards, independent directors and audit committees. We also represent many of the largest hedge fund and emerging fund managers seeking comprehensive, cross-border services. Our lawyers help clients launch funds, raise capital, achieve tax efficiency and meet regulatory requirements. We advise hedge and alternative asset/strategy funds that engage in private equity/activist strategies through the use of tailored fund structures.

http://www.dechert.com/
 



           

Backstop Solutions Group, LLC is a privately held Software-as-a-Service (SaaS) platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors. Backstop Solutions was founded in 2003 and is one of the fastest growing software providers in the financial services industry. Backstop Software is used by more than 350 firms throughout the United States, Europe and Asia and has been repeatedly recognized by industry leading managers and service providers as a top technology provider in the alternative asset management field.

www.backstopsolutions.com     

 

comScoreis a leading internet technology company that provides Analytics for a DigitalWorld™. comScore (NASDAQ: SCOR) measures what people do as they navigate thedigital world – and turns that information into insights and actions for ourclients to maximize the value of their digital investments. comScore wasfounded in 1999 by President and CEO Magid Abraham and Chairman Gian Fulgoniand became a public company in June 2007. With over 2,100 clients, comScoreworks with some of the top hedge funds, private equity, equity research andglobal investment banks.
www.comscore.com

    

 


Elm Talent Group is a leader in the field of modernizing recruiting. We are trusted by leading investment management firms globally as a recruiting thought partner and problem solver that helps our clients to refine and optimize their talent strategies, as well as find great people. Our approach is scientific and data-driven, as we believe recruiting challenges are best attacked analytically.
www.elmtalent.com

RoundTable Financial Group, LLC was founded in early 2009 to take advantage of the opportunities created by the 2008 market dislocation. The firm assists both capital investors and capital seekers with their financial needs by managing assets, arranging financings, and placing alternative asset hedge fund and private equity products.  Roundtable is similar to a merchant bank as it identifies capital for companies in the form of direct deals - private debt or equity, and also provides advisory services on corporate matters. Our projects tend to have distinguishing features when compared to traditional investment products.

RoundTable serves investment managers, alternative asset managers, privately held companies and emerging and specialty fund managers. Our partners have extensive experience in identifying and placing capital, advising,structuring, and marketing alternative funds and hedge funds, and bringing corporate issuers to a broad universe of sophisticated investors in the private markets. www.roundtablefg.com


Protocol Capital Management is a capital placement firm assisting alternative investment managers who have elected to outsource their asset raising efforts. We provide a conduit for sophisticated investors to allocate capital to the hedge funds we represent.http://protocolcapital.com/main 



Pershing Prime Services is the New Model Prime BrokerTM, delivering a comprehensive suite of global prime brokerage solutions, with exceptional counterparty strength, extensive access to securities lending, global access and robust technology.

Our solutions include global execution capabilities and order management, extensive access to hard-to-borrow securities and alternative sources of finance, a broad array of cash management products and reporting tools, and a host of award-winning custodial solutions. Leading our solution suite are PrimeConnectTM and PrimeConnect40,TM market-leading applications that automate the movement of collateral between custodian and prime broker providing hedge funds and ’40 Act funds unprecedented transparency and control of collateral selection and management. These ground-breaking solutions uniquely help our customers mitigate risk, reduce expenses and increase operational efficiencies.

As part of Pershing LLC, one of the industry’s largest global outsourcing provider with more than $1 trillion in global customer assets, Pershing Prime Services uses this scale to support firms of any size—from boutiques to large global managers. All Pershing services are backed by a dedicated team of professionals.

Pershing’s parent company, BNY Mellon, is the largest custodian in the world with more than $27.1 trillion in assets under custody and administration1. BNY Mellon was recently named in 2012 the “Safest Bank” in the U.S. for the fourth consecutive year by Global Finance magazine.

www.pershing.com

 

BDO’s distinctive reputation for client proximity is built upon our commitment to all our stakeholders that what matters to them matters to us. Our clients recognise us as their preferred adviser, appreciating our seamless service world wide.

BDO is the world’s fifth largest accounting network. We have an excellent partner to staff ratio, with almost 48,800 people working with our clients and offering challenging, ethical and practical advice from 1,118 offices in 135 countries.

Our commitment to knowledge and best practice sharing means that expertise is easily shared across the network. Our common methodologies and IT platform ensure effective and efficient service delivery to all our clients. To maintain standards we have a robust accreditation process and quality assurance review procedure.

We remain focused on helping our clients navigate ever-changing economic and market conditions by providing high quality advice and service to all our clients on a consistent basis. This will enable us to achieve our ambition to significantly increase our market share and ensure that we are recognised in the market as a unified global network.

www.bdo.com


CACEIS is one of the world’s market leaders in asset servicing for institutional and corporate clients.Through an extensive network of offices spanning Europe, North America and Asia, CACEIS offers abroad range of services covering depositary ($960 billion) and custody (over $3.2 trillion), fund administration (over $1.6 trillion), middle office outsourcing, derivatives clearing,FOREX, securities lending, fund distribution support and issuer services.  With strong yet steady expansion in terms of assets, clients and geographical coverage, and the solid support of our principal shareholder Crédit Agricole, CACEIS has proven itself a reliable and capable asset servicing partner. The CACEIS group is focused on providing innovative servicing solutions that enable clients to achieve their growth and expansion objectives.The group has the business agility to give clients a first-starter advantage in today’s changing regulatory environment, and by handling clients’ non-core functions in an effective and efficient manner, CACEIS helps them focus on generating value for investors

http://www.caceis.com 

 

Alpha Theory™ solves the most common problem fundamental investors face; alpha-destruction from inefficient position sizing caused by a reliance on rapid-fire mental calculations, feel and intuition to manage a portfolio of constantly changing risk/rewards, asset qualities and position sizes. Created by a hedge fund, Alpha Theory is a patent-pending real-time portfolio management framework that combines the innovations and best practices of hundreds of the investment managements industry’s most heralded thought leaders and a firm’s fundamental research and portfolio construction preferences into precise position sizes that maximize the expected return of their portfolios.

https://www.alphatheory.com


Five Blocks is a Digital Brand and Reputation Management company. We transform the way brands and individuals are perceived online.

As a pioneer in Online Reputation Management with a full decade of experience, we have developed a unique technology-based methodology for shaping and managing our clients' online presence. With a focus on measurable results, we ensure that online searches about key executives and their corporate brands yield the impact our clients want, making sure that searchers get an impression that supports their goals.

Our Organization: A team of 18 employees and a broad network of partners.
We have developed the industry’s most experienced and professional team, made up of hands-on client support managers, technology developers, researchers and writers. In addition, we work in partnership with some of the world’s most prestigious PR, crisis management and media groups to help us create and execute high-stakes branding and messaging strategies.

We work with clients to produce measurable ongoing change to the way their brands appear in Google and other search engines. 

http://www.fiveblocks.com/





Alpha Designed is a Chicago-based marketing firm specializing in navigating the intricacies centered on the hedge fund and CTA community. With over 23 years of industry experience, Alpha Designed is unmatched in providing a seamless experience in defining unique identities of our clients that can significantly increase capital raising potential. Be it emerging of fully established , use of custom designed marketing materials, monthly performance reviews and web presence will ensure that your story is presented in a concise, professional, and pleasing manner.

You only get one chance at a first impression
- be sure its Alpha Designed.

http://alphadesigned.com/
MediaSponsors





The HedgeCo.Net network of sites enables our clients to run high quality, targeted advertising campaigns by combining our premium hedge fund web properties, the latest in interactive online marketing tools, and the services of our expert staff.

Whether you are looking to attract hedge fund managers, accredited investors, institutional investors, and/or qualified high-net worth individuals, HedgeCo.Net has the ability to target the audience of your choice, thus minimizing online marketing expenses. Your budget won’t be wasted on broad-topic financial websites or unqualified search engines. We are currently the only online advertising network that is dedicated to penetrating this niche of the financial industry.

www.hedgeco.net

 




FINalternatives is the premier, independent source for news on the alternative investment industry. The seasoned reporters at FINalternatives bring readers the latest news and information from the hedge fund, private equity and CTA communities—bringing clarity to this opaque corner of the investment universe.

 www.finalternatives.com



HFR (Hedge Fund Research, Inc.) is the global leader in the alternative investment industry, specializing in the indexation and analysis of hedge funds. Established in 1992, HFR produces the HFRX and HFRI Indices, the industry’s most widely used benchmarks of global hedge fund performance. HFR calculates over 100 indices of hedge fund performance ranging from industry-aggregate levels down to specific, niche areas of sub-strategy and regional investment focus.  HFR Database, a comprehensive resource available for hedge fund investors, includes fund-level detail on historical performance and assets, as well as firm characteristics on both the broadest and most influential hedge fund managers. HFR has developed a detailed fund classification system, enabling granular and specific queries for relative performance measurement, peer group analysis and benchmarking. The HFR suite of analysis products leverages HFR Database to provide detailed, current, comprehensive and relevant aggregate reference points on all facets of the hedge fund industry. HFR also offers consulting services for clients seeking customized top-level or more sophisticated analysis. For the hedge fund industry’s leading investors and hedge fund managers, Hedge Fund Research is The Institutional Standard.

www.hedgefundresearch.com
 


Connext Consulting Inc. is an accomplished consultancy with over 15 years of experience. We employ an integrated and customized approach to successfully elevate our clients’ businesses to the next level through strategic introductions, business development, marketing and public/investor relations.

Our key clients and target markets include hedge funds, financial institutions, professional services firms, minority-owned businesses and not-for-profit organizations. To learn more about how our comprehensive growth strategies can help your business, please contact us at info@connextconsulting.com.

www.connextconsulting.com




Opalesque was formed in 2001 to provide professional news services to participants in the alternative investment sector. Since inception, Opalesque has been providing premium online information services related to the hedge fund and investment industries. The Opalesque publication Alternative Market Briefing is the only daily hedge fund news service read by the elite hedge fund managers themselves.
Opalesque is led by Matthias Knab, an internationally recognized expert on hedge funds and alternatives. Mr. Knab has frequently served as chairman of hedge fund conferences New York, Greenwich, Miami, London, Monaco, Tokyo, Shanghai, Hong Kong, Bahamas, Stockholm and Dubai. In addition, he has spoken at or moderated panels at hedge fund events or Roundtables in Chicago, San Francisco, Scottsdale, Denver, Toronto, Geneva, Zurich, Frankfurt, Cannes, Singapore, Sydney, Melbourne, Cape Town, Madrid, Moscow, Sao Paulo, Rio de Janeiro, Cayman Islands, Bermuda, Auckland, Abu Dhabi and Bombay, and lectured at numerous universities on the subjects of hedge funds and the state of the global alternative asset management industry. 
After having been in the IT and consultancy business since 1988, in the year 2000 Matthias Knab started to publish a pioneering newsletter "Industry Report" which was focusing on the ascent of Electronic Trading within the online brokerage industry. It was at that time when he started to establish his first links into the hedge fund industry and became aware about the need of a daily, independent and encompassing news service on this thriving industry.



Ignites is the preeminent source for news about the mutual fund industry.  Each day Ignites delivers must-read competitive intelligence to more than 70,000 leaders across the world of mutual funds. Known and appreciated for its unique format which mixes world-class original reporting with summaries of relevant stories, Ignites delivers critical industry news like no other publication in the field can.

Visit www.ignites.com/trial for a two-week complimentary trial today

 

LatAm Alternatives is a 3rd Party Marketer that provides specialized marketing, asset raising and consulting services to alternative asset managers who are looking to expand their presence into the Latin American Region. Through our unique educational seminars in Spanish we are helping investors, investment professionals, regulators and students to upgrade their skills into the important alternative investment industry. We speak the language. We know the People. We live the culture. We are LatAm.
 
www.latamalternatives.com


Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publicationsand bespoke data requests. Preqin is an independent business with over80 staff based in London, New York and Singapore serving over 4,700customers in 72 countries.

Preqinhas built a reputation in the alternative assets industry for providing the most comprehensive and extensive information possible (Private Equity, Real Estate, Infrastructure and Hedge Funds). 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.

www.preqin.com


 

Every week, Hedge Fund Alert tells subscribers what they're not supposed to know to help them identify money-making openings in the fund-management arena. The newsletter is recognized for routinely spotlighting key industry developments that haven't been reported anywhere else.  

www.hfalert.com


HedgeFundConferences.com was developed to link the meetings of the minds worldwide in this growing area of alternative, sophisticated investing. From complete calendar listings to past reviews, from easy registration to special discounts - all in a comprehensive, searchable database - HedgeFundConferences.com is your virtual conference organizer.

www.HedgeFundConferences.com

 

Hedge Connection has been helping managers and investors through web-based research, events   and advisory work since 2005. Hedge Connection is the first and only internet-based platform that offers hedge funds direct access to a membership of "opt-in" qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. All members receive invitations to member's only events and partner discounts.

www.hedgeconnection.com



http://www.hedgeweek.com/

 


www.privateequitywire.co.uk



Albourne Village is a free and unique internet-based knowledge economy for the Alternative Investment and Private Equity community. The site has been designed as an ideal environment for evolving hedge-fund news, intellectual property, content and debates on current issues, as well as a valuable source of commercial contacts. Albourne Village is a place for the hedge fund community to be seen and heard, to act and interact, teach and learn, amuse and recreate, yearn and earn.
 
www.village.albourne.com


Educational Sponsors

 



The Chartered Alternative Investment Analyst (CAIA) Association sponsors the only globally recognized designation for alternative investment expertise. The CAIA designation demonstrates mastery of alternative investment concepts, tools, and practices and promotes adherence to the highest standards of professional conduct.
 
www. caia.org




The Hedge Fund Group sponsors the Certified Hedge Fund Professional Designation Program and maintains a networking association of more than 50,000 hedge fund industry professionals who actively network, partner, and refer resources to each other. The Hedge Fund Group is the fastest-growing hedge fund organization with members from more than 60 countries and working in every major hedge fund city. Our organization manages several hedge fund seminar networking groups and members of our team often lecture at industry conferences in several hedge fund hub cities around the world.

 http://hedgefundgroup.org/


Founded in 1990, the Alternative Investment Management Association (AIMA) is the global representative of the hedge fund industry. We represent all practitioners in the alternative investment management industry – including hedge fund managers, fund of hedge funds managers, prime brokers, legal and accounting firms, investors, fund administrators and independent fund directors. Our membership is corporate and comprises over 1,300 firms (with over 6,000 individual contacts) in more than 50 countries.  They all benefit from our active influence in policy development, our leadership in industry initiatives and our outstanding reputation with regulators.

We address the real issues affecting the industry’s development. We represent the global hedge fund industry at national and international levels in ongoing discussions about the future regulatory framework for the industry.

Our focus on education, regulation, policy development and sound practices has resulted in a substantial body of work used around the world by members, institutional investors, policymakers and supervisors.

We are a dynamic organisation that reflects our members’ interests and provides them with a vibrant global network. We are committed to developing industry skills and education standards, and we are a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the industry’s first and only specialised educational standard for alternative investment specialists.  AIMA is governed by its Council (Board of Directors).

To learn more about AIMA and the benefits of membership, visit www.aima.org

   

Wine Sponsors
   

Vintage Wine Estates brings exceptional wines from the Napa Valley & Sonoma County, plus the best of all the world’s wine accessories.

www.vintagewineestate.com
 
Windsor Sonoma Winery is a line of ultra-premium wines, born out of Pat Roney's love of wine, vast experience in the wine business and clear vision to produce high-quality, value-priced wines from grapes that celebrate the terroir in the best Sonoma appellations. Windsor Sonoma Winery is the perfect Sonoma complement to the celebrated Girard Winery in the Napa Valley, where Roney has already accomplished those lofty goals.

Windsor Sonoma Winery is in the process of developing a winery on the re-planted 40-acre vineyard estate, the Evelyn Parrish Vineyard, on Westside Road in the esteemed Russian River Valley appellation.

www.windsorsonoma.com



Sonoma Coast Vineyards produces handcrafted wines from the Extreme Sonoma Coast, a unique cold-climate growing area west of the Russian River valley and a mere five miles from the Pacific Ocean.

www.sonomacoastvineyards.com

 
Thirty years after planting our first vineyard, Girard continues our fine tradition of producing highly-rated wines. Gaining critical acclaim for excellent wines at great values, both winery and winemaker Marco DiGiulio have been repeatedly hailed by the Wine Spectator & others as among the best in the region.

www.girardwinery.com



Led by the spirit of creativity and innovation, Consentino Winery was founded in 1980 with a commitment to making only the highest quality wines from California’s greatest vineyards.

Because these same ideas ring as true today as they did in the beginning, Cosentino wines have steadily grown in quality and reputation over the years and are considered by many to be among the finest wines made in the world.

www.cosentinowinery.com

 

Windsor Vineyards was founded by wine legend Rodney Strong in 1959, in Tiburon on San Francisco Bay. His Victorian cottage served as home, office and tasting room. In those early days, so many customers asked Strong to reserve their favorite wines that he started putting their names on the labels. One innovation followed another when he decided to ship direct to his customers, who bought the wines for personal use and for holiday gift ideas. Personalized wine labels and direct shipping caught on, and so was born the Windsor Vineyards tradition.

www.windsorvineyards.com