April 24, 2019

New York, NY


For more information regarding sponsorship, please contact MFA at conferences@managedfunds.org or call 212.542.8475


ACA Compliance Group (“ACA”) is a leading provider of regulatory compliance products and solutions, cybersecurity and risk assessments, performance services, and technology solutions to regional, national, and global firms in the financial services industry. With offices worldwide, ACA clients include leading investment advisers, private fund managers, commodity trading advisors, investment companies, and broker-dealers. Founded in 2002 by former SEC examiners and state regulators, ACA services and develops its products with a team comprised of former SEC, FINRA, FSA, NYSE, CFTC, NFA, and state regulators, as well as former senior managers and technologists from prominent financial institutions and consulting firms.


Akin Gump Strauss Hauer & Feld LLP is one of the world’s largest law firms. A frequent recipient of industry recognition for its strength in litigation and high-stakes appellate work, its leadership in groundbreaking transactions and its depth in public policy, Akin Gump provides a comprehensive suite of services for global companies and local individuals. Our team of litigators, dealmakers, and policy lawyers and advisors collaborate with a single goal: the success of our clients.


For more information, please visit www.akingump.com


aosphere LLP is an affiliate of international legal practice Allen & Overy LLP. The aosphere team specialises in online legal services which help clients manage the law and regulation applicable to a wide range of activities. Legal and compliance professionals use aosphere to help with:

  • Cross-border marketing of funds and investment management services
  • Major shareholding disclosures (including aggregation for discretionary and non-discretionary managers)
  • Disclosures regarding short selling, takeovers and sensitive industries
  • Cross-border data transfers
  • Analysis of industry standard derivatives documentation, e.g. ISDA netting and collateral opinions
  • Margin, clearing and reporting of derivatives transactions to comply with G20 related initiatives

Visit www.aosphere.com for further information.


Cayman Finance is the association of the financial services industry of the Cayman Islands, a premier global financial hub efficiently connecting law abiding users and providers of investment capital and financing around the world. Cayman Finance represents first rate service providers within investment funds and asset management, banking, insurance, reinsurance, capital markets, and trusts sectors and world class fiduciary, legal, and accounting service providers. Additionally, Cayman Finance represents 15 industry associations. The organisation’s mission is to protect, promote, develop and grow the Cayman Islands financial services industry through cooperation and engagement with political leaders, regulators, organisations and media.


Credit Suisse is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies. As an integrated bank, Credit Suisse is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source. Credit Suisse provides specialist advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net worth private clients worldwide, and also to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide.

Further information about Credit Suisse can be found at www.credit-suisse.com.


For more than 165 years, Davis Polk has ranked among the premier law firms with world-class practices across the board. Our leading Investment Management Group has in-depth experience advising some of the largest and most innovative hedge fund managers from around the world on the formation, operation and regulation of private and public funds. We are consistently at the forefront in creating innovative fund structures, and our highly experienced regulatory practice uses its strong ties with regulators to address managers’ most difficult regulatory challenges.


Dechert is a global specialist law firm. Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters. In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We are relentless in serving our clients – delivering the best of the firm to them with entrepreneurial energy and seamless collaboration in a way that is distinctively Dechert.

For more information, please visit www.dechert.com


Changes in the hedge fund industry, and the necessity to meet regulator and investor expectations has left hedge funds with a new set of challenges. To help protect and drive enterprise value, Grant Thornton LLP’s asset management leadership team works with you to develop and deploy business strategies that respond to the ever-changing regulations and investor demands. We help dynamic organizations like yours navigate the complexities of today’s business landscape. We go beyond the traditional compliance and reporting aspects of audit and tax, providing services that offer real value.

Grant Thornton LLP is the US member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton LLP helps dynamic organizations unlock their potential for growth by providing meaningful, forward-looking advice. Proactive teams, led by approachable partners, use insights, experience and instinct to understand complex issues faced by privately owned, publicly listed and public sector clients and help them to find solutions. More than 42,000 Grant Thornton people, across more than 120 countries, are focused on making a difference to clients, colleagues and the communities in which we live and work. Learn more about us at www.grantthornton.com.


J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With the leading array of prime services, $18.8 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. For alternative asset managers, J.P. Morgan offers a full spectrum of integrated capabilities, including a multi-asset class platform that extends across execution, financing, clearing and asset-servicing products, as well as prime custody and optimized margin solutions. Developed with the needs of today’s clients and investors in mind, our comprehensive services combine critical asset protection and transparency with operational ease and efficiency. www.jpmorgan.com.


K&L Gates is ranked as having one of the leading financial services practices in the country. Our alternative investment and hedge fund practice is part of our Investment Management Group, which is one of the largest and most respected in the world with more than 40 lawyers in major international financial centers who devote all or a significant portion of their time to hedge fund, venture fund, and other private fund matters.


Katten Muchin Rosenman LLP is a top-tier law firm with more than 600 attorneys in the United States, London and Shanghai. With one of the largest groups of dedicated financial services attorneys in the country, Katten’s clients benefit from the firm’s unmatched experience in the fields of investment management, securities and futures regulation, structured products, and exchange-traded and over-the-counter derivatives. We frequently advise banks and brokerage firms, insurance companies, domestic and foreign exchanges, clearing organizations, swap execution facilities, domestic and offshore investment funds and their managers, commodity pools and commodity pool operators, investment advisers and commodity trading advisors, and proprietary trading firms. Our experience working for many regulatory agencies offers our clients unparalleled counsel across the globe. www.kattenlaw.com.


Kessler Topaz Meltzer & Check, LLP is one of the world’s foremost advocates in protecting the public against corporate fraud and other wrongdoing.  Our lawyers regularly take on the foremost defense attorneys—and win—in class actions, shareholder derivative suits, antitrust litigation and other complex litigation around the globe. We are proud to have recovered billions of dollars for our clients. Clients—including sophisticated institutional investors, consumers, employees, whistleblowers, governments, and pension funds and sovereign wealth funds—choose Kessler Topaz for our fierce dedication, successful track record and innovative approach to litigation. We have been pioneers in areas including international shareholder litigation, fiduciary breaches and the development of online tools for portfolio tracking. In addition, we are a leader in implementing high-impact corporate governance reforms to protect shareholder rights, improve value and prevent corporate mismanagement. For the past several years, the National Law Journal has recognized Kessler Topaz as one of the top securities class action law firms in the country.


Kirkland & Ellis LLP is a 2,000-attorney law firm representing global clients in investment funds, private equity/M&A and other complex corporate transactions, government, regulatory and internal investigations, restructuring, litigation and arbitration, and intellectual property matters. Kirkland is a recognized global leader in providing sophisticated advice to investment fund sponsors, institutional investors and other market participants in the alternative investment fund space.

Kirkland’s Investment Funds Group includes a premier investment funds regulatory and compliance practice, with attorneys whose experience spans multiple regulatory regimes and diverse product types. The depth and breadth of Kirkland’s regulatory and compliance team is unparalleled, comprised of 30+ attorneys with decades of experience in private practice as well as in senior positions with government agencies, including the SEC. The Firm offers clients the unsurpassed resources of a large, integrated, multidisciplinary, global team located across 13 offices located in New York, Chicago, Boston, Beijing, Hong Kong, Houston, London, Los Angeles, Munich, Palo Alto, San Francisco, Shanghai and Washington, D.C.

For more information, please visit www.kirkland.com


Kramer Levin represents managers of private funds and public alternative funds, as well as the funds themselves, in all aspects of their business, including fund formation and regulatory compliance; transactional matters such as mergers and acquisitions, investments, joint ventures, special situations investing, debt finance, securitizations, and derivative contracts; restructurings; tax and ERISA matters; and litigation. We advise private equity, hedge, venture capital and real estate funds on virtually every type of asset class and investment strategy. Our leading public alternative funds practice encompasses U.S. registered mutual funds, interval alts, ETFs, closed-end funds, and business development companies employing alternative investment strategies.

For more information, please visit kramerlevin.com.


With more than 100 attorneys dedicated to serving fund and investor clients, our Investment Management Group is a leader in the United States, distinguished for its client service.

Our clients include established and well-pedigreed emerging managers pursuing a range of structures and strategies.

Our core services include:
– Fund Formation and Structuring
– Regulatory and Compliance
– Broker-Dealer
– Derivatives and Structured Products
– Private Equity, M&S, Debt Financing
– Securities and Capital Markets Litigation
– Tax, T&E, ERISA, Employment, IP, Insurance


At Morgan Lewis, we partner with clients to understand their needs and craft powerful solutions for them. Our team encompasses more than 2,200 legal professionals, including lawyers, patent agents, employee benefits advisers, regulatory scientists, and other specialists, working together across 30 offices in North America, Asia, Europe, and the Middle East. We provide comprehensive litigation, corporate, finance, restructuring, employment and benefits, and intellectual property services in all major industries, helping clients address and anticipate challenges across vast and rapidly changing landscapes.

The Morgan Lewis Investment Management Practice is one of the largest and most experienced practices providing a full range of legal services to clients in the financial services industry, both domestically and abroad. With more than 150 lawyers in our hedge fund team, Morgan Lewis has one of the largest international hedge fund practices, representing a wide range of hedge fund managers and institutional investors. Our success is due to the skills, experience, and strong client relationships maintained by our hedge fund lawyers and the insights we glean from working closely with hedge fund managers and investors.  In particular, we draw upon our firm’s deep bench of talent in the areas of fund formation, tax, regulatory, futures and derivatives, lending, corporate and securities law.

Our hedge fund lawyers are familiar with the legal issues facing hedge funds, their managers and investors and are located throughout the United States, Europe and Asia.  We represent all types of domestic and off-shore hedge funds, across a broad range of investment and financing strategies, including customized and captive funds, crossover funds, hybrid hedge/private equity funds and funds of funds, as well as many of the largest and most active institutional investors.


Promontory Financial Group, an IBM Company, is a leading strategy, risk management, and regulatory-compliance consulting firm. Our professionals include former senior officers from the SEC’s examination and enforcement divisions, with deep expertise in the asset management field gained through decades of SEC leadership. Promontory’s experts provide strategic advice that addresses relevant regulatory challenges but is also practical, creative, and tailored to meet the unique and changing needs of individual institutions. Promontory has advised hedge funds on regulatory and examination issues, and through its former SEC private fund staff members, has unique insights to help clients navigate Commission issues.


Proskauer’s global Hedge Funds Group has broad experience in advising hedge fund managers, funds of funds and other institutional as well as individual investors on a variety of matters, including fund structuring and formation, seed investments, management company matters, investment adviser registration and compliance, portfolio management, regulatory examinations, litigation and complex restructurings and other corporate transactions. The group is part of our larger, globally renowned Private Investment Funds Group, which comprises more than 100 lawyers worldwide. The Private Investment Funds Group, in turn, has extensive experience across the universe of hedge funds and funds of funds, both U.S. and non-U.S., employing all types of structures and all types of investment strategies.

For more information, please visit proskauer.com.


Ropes & Gray is one of the world’s premier law firms, with approximately 1,200 lawyers serving clients in major centers of business, finance, technology and government. The firm has offices in New York, Washington, D.C., Boston, Chicago, San Francisco, Silicon Valley, London, Hong Kong, Shanghai, Seoul and Tokyo, and has consistently been recognized for its leading practices in many areas, including private equity, M&A, life sciences, health care, finance, investment management, hedge funds, tax, intellectual property, litigation, securities litigation and government enforcement. For more information, please visit ropesgray.com.



Schulte Roth & Zabel LLP (SRZ) is a full-service law firm with offices in New York, Washington, D.C. and London. As the market-leading law firm in the private funds industry, SRZ represents more than half of the world’s top 100 largest hedge funds, more than 400 fund managers and thousands of investment funds globally. Notably, SRZ is one of only a few law firms with a dedicated regulatory and compliance practice within its private funds practice. Speaking to our wide-ranging capabilities, the firm also regularly advises on corporate and transactional matters, employment law matters, as well as providing counsel on securities regulatory compliance, enforcement and investigative issues.


With a practice highly attuned to the ever-changing international legal landscape, Sidley has built a reputation for being a powerful legal adviser for global businesses. With 1,900 lawyers across 20 offices worldwide, Sidley maintains a commitment to providing quality legal services and to offering advice in litigation, transactional and regulatory matters spanning virtually every area of law. Our highly regarded capital markets practice and broad transactional practice disciplines include corporate and securities, mergers and acquisitions, securitization, intellectual property, funds and other pooled investments, bankruptcy and corporate reorganization, bank and commercial lending, public finance, real estate, tax and employee benefits, as well as trusts and estates. Sidley’s extensive litigation experience includes general and commercial litigation, regulatory and financial litigation, antitrust, white collar criminal defense, food and drug, healthcare, patent and other intellectual property litigation, product liability and mass tort litigation, international commercial arbitration and dispute resolution, and international trade law. Our offices are found in Beijing, Boston, Brussels, Century City, Chicago, Dallas, Geneva, Hong Kong, Houston, London, Los Angeles, Munich, New York, Palo Alto, San Francisco, Shanghai, Singapore, Sydney, Tokyo and Washington, D.C. Attorney Advertising. Prior results do not guarantee a similar outcome.

For more information, please visit www.sidley.com.


With over 12,000 employees in more than 34 countries, Societe Generale Corporate & Investment Banking is present in all major markets and is built on the overriding principles of client service over the long term and sound risk management. Standing by its clients across sectors, we tailor solutions for clients by capitalizing on our worldwide expertise in investment banking, global finance, and global markets. For issuers, we provide a global advisory approach and capital-raising solutions. For investors, we offer investment opportunities and risk management.

For more information visit www.sgcib.com.


Headquartered in New York, Sullivan & Cromwell LLP (sullcrom.com) provides the highest-quality legal advice and representation to clients around the world. The results the firm achieves have set it apart for more than 135 years and have become a model for the modern practice of law. Today, S&C is a leader in each of its core practice areas and geographic markets. S&C’s success is the result of the quality of its lawyers: the most broadly and deeply trained collection of lawyers in the world.

S&C is the leading global law firm on M&A, finance and capital raising, complex regulatory issues, corporate governance, legislative developments, significant litigation and enforcement matters, corporate investigations and tax matters affecting financial institutions. Its expertise extends to clients in the alternative investment management, investment management, banking, payments, broker-dealer, commodities, futures and derivatives, insurance and consumer finance sectors. The firm provides clients with the experience, knowledge, dedication and service needed to ensure their strategic business objectives.


Walkers is a leading international law firm. We provide legal, corporate compliance and fiduciary services to global corporations, financial institutions, capital markets participants and investment fund managers. Our clients are the most innovative firms and institutions across the financial markets, and rely on us for our ability to provide solutions to their most important legal and business issues. We develop globally-minded, entrepreneurial lawyers who are experts in their field and committed to client service. Recognized for being a dynamic team that is very user friendly, and is considered the “go-to” firm for offshore legal advice.


WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Investment advisers, fund sponsors, registered investment companies and their directors turn to us for advice on their most sensitive and complex regulatory, structuring, litigation, enforcement and transactional challenges. Drawing on our extensive, hands-on regulatory and in-house experience, we advise clients on the full range of legal, regulatory and compliance issues affecting the investment management industry. We have helped advisers, funds and directors navigate matters relating to nuanced regulatory issues; product development and new fund launches; director and adviser fiduciary duties; fund operations; fund distribution, including intermediary relationships and share class structure; compliance programs; fund adoptions and restructurings; and mergers and sales of funds and their advisers, among many other issues. Our team also has extensive experience representing funds and advisers in enforcement and litigation matters with the SEC, CFTC and other regulators.


For more information, please visit www.wilmerhale.com.