January 27-29, 2020

Miami Beach, FL

MFA Network 2020 Conference Sponsor Information

 

 

BKD CPAs & Advisors is a top-tier CPA and advisory firm dedicated to helping people and businesses realize their goals. Our approximately 2,900 dedicated professionals offer solutions to clients in all 50 states and internationally. With over 50 years of experience, our asset management team has expertise and experience serving private equity, venture capital, hedge funds and mutual funds. We offer a variety of services, including fund audit and tax services, M&A, IT services and business valuations. Everyone needs a trusted advisor. Who’s yours? Visit bkd.com/assetmanagement to learn more.

 

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. BNY Mellon is a leading fund administrator and custodian of alternative investment assets across credit, hedge, private equity and real estate funds. BNY Mellon also offers cash management, foreign exchange, collateral management, corporate trust and wealth management to the alternative investment industry. As of Sept. 30, 2019, BNY Mellon had $35.8 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

 

BofA Securities offers a premier futures, options, and OTC derivatives platform. We are an industry leader in direct exchange memberships and also provide access via third-party relationships. Our 24-hour execution desk in Chicago provides clients a single access point for all global markets. Regional desks in New York, Montreal, London, Hong Kong, Tokyo and Mumbai enhance our client service capabilities. Our electronic trading suite syncs with a wide variety of client front ends offering direct access to 38 exchanges, along with advanced trading algorithms. We have been at the forefront of the new era of OTC derivatives clearing. Our OTC service offering includes derivatives intermediation, cross margining, world class reporting and reconciliation, leading collateral optimization technology, and allocation processing across multiple accounts on a single multi-market and multi-asset platform. www.bofaml.comfuturesmarketing@bofa.com

 

BarclayHedge, a division of Backstop Solutions Group, is a leading research-based provider of data services to the alternative investment industry. Its Hedge Fund and CTA databases are recognized worldwide by fund managers, industry professionals, institutional investors, and the financial media as the authoritative source for accurate, comprehensive and timely data.

The BarclayHedge Alternative Investment Database tracks and analyses the performance of over 7,100 hedge fund and managed futures investment programs worldwide.

BarclayHedge’s 31 hedge fund indices and 10 managed futures indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals and the financial media around the globe.

For more information, please visit https://www.barclayhedge.com/databases/global-database.

 

Barclays is a transatlantic consumer and wholesale bank with global reach, offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.

With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 85,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

 

Bipsync is the modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes, files, contacts – from a single system of record that’s connected, compliant and always accessible. Fund managers and analysts get one-click access to all past and present content and context related to a position, company or idea at their fingertips. A host of enterprise IT administration capabilities, from advanced deployment, configuration and access controls to APIs and configurable credentials, for larger funds and those with sophisticated internal IT teams.

 

As the world’s leading and most diverse derivatives marketplace, CME Group is where the world comes to manage risk, offering the widest range of global benchmark products across all major asset classes. We bring buyers and sellers together through our CME Globex® electronic trading platform and our trading facilities in New York and Chicago. CME Clearing, an industry-leading central counterparty clearing provider, offers clearing and settlement services for exchange-traded and over-the-counter derivatives.
info@cmegroup.com
www.cmegroup.com

 

About Cboe Global Markets

Cboe Global Markets (BZX: CBOE | NASDAQ: CBOE) is one of the world’s largest exchange holding companies, offering cutting-edge trading and investment solutions to investors around the world. The company is committed to relentless innovation, connecting global markets with world-class technology, and providing seamless solutions that enhance the customer experience.

Cboe offers trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products (ETPs), global foreign exchange (FX) and multi-asset volatility products based on the Cboe Volatility Index (VIX Index), the world’s barometer for equity market volatility.

Cboe’s trading venues include the largest options exchange in the U.S. and the largest stock exchange by value traded in Europe. In addition, the company is the second-largest stock exchange operator in the U.S. and a leading market globally for ETP trading.

The company is headquartered in Chicago with offices in Kansas City, New York, London, San Francisco, Singapore, Hong Kong and Quito, Ecuador. For more information, visit www.cboe.com.

 

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Citi’s integrated business supports clients from pre-trade to execution and post-trade. Citi Equities provides insights, a broad range of products and services and round-the-clock market access for equities and equity-linked instruments, including tailored solutions to accommodate more complex trading strategies. Citi Prime Finance offers prime brokerage, securities lending and financing, agency securities lending, and global capital introductions to help hedge funds manage risk, improve efficiency and achieve their long-term business objectives. Citi Futures, Clearing and Collateral Management delivers futures execution, OTC derivatives clearing, derivatives intermediation and collateral management services to support operational, asset optimization and liquidity needs.

Industry recognition includes: #1 Agency Lending Regional Provider EMEA, #1 Prime Finance Overall Operations Globally, and Highest Total Global Score from Global Investor (2019); Derivatives Clearing Bank of the Year from Global Capital (2018); and Collateral Services Provider of the Year by Custody Risk Awards (2019).

Visit www.citi.com.

 

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.

 

Financial firms today are all doing the same work to ingest, validate, standardize and store the same data over and over again. This work is difficult – with enormous complexities – and yet it doesn’t give them a competitive edge. Still, firms are spending ~80% of their time data wrangling and only 20% of their time on analysis and gleaning value from their data.

Crux is an industry utility that focuses exclusively on this work. Crux is able to deliver and operate data feeds at lower cost, more quickly, and at a consistent world-class level of service, while giving its customers full transparency into deep operational metadata. Crux reduces your costs, future proofs your operations and infrastructure, and allows you to focus on your competitive advantage.

 

Delta Air Lines is committed to Miami, offering 29 peak-day flights out of Miami International, to Atlanta, Detroit, Havana, New York, LA, Minneapolis, and Orlando. To complement Miami, we also offer South Florida service out of Fort Lauderdale, offering 36 peak-day flights to 9 key markets.

In addition, Delta operates seasonal, Saturday-only service from Miami International to 5 key markets; Indianapolis, Raleigh Durham, Columbus, Washington D.C., and Boston. Fort Lauderdale also has a seasonal Saturday-only offering to Seattle.

Need to get abroad? Delta’s partners (Air France, Alitalia, Virgin Atlantic, Aeromexico) operate 6 peak-day flights to 4 destinations (Paris, Mexico City, Rome, and London).

Delta is the only US commercial airline to also offer private jet travel. As a wholly owned subsidiary, Delta Private Jets combines 30+ years’ experience serving business and leisure travelers with the resources of one of the world’s largest airlines to provide an exceptional travel solution. Delta Private Jets offers the only jet card with all-inclusive pricing, guaranteed private jet availability, the ability to fly commercially on Delta Air Lines and Diamond Medallion status. Whether traveling commercially or privately, or private jet charter, Delta and Delta Private Jets can provide the first-class experience that’s right for you.

 

EisnerAmper LLP has a well-established Financial Services Practice that provides audit, tax, and advisory services globally. Our Financial Services Practice, comprised of the Asset Management and Capital Markets Groups, is the largest industry group within EisnerAmper featuring more than 2,500 financial services clients. We have worked with private equity, venture capital and hedge funds firms for over forty-five years, including many of the original firms in the space. Clients rely on our team to navigate regulatory and compliance requirements and help facilitate new growth opportunities. Through a local presence in key international markets and EisnerAmper Global, an international network of accounting firms, we provide our financial services clients expertise where they are doing business, raising capital, and investing.

www.eisneramper.com

 

First Republic is committed to serving the needs of hedge fund principals, their firms, employees and managed funds. Over the years, we have developed a suite of specialized offerings to support the complex nature of this industry and, through extraordinary service, have had the opportunity to bank over 900 hedge fund relationships.

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich, and New York City. First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans.

www.firstrepublic.com

 

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world. To learn more, visit www.gs.com.

 

Every week, Hedge Fund Alert delivers the fresh intelligence needed to 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.

 

Hedge Fund Research, Inc. (HFR) is the global leader in the alternative investment industry. Established in 1992, HFR specializes in the areas of indexation and analysis of hedge funds. HFR Database, the most 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 the industry’s most detailed fund classification system, enabling granular and specific queries for relative performance measurement, peer group analysis and benchmarking.

HFR produces over 100 indices of hedge fund performance ranging from industry-aggregate levels down to specific, niche areas of sub-strategy and regional investment focus. With performance dating back to 1990, the HFRI Fund Weighted Composite Index is the industry’s most widely used standard benchmark of hedge fund performance globally. The HFR suite of Analysis Products leverages the 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 nuanced analysis.

 

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 $25 trillion of assets under custody and $471 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at https://www.jpmorgan.com.

 

KPMG’s Alternative Investment Funds practice is comprised of audit, tax and advisory professionals with deep industry experience across the broad range of alternative investment funds, including, hedge funds, private equity funds, infrastructure funds, real estate funds and funds of funds. From formation and capital accumulation to realization and exit, KPMG’s Alternative Investment Funds professionals have the experience to help you deal with issues and challenges that impact your business. Around the globe, KPMG has more than 3,000 professionals in 60 international jurisdictions serving investment funds. In the U.S., more than 1,900 professionals, including over 125 partners, focus on serving alternative investment funds and their sponsors in major financial centers. With an additional 900 partners and professionals located in the world’s commercial hubs, this global network—1,900 strong—empowers KPMG to serve our clients wherever they do business. For more information, please contact Mikael Johnson, Co Lead Partner, Alternative Investment Fund practice, majohnson@kpmg.com, or visit www.kpmg.com.

 

LeapYear provides software for enterprises to securely unlock value from their most sensitive data assets. Privacy, security, and regulatory restrictions limit access to data – without LeapYear, organizations face challenges leveraging data internally, to third parties, and across borders. LeapYear’s system implements patented differentially private algorithms that enable companies to utilize all data, including their most sensitive information, for analysis and machine learning. LeapYear has partnered with the largest companies across financial services, healthcare, technology, and insurance to enable new business opportunities by combining, analyzing, and monetizing previously restricted and siloed sources of information.

 

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

 

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 31 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.

 

Northern Trust Hedge Fund Services (NTHFS) is a leading global hedge fund administrator providing middle and back office administration solutions for alternative fund managers and institutional investors with complex portfolios.

NTHFS delivers Operational Alpha™: the outperformance of accepted standards made possible by superior technology, domain expertise, automation, and industrial-strength controls. Operational Alpha creates an operations infrastructure that can help you get to market faster, make quicker and more informed investment decisions, and focus on what really matters: executing your strategy and serving your investors.

For more information, please visit northerntrust.com/alpha.

 

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, New Jersey, London, Tokyo and Singapore.  As of September 30, 2019, the firm has $838 billion of assets under management including $354 billion in institutional assets, $152 billion in retail assets, and $332 billion in proprietary assets. Over 700 institutional asset owners have entrusted PGIM Fixed Income with their assets.

PGIM Fixed Income is a United States business operating as a unit within PGIM, Inc. (formerly known as Prudential Investment Management, Inc.) (“PGIM”). PGIM is the largest investment adviser within Prudential Financial, Inc. (“PFI”). As of September 30, 2019, PGIM had $1.3 trillion in assets under management across their real estate, equity, public fixed income, and private fixed income businesses and is ranked 10th among IPE’s top 400 asset managers.1

1 Source: IPE Research: Top 400 Asset Managers, June 2019. Based on December 31, 2018 assets under management.

 

PIMCO is one of the world’s premier fixed income investment managers. For nearly 50 years, PIMCO has established a reputation of innovation and expertise, evolving its partnership with clients to provide solutions across assets classes and environments.

With more than fifteen years of experience in dedicated quantitative strategies, PIMCO has developed a robust $43 billion systematic investing platform.  Our macroeconomic insights and investment discipline combine with alternatives talent and resources to offer a diverse set of approaches in tail risk hedging, managed volatility, managed futures and alternative risk premia.

Since our founding in Newport Beach, California, in 1971, PIMCO has grown into a team of professionals across 17 offices globally, including offices from the Gurtin acquisition in January 2019.

 

Parametric is a leading investment solutions partner with a 30-year history of helping investors meet their unique portfolio objectives. We use a systematic, rules-based approach to deliver transparent, predictable, repeatable outcomes for institutions, high-net-worth individuals, and fund investors in North America and around the globe. From exposure management to alternatives to equities, our solutions can be customized to meet our clients unique needs. Parametric has $279.5 billion in assets under management as of December 31, 2019, and is headquartered in Seattle, with offices in Minneapolis; Boston; New York City; Westport, Connecticut; and Sydney, Australia.

 

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 300 staff based in New York, London, Singapore, San Francisco, Hong Kong and Manila serving over 40,000 customers in over 90 countries.

Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.

www.preqin.com

Follow us on Twitter: www.preqin.com/Twitter

Find us on LinkedIn: www.preqin.com/LinkedIn

 

 

RAM Active Investments “RAM AI” is a quantitative asset manager with a long track record in creating value for its investors across all market regimes. Research is at the heart of our approach to investment, which enables us to identify and exploit new market inefficiencies and technologies.

Founded in 2007 by Thomas de Saint-Seine, Maxime Botti and Emmanuel Hauptmann, RAM AI, an affiliate of Mediobanca Group since March 2018, operates independently with more than 40 employees and four offices in Geneva (headquarter), Zurich, Luxembourg and Milan.

To find out more about RAM Active Investments visit the website ram-ai.com or follow us on LinkedIn and YouTube.

RAM AI is registered with the Securities and Exchange Commission (SEC) in the United States as an Investment advisor.

 

Founded over 50 years ago, SEI remains a leading global provider of investment operations, investment processing and investment management solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. SEI’s award-winning global operating platform provides investment managers and asset owners with customized and integrated capabilities across a wide range of investment vehicles, strategies and jurisdictions. Our services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically.  As of Sept. 30, 2019, through SEI’s Investment Manager Services division, SEI serviced over $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets.  Partnering with more than 550 traditional and alternative asset managers, sovereign wealth funds and family offices, SEI’s clients represent over $24.5 trillion in assets, including 45 of the top 100 asset managers worldwide.

 

With over 12,000 employees in more than 40 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. Supporting 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.societegenerale.com.

 

Our clients face big challenges. Risk. Regulation. Complexity. It’s those challenges that inspire our solutions.  As the No. 1 servicer of alternative assets globally*, we draw on decades of asset servicing experience, knowledge and insights to support our clients’ alternative investments — from hedge and private equity funds to real assets and infrastructure.

For more information on our solutions for alternative asset managers, visit here.

*Per eVestment Survey as of December 31,2018

 

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

Headquartered in Zurich, Switzerland, UBS has offices over 50 regions and locations, including all major financial centers, and employs approximately 67,000 people. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors.

Investment Bank

The Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. It offers advisory services and provides in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities.

 

Wellington Management’s alternatives capabilities benefit from what we think is the best of both worlds: the resources and reach of a US$1.1 trillion global investment manager and the agility and entrepreneurial spirit of a US$38 billion alternatives boutique. Our private ownership model, world-class infrastructure, and long-term mind-set help us attract and retain talented alternatives investment professionals. We combine their skill with robust risk-management tools to help deliver solutions to the complex challenges our clients face. To learn more about our alternative strategies, including hedged equity, fixed income, and multi-asset solutions, visit us at http://www.wellington.com/alternatives. (Figures are as of 31 October 2019.)

 

Wells Fargo Prime Services, offers a comprehensive set of services and solutions for alternative asset managers. With a strong focus toward servicing our customers, we help managers meet their operational and financial goals with integrated financing, technology and operational solutions as well as capital introduction, business consulting, risk services and bespoke financing solutions.

As part of Wells Fargo, one of the strongest and best-capitalized banks in the world, we deliver the full resources of a best-in-class financial institution to help managers capture market opportunities and become efficient while growing assets. Our multi-asset class platform delivers critical financing, execution and clearing services while our hands-on service model provides the foundation for partnership.

For more information: www.wellsfargo.com/primeservices

 

MFA Network 2020 represents an outstanding marketing opportunity. Your firm will be positioned in front of hundreds of attendees in the alternative investment industry. Don’t miss the opportunity to participate!

For more information regarding sponsorship, please contact Amy D’Annunzio at conferences@managedfunds.org or call 212.542.8475