October 17, 2019

New York, NY

MFA Outlook 2019 Conference Sponsor Information

 

BNY Mellon is a global investments company dedicated to helping its clients manage and service their assets throughout the investment lifecycle.  We provide a comprehensive service offering developed specifically for alternative investments. By integrating a full range of services, including custody, cash management, foreign exchange, accounting and administration, investor services and collateral services, we help alternatives managers maintain their investment focus while we support their fund operations.

Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries.  As of March 31, 2018, BNY Mellon had $33.5 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.

 

Bank of America Merrill Lynch 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.baml.comfuturesmarketing@baml.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 even the most complex of trading strategies. Prime Finance delivers capabilities in prime brokerage, securities lending and financing, agency securities lending, and global capital introductions to help hedge funds reduce 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.

 

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

 

The global wealth and asset management sector has rebounded from the global financial crisis to face a rapidly evolving regulatory environment and changing client base. Organizations are keenly focused on efficiently adapting to change, managing complex risks and growth in an increasingly crowded field. EY’s Global Wealth & Asset Management Sector brings together a worldwide team of professionals to help you succeed — a team with deep experience in providing assurance, tax, transaction and advisory services. The Sector team works to anticipate market trends, identify their implications and develop points of view on relevant sector issues. Working together, we can help you meet your goals and compete more effectively. www.ey.com

 

First Republic is committed to serving the needs of hedge fund firms, managed funds, their principals and employees. 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

 

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.

 

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 $458 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. https://www.jpmorgan.com.

 

Kirkland & Ellis is a 2,200-attorney law firm representing global clients in private equity, M&A and other complex corporate transactions, government, regulatory and internal investigations, litigation and dispute resolution/arbitration, restructuring, 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 15 offices located in Beijing, Boston, Chicago, Dallas, Hong Kong, Houston, London, Los Angeles, Munich, New York, Palo Alto, Paris, San Francisco, Shanghai, and Washington, D.C.

For more information, please visit www.kirkland.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

 

Newmark Knight Frank (NKF) is a leading real estate advisory services platform. NKF’s financial tenant advisory practice is based in New York and has flourished through outstanding client partnerships since 1989.

NKF assists numerous MFA members on their office lease projects and other related initiatives. Since 2008, the practice team has completed 40% of fund leases over 40,000 RSF in New York.

NKF’s approach to fund representation is centered on efficiency, reliability, creativity, strategy and understanding of critical fund criteria. Dedicated to representing tenants exclusively, the team achieves the optimal mix of financial and operational flexibility, protections and value for its clients.

For further information, please contact Neil J. Goldmacher, Chairman, National Tenant Representation, at ngoldmacher@ngkf.com.

 

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

 

 

PwC’s alternative asset management practice helps create the edge you need. We bring a broader, deeper spectrum of skills across all segments of the alternatives industry, delivered with energy, passion, teamwork and the proven ability to develop customized solutions for you.  As a global asset management leader, PwC is unsurpassed in its depth of knowledge and experience to the alternative asset management industry. Through our global network of firms, with more than 223,000 people in 157 countries, we provide quality assurance, tax and advisory services to many of the world’s most successful companies.  Find out more by visiting us at https://www.pwc.com/gx/en/industries/financial-services/asset-management.html.

 

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.

 

 

ith 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. Globally, we partner with institutional investors to provide financial solutions that span the investment spectrum, including investment management, investment research and trading, and investment servicing.

Through our operations in 29 countries, we service more than 100 markets. We’re No. 1 in alternative asset servicing globally.* Hedge, private equity and real estate funds globally rely on our skills. They appreciate our partnership approach and our scalable systems allow us to evolve with our clients’ businesses.

Our global reach, expertise and unique combination of consistency and innovation help you manage uncertainty, act on growth opportunities, optimize cost structures and enhance the value of your services. For more information, visit www.statestreet.com.

 

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

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