February 24–26, 2020

Laguna, CA

MFA West 2020 Conference Sponsor Information

MFA West 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



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


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.


As of Dec. 31, 2019, BNY Mellon had $37.1 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 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.


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


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.


CENTRL’s ODD360 is a multi-party platform used by Investors and Managers to provide a superior Operational Due Diligence process experience.  ODD360 provides a highly intuitive user experience, deep automation and analytics.
Investors can experience greater efficiency by digitizing their own DDQs and automate delivery, scoring and evaluation. Robust analytic capabilities can be leveraged by Investors to slice / dice and analyze data collected from the DDQs.
The platform is customizable to all operational strategies and data needs, including standardized templates from AIMA, ILPA, SBAI and others. To learn how Institutional Investors and Managers are revolutionizing their ODD process by using CENTRL, please visit us at www.oncentrl.com/odd360.


The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over $1 Trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client driven solutions has provided Citco’s clients with a trusted partner for almost five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services division offers a full suite of Middle Office and Back Office services including, treasury and loan handling, daily NAV calculations and investor services, corporate and legal services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.


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.



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.



Since 2010, FundApps has been committed to making compliance simple by providing a client-focused innovative service to automate monitoring of regulatory requirements, leveraging the largest compliance community in the industry. With offices in London, NYC, and Singapore, the company monitors over $10 trillion in AuM with users from compliance teams at asset managers, hedge funds, pension funds, and investment banks, globally.

FundApps’ services automate the most difficult tasks in financial compliance. An industry expert with a vast rule library and a dedicated in-house legal and regulatory team, FundApps enables compliance teams to respond more efficiently to regulatory change, increase certainty and reduce complexity in the compliance process.


Offering liquidity solutions for more than 35 years, the GSAM Global Liquidity Solutions team seeks to help clients preserve capital, maintain liquidity and seek competitive yields, while consistently managing risk. With tailored products and services in money market and short duration strategies, we offer the insight you need to make better-informed decisions in your liquidity portfolios. We are proactive and responsive, building a deep understanding of your needs so that we can provide support, whenever you need it. Our wide range of products enables us to offer targeted potential solutions from a strong team of portfolio managers, combining global market intelligence with independent risk analysis, research and quality control.


HSBC Global Banking and Markets is an emerging markets-led and financing-focused business that provides tailored financial solutions to major government, corporate and institutional clients worldwide.

Global Banking and Markets has offices in more than 60 countries and territories. Managed as a global business, we offer clients geographic reach and deep local knowledge.

Our clients are served by teams that bring together relationship managers and product specialists to develop financial solutions that meet individual client needs.

Our Client-focused business lines deliver a full range of banking capabilities:

  • Investment banking and financing solutions, including corporate banking, investment banking, and leveraged acquisition finance.
  • Global transaction banking services, including trade services, global liquidity and cash management, and securities services.
  • One of the largest markets businesses of its kind, with 24-hour coverage and knowledge of local markets and providing services in credit and rates, foreign exchange and money markets.
  • Global asset management solutions for institutions, financial intermediaries and private investors worldwide.
  • A broad range of research services including macro, sector and company coverage complemented by trading ideas and strategies.

For more information, please visit www.gbm.hsbc.com.


Get the Fresh Lowdown on Alternative-Investment Activities

Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself — sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.


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 $26 trillion of assets under custody and $485 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.


LeapYear provides privacy preserving analytics 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, across clients or with third parties. LeapYear’s system implements patented differentially private algorithms that enable companies to gain access to unique and confidential data, including their most sensitive information, for analysis and machine learning. LeapYear has partnered with some of the largest prime brokers and hedge funds to unlock unique use cases to drive increased revenue and profitability.


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 corporate, transactional, litigation, regulatory, 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.


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.


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.


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.


Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries – from established global institutions to small start-up practices – to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, Advent works with clients to minimize their risk and help them shape the future of investment management. For more information, please visit www.advent.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.


Shearman & Sterling is a global law firm with over 850 lawyers around the world speaking more than 60 languages and practicing U.S., English, French, German, Italian, Hong Kong, OHADA and Saudi law. Our success is built on our clients’ success. We have a long and distinguished history of supporting our clients wherever they do business, from major financial centers to emerging and growth markets. We represent many of the world’s leading corporations and major financial institutions, as well as emerging growth companies, governments and state-owned enterprises, often working on ground-breaking, precedent-setting matters. With a deep understanding of our clients’ businesses and the industries they operate in, our work is driven by their need for outstanding legal and commercial advice.


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 2,000 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 broad transactional practice disciplines include capital markets, mergers and acquisitions, private equity, structure finance and securitization, intellectual property, funds and other pooled investments, restructuring, 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 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.


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


WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 13 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.