MFA Forum 2023

As a preeminent legal beacon, Akin Gump Strauss Hauer & Feld LLP proudly ranks among the world’s foremost law firms. Garnering industry accolades for its litigation prowess, expertise in high-stakes appellate cases, and innovative leadership in transformative transactions and public policy, Akin Gump offers an all-encompassing suite of services to a diverse clientele—ranging from global enterprises to esteemed individuals. Our distinguished litigators, dealmakers, and policy experts unite with unwavering dedication to a noble mission: the success and prosperity of our clients.

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.

Learn more at https://business.bofa.com/content/boaml/en_us/home.html

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
Our purpose is creating opportunities to rise. We support sustainable and inclusive growth by connecting the ideas, innovations and aspirations of our customers and clients to the capital that can bring them to life. For over 325 years we have funded progress, and today we remain committed to helping make our world more sustainable, more inclusive and more connected.

Learn more at https://www.cib.barclays/

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.

Learn more at https://www.gbm.hsbc.com/

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $32 trillion of assets under custody and $714 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 www.jpmorgan.com.

Schulte Roth & Zabel LLP (SRZ) is a full-service law firm with offices in New York, Washington, DC and London. A pioneer in the alternative investment management industry, SRZ has been advising private investment funds for more than 50 years. SRZ has across-the-board expertise in all strategies, including credit and direct lending funds, hedge, private equity, CLOs, specialty finance, long/short equity, global macro, activist, blockchain technology, digital assets, litigation finance, LBO, distressed, real estate and venture, among others. SRZ has the largest and most comprehensive regulatory and compliance practice in the asset management space. The lawyers advise managers on running their businesses consistent with applicable laws, regulations and legal requirements, in addition to counseling on SEC registration, examination and enforcement matters.

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.

https://www.wellsfargo.com/com/securities/markets/equity-sales/prime-services/

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: https://careers.citigroup.com/working-at-citi/awards-recognition.html
https://www.citigroup.com/citi/news/2021/211123a.htm

Derivatives House and Interest Rate Derivatives House of the Year from IFR (2020).

At abrdn, we enable our clients to plan, save and invest for their futures.

Our investments are built on an insight strength that comes from multi-layered research and a large global footprint. Our teams collaborate across multiple capabilities, to create forward-thinking solutions that aim to meet our clients’ needs and deliver more sustainable outcomes. Our investments business manages assets on behalf of individuals, governments, pension funds, insurers, companies, charities and foundations – with support and expertise from 800 investment specialists in over 30 locations.

Bitwise is one of the largest and fastest-growing crypto asset managers, offering both index and active strategies across a wide array of investment vehicles. The firm is known for creating the world’s largest crypto index fund (OTCQX: BITW), a suite of crypto-focused equity and futures ETFs, and investment products that span Bitcoin, Ethereum, DeFi, NFTs, and the Metaverse.

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.

TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management. Formed following the merger of Trading Screen and Imagine Software in 2021, TS Imagine draws on nearly thirty years’ experience serving the world’s most sophisticated financial institutions and investors.

TS Imagine offers a unique combination of client perspective and technology expertise, and its purpose-built solutions have become essential tools for modern sophisticated investors. With greater transparency, better efficiency, and infinite scalability, TS Imagine clients are empowered to generate and protect alpha within evolving markets.

U.S. Bank Global Fund Services understands the challenges facing managers. For over 50 years, our clients have relied upon the resources, strength and financial stability of U.S. Bank to provide the expertise and systems necessary to support the highest quality services for each of their specific products. We concentrate on bringing you the flexibility, accuracy and efficiency needed, so you can focus on your strengths – investment management and asset growth.

Whether you use our complete package or just one, you’ll get the latest in fund technology and the complete attention of our industry professionals. From hedge funds, private equity and fund of funds, to separately managed accounts, registered funds and exchange-traded products, we know the conversation doesn’t end with the contract. We are dedicated to helping you succeed.

For more information about our comprehensive suite of alternative services, exchange traded products, mutual funds and RIA capabilities, visit usbank.com/globalfundservices.