MFA Global Summit 2020

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.

Credit Suisse AG is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies (referred to here as ‘Credit Suisse’). Our strategy builds on Credit Suisse’s core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse employs approximately 47,860 people. The registered shares (CSGN) of Credit Suisse AG’s parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at credit-suisse.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 $24 trillion of assets under custody and $514 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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 APAC, Highest Average Score from Global Investor (2019); Bank of the Year and Equity Derivatives House of the Year from IFR (2019).

UBS 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, Global Banking and Global Markets. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities.

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 and wealth management and investment services in 35 countries. As of Sept. 30, 2020, BNY Mellon had $38.6 trillion in assets under custody and/or administration, and $2.0 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 alternative investment fund administrator and custodian of 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.

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.

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 more than 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, structured 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.

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, pension funds and sovereign wealth funds—choose Kessler Topaz for our fierce dedication, successful track record and innovative approach to litigation. We have been a proven leader in implementing high-impact corporate governance reforms to protect shareholder rights, improve value and prevent corporate mismanagement, as well as leading pioneers in areas including international shareholder litigation, fiduciary breaches and the development of our online portfolio tracking tools. Kessler Topaz’s proprietary database system named “SecuritiesTracker” was first introduced in 2003 and has since evolved into the most advanced and comprehensive portfolio monitoring and claims filing service available. We are uniquely situated with the skill, resources, experience, and expertise to guide and assist institutional investors with the identification, evaluation and management of securities class and direct actions and claims around the world. Institutional investors have come to rely on our one-stop program to fulfill all of their fiduciary obligations related to protecting shareholder recoveries. 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.

By partnering with us, you will have a single source of data at your fingertips to trade with immediacy and manage the customized requirements of diverse investors. Our integrated platform provides you with greater visibility and control of the entire investment lifecycle from front-to-back. We have developed a flexible operating model to help eliminate the complexities that come with greater diversification into multi-asset classes.

In challenging times, our hedge fund experts will ensure you can maximize value from the platform and our ongoing investment in data-driven solutions can help you capture that competitive edge.

To know more about our alternative investor solutions, visit here.

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Preqin is the home of alternative assets, providing indispensable data, solutions and insights to support alternative asset professionals at every stage of the investment cycle. Since 2003, we have been the most trusted source of information on alternative assets, spanning private equity, venture capital, hedge funds, real estate, infrastructure, private debt, natural resources and secondaries. Our products and services are relied upon by more than 60,000 industry participants in over 90 countries, for a range of activities including fundraising, investor relations, asset allocation, fund manager selection and business development. Preqin is an independent business with over 500 staff based in New York, London, Chicago, Singapore, San Francisco, Hong Kong, Guangzhou and Manila.