MFA Network 2023
January 31 – February 1, 2023
Loews Miami Beach Hotel – Miami Beach, FL
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.
Learn more at https://www.akingump.com/en/
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/
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.
Cboe Global Markets (Cboe: CBOE) provides cutting-edge trading and investment solutions to market participants around the world. The company is committed to defining markets through product innovation, leading edge technology and seamless trading solutions.
The company offers trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S., Canadian and European equities, exchange-traded products (ETPs), global foreign exchange (FX) and volatility products based on the Cboe Volatility Index (VIX Index), recognized as the world’s premier gauge of U.S. equity market volatility.
The company is headquartered in Chicago with a network of domestic and global offices across the Americas, Europe and Asia, including main hubs in New York, London, Kansas City and Amsterdam. For more information, visit www.cboe.com.
Coinbase Institutional provides clients a comprehensive solution for accessing crypto markets through advanced trading, financing and custody, built on top of a robust security infrastructure. Our trading platform Coinbase Prime, offers a state of the art marketplace with a deep pool of liquidity for transacting in crypto assets. For our ecosystem partners, we provide developers, merchants, and asset issuers a platform enabling them to build applications leveraging crypto protocols, actively participate in crypto networks, and securely accept cryptocurrencies as payment.
With ten years of building the cryptoeconomy, the Coinbase Institutional platform has grown from strength to strength. As of our latest first quarter 2022 shareholder letter, we have grown to over $256 billion of assets on platform – approximately 11.2% of the crypto asset market share. From this, $134 billion of our assets on the platform come from our 11,000+ institutional clients spanning across traditional finance, cryptonative and corporate institutions.
Learn more at https://www.coinbase.com/
With more than 100 of our 350 attorneys dedicated to serving fund and investor clients, our Investment Management Group is a leader in the United States, distinguished for our client service. Our global clients include investment funds and advisers, emerging managers, some of the largest and best known asset managers with AUM in the tens of billions and a range of structures and strategies.
Our core services include:
-Fund Formation and Structuring
-Regulatory and Compliance
-Derivatives and Structured Products
-Private Equity, M&A, Debt Financing
-Securities and Capital Markets Litigation
-Tax, T&E, ERISA, Employment, IP, Insurance
Learn more at https://www.lowenstein.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.
Northern Trust is the premier provider of Whole Office solutions for some of the world’s most successful and complex asset managers and asset owners. We support and service all fund types across multiple domiciles, from traditional ’40 Act mutual funds, to some of the most complex hedge and private capital structures available today. We operate as a partner to our clients, providing dynamic and customizable solutions to support their investment strategies. From market insights to regulatory and tax support and fund launch consultation, Northern Trust is focused on helping our clients build and evolve in an ever-changing marketplace. We provide the full suite of products from fund accounting/administration, operations outsourcing and custody to innovative data driven solutions designed to lower costs, increase efficiency, and enable fund growth. We operate globally across a single technology platform, supporting 700+ asset manager clients located in 53 countries, with $15.8 trillion in assets under custody/administration.
To learn more about our services please visit: https://www.northerntrust.com/united-states/what-we-do/asset-servicing
To view our latest industry reports, research and insights please visit: https://www.northerntrust.com/united-states/insights-research/asset-servicing
PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, N.J., London, Amsterdam, Zurich, Munich, Singapore, Hong Kong, and Tokyo. As of September 30, 2021, the firm has $964 billion of assets under management including $412 billion in institutional assets, $212 billion in retail assets, and $340 billion in proprietary assets. Over 900 institutional asset owners have entrusted PGIM Fixed Income with their assets.
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.
Learn more at https://www.societegenerale.com/en
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.
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.
PGIM Quantitative Solutions is the quantitative and multi-asset solutions specialist of PGIM. PGIM Quant seeks to help solve complex investment problems with custom systematic solutions across the risk/return spectrum. Our modular portfolio construction simplifies our design of client-specific solutions. We can customize down to the stock level for portfolio considerations, with product offerings that range from core solutions and systematic macro to multi-asset portfolios and overlays. All of our options can be harnessed to provide stable return streams uncorrelated with existing strategies.
PGIM Quant manages portfolios for a worldwide institutional client base, including corporate and public pension plans, endowments and foundations, multiemployer pension plans, and subadvisory accounts for other financial services companies.
Hedge Fund Research, Inc. (HFR) is the hedge fund industry’s “go to” provider of hedge fund index information. We deliver over 200 indices to our clients across the world for their vital hedge fund benchmarking and performance measurement needs. Beyond indices, HFR delivers high-value visibility into private hedge funds and publicly available liquid alternatives through our hedge fund databases. Our quarterly research reports deliver the latest industry trends to institutional investors and asset managers, who seek to identify both broad and narrow developments across the global hedge fund space.
Preqin is the Home of Alternatives®, the foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselves to furthering the understanding of alternatives for over 18 years. Through close partnership with our clients, our 300 researchers based in key financial centers worldwide combine with cutting-edge technology to make sure our data and research is unique, timely, accurate and insightful.
Today, over 120,000 fund managers, investors, placement agents, service providers, advisors and other industry professionals from more than 38,000 firms worldwide are empowered with information that underpins their daily workflow including fundraising, asset allocation, investor relations, origination and business development.
• Private Equity & Venture Capital Private Debt • Hedge Fund • Real Estate • Infrastructure • Natural Resources
Preqin is an independent business with staff based in London, Dubai, Frankfurt, New York Chicago, Singapore, San Francisco, Sydney, Tokyo, Hong Kong, Guangzhou, Bangalore and Manila.
Learn more at www.preqin.com