MFA Outlook 2020

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.

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.

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).

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.

In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless. From data and AI, to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher.

At EY, we help clients re-think everything from pricing and operating models to coopetition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it. Ultimately, we work with clients not just to stay competitive, but to change investing for the better.

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.

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.

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.

AcadiaSoft, Inc. is the leading industry provider of risk and collateral management services for the non-cleared derivatives community. AcadiaPlus is a new generation open platform that provides the sell-side, the buy-side and fund administrators with specialist applications and a third-party partner ecosystem for the straight-through processing of the entire collateral, margin and risk mitigation lifecycle. Backed by 16 major industry participants and market infrastructures, AcadiaSoft is used by a community of more than 1300 firms exchanging approximately $700B of collateral on a daily basis via its margin automation services. AcadiaSoft is headquartered in Norwell, MA, and has offices in London, New York and Tokyo. For more information, visit acadiasoft.com. Follow us on Twitter: https://twitter.com/AcadiaSoft_ and LinkedIn: https://www.linkedin.com/company/acadiasoft-inc/.

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.

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 https://www.greenstreet.com/news/hedge-fund-alert or call 201-659-1700.

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.