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://www.bofaml.com/content/boaml/en_us/home.html
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 48,800 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 www.credit-suisse.com.
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/
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 Dec. 31, 2020, BNY Mellon had $41.1 trillion in assets under custody and/or administration, and $2.2 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.
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).
Learn more at citi.com
Kukua is a specialist global Environmental Social and Governance (ESG), Sustainability & Climate advisory and consulting practice.
We work with financial market participants (asset owners, investment managers, insurers banks, as well as corporates) to integrate ESG, Sustainability & Climate considerations at all levels, from the investment (portfolio) and corporate levels, to operational.
Our bespoke services are built on our extensive experience, deep industry knowledge, capital markets expertise and proven ability to drive organizational transformation.
Our approach is refreshingly different, our impact is clear.
Learn more at www.wearekukua.com
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, regulatory, transactional, litigation, restructuring, employment and benefits, and intellectual property services in all major industries, helping clients address and anticipate challenges across vast and rapidly changing landscapes.
Learn more at https://www.morganlewis.com/
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.
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.
Learn more at https://www.srz.com/
Seward & Kissel is home to one of the country’s largest investment management practices and has been recognized for its representation of both large, institutional investment funds, as well as emerging managers across all strategies and asset classes. We draw on our extensive experience and industry contacts to help our clients achieve practical business solutions within a complex legal and regulatory framework.
The Firm is particularly active in advising clients with respect to numerous types of investment opportunities, including: private equity, private debt and other business transactions; structured finance deals; distressed debt transactions; and activist investor plays. We provide our clients with full service guidance on tax, ERISA, litigation, employment, trademark, bankruptcy, trusts & estates, corporate finance, capital markets, derivatives, commodities, business transactions and real estate matters. The Firm’s attorneys have significant regulatory and government investigation, enforcement and litigation experience and offer solutions to examinations and matters before the SEC, FINRA, Department of Justice and state regulators.
Learn more at https://www.sewkis.com/
Bipsync is a Research Automation Platform purposefully designed to optimize end-to-end research management processes for the investment front-office. We use modern technologies, agile processes and user-centered design to drive speed, agility, quality and efficiency into our customers’ research processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch hedge funds rely on Bipsync as a single system of record and modern productivity environment to help them power their unique research processes and drive operational excellence.
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 highly valued partner for more than four 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 services including Treasury and Loan handling, Back Office services including daily NAV calculations and Investor services. Citco’s front-to-back offering combines front-end portfolio capture and real time position monitoring technology using proprietary Æxeo Technology with reporting delivered by CitcoOne’s industry leading visualisations and dashboards, all bolstered by Citco’s experienced middle and back office support. In addition, corporate and legal services, regulatory reporting, risk reporting, tax services and financial statement production are amongst a suite of value add services that are offered to clients.
Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as flagbearer to the asset servicing industry.
Learn more at www.citco.com
Katten is a full-service law firm with nearly 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com
SecuritiesTracker: The Most Comprehensive Solution Available for Shareholder Litigation Analysis and Claims Filing
First introduced in 2003, the SecuritiesTracker platform has evolved into the most advanced and comprehensive global portfolio monitoring and claims filing service available to institutional investors. Competitive service offerings are limited in what they are capable of or permitted to provide because they are not law firms. In contrast, SecuritiesTracker–which is backed and supported by the vast resources of one of the largest and most successful law firms that specializes in shareholder litigation–provides the legal analysis and recommendations on how to proceed with global opt-in and opt-out litigation that other claims filing services cannot.
SecuritiesTracker actively guides and assists institutional investors with the identification, evaluation, analysis, management, and monetization of all shareholder claims and actions filed in every jurisdiction around the world. All alerts, reports, memos, guidance and filings generated by SecuritiesTracker are the product of many years’ experience, expertise and relationships of a law firm that prosecutes shareholder actions globally. Because it is the most comprehensive and cost-competitive platform available, which taps into its own in-house analysts, investigators and litigators to provide detailed legal analyses and recommendations for how best to maximize recoveries for clients, institutional investors everywhere–including mutual fund managers, asset managers, hedge funds, pension funds, sovereign wealth funds, and insurance companies–are switching to SecuritiesTracker to monitor and manage all of their shareholder litigation needs at a fraction of the cost of other providers. Institutional investors with over $8 trillion in AUM have come to rely on the SecuritiesTracker platform to fulfill all of their fiduciary obligations related to protecting assets.
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 110,000 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, Sydney, Tokyo, Hong Kong, Guangzhou, Bangalore and Manila.
For more information please visit https://www.preqin.com/