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ACSB, LLP provides audit and tax return preparation services for investment partnerships, commodity pools, fund of funds and offshore funds (via our Cayman affiliate RankinBerkower Cayman Ltd) throughout the United States. In addition, we provide monthly accounting administrative services (maintenance of books and records and monthly partner capital account reports and performance return calculations). Other specialized services include organization documents review, jurisdictional issues, taxation alternatives and elections, private equity accounting and allocations, incentive allocation arrangements and third party due diligence services.
| Company: | ACSB LLP |
| Contact: | Mr. Maurice Berkower |
| Address: | 517 Route One
Suite 1002 Iselin, NJ 08830 United States |
| Phone: | 732-855-9600 ext 23 |
| Fax: | 732-855-9559 |
| Email: | mb@acsbco.com |
| Website: | http://www.acsbco.com |
At Gary T. Amato, CPA, P.C. we provide back office as well as audit and tax services for both domestic, offshore hedge funds and fund of funds. In addition to your fund, we provide services for your Management Company and General Partner entity. These services consist of maintaining your books and records and tax return preparation. Visit us at www.gamatocpa.com
| Company: | Gary T. Amato, CPA, P.C. |
| Contact: | Mr. Gary T. Amato |
| Address: | 150 Vanderbilt Motor Parkway
Suite 401 Hauppauge, NY 11788 United States |
| Phone: | (631) 486-4718 |
| Fax: | (631) 486-4756 |
| Email: | gamatocpa@msn.com |
| Website: | http://www.gamatocpa.com |
Hedge Fund CFO, LLC provides financial management to hedge fund managers on a retainer basis. The company serves as the Chief Financial Officer in a fully functional role at a fraction of the cost of a full time employed executive.
O'Connor Davies Financial Services serves hedge funds, private equity funds, foundations and family offices exclusively. We provide a wide range of audit, tax and accounting services. Our services are high-quality institutional-caliber yet cost-effective. Our work is accurate and timely.
Main services include: fund accounting and reporting (including shadow accounting), financial statement preparation, audit, tax return review and preparation (U.S. 1065, K-1 and PFIC annual reports) and consulting.
Our parent is O'Connor Davies Munns & Dobbins, the 61st largest accounting firm in the US, founded over 115 years ago, headquartered in New York. Our 200 professionals are located in New York, White Plains and Harrison and Stamford, CT and Paramus, NJ. We are very cost-effective and we offer personalized service. We are a relatively flat organization, so the people you engage will be responsible for your account.
Several of our relationships span over 50 years!
| Company: | O'Connor Davies Financial Services, llc |
| Contact: | Mr. Eric Gelb |
| Address: | 60 East 42nd Street New York, NY 10165 United States |
| Phone: | 914.260.1027 |
| Fax: | 720.294.3202 |
| Email: | egelb@odbfs.com |
| Website: | http://www.odmd.com |
Kinetic Partners is the only global professional services boutique focused exclusively on the asset management industry. Established in March 2005 as a viable alternative to the 'Big 4' and a one stop shop for clients wanting in-depth industry expertise, we provide a truly unique and bespoke solution to both alternative and traditional firms.
Since that time we have grown to approximately 100 professionals across the globe; our current offices in London, Dublin, New York, Grand Cayman and Geneva provide top tier services to an extensive range of US and UK clients, including some of the largest firms in the asset management industry, as well as broker/dealers, start up ventures, regulators and service providers.
Our service offering includes: SEC, FINRA and FSA regulatory risk assessment, compliance consulting, registration and training; UK audit and assurance and tax; offshore and onshore corporate recovery and forensic investigations; litigation support (including expert services), technology and corporate finance.
We provide audit and tax services to domestic and off-shore hedge funds, including master feeder structure, fund of funds,and stand alone funds. Our clients include long short equity funds, commodity pools, mortgage backed securities and commodity pools.
Since 1969, clients across the country have come to rely on U.S. Bancorp Fund Services for innovative service solutions and industry expertise. Our reputation is built on offering the broadest range of top-quality mutual fund and alternative investment product services. The expertise, vast resources and state-of-the-art technology of U.S. Bancorp Fund Services provides efficiencies, economies, and personalized service. Our expertise extends from mutual funds to a wide variety of alternative investment products, including limited partnerships, hedge funds, separately managed accounts and offshore funds. We tailor our services to meet your unique needs. U.S. Bancorp Fund Services has the service solutions necessary for your success.
Our alternative investment product services include:
-Administration Services
-Tax Compliance Services
-Financial Accounting & Reporting Services
-Investor Services
-Custody & Lending Services
We also offer comprehensive mutual fund services, including:
-Transfer Agent & Shareholder Services
-Fund Accounting Services
-Fund Administration & Compliance Services
-Fund Distribution & Marketing Services
-Consulting & Support Services
-Prospect Services
-Custody & Lending Services
Columbus Avenue Consulting, LLC is a fund administrator dedicated exclusively to the hedge fund industry. With over $5 billion in assets under administration and over 45 employees worldwide, Columbus offers full onshore and offshore administrative services to hedge fund and fund of hedge fund clients.
The firm provides a wide spectrum of services which include daily NAV calculations, traditional portfolio accounting, tax and operational consulting, accurate and timely reporting, and investor services. Our customized solutions are delivered using the finest technologies available and our client service professionals are seasoned veterans of the industry.
At Columbus Avenue Consulting, we're not only meeting client requirements, we're setting new standards.
Woodfield Fund Administration LLC and its predecessor companies have provided third party accounting and fund administration services to investment funds since 1977. We service hedge funds, fund of funds, commodity pools, unit investment trusts, real estate funds, family offices and other investment entities.
Our clients range from small startup funds with just a few investors to large asset managers with capital in excess of $1 billion. We have experience with a wide variety of fund types and structures and a commitment to providing quality service to our clients.
Viteos Fund Services "Best Thinking - Best Practice". We are a fund administrator and operational outsourcing service provider to the alternative investment community, offering tailored solutions for hedge funds, funds of funds and private equity funds. Our global delivery model combines our cutting edge technology and 24x5 operations with highly qualified professional staffs in the U.S., India and the Cayman Islands. We are committed to our client's seamless and customizable requirements while delivering a superior client and investor experience.
Stone Coast Fund Services provides onshore and offshore administration services, with a particular emphasis on distressed debt, bank debt, and other derivatives-oriented complex portfolios. Stone Coast staff have substantially more average experience than those of any other hedge fund administrator.
Stone Coast also provides on-site project management and consulting services for implementations of Advent Geneva, and for other major initiatives.
Based in Toronto, Commonwealth Fund Services ("CFS") offers a full range of administration services to a global array of pooled funds, hedge funds and other alternative investment funds. We are able to deliver comprehensive fund services for both onshore and offshore funds with weekly, monthly or quarterly valuations.
CFS is part of the Caledon Trust group of companies. CFS was created by fund CFOs for fund CFOs. As a result, CFS know the kinds of problems their clients face on a day-to-day basis - from large global administrators with inadequate service and inflexible offerings to smaller accounting and law firms trying their hands at fund administration with varying degrees of success. Our founders, former fund managers themselves, created CFS to be the type of administrator they wished they could have used.
Swiss Fund Services, ("Swiss"), is a select provider of administrative services to the global alternative investment industry. With offices in Hamilton, Bermuda and Johannesburg, South Africa, Swiss is a member of Altree Financial®.
Swiss Fund Services offers a full suite of administrative services, including: portfolio accounting, daily cash & portfolio reconciliation, independent valuation of investment portfolios, recognition of management & performance fees, calculation of net asset value and shareholder servicing. Our clients also have access to a complete range of custodial services through our trust company.
Given the rapid pace of innovation within the alternative investment industry, fund managers must have an administrative partner with the technology, skill and flexibility required to meet the growing needs of a highly sophisticated investor base. The Swiss Fund Services' team consists of qualified accountants and knowledgeable technicians who have considerable experience in the alternative investment and offshore financial services industry.
Swiss Fund Services' fund administration platform provides real-time portfolio accounting and net asset value calculation. Given that our platform is fully-automated, account managers are able to focus their efforts on providing superior client service.
| Company: | Swiss Fund Services Ltd. |
| Contact: | Mr. Chris Harkness |
| Address: | 83 Front Street Hamilton, HM 12 Bermuda |
| Phone: | +1 441 278 7615 |
| Fax: | +1 441 295 6735 |
| Email: | charkness@swiss.bm |
| Website: | http://www.swiss.bm |
Spectrum Global Fund Administration offers Middle & Back Office Outsourcing and Administration solutions to Hedge Funds and Fund of Funds. Through their 100% proprietary technology platform, Virtual Back Office (VBO), Spectrum provides investment managers and their investors seamless access to portfolio, shareholder and financial information. Spectrum is committed to allowing fund managers to focus on their core competencies by providing accurate and timely services.
ISIS Fund Services offers Back Office Outsourcing and Administration solutions to Hedge Funds and Fund of Funds. From our offices in Bermuda and, more recently in Australia, we can provide 'domestic' and 'offshore' legal advice and fund structuring, portfolio, partnership and fund accounting, investor servicing, company secretarial and non-executive directorship services. Our core services have been designed in such a way that they can be tailored to our clients' needs and our ethos remains to deliver our clients exceptional client service.
With five international offices and $35 billion in assets under administration, OpHedge Investment Services provides a full array of customizable, sophisticated, technology-based middle and back office services to a select group of alternative investment managers and funds with complex trading strategies.
OpHedge is particularly adept in supporting derivatives and non-standard capital structures.
Unlike many traditional hedge fund administrators, OpHedge welcomes the opportunity to tailor its offerings to the particular needs of its clients, including the delivery of individually designed management reports. We supplement our technology-based processing capabilities with personal advisory input from experienced professionals in operations, accounting and technology.
OpHedge's ongoing mission remains one of controlled growth through a limited number of clients who value quality, responsiveness, flexibility and loyalty. By choosing to grow with a select group of clients, rather than volume, we maintain the ability to provide each of our clients with the variations and flexibility it needs.
FundAdministration provides accounting, consulting and administrative services for hedge funds, fund of funds, CTAs, CPOs and separately managed accounts. Our clients range from emerging investment managers to large established hedge funds. We are committed to meeting the specific needs of each client in a timely manner by utilizing technology, industry relationships and dedication to service.
Since 1999 FundAdministration has been providing clients with traditional services inclusive of daily NAV calculations, partnership accounting, general ledger and portfolio management solutions. We are able to customize to our clients needs and offer a la carte services.
With FundAdministration "You invest, we do the rest".
ODB Fund Services serves hedge funds and private equity funds exclusively and provides wide range of fund administration, audit and tax services. Our services are high-quality institutional-caliber yet cost-effective. Our work is accurate and timely. This year we will prepare over 480 financial statements ($3 billion of AUM) and NAV calculations for 150 firms (over $1.1 billion of AUM).
Main services include: fund accounting and reporting (including shadow accounting), financial statement preparation, audit, tax return review and preparation (U.S. 1065, K-1 and PFIC annual reports), middle office support and performance validation (testing).
Our services help you give your investors greater confidence, transparency and more robust due diligence. Our building blocks will add more discipline and process to your investor marketing and capital-raising activities and help you meet investors' increasingly high due diligence standards.
Our parent is O'Connor Davies Dunns & Dobbins, the 61st largest accounting firm in the US, founded over 115 years ago, headquartered in New York. Our 45 professionals are located in New York and in India. As a result, our services are very cost-effective and we offer personalized service. We are a relatively flat organization, so the people you engage will be responsible for your account.
| Company: | ODB Fund Services, LLC |
| Contact: | Mr. Eric Gelb |
| Address: | 60 East 42nd Street New York, NY 10165 United States |
| Phone: | 914.260.1027 |
| Fax: | 720.294.3202 |
| Email: | egelb@odbfs.com |
| Website: | http://www.odbfs.com |
For 60 years, UMB Fund Services has provided investment product services for some of the nation's top financial services companies - currently servicing 100 clients with over $160 billion in assets.
Whether yours is a traditional hedge fund, fund of funds, or registered fund of funds, UMB is ready to serve your needs.
We offer high-touch service, leading-edge technology, and the stability of a highly capitalized parent that's been around for 95+ years.
Our full array of services includes:
* product formation assistance
* custody
* administration
* fund accounting
* investor accounting and servicing
* tax compliance
For reliable, responsive and relationship-oriented service, call 888.844.3350 or visit www.umbfs.com.
GlobeOp Financial Services (LSE:GO.) is an independent financial administrator specializing in middle and back office services and integrated risk reporting to hedge funds, asset management firms and other sectors of the financial industry - including family wealth, banks, insurance companies, pension funds and corporate treasuries. By outsourcing to GlobeOp, clients can reduce their technology investments and operational risks, while increasing their focus on asset generation and portfolio management. Established in 2000, GlobeOp serves over 190 clients worldwide, representing $174 billion in assets under administration. Headquartered in London and New York, GlobeOp employs more than 1,900 people on three continents through its 10 offices in the Cayman Islands, India, Ireland, the UK and US. Further information: www.globeop.com, www.twitter.com/GlobeOp, www.globeopindex.com.
Trance Consulting Pvt. Ltd., INDIA, is an independent Fund Administration service provider that provides flexible, personalized and highly affordable fund services to start-up and existing Hedge Funds, Portfolio Managers, Family Offices and Private Equity Funds.
Trance fund services include fund accounting, middle office operations (reconciliation, processing corporate actions, etc), pricing / valuations, Investor reporting, financial statement preparation and assistance in year-end audit. In addition, Trance offers host of Value Added Services including assistance in fund set-up, selection of other services providers (auditors, law firms, custodians, banks, prime brokers, etc), Advising on the fund structure and selection of appropriate jurisdiction, assistance in post-acquisition monitoring of PE investments, risk reporting, etc.
Trident Trust offers fund sponsors a comprehensive outsourced back office service supported by over thirty years experience of international corporate, trust and fund administration.
With a proven track record of successfully working with fund managers we provide services to more than 300 funds with combined assets under management exceeding $25 billion.
At a time of increased demands for transparency and regulation of funds we offer fund managers a well regarded, financially sound, independent third party service that meets investor and regulator standards.
We add value to each fund's operations through close cooperation with managers, fees based on administration performed and not fund size, timely and accurate reporting, customized administration and flexible investor reporting.
Our global footprint allows fund sponsors to benefit from a choice of jurisdictions. We are fund administrators in:
Bahamas
British Virgin Islands
Cayman Islands
Guernsey
Jersey
Mauritius
United States
For further information on our fund administration services please contact:
Eileen Casey
ecasey@tridenttrust.com
Trident Fund Services
545 Fifth Avenue Suite 402
New York, NY 10017
Phone: 212-840-8280
Fax: 212-944-5923
www.tridenttrust.com
PartnersAdmin LLC is a fund administrator and outsourced service provider to the hedge fund industry. We offer an integrated web-deployed solution, delivering a full suite of services covering accounting, middle and back office functions. Our Fund Accounting Services and Fund Administration Services are automated and flexible, providing a cost effective level of reliability and transparency that is a necessity for today's hedge fund manager.
We offer a wide range of services tailored to fit your needs, giving you a scalable option for increasing operational efficiency. Our core services begin with Fund Accounting, providing a seamless integration of portfolio, partnership and investor accounting. By leveraging our experience with best of breed technology, we are raising the standard for hedge fund administrators.
Fund Accounting
- Full general ledger & financial statements
- Management Fee & incentive calculations
- New issue & side pocket calculations
- Tax lot matching & tax basis allocations
- Investor allocations and statements
- Performance calculations & reporting
- Audit and tax support
Fund Administration
-Subscriptions & redemptions
- Delivery of offering & related documents
- Distribution of financial reports
- Anti-Money Laundering compliance
- ERISA calculations & compliance
- Assistance with regulatory filings
- Investor support
Core Fund Solutions provides on and offshore fund administration, NAV light, consulting, and out-sourced CFO/Controller/operation services to small to medium sized hedge funds. Our consulting service includes third party NAV review and validation, fund formation assistance, investor due deligence and other business issues.
Dundee Leeds is a dedicated global provider of full administration services to single manager hedge funds, fund of funds and private equity funds for both onshore and offshore investment vehicles. We have extensive expertise in servicing complex hedge fund strategies and are committed to providing a quality service offering through our offices in Bermuda, Cayman, Montreal and BVI.
Our structure allows us to work as a dedicated partner to your funds, providing dynamic solutions that are tailored to the requirements of the fund and its investors. In addition, being part of a larger multi-national organization (Dundee Corporation, TSX:DC.A) with over $50bn in assets and using the best in technology (including Advent's Geneva) also provides the assurance that both our clients and investors require from their service providers.
Our services include: Fund set-up and new launches; NAV accounting and portfolio valuations; Investor services; Trust and corporate services; and Custody.
Butterfield Fulcrum, the world's 5th largest independent alternative fund administration company, has over 20 years experience servicing the alternative investment industry. It provides administration, middle office and risk reporting services to hedge funds, fund of funds, managed accounts, private equity and real estate funds. The company has a unique Global Operations Model leveraging time zones and talent to deliver transparent and highly customized solutions in real time via BFonline, the client access Web portal. Headquartered in Bermuda, the company services more than 700 funds and has 11 offices in nine countries (Bahamas, Bermuda, Canada, Cayman, Guernsey, India, Ireland, UK and the USA).
Butterfield Fulcrum was named HFMWeek Awards 2009 Best Single Manager Administrator
| Company: | Butterfield Fulcrum |
| Contact: | Mr. T. Andrew Smith |
| Address: | 1270 Avenue of the Americas
Suite 2707 New York, NY 10020 United States |
| Phone: | 212-295-3820 |
| Email: | info@bfgl.com |
| Website: | http://www.bfgl.com |
Introduction
Our main service is fund administration, which includes NAV calculation and shareholder registration. Our services also include corporate management services and fund set-up.
Fund Administration
The NAV calculation process includes confirmation of all security balances and the independent verification of prices where available.
Amicorp Fund Services ("Amicorp") uses PFS Paxus, a combined portfolio and shareholder administration system with an integrated general ledger.
Our services include e.g.:
Portfolio reconciliation to positions;
Portfolio pricing;
Performance fee calculation;
Summary of changes in net assets;
Reconciliation of share value to total NAV;
NAV per share history and reconciliation of period performance to portfolio performance;
Additionally, Amicorp provides Shareholder Services like the maintenance,of the Shareholders Register, accessible via www.amicorp-funds.com.
Set-up
Amicorp assists in determining the appropriate structure and other details of the fund. Advantages and disadvantages of fund jurisdictions are evaluated into every aspect.
Amicorp can provide "turn key" fund establishment services including:
Incorporation of fund vehicle;
Obtaining required licenses and exemptions;
Drafting the Offering Memorandum;
Drafting the Investment Management Agreement;
Corporate Management
When acting as Director of a fund, Amicorp ensures that the objectives of the fund as outlined in the Offering Document are carried out throughout the Fund's life. Corporate Management services include e.g.:
Acting Corporate Director;
Registered address and domiciliation;
Maintaining principal corporate records and appropriate registers;
Verifies management and performance fees of Investment Manager;
Supervises and controls the activities and performance of Administrator;
| Company: | Amicorp Fund Services N.V. |
| Contact: | Mr. Eric Chang |
| Address: | Brickell Bay Office Tower
1001 Brickell Bay Drive, Suite 2310 Miami, Fl 33131 United States |
| Phone: | 305 416 4730 |
| Fax: | 305 416 4738 |
| Email: | e.chang@amicorp.com |
| Website: | http://www.amicorp-funds.com |
Nottingham is a full-service fund accounting and administration firm providing turnkey organizational and operational services for alternative investment vehicles, including hedge funds, master-feeders, offshore funds and fund-of-funds. We also offer unitized accounting and reporting solutions to foundations, endowments, and government budgets and investment pools.
Our comprehensive services include:
Fund Structure Consultation
Legal Organization
Fund Accounting & Administration
Shareholder Servicing & Recordkeeping
Transfer Agency Services
Cash Management & Expense Processing
Financial Reporting
Nottingham is one of the largest, independently owned unitized accounting providers in the United States. Our completely customized services are best suited for new or existing fund families, no matter the size, seeking a highly responsive and personable administration partner that will provide superior service to both advisors and shareholders.
SAS 70 Type II Independently Audited Annually
No Conversion Fees
On-site IT Staff highly experienced in development of ad hoc reports on request and establishing feeds and writing scripts for seamless interaction with prime brokers, custodians and various fund accounting systems.
Extensive Business Continuity / Disaster Recovery Procedures
| Company: | Nottingham Investment Administration |
| Contact: | Mrs. Kate Honey |
| Address: | 116 S. Franklin Street
PO Drawer 69 Rocky Mount, North Carolina 27804 United States |
| Phone: | 252-972-9922, x206 |
| Fax: | 252-442-4226 |
| Email: | kate.honey@ncfunds.com |
| Website: | http://www.ncfunds.com |
Clear Capital provides loan valuation outsourcing for mortgage originators, secondary market institutions, investment firms, mortgage servicers and resellers for properties across the United States and Puerto Rico. The company offers a full range of loan valuation services and a web-based portfolio management platform that aggregates all property valuation reports into a single environment. Clear Capital's main products include Broker Price Opinions (BPOs), Appraisals, Property Inspections, AVMs and Reconciliations. Working with Capital, you will experience:
- 100% completion rate of all valuations
- No price bumps; ever!
- Unsurpassed Turn Times
- Incredible Customer Service and Accessibility
We will simply go Wherever it Leads and do Whatever it Takes to provide the highest quality valuations with unrivaled customer service.
For more information about Clear Capital, please contact Scott Shaw at 530.550.2511 or visit www.ClearCapital.com.
Lighthouse has been offering national Property Valuation (BPO, Appraisals & AVM) services and solutions for the residential and commercial real estate markets since 2001. Our national network of vendors are carefully screened and graded to ensure quality and professionalism on each level of our business. Lighthouse offers -
- Customized Services to fit your needs
- Secure Online System for Order Placement/Tracking/Retrieval
- Bulk Order Process
- Exceptional Customer Service
- Quality Due Diligence
- Rapid Turn Around of Information
- Accurate Property and Market Analysis
Our dedicated team understands the critical nature of this information and delivers quality personalized services, which is why our clients consistently recommend our services to their colleagues. We work with a multitude of companies with diverse needs and enjoy customizing our services to gather the data required by each client. A perfect complement to your business, we offer an array of services to supplement your staff; drive down costs, and increase your bottom line. With a management team with over 150 combined years of commercial and residential real estate lending, servicing and REO experience on both the client and vendor sides, we truly offer "Solutions With Insight"
Our suite of services also includes:
- REO Asset Management
- Default Servicing
- Loss Mitigation
Visit us on the web at www.LRESCorp.com
| Company: | Lighthouse Real Estate Solutions |
| Contact: | Mr. Michael Berkley |
| Address: | 765 The City Drive, Suite 300 Orange, CA 92868 United States |
| Phone: | 714-520-5737 |
| Fax: | 715-520-5499 |
| Email: | mberkley@LREScorp.com |
| Website: | http://www.LREScorp.com |
Proskauer Rose LLP is one of the nation's largest law firms, providing a wide variety of legal services to major corporations and other clients throughout the United States and around the world. It is dedicated to producing results for individuals and businesses. Founded in 1875 in New York City, the firm employs attorneys in seven domestic offices (New York, Los Angeles, Washington, Boston, Boca Raton, Newark and New Orleans) and Paris.
The Firm has wide experience in all areas of practice important to businesses, including corporate finance, mergers and acquisitions, real estate transactions, bankruptcy and reorganizations, taxation, litigation, intellectual property, and labor and employment law. Its clients include participants in many industries, including chemicals, entertainment, financial services, health care, hospitality, information technology, insurance, internet, manufacturing, media and communications, pharmaceuticals, real estate investment, sports, and transportation.
Trained at leading law schools, Proskauer's lawyers also are active in important civic, philanthropic and trade organizations, often holding significant leadership positions. These community leaders are also frequently called on for advice and service by government agencies, the judiciary, bar and charitable organizations and corporate boards of directors.
Baker Donelson is one of the 100 largest firms in the United States, with over 500 attorneys in offices throughout the Southeastern United States, Washington DC and Beijing, China. Baker Donelson's corporate/securities group assists hedge fund managers and investment advisers with fund formation issues, tax matters, compliance and international law matters while providing access to expertise in numerous other areas of the law. Baker Donelson also offers its investment management and fund clients access to a Compliance Hotline to assist legal and compliance personnel.
| Company: | Baker Donelson Bearman Caldwell & Berkowitz |
| Contact: | Mr. Bob Cornish |
| Address: | 165 Madison Avenue
Suite 2000 Memphis, Tennessee 38103 United States |
| Phone: | 901-577-2386 |
| Fax: | 901-577-4232 |
| Email: | rcornish@bakerdonelson.com |
| Website: | http://www |
Our firm provides a full range of legal services. The firm's corporate practice is conducted on a national and international scale. Our corporate group regularly structures and advises on complex and demanding corporate transactions, including mergers, acquisitions, strategic investments and joint ventures, leveraged buyouts and financings. The real estate group represents developers throughout the metropolitan New York area providing advice on all aspects of public and private financing and investment, including partnership structuring, construction contracts, hotel management, leasing and dispositions. Our litigation practice involves a variety of business and commercial matters before the federal and state courts. Litigation matters include securities, telecommunications, commercial, intellectual property, employment, collection and bankruptcy. We also offer a full range of tax planning for domestic and international corporations, partnerships, tax-exempt entities and estate planning matters.
Our firm strives to provide its clients with legal advice in a manner that is attentive to the cost and time sensitivities of any given matter. The firm's clients include domestic corporations and financial institutions, venture capital and buyout funds, and corporations and entities that conduct commercial and financial activities. The Firm's clients operate in a number of different industries, including manufacturing, communications, consumer and luxury products, hospital management, information processing, insurance, investment banking, textiles, new media, software, wireless, brokerage, hedge funds and venture capital.
For almost 40 years, Cohen, Milstein, Hausfeld & Toll, PLLC has represented U.S. and foreign institutional investors who have been the victims of securities fraud. Applying various innovative legal theories and litigation strategies, we have recovered billions of dollars for our clients in some of the largest and most demanding securities actions. We have implemented good corporate governance provisions through settlements, helping to ensure that the future conduct of a company's officers and directors will better reflect the interests of its investors.
To alert our institutional investor clients to those cases where the allegations of fraud are strong and where they have suffered a significant loss, we provide portfolio monitoring and case evaluation specifically tailored to each client's needs. Our analysis is conducted by both legal and financial specialists. These services are provided free of charge and are fully confidential. Client's trading data, gains and losses are never divulged without prior permission as part of the attorney/client privilege.
We also have extensive experience prosecuting cases against non-U.S. companies and can monitor the international portions of a client's portfolio.
Some of our key cases include: Lucent Technologies, Parmalat, WorldCom, Converium, and Verisign Inc.
Contact:
Steven J. Toll, Partner 1-202-408-4600
Dominic DiBari, Director 1-631-661-2341
Cohen Milstein Hausfeld & Toll PLLC
1100 New York Avenue, NW Suite 500
Washington, DC 20005
www.cmht.com
| Company: | Cohen, Milstein, Hausfeld & Toll |
| Contact: | Mr. Dominic DiBari |
| Address: | 1100 New York Ave
Suite 500, West Tower Washington, DC 20005 United States |
| Phone: | 631-6612341 |
| Email: | ddibari@cmht.com |
| Website: | http://www.cmht.com |
Founded in 1974, Katten Muchin Rosenman LLP is a full-service law firm with more than 650 attorneys in locations across the United States and an affiliate in London. The firm's business-savvy professionals provide clients in numerous industries with sophisticated, high-value legal services, with a focus on corporate, financial services, litigation, real estate, commercial finance, intellectual property and trusts and estates. Among our clients are a wide range of public and private companies, including nearly a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals. For additional information, visit www.kattenlaw.com.
As one of the nation's largest plaintiffs' litigation firms, Motley Rice LLC has a global reach and deep resources for undertaking significant and complex litigation. The firm's securities team litigates securities fraud class actions, shareholder rights and corporate governance cases on behalf of public pension funds, union pension funds, hedge funds and other foreign and domestic institutional investors.
Creativity is the hallmark of solid corporate governance reforms, and Motley Rice attorneys work towards innovative and effective ways to protect America's capital markets and improve corporate conduct. Our securities litigation team has the experience, manpower and financial resources to handle the largest securities case, from case inception to trial. Our team is composed of attorneys and extensive in-house support services, including financial and regulatory business analysts on staff.
In addition to working with institutional investors on active litigation matters, we also offer a Portfolio Monitoring Service that helps investors identify and respond to securities fraud.
Motley Rice LLC has offices located in New York, Connecticut, Rhode Island and South Carolina.
Contact:
Bill Narwold, Member Attorney
(860) 882-1676
bnarwold@motleyrice.com
Adam Foulke, Business Analyst
(843) 216-9367
afoulke@motleyrice.com
CapitalManagementServicesGroup.com is recognized by discriminating fund managers and traders as being the foremost tax and legal authority in the business. Attorney Hannah Terhune's expertise and indispensable advice about hedge tax and law has appeared in over 100 publications worldwide. Chances are, if you've read about it, she's written it. Give us the opportunity to use that knowledge and experience for you. CMSG provides the best services and support needed for hedge fund projects and associated activities in one convenient place, saving you time and energy. No need to coordinate work between different firms; we handle the job, start to finish, right here. Hedge fund and money management accounting, tax services, tax preparation, consulting, entity and retirement plan formation services, you receive the total package. Our professionals provide the highest quality services at competitive rates. But don't take our word for it, give us a call and let us prove what we can do.
Tagliaferro & LoPresti, LLP is a boutique law firm with an international reach that focuses on securities law, particularly as it relates to the alternative investment management industry. T&L has distinguished itself by integrating practical business experience and legal expertise with a unique understanding of the financial markets. The firm has offices located in Los Angeles and New York, and represents clients across the globe, providing initial and ongoing representation to various alternative investment funds, their managers and investors. The Firm provides comprehensive representation from initial organization and funding, through managing extraordinary growth - for funds engaged in the management of a wide variety of assets, from highly liquid equity hedge funds to private equity, venture and other funds managing more unusual assets. The range of legal services provided to our alternative fund clients includes advice on marketing arrangements, exchange listings, regulatory compliance and investor relations matters, as well as helping managers deal with wind-down, liquidation and other special situation and crisis management issues. The Wall Street experience of the Firm's founding partners, as well as our key relationships with prime brokers, placement agents, consultants, capital providers, investors, public relations firms and other industry professionals sets T&L apart from other law firms offering services to the alternative investment management industry.
| Company: | Tagliaferro & LoPresti, LLP |
| Contact: | Mr. Marc LoPresti, Esq. |
| Address: | 45 Broadway
Suite 2200 New York, New York 10006 United States |
| Phone: | (212)732-4029 |
| Fax: | (212) 232-2398 |
| Email: | mxl@tlcorplaw.com |
| Website: | http://www.tlcorplaw.com |
Founded in 2002, Point Nine is a leading provider of Middle and Back Office services to Financial Institutions around the world. Point Nine's services include Trade Capturing/Management, Middle/Back Office Operations and Reporting, which are processed seamlessly through Point Nine's proprietary, web-based operations platform. Point Nine's technology interfaces with a number of prime brokers and fund administrators and provides accurate and secure transactions, which are processed by experienced staff across three locations in Europe, Middle East and Asia. Customers include Tier-1 banks, large Asset Managers and cutting-edge Hedge Funds.
| Company: | Point Nine |
| Contact: | Mrs. Kelley Rotari |
| Address: | 28 Broadway London, SW1H 9JX United Kingdom |
| Phone: | +44(0) 207 340 9540 |
| Email: | kelley@p9g.com |
| Website: | http://www.p9ft.com |
Viteos is a global provider of custom tactical service solutions.
Whether it is a complete end-to-end post trade service or a tactical solution whereby Viteos leverages our 24x5 operating model to provide efficiencies with regard to specific tasks (i.e. overnight reconciliation, OTC Derivatives processing, etc.), Viteos can create a cost effective solution for any buy-side institution.
Viteos leverages a team of 160+ operations and accounting staff located in 5 centers around the globe in order to ensure timely and accurate delivery with the highest possible level of customization.
The result is a solution that addresses our 50+ clients specific needs as well as the most compelling ROI.
As the hedge fund industry grows in size and influence, so do the number of financial and reputational risks. In response, Corporate Resolutions Inc. provides investors, hedge funds and their counsel with a complete range of business intelligence services.
Global Fund Manager Background Checks ( bi-annual checks as well)
Due Diligence on Investors, Investments, Third Party Marketers and others
Litigation Support for Dispute Resolution
Anti Money Laundering Compliance
Corporate Resolutions Inc, now in our 15th year, is headquartered in New York City with additional offices in Boston and London. We are comprised of former FBI Agents, white collar investigators and intelligence analysts and are complemented by a network of 3,000+ investigators & public record specialists -both nationally and internationally to include computer forensic and money laundering experts, as well as forensic accountants and others. For additional information, our website is www.corporateresolutions.com. I would be happy to forward a Sample Investigative Report and an electronic brochure, which provides more information about our firm.
Knowledge is Power. With fraud on the uprise in the United States and abroad, background investigations are becoming a crucial tool in any business arena. For the last sixteen years, C&R Credit Services, Inc. has been instrumental in providing reports which help eliminate risk to our clients. Our list of services include two levels of background investigations which target areas of concern for the Hedge Fund industry. Our reports are a broad package of direct and on-line investigative information. Investigations are available on individuals and businesses worldwide. C&R Credit Services, Inc. is a fully licensed private investigative agency. Please contact our office or visit our website for our menu of services and sample reports.
| Company: | C&R Credit Services, Inc. |
| Contact: | Ms. Leslie Chiasson |
| Address: | 4401 N. I-10 Service Road West
Ste. 200 Metairie, LA 70006 United States |
| Phone: | 800-283-0909 ext. 20 |
| Fax: | 504-378-6800 |
| Email: | lchiasson@clovisroche.com |
| Website: | http://www.cr-cs.net |
DOMESTIC & INTERNATIONAL BACKGROUND CHECKS
HELPING EXECUTIVES AND OFFICIALS ENHANCE SELECTION PROCESSES, FULFILL FIDUCIARY RESPONSIBILITIES AND AVOID RISK EXPOSURE
STRONG NATIONAL PRESENCE AND COMPREHENSIVE GLOBAL REACH
HEADQUARTERED IN NEW ORLEANS WITH 4 BRANCHES...WA, CO, AZ AND OH AND 4 REGIONAL SATELLITE OFFICES: PERFORMING INVESTIGATIVE WORK IN OVER 50 GLOBAL JURISDICTIONS
*FUNDS OF FUNDS, MUTUAL FUNDS, PENSION PLANS, ENDOWMENTS AND PRIVATE INVESTORS: VAIDATION OF FUND MANAGER CANIDATES
*EVALUATION OF INVESTMENT CREDITWORTHINESS
*ASSESSMENT OF MANAGMENT OF POTENTIAL ACQUISITIONS, MERGERS, JOINT VENTURESAND DISTRIBUTION DEALS
*LEGAL FIRMS: ASSESSMENT OF WITNESS QUALIFICATION AND IMPEACHMENT POTENTIAL
*GOVERNMENT AGENCIES, FINANCIAL AND MANUFACTORING FIRMS AND CONGLOMERATES AND TOP TIER PRIVATE INVESTMENT FIRMS: PROTECTION IN CONNECTION WITH OUTSOURCING AND VENDOR SELECTION OR WITH SELECTION OF KEY EXECUTIVES
500 PLUS SEASONED PROFESSIONALS
50 DEDICATED IN-HOUSE DUE DILIGENCE PROFESSIONALS
THOROUGH, ACCURATE AND CLIENT FRIENDLY PROCESS
Financial Risk Mitigation, Inc. ("FRM") specializes in background invesigations of money managers for institutional investors, fund of funds, endowments, family offices, and high net worth individuals.
FRM's clients are among the most well-respected in the industry.
Hedge Fund Capital Partners, LLC is an NASD licensed broker-dealer, headquartered in New York. HedgeCap was formed to service the needs of the rapidly growing hedge fund marketplace. The significant growth in the demand for alternative investment strategies from all sectors of the investor market, combined with increased regulatory oversight has created a unique opportunity to create a financial services platform which can be leveraged to provide solutions to Emerging Hedge Fund Managers and their investors.
Business Lines:
- Institutional Brokerage
- Leverage
- M&A Consulting for Hedge Funds and Fund of Funds
- Capital Introduction Services for Emerging Managers
- Turn-key office solutions
- Startup fund consulting
- SEC Compliance (www.breakwatercompliance)
For more information, please contact: Frank L. Napolitani
Pali Capital is a mid-sized, independent global financial services firm focused on delivering high-value services and products to growth-oriented issuers and intitutional money managers.
From capital introduction and competitive trade execution to back office support, Commodity Trading Advisors would benefit by working with Balarie Capital Management. Whether you are an established or emerging CTA we believe we can provide you with value added and cost-effective support services and solutions.
Futures clearing services
The Hunter Realty Organization, LLC is a regionally acclaimed independent commercial real estate firm specializing in the financial service industry. Each Hunter agent is a skilled negotiator with experience that spans nearly every aspect of the real estate business: strategic planning, market research, micro/macro location studies, consolidation/expansion studies, lease negotiations, as well as technology, design, and construction consulting.
Our values are traditional, based on integrity and respect, which we refuse to compromise for any reason. Everyone is held to the highest ethical standards of honesty and fairness in all business dealings, both internal and external to the company.
The principals and associates of Hunter are changing the way the business of commercial real estate is conducted today. Hunter is strictly a tenant representative firm, meaning that the firm represents only tenants, never landlords. Therefore, you can be sure Hunter has only one agenda, yours
We have a track record of developing a wide range of solutions that will meet all your real estate needs. And we have a history of growing those services as your needs change.
Our end goal: integrate your real estate plan with your business plan.
My team devotes their efforts to financial services firms, with a focus on alternative asset managers. Our team has served as a strategic real estate advisor to some of the top funds in the industry (please email me for client testimonials)
CB Richard Ellis is the global leader in real estate services.
Each year, we complete thousands of successful assignments - with clients from the gamut of industries.
This volume creates market knowledge that allows us to seize opportunities, speed the business process and create the most thorough, precisely accurate picture of global commercial real estate conditions and trends.
Every day, in markets around the globe, we apply our insight, experience, intelligence and resources to help clients make informed real estate decisions. We do not exist without our clients - and we never lose sight of this fact.
Indus Planet (IP) is a specialist corporate boutique offering a deal making service worldwide. The main competency of the firm is Real Estate Acqusistion and approval in two distinct markets. Providing best local project and local partner to execute sounds business opportunities in Real Estate Development. Long term real estate developers and owners in USA & INDIA.
Confidential acquisitions and sales of unlisted properties in the US and Carribean by former military escort to Presidents Reagan and Bush. 11 years experience working sales for private investors.
PBS Real Estate is a commercial real estate firm that specializes in representing tenants in the alternative asset management sector. We have a prestigious tenant roster and an pride ourselves on sub-market deals within our client base.
Please call or email me for more information.
CPC - Leaders in the Cost Segregation Industry
Commercial Property Consultants is made up of some of the finest tax and engineering minds in the nation. Our engineers have been performing Cost Segregation studies for more than two decades and have over 150 years of combined tax experience related to Cost Segregation. That's an impressive pedigree. In addition, we've completed more than 10,000 Cost Segregation Studies - that's over ten times the number produced by any of our competitors, so we know what we're doing. In fact, our high-quality, informative reports have become the industry benchmark.
CPC is the foremost Cost Segregation authority and the industry leader
Our goal is to serve commercial property owners by providing an ethical tax service which offers the property owner measurable tax benefits. At the core of our business are the values of ethics, leadership and excellence.
Smith Equities Real Estate Investment Advisors is a boutique brokerage and financing firm based in Orlando, FL. We specialize in distressed commercial real estate assets and notes with a specialty in multifamily, busted and fractured condos, multifamily land and residential land tracks. This includes portfolio and large note transactions. Our secondary focus is commercial deals including office, retail, industrial and land. Our primary market is Florida and we are now active throughout the Southeast, Texas, and around the country.
Our Services include :
Buyer Representation- Working exclusively with owners, equity funds and potential buyers of real estate to source, analyze, and negotiate successful transactions.
Lender Representation- Provide sales and marketing services for distressed assets and notes for lender's and real estate owners.
Advisory Services- Provide consulting, advisory, and disposition strategy services for lenders and real estate owners.
| Company: | Smith Equities Real Estate Investment Advisors |
| Contact: | Mr. Kevin Miller |
| Address: | 350 East Pine Street Orlando, FL 32806 United States |
| Phone: | 407-422-0704 X117 |
| Fax: | 407-422-0705 |
| Email: | kmiller@smitheq.com |
| Website: | http://www.smitheq.com |
Frumerman & Nemeth Inc. is a communications and sales marketing consultancy. We specialize in working with professional service firms and other organizations that are required to market the intellectual acumen of management and to make a conceptual sell. Our work has helped money management firm clients attract over $7 billion in new assets.
We have twenty six years of experience in helping clients:
- Develop buyer-focused positioning strategies to differentiate them from their competitors;
- Create more cogent and compelling sales presentations and marketing materials to better tell their story; and;
- Use media relations marketing (public relations) to help establish a branded identity for their organization by generating third-party endorsement for the expertise of their people, the value of their services and the quality of their products.
We enable clients to best leverage their marketing resources - people, time and budget - and produce better marketing programs.
At Frumerman & Nemeth a principal of the firm directly manages every client account.
Karman Advisers is a boutique investor relations firm dedicated to providing the resources needed to successfully communicate with investors and prospects. Karman specializes in the written content for pitch books, monthly updates, and due diligence questionnaires for both emerging and existing fund managers.
For more information on how to outsource your investor relations please contact Jessica Brooks.
Ovis Creative is a full service strategic marketing and communications firm dedicated to the unique needs of the alternative asset management industry.
The firm employs industry leaders with extensive experience in creating marketing solutions for complex financial products and services for emerging and existing fund managers. We leverage our deep understanding of this marketplace to design and develop clear and persuasive marketing materials and supporting collateral targeted to sophisticated investors. In addition, we create comprehensive brand identities that project the distinctive qualities of our clients and differentiate them among competitors. Our focus is to maintain a client-centric approach while delivering unique, customizable, portable and cost effective solutions.
Our services include the development of pitchbooks, monthly performance reports, tear sheets, logos, stationery systems and letter templates. We also offer a full range print services for all of the above, with no agency mark-ups. All final products are delivered in fully editable Microsoft based file formats.
BK Communications Group provides outsourced marketing and client communications services for investment managers. Whether you are a hedge fund, private equity fund, traditional fund manager, or wealth manager, we can help you define and communicate your message clearly and effectively.
We offer concept development, content creation, and presentation coaching helping managers hone their message and content in every medium from PowerPoints to DDQ responses to newsletters. BKCG manages a team of strategic partners to complement its services in such areas as graphic design, website production, and marketing business strategy.
IQ Financial Marketing Corp creates marketing materials and presentations for hedge fund managers.
We are specialists. We understand complex investment methodologies, so we are able to simplify, clarify and differentiate your strategy to investors. And, we have the creative talents to execute engaging marketing communications in a variety of media.
The bottom line: we help fund managers present a more compelling story and stand out from their competition in the high-net-worth and institutional markets.
To see how we've helped a "who's who" of the financial services industry raise billions of dollars for their offerings over the past twenty years, check out our website at www.IQFinancialMarketing.com.
JG Advisory Services LLC offers comprehensive compliance and consulting services to hedge funds, providing services in these areas:
-Employee Compliance Training Module - desktop accessible -
use it at the annual compliance meeting as well as to introduce concepts to new employees. Applicable to both registered and unregistered advisers.
-SEC Registration
-Preparation of Compliance Manuals
-SEC Mock Audit
-Outsource Chief Compliance Officer
Contact at jg@jgadvisory.com, 917 375-6852
| Company: | JG Advisory Services LLC |
| Contact: | Ms. Judith Gross |
| Address: | 200 East 27th Street New York, New York 10016 United States |
| Phone: | 917 375-6852 |
| Fax: | 917 375-6852 |
| Email: | jg@jgadvisory.com |
| Website: | http://www.jgadvisory.com |
Email Archiving
Secure email archiving and email retrieval of data is a critical requirement for the proper handling of electronic communications. Your business can benefit from the robust and advanced electronic archiving capabilities provided by LiveOffice Managed Messaging Services whether used for e-discovery, email compliance, storage or organizational needs. The LiveOffice application is completely web-based and transparent to the end user with no hardware, software or ongoing maintenance required.
Bowne is the leading EDGAR filer and has the technology, speed and filing know-how to handle all of your compliance needs. Our team is available 24/7, so as you face these challenging requirements you can rest assured you will file on time, every time.
Contact us for all your regulatory filing needs including the new Form SH.
Expert hedge fund/investment adviser compliance services provided by currently-serving C-level hedge fund executives at attractive rates. ChiefComplianceOfficer make it easy for your firm to stay ahead of the rapidly-changing regulatory climate.
Investors increasingly demand a world-class investment adviser compliance program. We can help you deliver. From handling your Annual Review, to mock regulatory examinations, to our Outsourced CCO service, we offer practical, commonsense solutions to your compliance challenges. Our cost-competitive hourly bundles and project-based fees can sharply lower your compliance expenses.
Services Include:
Support for Your CCO - what can we take off your desk?
Creation/Updating of Your Compliance Framework
Guidance and due diligence on key hires
Assistance in selecting Service Providers
Regulatory Filings (ADV, 13F, 13D etc.)
Risk/Conflict of Interest Inventories
Brokerage & Best Execution Review
Preparation & Support for Exams
Advertising & Marketing Review
Outsourced General Counsel
Registration of Your Adviser
Operational Due Diligence
Outsourced CCO services
Mock Regulatory Exams
AML/OFAC Review
Deficiency Letters
Annual Review
Training
Representative Publications:
Hedge Fund 'Reform' is Coming: What the Future Holds for Hedge Fund Regulation and How You Should Prepare.
Hedge Funds And AML - Don't Believe The Hype
May constitute attorney advertising. Prior results do not guarantee a similar outcome.
BackOffice Alliance LLC is an innovative regulatory consulting firm specializing in SEC and FINRA compliance requirements for hedge funds, investment advisers, broker-dealers, and investment companies. We provide a cost effective "needs-based" compliance and operations solution through our unique automated process to enable you to utilize your capital and resources where it is needed - "growing your business". Whether you are a start-up or a seasoned veteran who understands that compliance risks can jeopardize your entire firm, our experienced compliance staff is able and ready to protect you. Collectively we represent over 100 years of regulatory, operational and technical experience.
IMR offers a full array of services covering all aspects of conference and event development and planning, capital introduction events and marketing services to fund managers.
Conference and event planning includes program conception and creation, marketing, venue selection, hotel contract negotiations, the selling of sponsorship and exhibit space, and the booking of speakers.
Capital introduction will be offered in manager forums by invitation only. Marketing services are available for start up hedge funds and mid size funds. Services will range from one-on-one meetings for mid size hedge funds to creating marketing materials and presentation skills for start up funds.
| Company: | Hedge Connection Inc. |
| Contact: | Ms. Lisa Vioni |
| Address: | 82 Wall St.
Suite 1108 New York, NY 10005 United States |
| Phone: | 212 537 6152 |
| Fax: | 212 537 6800 |
| Email: | lvioni@imrllc.com |
| Website: | http://www.imrllc.com |
Global Capital Acquisition (GCA) has achieved world wide recognition as a premier hedge fund advisor. Representing global hedge fund strategies, the Managing Director, Bartt C. Kellermann has built a business with international reach spanning from Asia to Western Europe and the United States. Based in the hedge fund capital of the world, New York City, Global Capital Acquisition is best known for the popular hedge fund events that take place in New York, London and Hong Kong. Always on the lookout for the next emerging opportunity, GCA is now targeting the Middle East for its next market and is launching the Dubai Hedge Fund Reception on March 6th. Packed with the most influential and respected hedge fund professionals and always taking place in spectacular venue, the receptions offer education on the region, investor outlooks, a hedge fund roundtable for capital introductions and a chance to mingle and establish personal professional relationships.
MARHedge is the leading hedge fund information source. MARHedge includes editorial bureaus around the world serving a bi-weekly print publication, a real-time news web site, and access to the leading fund manager performance directory, via a strategic partnership with The Barclay Group. MARHedge hosts events, ranging from traditional conferences to performance awards to one day intensive workshops, around the world. Additionally, MARHedge TV is the only dedicated hedge fund internet TV site broadcasting industry editorial content and event footage.
For more information, please visit http://www.marhedge.com
Institutional Investor Events produces high quality conferences and seminars that leverage the content of Institutional Investor News' 17 financial newsletter titles.
Like the Institutional Investor newsletters, the conferences deliver critical intelligence across the entire field of financial services, providing leading edge information on tomorrow's trends. The conference faculty, composed of industry thought-leaders, attracts delegates who are C-level executives, decision-makers, and movers and shakers in their respective fields. The lively, interactive conference format keeps attendees engaged in the material so they get the most out of their learning experiences.
Terrapinn is a global business media company. Their products include conferences, trade exhibitions within the Hedge Fund and Alternative Investments space
Terrapinn operates throughout the world from a network of offices in Sydney, Singapore, London, New York, Dubai and Johannesburg
Our purpose is to give our customers the relationships and big ideas to do different and better business. We've been doing it for more than 20 years.
We want you to come away from one of our events with eight big ideas and eight new key contacts. That's how we contribute to the business communities we serve.
Financial News Events is part of Financial News Publishing. Since 1996 the weekly Financial News paper, and more recently Financial News Online, has been the main media outlet for the institutional banking and securities industry in the UK and across Europe.
The high regards in which our core editorial product is held, gives Financial News Events the influence and credibility that top investment firms and other industry players are pleased to be associated with.
Financial News is part of Dow Jones and News Corporation which provides a truly unique reach into the market which results in our conferences being attended by the right people. This gives our delegates, sponsors and speakers the opportunity to network, do business with and debate the best solutions for the current challenges facing this sector with the relevant senior industry representatives.
For more information, please contact Joakim Nilsson on Tel: +44 (0) 20 7749 02 31 or jnilsson@efinancialnews.com
Tokyo Hedge Funds Club does not organise conferences. We concentrate on putting on fun, casual and relaxed events while at the same time helping our partners doing business in the notoriously difficult Japanese and Asian markets. The focus of our by-invitation-only events is on networking, networking and more networking. No boring presentations, no product demonstrations - just a room full of hundreds of decision makers from the Japanese hedge fund industry, an open bar, some food and the best networking this side of Mt Fuji. What else do you need?
In 2008 we are also launching the Singapore Hedge Funds Club and the Hong Kong Hedge Funds Club.
Institutional Investor's Alpha Hedge 15th Annual Global Hedge Fund Summit will foster an understanding of how current and ongoing developments are driving and influencing the funds in their home markets and the regions in which they invest and operate.
Gain insight into the strategies, markets, sectors, policies and the regulatory regimes on which your fund depends.
Hear valuable perspectives on how to take advantage of the latest opportunities and guard against the risks
Meet more investors with all new investor focused content built by investors, for investors
Build your client list with over 700 senior industry leaders over more than 15 hours of quality networking
Financial Research Associates and its divisions, Pharmaceutical Education Associates, Legal Education Associates and Healthcare Education Associates, provide access to timely and focused business information and networking opportunities through top-level, executive summits, conferences and seminars. Offering highly targeted events, FRA positions itself as a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities in:
* Finance
* Pharmaceuticals
* Legal Education
| Company: | Financial Research Associates, LLC |
| Contact: | Ms. Victoria Crimmins |
| Address: | 1840 41st Avenue, Suite 102-132 Capitola, CA 95010 United States |
| Phone: | 831-465-2422 |
| Fax: | 831-465-2290 |
| Email: | vcrimmins@frallc.com |
| Website: | http://www.frallc.com |
A specialist credit training company with over 20 years experience offering courses in EMEA, North America and Asia Pacific. We are part of Fitch Solutions, the product and services arm of the Fitch Group, which includes Fitch Ratings.
Fitch Training offers credit risk and corporate finance courses in four main areas: Financial Institutions, Corporate Credit, Securitization and Quantitative Training by Fitch Solutions.
Investment Management Resources, IMR, is a full-service event management firm focused on the alternative investment industry. IMR events bring together hedge fund managers and qualified individual and institutional investors.
IMR's hallmark event is the Meet the Manager series - a quarterly investor introduction forum. The event provides hedge fund managers the opportunity to present and network with a group of sophisticated, qualified investors.
In 2009 the Investor Champagne Roundtable Series was created to fill the void left by the closure of so many capital introduction departments. Leveraging the experience of the Meet the Manager series, the Investor Roundtables guarantee investor introductions and one-on-one meetings with top quality hedge fund investors.
Prime brokers, agency brokers and administrators, seeking an innovative and effective way to introduce clients to qualified investors, often sponsor IMR investor-intro events.
IMR is an affiliate of Hedge Connection, Inc., the first web-based investor introduction service. IMR event participants gain additional benefit from the global exposure provided by the Hedge Connection web-based platform.
| Company: | Investment Management Resources |
| Contact: | Mr. Lisa Vioni |
| Address: | 82 Wall St.
Suite 1108 New York, NY 10005 United States |
| Phone: | (212) 537-6152 |
| Email: | events@imrllc.com |
| Website: | http://www.imrllc.com |
marcus evans Banking, Finance & Insurance Divisions are the leading providers of the highest quality financial conferences, responding to the continuous changes in the fast moving financial world and to market participants' most pressing needs. Whether you are looking for a US market event or for one with a particular regional focus, each of our conferences is thoroughly researched with high caliber practitioners and industry experts to ensure that all our events are focused on the hottest developments in the market place.
Our cutting-edge events and eminent speakers will provide you with the most up-to-date knowledge on all the major changes that are sweeping through the financial community, encompassing the latest technological advances, regulatory reforms and the latest developments spanning through the front, middle and back office.
Designed to meet the requirements of senior market practitioners, our Banking, Finance & Insurance conferences are an exceptional opportunity to learn from and network in a very interactive and stimulating environment with the undisputed experts in the financial community.
The Energy Hedge Fund Center (EHFC) provides the only online community to track the confluence of energy, environment and the alternative investment industry. Noted energy and environmental experts Peter C. Fusaro and Dr. Gary M. Vasey manage the site and its associated electronic newsletter 'energyhedge'. The EHFC principals also provide advisory, consulting and informational seminrs and webinars for hedge funds, investors, fund of funds and energy companies.
QED International (QEDI) is a network of experienced quantitative investment professionals providing consulting services to the global investment community.
Whether engaged as a long-term strategic partner or as an outsourcing resource, QEDI draws on its collective expertise to compose research studies and papers, develop investment products, provide marketing advice, and design conference programs.
The QEDl focus includes asset allocation, exchange-traded funds,
indexes, and risk management.
OUR CLIENT PROFILE includes: Asset Management Institutions,
Electronic Trading Forums, Global Investment Information Service Providers, Hedge Funds, Plan Sponsors and other Institution Investors
Securities and Derivatives Exchanges, Software and Systems Vendors
RESEARCH and DEVELOPMENT
Develop new products, strategies, marketing plans, and processes.
Construct and backtesting of quantitative models.
Conduct analyses of asset allocation strategies and market anomalies.
Produce position papers, reports, and "white papers".
Validate implementation processes and investment returns.
Generate and implementing strategies on exchange-traded funds.
Convert existing mutual funds to exchange-traded architecture.
Evaluate systems and software needs.
Prepare assessments of service and solutions providers.
STRATEGIC MARKETING
Perform product evaluation.
Conduct competitive market analyses.
Determine marketing objectives.
Implement roadshows, seminars, and visits with targeted key executives.
EXCHANGE-TRADED- FUND ACTIVITIES
Advise in planning and implementation of ETF products.
Provide research papers relating to potentialities of ETF market place.
Create programs and provide speakers at ETF conferences, and round table events.
Devise and implement marketing plans for ETF service providers.
Design series of fund-ready indexes meeting IRS diversification requirements.
Identify potential strategic alliances for promoting ETF distribution.
Formulate tactical asset allocation strategies using ETF products.
708 3rd Avenue, 23rd Floor; New York, NY 10017
TELEPHONE:212-953-4058; MOBILE: 917-992-7852; FAX: 212-953-5145
Exchangetradedfunds.com primary goal is to provide information regarding product aspects of ETFs. Since its inception in 1998, we have been providing information on global ETF products on its website. Information on the site consists of product descriptions, ETFs listed on international exchanges, industry info and events, interviews from industry leaders and news. Exchangetradedfunds.com is also the host of the ETF Global Awards® Dinner and Workshop. Its purpose is to recognize those who have contributed to the development of the ETF industry world-wide and welcomes ETF participants from the international community to discuss their respective markets.
eChoice Group has a networked of experienced professionals providing consulting services to the ARM Accounts Receivable Management industry.
Develop new products, strategies, and processes.
Conduct analyses ARM Industry and Distressed Markets.
Frank Scordato
fscordato@echoicegroup.com
716-684-2604
The Maven Consulting Group, LLC is a dynamic and innovative consultative firm that assists funds of hedge funds and institutional investors create robust solutions for their clients with a view to helping these firms to become market leaders. Inspired by the experiences of founders Glen Patterson the company works with industry leading to create best in class investment products to their clients.
In addition, Maven Consulting Group, LLC works with a wide variety of CTA, businesses--from start-up to establish CTAs, hedge funds, and emerging traders to present an opportunity to guide these businesses so that they make the best entrepreneurial and business decisions to meet their client expectations.
Managed Futures Consultants
Commodity Investment Consultants (futures related)
Atrato Advisors is an independent research and advisory boutique specializing in hedge fund investing, asset allocation, and due diligence. Atrato services the allocator community, including family offices, foundations, endowments, pensions, and funds-of-funds in providng them with institutional quality research and advice.
Brian Reich, Atrato's President and Founder, has headed Hedge Fund Research globally at Deutsche Bank and at Cantor Fitzgerald prior to forming the firm.
Fraserburgh is a strategic consulting firm that specialises in working with entrepreneurial clients. These may be spin out ventures, boutique firms, or large companies with entreprenuerial DNA. Our principals have worked with alternative investment managers for over ten years and have a track record of success as business builders and creative thinkers.
Capitalvest is an investment intermediary that facilitates deal flow origination and capital introductions for institutional investors, middle-market companies, and corporate advisors within the Southeast Asian and greater APAC region.
The company enhances institutional investor access to deal flow through its network of strategically-placed professional relationships, while concurrently expanding middle-market company and corporate advisor access to the global capital markets through its network of financial sponsor contacts.
Capitalvest facilitates a wide range of corporate finance activities, including implementing exit strategies through buyouts and divestures, as well as capital for acquisitions, expansion, recapitalizations, and turnarounds. Potential investments span across the entire capital structure of a company, and include buyout, control, and non-control debt and equity transactions.
We provide a full service outsourced internal audit department and compliance controls testing solution. We leverage our internal audit testing to satisfy RIA compliance testing requirements, identify significant internal controls weaknesses and probe for operational efficiencies.
It's really detrimental to your trading or investment performance if
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| Company: | Profit Strategy 1 |
| Contact: | Mr. Parker Molden |
| Address: | 25 Van Zant St.
Unit #6 E. Norwalk, CT 06855 United States |
| Phone: | 203-831-8181 |
| Fax: | 203-831-0022 |
| Email: | profitstrategy1@aol.com |
| Website: | http://www |
Digiterre Corporation provides dCRM, the leading client relationship management and workflow system tailored to the needs of the Hedge Fund and wider alternative investment communities.
dCRM enables you to track, manage and report on all relationship activities between companies, contacts, funds, regulators and related counterparties.
dCRM is the product of choice of many of the world's largest hedge funds, fund of funds, institutional asset managers and hedge fund service providers wishing to maximize the value of their client and investor relationships.
Key features of dCRM:
The dCRM Fund Flows Module: The dCRM Fund Flows Module enables firms to see the current valuation of each investor's holdings, as well as their transaction history. The module produces liquidity reports at the click of a button, helping you to mitigate the risk of future redemptions and where required, to manage the redemptions process more efficiently.
Additional Modules: Including the dCRM Client Reporting Module, the dCRM Investor Extranet and the dCRM DDQ Manager Module.
Established in 1885, Trust is a specialist fiduciary services provider in Australia, we employ over 250 staff with offices in Melbourne, Sydney, Brisbane, Townsville, Singapore and Hong Kong. Listed on the ASX with current market capitalisation of AUD $385 million (USD $300 million) we are the largest trustee in Australia independent of banks or other wealth management companies.
Trust Companies Institutional Services business provides two key fiduciary roles on behalf of our international clients, these being:
Responsible Entity
Property and Infrastructure Custody
Our RE-for-hire service can help an organisation to quickly and cost-effectively navigate the Australian regulatory and commercial requirements to establishing a collective investment schem.e
Our Property and Infrastructure Custody service provides tailored solution to support both domestic and overseas assets.
HedgeFund Intelligence is the biggest provider of hedge fund news and data in the world with the largest and most knowledgeable editorial and research teams of any hedge fund information and news provider. We supply information on more than 10,000 funds and comprehensive news and insight from across the globe.
Together, our publications, AsiaHedge, EuroHedge, Absolute Return and South AfricaHedge give you global coverage of the single manager hedge fund industry. AsiaHedge, EuroHedge and AfricaHedge look closely at Asian, European and South African fund performance and report on fund news in their respective regions. Absolute Return delves into the U.S. market, detailing the key news and performance data and reports on the issues affecting the global industry, from tightening regulations to structural and administrative dilemmas faced by funds as they grow. Whilst InvestHedge will help you to understand the motivations and movements of the investors themselves, as well as identifying active investors.
EDGAR Online, Inc. is an information company specializing in making the competitive business and financial disclosures contained in SEC filings actionable and easy to use. As a leading developer of XBRL- and XML-tagged data, EDGAR Online delivers a broad spectrum of data, including XBRL financial statement data, institutional holdings, insider trades, Initial and Secondary Public Offering (IPO/SPO) registrations, access to global annual reports, and conference call transcripts, in addition to its primary source data, the SEC filings.
The company makes its content available over the Internet through the following delivery options:
- Desktop products
- Application Programming Interface (API), an XML-based developers toolkit
- Excel add-ins
- Custom data feeds
Morningstar, Inc. is a leading provider of independent investment research with an extensive line of products for individual investors, financial advisors, and institutions.
Access 300 qualitative and quantitative data points, 8,500 active hedge funds, funds of hedge funds, and CTAs, 17 Morningstar categories and over 29,000 indexes. Newly developed, Morningstar Direct Alternative Investment Edition is a web-based, global hedge fund research solution that can help you to answer key questions during due diligence processes and competitive analysis.
For performance evaluation and comparison, Direct AIE provides the flexibility to change benchmarks, time periods, risk-free rates and currencies. Compare performance across user-entered funds, custom built portfolios, global indexes, Morningstar category averages, and funds within our database. Pull charts and reports into Microsoft PowerPoint and PDF for presentations.
Financial Investment News provides asset managers with manager search leads, people moves and industry news in the US Defined Benefit and Foundation and Endowment spaces. Through a variety of products, FINdaily (www.findaily.com), Nonprofit News (www.npnews.com) as well as Directories and other Datbases, we deliver you with the most reliable and accurate information available to aid in your business development and marketing efforts.
Eurekahedge is world's largest independent data provider and research house dedicated to alternative investments. Maintaining coverage of over 19,000 funds across all strategies and asset classes, Eurekahedge is the most widely used and quoted alternative research house worldwide.
Eurekahedge has produced a market-leading research data suite from which our hedge fund and Islamic fund indices are derived; an array of region-specific hedge fund, private equity fund, Islamic fund, real estate fund, enhanced equity fund (SRI) and socially responsible investment fund (SRI) databases; as well as a collection of educational guides for both funds and investors.
Eurekahedge also has a monthly e-newsletter that features various managers' interview, performance commentaries, key trends of the alternative industry as well as educational articles. In addition, we have started featuring a monthly report on asset flow and this is the first freely available monthly report of its kind.
Sign up for our FREE e-newsletter and request for trial to our databases at http://www.eurekahedge.com/register.asp?promo_code=GEN-HCN (Promo code: GEN-HCN). Upon successful registration, you will gain immediate access to our news site and its archive.
Calypso is a global application software provider that delivers an integrated suite of trading applications to the capital markets function within banks and other companies participating in the world's financial markets.Founded in 1997, Calypso brought together the best capital markets business knowledge from financial centers in London, Paris and New York, combined with the best technology knowledge from Silicon Valley.
The Calypso Trading and Risk Management Platform is the industry's first integrated application suite designed from the outset to be a front to back office, cross-asset platform for derivative and treasury products that readily adapts to change. Banks and other companies use Calypso to improve financial innovation and capitalize on ever-changing market opportunities. Calypso provides an open, modern platform that adapts to our customers' needs today and in the future.
Calypso's comprehensive global services infrastructure includes ten offices and a combination of more than 600 customer service employees and qualified alliance partner staff.
With over 15,000 users at more than 80 top tier customers, including seven of the top ten global banks, Calypso has been recognized for its award-winning product innovations and strong customer service culture. The company's 360+ employees include some of the best talent from the capital markets and technology industries.
We produce complete, detailed, verification-intensive Due Diligence Reports on alternative investments and alternative investment managers. Each of our reports includes background investigations, document reviews, service provider verifications and analysis, asset and performance verifications, on-site visit, quantitative section, executive summary and more. Due Diligence is our only business. We have no conflicts of interest. Our database contains over 400 reports, and new reports are added continually. Our database and subscription enables our clients to save time and money.
Black Watch Global is an intelligence and risk management consultancy helping businesses and investors manage the various political and security risks that arise from doing business in today's globalized marketplace. Built for funds with an international portfolio, Black Watch delivers transparency and objectivity to the global marketplace by providing investors with first-hand insight through customized, client-oriented products and services.
Leveraging an unparalleled team of multi-disciplinary experts drawn from around the world, Black Watch's integrated array of products and services include Global Sentinel subscription packages, facilitation & market entry services, and executive briefings. All of our services are designed to maximize client convenience, transparency, and above all, quality. Please visit www.BlackWatchGlobal.com to learn more.
Veritas Intelligence specializes in the provision of high-quality, detailed and discreet due diligence services to its clients. Veritas offers global reach through its offices in Europe and North America in addition to a highly developed network of sources throughout the world.
Our ability to generate intelligence is as strong in the developed economies as in the emerging markets. We have operated in every major industrial, trade and service sector in over 100 countries.
Performance Thinking & Technologies is a consulting firm that focuses on operations, risks, data, and systems integration. Our service offerings focus on:
1)Operational Due Diligence & Benchmarking
2)Systems & Data Integration
3)Operational Best Practices for the Hedge Fund Industry
| Company: | Performance Thinking & Technologies |
| Contact: | Mr. Seth Berlin |
| Address: | 4733 30th Avenue S Minneapolis, MN 55406 United States |
| Phone: | 612-605-1503 |
| Email: | sberlin@p-t-t.com |
| Website: | http://www.p-t-t.com |
SwissAnalytics is specialized on providing due diligence, risk monitoring and advisory services for institutional investors in alternative investment strategies. We offer hedge fund investors a complete outsourcing solution for hedge fund due diligence and monitoring, and offer comprehensive, easy-to-understand risk reports to our clients
We are:
- An independent, privately held Swiss company located in the heart of Zurich
- A full service provider of due diligence and advisory services for investors with a special focus on alternative investments
- A trustworthy and reliable outsourcing partner for institutional clients
- Monitoring billions in assets under management
- A highly qualified team with comprehensive expertise and many years of experience in institutional asset- and risk management
- Flexible and offer customized, top quality reporting adapted to your needs
Recent market events have proven that a deep understanding of investment performance combined with the operational efficacy of fund managers is the key to successful investments. While no review regardless of its granularity in scope can remove all investment risks, the basis on which investment decisions are made will be far better served with greater knowledge.
Our Independent Process of Operational Due Diligence (IPODD) Report is uniquely designed to help you invest with the transparency you should expect and the keen insight that comes from years of experience in the hedge fund industry.
The IPODD Report covers all aspects of the operations of the Fund, including:
Legal set up and review of documents related to investment in the Fund
Manager background check
Risk Management Processes
Liquidity Mismatch and Diversification
Managed Accounts maintenance and setup
Service Providers and agreements with Service Providers
Front to Back Office Workflow
Regulatory Compliance
Insurance and Business Continuity
Operational Peer Comparison
Full Quantitative Performance Analysis
Palladio Alternative Research Group was founded in 2009 and provides independent hedge fund research, due diligence and advisory services to HNWIs, family offices, private banks, pension funds, endowments, FOFs, and asset management firms.
-Thematically-driven and top-down approach to identify emerging trends and new investment ideas
-Proactive and investment-oriented style in looking at a wide range of Hedge Fund strategies and managers, with emphasis on small to midsized funds
-Large proprietary network
-Stringent research & due diligence methodology
-Unbiased
Blackhawk Investigations LLP is a full service commercial investigations agency based in London, but with worlwide reach. We specislisein advising hedge funds, banks & law firms. We offer a full transactional due diligence service worldwide and business background check service. Particular stengths are in emerging markets.
Actuarials Holdings, LLC, is a Chicago firm that originates, organizes, and operates revolutionary capital markets on behalf of client institutions and professional traders. We provide electronic STP execution, exchange, clearing, custodial, and valuation services for clients from trade inception to settlement.
The Company's flagship products are called Clippers and Folios. Clippers and Folios are new-to-the-world "capped-loss guarantee" derivatives that can be universally applied to any underlying stock, bond, currency, or commodity, to greatly maximize risk-adjusted returns.
When compared to investing in an underlying, or in an open-tailed option, swap, or future, an investment in a Clipper or Folio guarantees the same targeted return, but insures against excess loss, and dramatically reduces margin collateral requirements. Investors can substitute Clippers and Folios for their speculative positions in underlyings, options, swaps, or futures, without requiring any change in investment execution, strategy, tactics, style, or portfolio management philosophy.
Visit our website for more information.
www.actuarials.com
Davis Securities Prime Brokerage Services introduces institutional clients to the professional resources of Goldman Sachs Execution & Clearing, LP (GSEC), which include electronic execution, custody and clearing services through a fully disclosed relationship. Our platform provides a single point of contact for hedge fund management through our experienced and dedicated operations team.
Davis Securities' thorough knowledge of hedge funds provides the expertise to solve complex problems and understand the intricacies of the Portfolio Managers' operations and business needs. The result is a comprehensive and cost-effective service platform that enables our clients to focus on their core competencies and maximize their capabilities.
REDIPlus® is Goldman's multi-product electronic trading platform allowing clients to trade across different markets and asset classes using algorithms, in the U.S., Europe, and Asia. Gain access to Goldman's integrated portfolio and spread trading functionality, suite of pre- and post-trade analytics. Most importantly, simplify your workflow by having one platform to trade all your small orders, block orders, and algorithmic orders, while interacting with hidden liquidity in the marketplace.
Channel partner with installation company in direct residential sales in solar energy. Rated # 6th in the State of California for orders. PowerNab monitors, measures, alerts when power is down. Added componets to our software company is wireless control over electric usage from the grid. Developing markets as home automation utilizing zensys mesh technology. Our mission is to channel our marketing direct.
Falcon Technology Systems is a computer manufacturer focused on providing hardware solutions for the trading industry. Our water-cooled F-41X model has a processor speed of 4.15 GHz and is currently the fastest desktop in the market. We provide a number of accessories, such as multi-monitor arrays, dual internet failover routers, and battery back up units. Customized hardware, such as server racks and cases are also available upon request.
Founded in 1995, Eze Castle Integration is a leading provider of technology and IT services to hedge funds and alternative investment firms. Today, more than 500 hedge funds - managing over $300 billion in assets - rely on Eze Castle Integration to be their single source for strategic IT consulting and support in designing, procuring, and managing their IT and telecommunications infrastructures.
Eze Castle's premier services are delivered by technology professionals who possess the latest certifications and deep knowledge of financial services applications and business processes. Eze Castle's extensive services include:
Outsourced Technology Support, available 24x7x365
Professional Services
Startup and Relocation
Hedge Fund Managed Suites in New York City
Network Performance and Security
Telecommunications
Co-location Services
Business Continuity Planning and Disaster Recovery Systems
Storage & Online Backup
Email & IM Archiving
Internet Service
The company is headquartered in Boston and has offices in Chicago, Los Angeles, Minneapolis, New York, San Francisco, Stamford, and London.
| Company: | Eze Castle Integration |
| Contact: | Mr. Vinod Paul |
| Address: | 529 Fifth Avenue
7th floor New York, NY 10017 United States |
| Phone: | 212-954-0641 |
| Email: | vpaul@eci.com |
| Website: | http://www.eci.com |
Your single point of contact for all your voice and cabling infrastructure solutions.Our experienced staff of over fifty engineers and technicians service some of the area's most demanding, mission-critical clients. All of our senior engineers each have over twenty years experience. We are industry experts in the design, installation and support for Avaya hardware, as well as being a Cisco channel partner.
SysMind is an IT enabled Financial services company.
We provide both project and Staff based solutions according to our client needs. Our experts are currently involved in developing applications for Capital Markets using programming languages like Java/.NET/C++
Some of our experts are helping to build & integrate applications required by hedgefunds like Ophedge,Avenue Capital.
InfoHedge has been dealing with Hedge Fund-specific Technology challenges for years. Our core group of professionals has been incubated at one of the oldest multi-strategy global hedge funds. Start-up managers, small, medium or large organization, single or multi-strategy, we have solutions to make you more efficient and cost-effective. From Startup & Relocation to Trading Systems & Market Data, Multi-Strategy STP Platforms, Integrated Multi-Strategy Risk Management Platforms, Portfolio Accounting, Pricing and Reconciliation, DR, SEC Compliance.
| Company: | InfoHedge Technologies LLC |
| Contact: | Mr. Alexander Kouperman |
| Address: | 825 3rd Ave 2nd Floor New York, NY 10022 United States |
| Phone: | 212 531 5800 |
| Fax: | 212 531 5898 |
| Email: | sasha@infohedge.net |
| Website: | http://www.infohedge.net |
NorthPoint is an employee based technology consulting firm with offices in New York, Boston and London. Our work is focused exclusively on the software platforms of our clients, the majority of whom are asset managers, both alternative and traditional. Among our many offerings and services are full life cycle project management (system implementation and integration, product customization and custom software application development), business analysis/requirements, technical architecture design and strategic, long-term staff augmentation.
Our mission is simple: to create with our clients the best tailored solutions addressing their operational, analytical and reporting challenges through the optimal combination of commercial products, legacy systems, custom application development and integration. We leverage our deep asset, domain and business process knowledge and our technology expertise to create custom solutions that often focus on trade capture/order management, portfolio management, accounting, data warehouse, security masters, trade reconciliation, collateral management, OTC settlements and reporting (P&L, Risk, Exposure, Performance and Attribution) needs.
| Company: | NorthPoint Solutions LLC |
| Contact: | Mr. Kevin Goldstein |
| Address: | 130 West 42nd Street Suite 550 New York, NY 10036 United States |
| Phone: | 212-819-1700 |
| Fax: | 212-398-5533 |
| Email: | kgoldstein@northps.com |
| Website: | http://www |
Precision IT, founded in 2004, has transformed the IT consulting services model, so that small to mid-sized business can enjoy the same types of IT services that large organizations have thrived on. With a commitment to raising the standards of IT consulting services, Precision IT has become one of the leading fixed-cost managed IT service providers in the Northeast Region. Some of Precision IT's most acclaimed features include a highly experienced and professional staff, a dedicated and familiar support staff, all-inclusive fixed cost service plans, and 24x7 access for all clients.
Xylinq's product is a low-cost trading system for processing multi-currency CFDs & Equity Swap contracts for Hedge Funds, Broker/Dealers and Prime Brokers. The system is designed for reliability, handle high-volumes and to reduce the operational cost of trading complex synthetic financial products.
Xylinq provides bespoke software development and consultancy services for financial clients in the areas of front, middle and back office systems.
Using our innovative Inq platform we can rapidly build bespoke high performance multi-user platform independent applications. We can easily integrate Inq with existing client systems/databases thereby extending the life of 'legacy' applications and to provide a migration path to using new technology.
Liquid Technology provides secure, compliant, end-of-life IT asset recovery and disposition services, including outright purchasing, data erasure, disposal, recycling, and remarketing of IT systems and components.
We are a nation wide company that can buy almost any type and brand of technology equipment such as Servers, Blades, PC's, Laptops, Monitors, Switches, Routers, Storage Devices, RAID arrays, HDD's and even Phones and Parts.
IT asset disposition (ITAD) services
- Free Asset Evaluation Quotes - At Liquid Technology we specialize in buying excess or obsolete technology equipment. We offer competitive pricing and fast turnaround. Let Liquid Technology help you recover the value of your company's retired IT equipment.
We will provide a fair value assessment almost immediately. We can do an over the phone or an on site inspection of your equipment and provide an immediate offer. Because our experience is broad, we will provide an offer for all IT assets large and small. If you would like a quote, please send me your list of equipment or contact me below.
- Data Security and Destruction - The security of sensitive data, proprietary software and embedded network passwords concern most organizations. Liquid Technology can remove files, data, software and other customer identification tags and marks from client systems. We also have HDD data wiping and shredding services.
- Equipment Disposal or Recycling - Liquid Technology comprehensively oversees all disposals as regulated by the Federal Solid Hazardous Waste guidelines and all recycling in accordance with Environmental Protection Agency guidelines.
Data-Rite Systems Group, Inc. is a software consulting firm resolute in delivering the highest quality software solutions to hedge funds, asset managers and fund of funds. Our goal is to increase your firm's profitability by building battle-tested, custom applications and scalable database systems that enhance business processes and simplify decision making.
We understand and speak your language. We know that timing is everything in the financial world. We build functional systems that improve your fund's ROI by automating processes thereby allowing you to concentrate on making money for your investors.
Two popular products we created specifically in response to client needs are: DR-Synch 3.0, a SQL-server disaster recovery tool, and SHO-Time, an application to automate the filing of form SH in compliance with SEC regulations.
We value our clients and take great pride in ensuring high quality work and exceeding client expectations. Through analysis and design, we will improve your firm's ability to better access, organize and manage critical data. In the ebb and flow of business, anchor yourself in the security of our expertise.
We look forward to your partnership!
Data-Rite Systems Group, Inc.
Founded in 1995, Eze Castle Integration is a leading provider of technology and IT services to hedge funds and alternative investment firms. Today, more than 500 hedge funds - managing over $300 billion in assets - rely on Eze Castle Integration to be their single source for strategic IT consulting and support in designing, procuring, and managing their IT and telecommunications infrastructures.
Eze Castle's premier services are delivered by technology professionals who possess the latest certifications and deep knowledge of financial services applications and business processes. Eze Castle's extensive services include:
Outsourced Technology Support, available 24x7x365
Professional Services
Startup and Relocation
Hedge Fund Managed Suites in New York City
Network Performance and Security
Telecommunications
Co-location Services
Business Continuity Planning and Disaster Recovery Systems
Storage & Online Backup
Email & IM Archiving
Internet Service
The company is headquartered in Boston and has offices in Chicago, Los Angeles, Minneapolis, New York, San Francisco, Stamford, and London.
| Company: | Eze Castle Integration |
| Contact: | Mr. Vinod Paul |
| Address: | 529 Fifth Avenue
7th floor New York, NY 10017 United States |
| Phone: | 212-954-0641 |
| Email: | vpaul@eci.com |
| Website: | http://www.eci.com |
La Meer Associates offers GRACE-IM for integrated governance, risk management, compliance and oversight management for the fund industry.
It is based on the best practice recommendations suggested by Managed Fund Association (MFA), President's working group (PWG), and Alternate Investment Management Association(AIMA) and offers an integrated way to manage risk across operational risk, compliance, counterparty risk and legal and reputational risk. It looks at risks from a qualitative perspective that can supplement the quantitative risk management in the organization.
It helps you in your risk assessments, due diligence, internal controls monitoring, loss event management and provides you an integrated view of risks across different categories, and a process for you to monitor mitigation activities. It aligns to the needs for the expected Hedge Fund Transparency Act and the regulatory registration requirements and helps you prepare for the expected SEC audits.
| Company: | La Meer Associates |
| Contact: | Ms. Laxmi Ramanath |
| Address: | 426 Novato Avenue Sunnyvale, California 94086 United States |
| Phone: | 001-408-739-2562 |
| Email: | laxmi@lameera.com |
| Website: | www.lameera.com |
Paladyne provides a fully-hosted technology platform capable of supporting the front, middle, and back-office requirements of today's most comprehensive hedge funds, asset managers and service providers.
With the PALADYNE suite, managers have everything they need to run their business. PALADYNE is a turn-key solution providing full infrastructure to hedge fund managers, fund administrators, and prime brokers at minimal cost.
Solution includes:
Multi-prime order management, decision support, real-time P/L
Reference Data Management
Client Facing Reporting
Accounting/NAV Generation
Global Crossing is a worldwide provider of collaboration solutions including audio, web and video conferencing (IP,ISDN and Gateway Services). Our wholly owned global MPLS network connects more than 700 cities in more than 70 countries around the globe. Our approach is to partner with enterprises that can benefit from our global IP network, services, expertise, and support. Our customer is the demanding enterprise that is underserved by the large and legacy incumbents.
As the regional manager my goal is to work closely with enterprises to help design,implement and manage a collboration solution which will more closely allign with the overall corporate strategy of the organziation. Our solutions deliver more than a traditional conferncing program to an organizations end users. The conferencing solutions from Global Crossing better position our customers with future proof programs designed around their unique needs and challenges.
Verizon would like to participate in any of your network development needs that your organization may have currently or future consideration. Verizon has many products and services in the voice, data and video applications. Our organization is fully staffed with pre-sales and post sales support to help you designed, development, procure network equipment, install / implement and finally 24x7 network management. Verizon has a premier reliable network that can service your organization National and International reach with seasoned Network Certify Engineers.
VERIZON can carry your voice and data network traffic to many of your offices and this can be done all in one single network platform and sign invoice. This will offer your total Telecom Management empowerment to control your Information Technology spend and your bottom line.
We look forward in partnering with you on your next PBX and MPLS network project and ask to please send me your network details. Please let me when we can set up a meeting in your office or a conference call.
Associated Community Brokers ( ACBI ) is a insurance brokerage firm specializing in insurance products for the financial services industry. Our Financial Institutional Practice is staffed by a group of experienced and knowledegeable professionals. We have particular expertise in the placement of Director's & Officers, Professional Liability, Fidelity, Employment Practice and Key Man Life Insurance.
| Company: | Associated Community Brokers, Inc. |
| Contact: | Mr. Peter Page |
| Address: | 2150 Post Road Fairfield, CT 06824 United States |
| Phone: | 203 - 259 - 7492 |
| Fax: | 203 - 254 - 4510 |
| Email: | ppage@acbi-ins.com |
| Website: | http://www.acbi-ins.com |
Group Insurance, Individal Coverages and Sr. Care
Ambrose provides an outsourced benefits, payroll, and human resource platform tailored to the needs of small to mid-size hedge funds, private equity firms, and boutique financial service companies. By joining a select pool, boutique companies receive the same rich benefits at rates equivalent to their Fortune 500 counterparts. Ambrose appoints a dedicated Human Resource Associate to each client, preventing relegation to call centers and saving clients time and resources spent on burdensome administration.
Established in 1997 in the Financial District of Manhattan, Ambrose now serves over 250 financial service companies.
I am a former Hedge Fund Executive who for the past five years has been creating innovative professional liability insurance solutions protecting hedge fund managers and the balance sheet of the firm. Recently, I left a well known Wall Street firm to accept a position with William Gallagher Associates, a progressive 220+ person insurance brokerage. You will not find a more dedicated person who works harder for his clients (I am available 24/7) and has the requisite knowledge set than me. I am eager for an opportunity to prove my merit to you. As such, I am offering to be a second set of eyes for whatever insurance issues come your way. In addition to hedge funds, I work with other financial institutions to mitigate systemic risk.
Delta Business Services offers Web Application Development, Domain Name Registration, Search Engine Optimization, Web Design and Hosting at a GREAT price.
A web presence is no longer optional and our experienced Web Experts can make sure your website performs. Our web hosting options offer fast, reliable, affordable packages to suit any need. With no setup fees and a wide range of support options Delta Web Hosting is an excellent choice for all your Hosting Needs.
Exxia.Net is a South Florida Based Web Design and Business Solutions Company. Our growing list of services include domain name registration, website hosting, eMail services, website design, website re-design, eCommerce solutions, custom programming, CMS, flash animation, professional photography, search engine optimization, graphic and logo design.
Serving South Florida and beyond since 1998.
| Company: | Exxia.Net Web Design |
| Contact: | Mr. Todd Weidert |
| Address: | 10790 Cameron Court Davie, FL 33324 United States |
| Phone: | 954.370.1122 |
| Email: | info@exxia.net |
| Website: | http://www.exxia.net |
Independent designer with extensive experience designing for a diverse range of clients. Specializes in logo creation, brand marketing, identity establishment, promotional material and asic web design creation.
AlphaMetrix is a leading independent managed account platform specializing in liquid alpha strategies. Its offerings include managed account structuring and operations; an electronic platform for real-time analytics and portfolio building; manager due diligence; background checks; 24/7 risk management; and real-time portfolio analysis and reporting. Investors using the AlphaMetrix platform enjoy real-time portfolio transparency, twice-monthly liquidity and third-party custody with leading commercial banks. www.alphametrix.com
Hedges Lane aims to form exclusive marketing partnerships with hedge funds. An extensive initial due diligence process is conducted with potential managers to ensure mutual commitment to the partnership and strategy. The two principal's sales experience and product expertise ensure that Hedges Lane become an integral part of the client's team. Catherine and Beth have 36 years combined experience on Wall Street and have amassed an extensive network of relationships on both the buy and sell side of the business. The ability to leverage those relationships to access information allows them to constantly broaden and deepen their investor reach both domestically and internationally. Additionally, their expertise across the fixed income spectrum and understanding of alternative investment strategies enable Catherine and Beth to better explain and differentiate a client's strategy on a comparative basis to potential investors. Hedges Lane Financial has a database of over 5,000 investors internationally, including; fund of funds, endowments, family offices, private banks and insurance companies.
Marketing and capital introduction services for a wide range of hedge fund and long only equity programs with a proven record of raising over $2 billion in assets for both start-up and established firms over the last 10 years.
Equity Trust was established in 1970 as an affiliate of a Dutch law firm and has pioneered the role of the modern trust company in the Netherlands. Since then we have grown quickly, organically and through acquisition, creating a truly global independent trust provider.
Today Equity Trust is the world's leading trust and fiduciary services group supporting high net worth individuals, corporations and intermediaries all over the world.
We operate in a select number of key jurisdictions in Europe, the UK & Channel Islands, Asia-Pacific and the Caribbean and Americas. Please go to the international network section for a full list of all of our locations.
Tristar are a global chauffeur provider, with services in some 50 countries. We guarantee English-speaking chauffeurs in all locations.
Global Debt Network, Inc. (GDN) is a privately held company that simplifies auto finance by offering GDNAuto, the first nationwide marketplace where auto dealers who do in-house financing to sell their loan portfolios to a nationwide pool of competing financial institutions.
GDNAuto gives buyer and seller unprecedented mutual access and a structured five-step transaction process that features customized purchase criteria and online due diligence. GDNAuto provides the safest, most efficient - and most profitable - auto loan sales network in the world.
GDNAuto's nationwide pool of buyers includes a range of banks, credit unions, hedge funds and other investors.
GDNAuto's sellers consist of both automobile dealers who originate loans and financial institutions who buy loans as part of a larger portfolio.
GDNAuto can help:
-Increase Portfolio Size Quickly
-Increase Profitability Safely
-Reduce Acquisition Cost
-Provide Process Transparency
There is NO sign-up fee and transaction fees are low. In addition, GDNAuto is currently offering financial institutions reduced fees to become a Preferred Financial Partner, which will further reduce transaction fees. Our current fee structure includes:
-No Membership fee
-0.25% - 2.00% Tiered Transaction Fee (based on transaction size).
-Financial Institutions are responsible for the escrow account set-up fee for portfolios of less than $500,000.
To learn more about how GDNAuto operates - and how it can help you increase your cash flow and profitability while decreasing your cost of doing business - please contact us at:(866) 559-4339 or info@gdnauto.com
| Company: | Global Debt Network Inc |
| Contact: | Ms. Monica Maynerick |
| Address: | 1499 Danville Blvd, Ste 202 Alamo, CA 94507 United States |
| Phone: | 866-559-4339 |
| Fax: | 888-809-7931 |
| Email: | monica@gdnauto.com |
| Website: | http://www.gdnauto.com |
Hedge Fund Manager is the leading international magazine for the business aspect of alternative fund management. The magazine provides the most comprehensive printed coverage of the alternative fund industry every month. Unlike other magazines serving this sector HFM combines a strong news feel with a dedication to the operational/business needs of alternative fund managers and their key advisors. For more information please go to http://www.hfmanager.com, where you can even register for free HFM news updates!
The magazine is published by Pageant Media, for more information on promotion with HFM please contact Poppy Edwards at p.edwards@pageantmedia.com or call on +1 212 661 1866
Hedge Funds Review is the must-read publication for all players in the hedge fund industry. This definitive information source provides hedge fund managers, investors and service providers with in-depth news and analysis on the trends and developments that will affect their day-to-day business and investment decisions.
With weekly email alerts and daily news updates on www.hedgefundsreview.com, Hedge Funds Review subscribers are always aware of the latest news and developments before their competitors, and are always in a position to be first off the mark in this rapidly changing market!
Investor Services Journal is a publication which focuses on the securities services industry and covers issues to do with custody, pensions, institutional investment, hedge funds, regulation and middle to back office automation.
Each issue of the magazine has a feature on the hedge funds industry and also we have panel debate focuses and analyse this features on hedge funds and hedge fund services through out the year.
We have recently published our Hedge Fund Services Market Guide for 2007, which is an in-depth guide for the hedge funds industry.
The Alternative Investment Management Association (AIMA) and the Hedge Fund Association updated us on the topics affecting the hedge fund industry this year and the Managed Fund Association also contributed.
The guide also has participation from industry experts and practitioners who covered a variety of topics, ranging from; routes market for hedge funds, the institutionalization of hedge funds, analysis on whether hedge funds are still alternative or now mainstream and focuses on Gibraltar as an alternative fund jurisdiction and the Canadian hedge fund industry.
Further information is available at www.isjforum.com
Guarantee Your Edge in the Alternative-Investment Arena.
Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate new risks and opportunities facing fund-management firms, their investors and service providers. Be first to identify new capital-raising tactics, investor strategies and competition among industry vendors. Sign up for a three-issue FREE trial subscription to Hedge Fund Alert by calling 201-659-1700 or visiting www.HFAlert.com.
HedgeFund Intelligence is the biggest provider of hedge fund news and data in the world with the largest and most knowledgeable editorial and research teams of any hedge fund information and news provider. We supply information on more than 10,000 funds and comprehensive news and insight from across the globe.
Together, our publications, AsiaHedge, EuroHedge, Absolute Return and South AfricaHedge give you global coverage of the single manager hedge fund industry. AsiaHedge, EuroHedge and AfricaHedge look closely at Asian, European and South African fund performance and report on fund news in their respective regions. Absolute Return delves into the U.S. market, detailing the key news and performance data and reports on the issues affecting the global industry, from tightening regulations to structural and administrative dilemmas faced by funds as they grow. Whilst InvestHedge will help you to understand the motivations and movements of the investors themselves, as well as identifying active investors.
Grace Financial Group LLC serves as prime broker to new and emerging hedge fund managers and clears its business through Goldman Sachs Execution and Clearing, LP (GSEC,LP). Grace is an agency only firm offering direct marekt access and is a member of the NASD, SIPC and NFA.
On one trading platform clients can trade U.S. equities and options (simple or complex strategies), Canadian and Western European Equities, E-minis, select 'big' futures contracts, spot and forward currency markets, and baskets. Our agency traders are there to help you and tend to specialize in illiquid names.
Clients receive the benefit of Grace over servicing their account while having their assets held at a top tier custodian. Clients may also participate in Grace's growing network of out-sourced service providers (accountants, lawyers, IT support, etc.).
Pricing of services is a-la-carte; pay for only what you need. In-house commissions can be unbundled to show where your commission dollars are being spent.
Small hedge funds welcomed.
| Company: | Grace Financial Group LLC |
| Contact: | Mr. Tim Walters |
| Address: | 225 Windmill Lane Southampton, New York 11968 United States |
| Phone: | 631-287-4633 |
| Fax: | 631-259-8742 |
| Email: | taw@gracefg.com |
| Website: | http://www.gracefg.com |
M.S. Howells & Co. is a boutique institutional broker-dealer based in Scottsdale, Arizona with branch offices in New York and Detroit. M.S. Howells & Co. services a select group of institutional and corporate clients, providing them with research, trading, prime brokerage, hedge fund infrastructure and investment banking services. Additionally, the firm offers a wide variety of specialized client services including soft dollar arrangements, a direct market access trading platform, and outsourced trade desk services.
M.S. Howells & Co. provides prime brokerage and hedge fund formation services to both established funds and start up funds. Select clients use prime brokerage services provided by Jefferies & Company, Inc. while retaining M.S. Howells & Co. as an executing broker. In addition, the firm provides assistance to experienced managers launching new funds by providing expert advice and referring clients to the appropriate administrators, legal counsel, and accounting professionals.
M.S. Howells & Co. was founded by Mark S. Howells who began his career in the industry in 1981 as a clerk in back office operations. After learning all aspects of operations, he proceeded in to sales as a registered representative. He then advanced to a Branch Manager position of a regional brokerage firm. After the market decline of 1987 he decided the timing was right to start a firm that focused on providing sterling service to its customers. The experience and dedication that is so evident through out the firm today is a true testament to all the people who make up the M. S. Howells & Co. family.
The firm caters to clients and corporations of all sizes with assets under management ranging from less than $1 million to greater than $1 billion. Clients of the firm are located throughout the United States.
VanthedgePoint has created an integrated technology platform to help small hedge funds grow and succeed by offering services that can:
* Improve manager productivity
* Reduce operational costs
* Increase fund marketability and credibility to investors
We developed a patent pending technology that offers small hedge fund managers sophisticated trading and portfolio reporting tools, while at the same time delivering middle- and back-office capabilities to help improve a fund's operational stability. A major advantage to our platform is that it provides small hedge funds with interest rates on margin and cash balances and short rebates that are competitive with the pricing multi-billion-dollar hedge funds receive from their prime brokers.
Combined these benefits can make a small hedge fund not only marketable to potential investors, but also more likely to succeed as a business because of the increased operational support our platform delivers. In fact, a study conducted by CAPCO showed that "An alarmingly high proportion of hedge fund failures can be attributed to operational issues." Our services address the specific needs of small and start-up hedge funds managing under $100 million in assets, with a particular focus on those managing less than $25 million.
Shoreline Trading Group, founded in 1996, is a premier provider of Prime Brokerage Services to hedge funds and asset managers.
With offices in New York, Los Angeles and Santa Monica, Shoreline Trading Group is proud to offer our clients the custody, execution, clearing and reporting services of Goldman Sachs Execution & Clearing, JP Morgan, Credit Suisse Securities and Fortis Securities.
Whether you are an emerging manager or a long established investment professional, Shoreline Trading Group partners with you to customize a Prime Brokerage Service that fits the specific needs of your firm's size and investment style.
Multiple Prime Brokerage relationships for clients who desire the security of multiple custodians.
Direct Market Access trading systems including the award-winning REDIPlus, Neovest, TradingScreen & ThinkPipes.
Securities lending via our network of major Wall Street firms.
Start-up services including introductions to our network of Premier Service Providers such as lawyers, accountants/auditors, fund administrators, data vendors, office suites, etc.
Indirect Capital Introduction Program. A robust network of Fund of Funds, Family Offices, Seeders, and Third Party Marketers.
Enhanced Leverage offerings including Portfolio Margining.
Advanced Portfolio Reporting with over 120 reports generated in six categories, including Appraisals, Performance, Transactions, Management, Profit/Loss and Compliance.
Commission Sharing Arrangements (CSAs
NorthPoint Trading Partners, LLC is a premier institutional brokerage and fund services company, dedicated to providing prime brokerage services to small and medium sized hedge funds. Through our fully disclosed clearing relationship with Goldman Sachs Execution and Clearing, L.P., we bring our clients the benefits of boutique firm service and pricing, combined with GSEC's professional clearing and prime brokerage services, integrated portfolio and trading functionality, suite of pre- and post-trade analytics, and direct access to the Goldman Sachs & Co.'s securities lending group. We offer a complete package of direct access trading platforms, including REDIPlus, GSEC's multi-product electronic trading platform. We invite you to further explore NorthPoint Trading Partners, LLC. Goldman Sachs Execution & Clearing, L.P. is not affiliated with NorthPoint Trading Partners, LLC or any of its subsidiaries or affiliates. www.nptradingpartners.com
Saratoga Prime Services views each hedge fund client as a business partner. Our main goal is to provide you with a portfolio of tools and services which will streamline your daily activities and allow time for you to concentrate on the areas where you excel. Through our extensive direct experience over the years, we have built relationships and partnered with firms that are recognized as leaders in the following mission critical areas:
Start-Up Services
Clearance & Custody
Detailed Portfolio Reporting
Securities Lending
Execution Services
Capital Introduction
Trading Solutions
Research
We look forward to meeting with you and discussing your Prime Brokerage needs. We are fully commited to providing the service and experience that can help you to grow your business.
RBC Global Prime Services Group, a global business unit providing dedicated and comprehensive support to hedge fund managers, mutual fund managers and institutional asset managers via a single platform backed by Royal Bank of Canada ("RBC"), one of North America's largest and most highly rated financial institutions. Bloomberg ranks the firm as one of the top 15 investment banks globally.
Put Our Experience to Work for You.
| Company: | RBC Global Prime Services |
| Contact: | Mr. Geoff Gregoire |
| Address: | 3 World Financial Center
200 Vesey Street New York, NY 10281 United States |
| Phone: | 212-618-3367 |
| Email: | RBCAccel@rbccm.com |
| Website: | http://www.rbcgps.com |
Davis Securities Prime Brokerage offers clients the advantages of access to professional electronic execution, custody and clearing services of Goldman Sachs Execution & Clearing, LP (GSEC)*, as well as the added benefits of Davis Securities' personalized services using a single point of contact for hedge fund management.
Davis Securities' thorough knowledge of hedge funds provides the expertise to solve complex problems and understand the intricacies of the Portfolio Managers' operations and business needs. The result is a comprehensive and cost-effective service platform that enables our clients to focus on their core competencies and maximize their capabilities.
REDIPlus® is Goldman's multi-product electronic trading platform allowing clients to trade across different markets and asset classes using algorithms, in the U.S., Europe, and Asia. Gain access to Goldman's integrated portfolio and spread trading functionality, suite of pre- and post-trade analytics. Most importantly, simplify your workflow by having one platform to trade all your small orders, block orders, and algorithmic orders, while interacting with hidden liquidity in the marketplace.
Beverly Hills Capital offers multiple advanced futures and Forex online trading platforms for private traders to institutional clients. BH Capital also offers prime services and specializes in capital introduction and marketing services to emerging and tenured Forex trading advisors, CTAs, and Hedge Funds.
Lighthouse Prime Services, a division of Lighthouse Financial Group, specializes in hedge fund brokerage and high velocity trading. Our clients include high frequency trading groups, small to mid-sized hedge funds and large institutions.
Lighthouse Prime Services is unique in that we maintain neutrality with regards to clearing firms and electronic "front-ends," and act as a consultant for clients in determining the proper front-end technology paired with the right clearing firm, after which we implement and introduce all appropriate systems. Lighthouse professionals have extensive experience working with GSEC, Bank of America, Ridge, Penson, and a host of other clearing firms.
Alaris Trading Partners LLC is a FINRA registered broker/dealer providing a specialized suite of services to hedge funds, traditional money managers, registered investment advisors and professional traders. Our mission is to provide each and every client, regardless of assets under management, with premier institutional-quality tools, support and service. Alaris Trading Partners LLC is allied with the leaders in the financial services. These alliances enable our client's to more effectively manage their clients assets and more efficiently run their business.
Gar Wood Securities, LLC is a full-service boutique institutional broker-dealer noted for expertise in alternative investment solutions, trading, operations and innovative risk management. We provide a select group of hedge funds and professional traders with comprehensive prime brokerage (including start-up advisory), trade execution, research, structured products and third-party marketing services.
Gar Wood Securities is fast emerging as a premier outsourced trading firm, with an agency desk sought by institutions for providing seamless execution and outstanding liquidity in global equities and listed U.S. options. The firm has quickly grown to over 40 professionals located in Chicago, New York, Milwaukee, Mobile, Vancouver Washington and Dallas. Gar Wood delivers a full range of premier institutional-quality tools and support, and has rapidly earned a reputation for exceptional client service.
Through our partnerships with top service providers we help our clients to effectively and efficiently manage their business. Gar Wood is fully dedicated to our clients - offering personal attention coupled with world class service through our clearing and custodial relationships with JPMorgan Clearing, Penson Financial Service, and Penson GHCO.
Institutional clients count on our commitment, responsiveness and professional expertise; and we deliver!
LJO Associates is an independent consultancy that delivers strategic vision, industry knowledge and global contacts to create dynamic, persuasive and intelligent marketing communications and public relations outreach. Our work is specifically tailored to the asset management, alternative investment, and wealth management communities and for financial services technology vendors and service providers.
PrivateEquityJobs.com: Your career destination for Private Equity and Hedge Fund Jobs. We are a niche job board and career portal for professionals and passionate students looking to advance their career in the Private Equity and Hedge Fund industries. Our site is a secured community where your jobs will only be viewed by pre-qualified professionals. As well candidates have the ability to review industry related articles, a daily blog, monthly webinars and a bi-weekly newsletter. In the coming months we will also have a candidate forum.
we are a executive search firm that specializes in middle market leveraged finance and asset based lending personnel from operations portfolio/asset managers, underwriters, workout loan specialists, turnaround/restructuring professionals to Managing Directors and Portfolio Managers. We serve clients in the US, Canada and the UK for CLO's, Hedge Funds and National Commercial finance companies and banks with over 25 years of successful search conclusion with quick turnaround from our contacts and our data base of 3500 professionals
Since 2002, Job Search Digest has provided web-based career services, catering to professionals in the private equity, venture capital, and hedge fund industries worldwide. Every day their team scours all the online job boards (including the specialty niche sites) and brings only the most relevant job opportunities to members. The timeliness and completeness of coverage gives insights into industry hiring activity and a competitive advantage in the job search process.
As a member, your will:
* Receive opportunities from every relevant online job source (including the small niche sites).
* Gain access to exclusive jobs from executive search and hiring firms.
* Save valuable time as each job is screened for relevance.
* Connect with hundreds of niche executive search firms from around the world.
* Negotiate the right package based on salary and bonus survey data.
Hedge Fund Jobs
The alternative avenue is a niche, global employment site specifically designed to meet the recruiting needs of the alternative investment sector. Serving an exclusive community, our mission is to bring specialist, high quality professionals the best job opportunities within the industry and to help companies engage with and hire the most qualified professionals from around the world. We focus exclusively on the alternative investment sector, in particular hedge funds, fund of funds, private equity, venture capital and real estate, predominantly in the UK, US and Asia. With a niche target audience, it allows us to engage in intensive, direct and highly focused, exclusive marketing campaigns to attract the best candidates from around the world.
Each year the alternative avenue selects a charitable organization as the philanthropic focus for the year.
This year, through awareness and financial contribution the alternative avenue will directly benefit the charity Hedge Funds Care. The alternative avenue is committed to donating at least 10% of all revenue generated directly to Hedge Funds Care, which is devoted to combating child abuse.
R.T. Glass & Associates is the distressed asset, specialty mortgage sector industry leader in executive search today. The firm is led by Rick Glass who has developed a disciplined practice focused specifically in nonprime, specialty mortgage banking and distressed asset search and selection since 1993. Mr. Glass's industry research has been featured in Mortgage Banking Magazine and published by the National Bureau of Economic Research. He has led industry panel sessions in this sector for the MBA and Source Media on a regular basis for the past 10 years, served as an active Board Member of the National Home Equity Mortgage Association, MBA Nonprime and Alt A Council Executive Committee and is an invited member of Standard & Poor's Financial Services Research Division, Society of Industry Leaders. His retained boutique operation represents many of today's industry leaders. Mr Glass practice previously led the nations largest executive search firm.
Rick earned his BA in Liberal Arts from St. Mary's College, Moraga, CA and an MBA in Real Estate Finance from Golden Gate University in San Francisco, CA.
| Company: | R.T. Glass & Associates |
| Contact: | Mr. Rick Glass |
| Address: | 5713 Marconi Drive
Suite D Carmichael, CA 95608 United States |
| Phone: | 916 564 3200 |
| Fax: | 916 971 9592 |
| Email: | rick@rtgaa.com |
| Website: | http://www.rtgaa.com |
Marcus & Associates has been in business for over 15 years and had always specialized in placing accounting and finance professionals in financial reporting, general accounting, financial and strategic analysis, planning, business development, treasury and audit positions throughout the New York City tri-state area. In 2007, we have grown our business to include asset management, specifically hedge funds, private equity and other buy side firms.
This division is run by individuals who have been in the asset management business for over 10 years and has contacts across the country with institutional investors, hedge funds, private equity funds and service providers to these funds. It handles clients looking for portfolio managers, directors of marketing, sales, compliance and operations professionals, analysts, research associates and more.
Marcus & Associates has built its reliable reputation on its professional and personal approach to recruiting. We believe in taking the time to understand our clients' environment and culture in addition to the specific technical requirements for each position. We carefully screen each candidate and will never bombard our clients with unnecessary paperwork of unqualified candidates.
Marcus & Associates is a Woman-owned Corporation and strictly adheres to all codes of ethics, including but not limited to those relating to equal employment opportunity, in its recruiting practices. We are recognized amongst our clients as a major source for the hiring of diversity candidates while maintaining our pledge to quality and excellence.
| Company: | Marcus & Associates |
| Contact: | Ms. Lissa Blake |
| Address: | 1501 Broadway New York, NY 10036 United States |
| Phone: | 2128569888 |
| Email: | lissa@marcusjobs.com |
| Website: | http://www |
We are a global search firm, specializing in sourcing and recruiting top-tier investment professionals for Hedge Funds, Fund Of Funds, Traditional Asset Management Firms and Principal Investment groups within financial institutions. With over 25 years of experience, we have successfully completed thousands of searches for companies, who, through their hiring agenda, are role models in the industry. We have a deep understanding of the hedge fund business and the challenges faced at its current level of maturity
Boutique search firm specializing in financial services on a nationwide basis.
We recruit for hedge fund,accounting,wealth management and other excecutive positions.
Acrostaff is a full-service professional staffing firm providing contract and direct hire staffing solutions for hiring organizations with the following specialty skill areas:
Government Solutions; Technology; Finance & Accounting; Clinical Research; Healthcare and Manufacturing
Acrostaff offers a compelling value proposition to its clients by finding the right skill set for their consultant needs. Acrostaff is a values-driven, high energy organization with a fast growing team of top notch professionals. We help customers achieve results by identifying mission critical issues and implementing innovative and customized solutions designed to generate revenue, reduce project costs and access the right information at the right time.
Our Recruiting and Account Management team, of more than 50 members, consists of some of the best specialists, referral recruiters, database recruiters, account managers and Internet specialists in the industry. Almost all of our team members hold a Masters degree and more importantly, possess substantial project delivery experience. So, as a Client or a Consultant, you will interact with people who have been in your shoes. They know where it pinches. They have been there too. They know what you need. And also, what you don't. We offer a full line of comprehensive IT services including Technology deployment services and Enterprise support services. We help businesses design, install, deploy and run their IT, communications and network systems by providing services and the best IT consultants available.
Quantitative Partners, Inc, (QPI) was spun off from Independent Research Associates in 2002. Independent Research Associates was founded in 1995 by Geoff Garbacz and Jim Robinson when they started to represent three research products: Phil Erlanger Research, First Fax, and Jefferson Research. The third partner to join IRA was Jack Bahrenburg who joined in 1995. As time progressed, Geoff and Jack focused exclusively on research and trading applications while Jim focused on raising venture capital and alternative investment assets. Therefore, it made sense to divide IRA into two separate entities which occurred in 2002.
On the research and trading front, QPI represents four independent research firms and serves over 200 institutional money manager clients. Research partners include Phil Erlanger Research, Jefferson Research, IPO Financial and StreetAccount. In addition, QPI produces a Daily Research piece called the QPI Daily Stat Sheet. Our research process includes constant testing and monitoring of our research vendor's models and results. The goal of QPI is to provide its clients quantitative research that is of high quality and proprietary in nature, with excellent performance results on a historical as well as an ongoing basis. QPI research firms have the unique ability to take data, turn it into information and convert it to knowledge. Once the knowledge has been attained, QPI seeks to use its knowledge of the research business to track, monitor and provide insights from a variety of fundamental and quantitative sources.
| Company: | Quantitative Partners Inc. |
| Contact: | Mr. Geoffrey Garbacz |
| Address: | 6441 Enterprise Lane, Suite 1091 Madison, WI 53719 United States |
| Phone: | 608 270 9209 |
| Fax: | - |
| Email: | |