 FEATURED COMPANY
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Scott D. Cooper Director of Marketing
800. 423. 5933
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32133 Lindero Canyon Road, Suite 208
Westlake Village CA 91361 USA
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Specialty: JonesTrading is one of the oldest and largest pure execution-only equity trading firms in the U.S. in equity block trading and execution. Since 1975, the firms sole focus has been creating liquidity for its institutional accounts. JonesTrading provides a unique capability to dig out hidden pockets of liquidity, providing best-execution quality for outsize blocks. JonesTrading is a major provider of liquidity for hedge funds, institutions, M&A specialists, and other risk arbitrage clients who are focused on achieving best execution. With more than thirty years of continuous service to our industry, we remain focused on one mission: to be the premier relationship-based trading platform for leading institutional investors. By actively matching buyers and sellers within our trusted network and executing in all market places as an agent, we help our clients achieve best execution. JonesTrading is an execution broker with a human crossing network that provides natural liquidity. Our ability to control the working order and know our customer is our strength. We are the market in block trading where anonymity, information, and knowledge are key to minimizing impact and maximizing returns. We are a one stop shop for best execution. Our human crossing network, our ability to work orders, and our access to dark pools of liquidity are all available to the customer.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Broker - Dealers/US & North America
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FEATURED COMPANY
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Tina Gilbertson Marketing Specialist
888-325-5072
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1905 Palace Street
La Crosse WI 54603 USA
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Specialty: Kaplan Schweser, a leading provider of Chartered Alternative Investment Analyst SM (CAIA®) exam review materials, is dedicated to offering superior study solutions for candidates committed to increasing their credibility and achieving their career goals. The CAIA is the only education standard uniquely designed for individuals specializing in alternative investments. Successful candidates benefit from our proven Learn • Practice • RetainTM method of exam preparation. Schweser Study Solutions incorporate this approach and are designed to maximize your knowledge while providing efficiency, focus, and structure to an active study plan. Kaplan Schweser is part of Kaplan Inc., a subsidiary of the Washington Post Company and a leading international education services provider. As you strive for continued professional success, look to Kaplan Schweser.
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Sponsor of the Fall 2009 Fund Services Conference, held October 6, 2009, in NYC.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Education and Training/Offshore US & North America
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FEATURED COMPANY
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John A Terzich Director of Sales
630.250.0054
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300 Park Blvd.
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Itasca IL 60143 USA
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Specialty: Lanworth Provides Key Geospatial Data to assist clients in making informed decisions in planning, investments and risk mitigation. The Agricultural Analysis Services Team delivers Real Time Acres and Yield Programs (RAY) for Corn, Soy & Wheat in the US & South America. Wheat Program for Australia, Palm Oil Supply Analysis for Malaysia, Indonesia and Thailand.
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Sponsor of the Managed Futures & Commodities Investing Event, held April 22, 2008, in Chicago IL.
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Research/US & North America
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FEATURED COMPANY
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Patrick Hyland Vice President
1 312 904 6010
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181 W. Madison St
Suite 3200
Chicago IL 60602 USA
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Specialty: LaSalle Global Fund Services provides comprehensive accounting and administration services for alternative investments and structured products. As your single-source for complete front-, middle-, and back-office support, our solutions are customized to the unique structure and strategy of your fund. Utilizing our best-in-class technology systems with a highly customizable reporting engine, you have the ability to mine your fund data and extract reports tailored to your specific needs. From accounting to investor services to tax and audit support, you receive timely and accurate results from a dedicated team. In addition, we offer value-added services to complement our core solutions for your fund, such as custody and cash management.
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Administrators/Offshore US & North America
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FEATURED COMPANY
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Tom Carter President & Head Of Risk
212.753.7568
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570 Lexington Ave
18th Floor
New York NY 10022 USA
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Specialty: LeaderFinder is an executive search provider with a focus on risk related positions in the financial services industry. Recent searches in the investment management space include Chief Operating Officer, Chief Compliance Officer, Chief Risk Officer, and Head of Human Resources. Our hedge fund clients tend to have 20-250 total staff and the addition of a new senior partner is an inherently strategic decision. Knowing this, we work discreetly and thoroughly and we do not rest until our client is totally satisfied that the best possible talent has been reviewed. LeaderFinder relies primarily on network recruiting to fill senior roles and most of our hired candidates were active leaders at other firms at the time of appointment. LeaderFinder is part of the Gow & Partners global search network, ranked Top 25 International Search Firms 2007 by industry watcher Hunt-Scanlon.
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Sponsor of The Lipper HedgeWorld Risk Forum, held October 25, 2007, in Greenwich CT.
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Executive Search/Recruitment/US & North America
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FEATURED COMPANY
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Michael C. Levien Partner
203.921.1281
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20 Summer Street
2nd Floor
Stamford CT 06901 USA
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Specialty: LexPro Research LLC is a risk mitigation firm that provides domestic and international business intelligence services. Our team has over 25 years of research and investigative experience. We specialize in high-level due diligence and background research as well as corporate investigations and litigation support, among other services. Our research can reveal prior criminal activity, regulatory issues, civil litigation, bankruptcy filings, liens, judgments, conflicts of interest, undisclosed assets or liabilities, material misrepresentations and omissions. Our clients include major corporations, law firms, and financial institutions including: investment banks, private equity groups, hedge funds and fund of funds, family offices, and high-net worth individuals. LexPro Research offers a superior product, competitive prices, and fast response times.
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Sponsor of The Lipper HedgeWorld Risk Forum, held October 25, 2007, in Greenwich CT.
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Risk Management/US & North America
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FEATURED COMPANY
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Angie Robert Senior Marketing Analyst
858.244.4720
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9201 Spectrum Center Blvd.
Suite 105
San Diego CA 92123 USA
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Specialty: Life settlements offer a rare investment opportunity to institutional investors. Life settlements are one of the few non-correlated asset classes offering low volatility, minimal gap risk and above market returns. Partnering with the optimal life settlement provider is essential for an institutional investor to enter the life settlement marketplace and realize the highest potential yields, while minimizing risk. Life Settlement Solutions the industrys premier and most respected provider offers investors a significant and steady flow of assets from the industrys most coveted distribution network allowing investors to deploy capital in accordance with investment needs. For more information, contact Life Settlement Solutions at 858/576-8067 or visit www.lss-corp.com.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Risk Management/US & North America
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FEATURED COMPANY
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Tara Phelan Marketing Manager
212-485-8580
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350 Park Avenue
New York NY 10022 USA
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Specialty: Linedata Services (LIN:FP) is the leader for investment software, solutions, and services. Linedata combines global reach, financial strength, and a deep understanding of Asset Management, Leasing & Credit Finance, and Insurance & Savings. Linedata Services Asset Management (www.ldsam.com) provides comprehensive, scalable solutions to the buy-side, managing the entire investment process from pre-trade to settlement. Linedata is unique because it offers a full front- to back-office solution via enterprise installation, hosting, or as an Application Service Provider, and has 20 years experience delivering ASP solutions. Headquartered in France and listed on the Paris stock exchange, Linedata Services achieved revenues of EUR 164.8 million in 2007, has offices worldwide and services more than 800 clients across 50 countries. For more information visit Linedata Services at www.linedata.com.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Technology Vendors/Asia Europe Latin America Offshore US & North America
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FEATURED COMPANY
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Phil Lightfoot Mr.
212-367-7627
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183 Madison Avenue
Suite 1716
New York NY 10016 USA
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Specialty: We provide independent macroeconomic forecasting and analysis to asset managers, banks and global corporations around the world. For over seventeen years we have helped institutions improve their investment thinking, their returns and their management of risk. No other research company, anywhere in the world, relates the macroeconomic outlook so rigorously to the money supply and credit flows within and between countries, while our independence means we are not subject to conflicts of interest and can revel in our freedom to express objective and unbiased views, very often against the prevailing consensus.
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The Lipper HedgeWorld Expo 2006 Fund Services Expo was a success. We thank our sponsors and attendees for their participation.
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Research/Offshore US & North America
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FEATURED COMPANY
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Keisha Clowers AVP, Marketing
678-392-4074
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10 Glenlake Parkway NE
South Tower, Suite 900
Atlanta GA 30328 USA
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Specialty: Welcome to MadisonGrey, the new standard in investment administration and financial operations management. For a wide range of institutional portfolios and funds, we offer more timely and accurate accounting, record keeping and reconciliation services utilizing a highly innovative technology platform. And the fund managers, investment advisors and institutional investors we serve appreciate the fact that we bring real-life investment management experience to the job. For even the most complex investment types, we offer complete back-office administration, three-way reconciliation, institutional investor services, and outsourced operations management. For confidence in your performance, its MadisonGrey.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Administrators/US & North America
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FEATURED COMPANY
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Adrian (Gus) Pope Partner
345-949-8066
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PO Box 309GT, Ugland House, S. Church Street
Georgetown, Grand Cayman NA 00000 Cayman Islands, BWI
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Specialty: Maples and Calder is the world's leading offshore law firm with 150 lawyers and a total staff of 550 worldwide. With offices in BVI, Cayman, Dubai, Dublin, Hong Kong, Jersey and London, Maples and Calder acts for leading international and domestic law firms, major financial institutions and high net worth clients in relation to Cayman Islands, BVI, Irish and Jersey law. We have been advising on the world's most sophisticated offshore financial structures for over 40 years and have the leading position as offshore counsel because the solutions we provide have the integrity to withstand scrutiny. We have a large and expert team of funds lawyers and are consistently ranked No.1 globally as counsel to offshore funds.
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Attorneys/Lawyers/US & North America
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FEATURED COMPANY
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Scott Somerville Senior Vice President
345-945-7099
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PO Box 1093GT
George Town, Grand Cayman NA 00000 Cayman Islands, BWI
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Specialty: Maples Finance, with strategic locations in the British Virgin Islands, the Cayman Islands, Dublin, Hong Kong, Jersey and Luxembourg provides fiduciary, corporate, accounting and fund administration services to Investment Funds and Structured Finance vehicles. Our investment funds division provides a full range of fiduciary, registrar and transfer agency and accounting and administration services to traditional open and closed ended investment funds, hedge funds and private equity vehicles. The highly qualified and experienced professionals of Maples Finance provide exceptional client service upon which fund promoters, investment managers and investors can confidently rely.
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Administrators/Offshore US & North America
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FEATURED COMPANY
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John Quartararo Managing Director
212 822 4800
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712 Fifth Ave
New York NY 10019 USA
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Specialty: Founded in 2004 with offices in New York and San Francisco, Merlin Securities provides hedge funds with a full suite of prime brokerage products and services, including advanced reporting capability for single as well as multi-primed hedge funds. The firms award winning technology provides hedge fund managers with a dynamic performance attribution and risk management portfolio platform. In addition, the firm has both Agency and Outsourced trading desks that provide clients with trading flexibility and access to all markets. In 2006, Merlin Securities earned the InfoWorld Top 100 company award for innovation in technology. In the Global Custodian 2007 Prime Brokerage Survey Merlin was named the number one Prime Broker in North America, number one Prime Broker for single strategy funds and the number one Prime Broker for funds under $100mm. Merlin Securities is a member of NASD and SIPC. For more information about the firm and the survey results, please visit our website at www.merlinsecurities.com
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Prime Brokers/US & North America
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FEATURED COMPANY
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Timothy Kennedy Vice President, Sales/Marketing
212 335 6061
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100 Park Avenue
16th Floor
New York NY 10017 USA
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Specialty: MyComplianceOffice offers wealth management firms an unmatched suite of applications to help manage and automate their compliance activities, cases and documents in a secure, centralized location. MyComplianceOffice's ease of use makes it simple for firms to effectively oversee their entire compliance program. A web-based solution, MyComplianceOffice enables information to be a click away.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Compliance/US & North America
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FEATURED COMPANY
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Stuart Sheppard VP, Director of Sales
(617) 393-2377
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44 Pleasant Street
Suite 200
Watertown MA 02472 USA
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Specialty: InvestorDynamo is an investor and compliance management application for hedge funds and funds of funds. It allows investor relations teams to easily send and track email, fax, and paper mailings to interested parties. The system helps meet compliance requirements, proactively track key statistics (e.g. ERISA exposure), and report to clients online. InvestorDynamo comes in several packages with features and pricing set to appeal to both emerging managers and established funds. All data is accessible in Outlook, offline and via PDAs. Unlike other systems, it poses no risk to your mission-critical applications (trading, email). Netage Solutions, Inc. has been developing software exclusively for the global alternative assets industry for over 7 years and has clients managing over $65 billion in assets worldwide.
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Technology Vendors/Europe US & North America
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FEATURED COMPANY
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FEATURED COMPANY
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FEATURED COMPANY
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Diana Corsino Director
516-933-3700
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500 North Broadway
Suite 243
Jericho NY 11753 USA
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Specialty: NMS Management is committed to providing unbiased educational forums for senior investment professionals from Endowments & Foundations, Family Office Executives, and High Net Worth Individuals. The responsibility to maintain professional excellence in the management of eleemosynary and private assets is a formidable challenge. Since we limit our focus to a small number of niche events throughout the year, our emphasis is placed entirely on the quality and integrity of each program. NMS is committed to educating the investor community, and our efforts are placed on developing the highest quality program content to each of our events. NMS designs programs where investors learn both from each other and our speaker faculty, which is always comprised of the most seasoned investment professionals from around the globe. The mission of NMS Management is exclusively educational in nature, enabling us to offer entirely independent and unbiased programs, in a non-commercial setting. NMS Management does not market or endorse any investment products or services. To preserve the integrity of our meetings, we allocate a restricted number of seats to service providers.
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Conference / Seminar Providers/US & North America
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FEATURED COMPANY
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Douglas Nelson CEO
678-405-4200
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4555 Mansell Road
Suite 140
Alpharetta GA 30022 USA
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Specialty: 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
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Prime Brokers/Offshore US & North America
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FEATURED COMPANY
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Kip Meadows CEO
252.972.9922
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116 S. Franklin Street
Rocky Mount NC 27804 USA
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Specialty: Striving to meet the investment objectives your investors demand requires your constant attention. At Nottingham, we concentrate on the depth of your investment administration needs so that you can focus on your investment strategy and goals. Nottingham Investment Administration specializes in fund accounting and administration services for mutual funds, hedge funds, fund-of-funds, foundations, endowments, and government budgets and investment pools. Our team of fund accountants, transfer agents, attorneys and information technology professionals work closely with our clients to develop ingenious, tailor-made unitized accounting and reporting solutions that improve efficiency, timeliness, accuracy and, ultimately, investment returns.
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Sponsor of the Fall 2009 Fund Services Conference, held October 6, 2009, in NYC.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Spring 2009 Fund Services Conference, held June 18, 2009, in NYC.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Administrators/US & North America
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