CAZ Investments
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Stephen N. Mortenson
Executive Vice President
One Riverway, Suite 2000
Houston TX 77056 USA
713-403-8250
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Specialty: CAZ Investments is a Houston-based wealth management firm providing private asset management services to high net-worth families and institutional investors. The company manages both traditional and non-traditional, alternative investments.
Email: Click here
Financial and Investment Advisers/US & North America
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CAZ Investments
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Stephen N. Mortenson
Executive Vice President
One Riverway, Suite 2000
Houston TX 77056 USA
713-403-8250
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Specialty: CAZ Investments is a Houston-based wealth management firm providing private asset management services to high net-worth families and institutional investors. The company manages both traditional and non-traditional, alternative investments.
Email: Click here
Asset Managers/US & North America
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CB Richard Ellis
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Monica Wolfson MRICS/James Emden
Vice President
200 Park Avenue
New York NY 10166 USA
212 984 8349 /212 984 8337
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Specialty: Speciality: We are the worlds foremost real estate provider with an established dominance throughout Manhattan and New York State. The firm leased more than 26 million square feet of office, retail and industrial transactions amounting to $8.9 billion. James Emden, a 30 year veteran of the New York real estate industry, recognized as one of the industrys top producers in leasing commercial property. Monica Wolfson, has 15 years of international commercial experience. We provide a full service, including in depth market analysis and complimentary research information. We offer exclusive locations at the best prices and for no fee. We have offices in more than 312 markets across 50 countries. The landlord pays our bills.
Email: Click here
Real Estate/US & North America
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CCM
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Steve Smith
Senior Vice President
400 Meadowmont Village Circle
Suite 429
Chapel Hill NC 27517 USA
(800) 922-6864
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Specialty: CCM is a fixed income, soft dollar provider of independent third party research. Our clients include Bloomberg, CreditSights, CMSBondEdge, and others. CCM is an introducing B/D of First Clearing LLC, a subsidiary of Wachovia.
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Soft Dollar Brokers/US & North America
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Centennial Advisory Group LLC
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Frank J. Carr
Managing Partner
30 Oak Street
Suite 203
Stamford CT 06905 USA
203-487-6171
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Specialty: With a focus squarely on the hedge fund industry, Centennial Advisory Group is an independent executive search and strategic consulting firm. Centennial was founded by Frank Carr, an executive search industry veteran and a former hedge fund CFO. Our clients include both hedge fund managers and funds of funds organizations and we specialize in recruiting senior executives for Portfolio Management and Sales & Marketing positions. Centennial also offers customized compensation consulting services in the areas of 1) Salary and Bonus Programs and 2) Equity Ownership Structures. Please contact Frank Carr directly or visit our website for more details: www.centennialag.com
Email: Click here
Executive Search/Recruitment/Europe US & North America
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Charles River Development
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Jen Duggan
Sales Executive
7 New England Executive Park
Burlington MA 01803 USA
781-238-0099
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Specialty: Charles River Compliance provides global, real-time, pre-trade, post execution and end-of-day compliance monitoring for all asset classes. The award-winning system offers powerful data administration, and serves as a central repository for compliance rules, alerts and resolution tracking. The system supports a wide range of regulatory rules and client mandates, features a 1,700+ rule library and other user-friendly tools and allows users to view and address real-time compliance alerts via Web-enabled devices using the Charles River Anywhere portal.
Email: Click here
Compliance/Asia Europe Latin America Offshore US & North America
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Charles River Development
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Jen Duggan
Sales Executive
7 New England Executive Park
Burlington MA 01803 USA
781-238-0099
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Specialty: Charles River Trader provides comprehensive order management and electronic trading for all asset classes, including SWAPs, other derivatives, options, foreign exchange, fixed income and equities. The broker-neutral Charles River Network provides real-time FIX electronic trading, supporting IOIs, trade placement, executions and allocations. Charles River Trader offers real-time pricing, broker management, program/list/algorithmic trading and connects investment professionals to brokers, DMAs, ECNs, ATs, crossing networks and settlement venues.
Email: Click here
Trading and Execution/Asia Europe Latin America Offshore US & North America
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Charles River Development
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Jen Duggan
Sales Executive
7 New England Executive Park
Burlington MA 01803 USA
781-238-0099
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Specialty: <p>Charles River Development provides software and services to over 300 investment firms worldwide. Its award winning Charles River Investment Management System (Charles River IMS) is a comprehensive front- and middle-office software suite for all asset classes that helps hedge funds improve trade execution, automate operations, and reduce risk.</p> <p>Charles River IMS includes: Charles River Manager for portfolio management and modeling; Charles River Trader for order management and electronic trading; Charles River Compliance for real-time pre-trade, post-execution and end-of-day compliance; and Charles River Post-Trade for centralized processing. The system supports multi-strategy analysis, real-time P&L, and incorporates real-time FIX trading via the broker-neutral Charles River Network. Charles River IMS connects to prime brokers, accounting systems, fund administrators, settlement venues, counterparties and more. The systems N-Tier service oriented architecture is highly scalable, supports 24x7 operations, and offers options for rapid systems integration. Charles River offers many services including express implementation services for hedge funds as well as FIX administration and hosted and remote application management.</p>services.
Email: Click here
Technology Vendors/Asia Europe Latin America Offshore US & North America
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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CheckFundManager.com
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BJ Desmond
VP Risk Management Investigations
28 North Main Street
West Hartford CT 06107 USA
+1 860.666.9595
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Specialty: CheckFundManager conducts background investigations on hedge funds and fund managers. Identify fraud and avoid undue risk. Thousands of funds researched. We are the largest provider of investigative services in the industry. Call for a report sample and access to the report database.
Email: Click here
Risk Management/Asia Europe Latin America Offshore US & North America
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Coleman, Epstein, Berlin & Company LLP
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Patrick O'Malley
Partner
515 N. State Street
Suite 2300
Chicago IL 60610 USA
312-245-0077
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Specialty: Coleman, Epstein, Berlin provides an array of services to hedge funds. Our services include review of your documents, audit, tax (including K-1s). Our clients enjoy timely reporting to help maintain the highest levels of investor confidence.
Email: Click here
Accounting Firms/Offshore US & North America
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Communicator Inc
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Gary Reifman
Business Development
360 Hamilton Avenue
2nd Floor
White Plains NY 10601 USA
914-872-2840
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Specialty: Communicator Inc is a service provider to the institutional financial industry. Communicator offers a suite of critical services for OTC derivatives confirmation processing, counterparty documentation distribution, certification management and secure management collaboration.
Email: Click here
Derivatives/US & North America
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The Lipper HedgeWorld Expo 2005 was a success.
We thank our sponsors and attendees for their participation.
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Comprehensive Recruiting
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Craig Stocksleger
Partner
1208 E Broadway Rd
Suite 218
Tempe AZ 85282 USA
480 968-4000
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Specialty: Our team has expertise in placing top talent with the leading Hedge Funds in the following areas: PhD Quants, Trading, Research, Portfolio Mgmt, Risk Mgmt, Developers/Modelers/ IT, Compliance, and Operations. Please visit www.comprehensiverecruiting.com
Email: Click here
Executive Search/Recruitment/Europe US & North America
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Corporate Resolutions Inc.
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Ken Springer, President
Don Klaskin, Managing Director
17 West 24th Street
4th Floor
New York NY 10010 USA
212-691-3800
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Specialty: Corporate Resolutions Inc.(CRI) conducts a variety of background fact gathering investigations for fund of funds, hedge funds, venture capital & buyout firms, banks, law firms and others. CRI also conducts corporate fraud, labor/employment and computer forensics investigations as well as provides systems & facilities security assessments. Corporate Resolutions Inc., founded in 1991, is a New York City based international business investigations firm formed by and staffed with former FBI agents, intelligence analysts and white-collar crime investigators. CRI has additional offices in Boston and London and operates through a network of 3,000 vetted national and international investigative correspondents.
Email: Click here
Risk Management/Asia Europe Latin America Offshore US & North America
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CV Associates, LLC
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Lise Burkard-Vacca
Partner
228 West 71st Street, Suite 11H
New York NY 10023 USA
212-706-1696
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Specialty: A boutique firm we recruit top-tier candidates for Hedge Funds and Investment Banks, specializing in, Arb Strategies including: Statistical, Convertible, Distressed, Capital Structure, Risk, Fixed Income, Relative Value, Event Driven, & Credit.
Email: Click here
Executive Search/Recruitment/Europe US & North America
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Data Shaping Solutions, LLC
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Vincent Granville
Strategy Architect & Founder, Ph.D.
1001 Parkview Drive
Pittsburg CA 94565 USA
925-432-4104
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Specialty: Stock trading strategies designed by a statistician from Cambridge University. Daily buy and sell signals for all stocks. Consulting: customized solutions in computational finance, risk management, data mining. Trading and statistical seminars.
Email: Click here
Trading Systems/Europe US & North America
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Data Storage Corporation
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Charles M. Piluso
President
One Penn Plaza
Suite 2210
New York NY 10119 USA
212.564.4922
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Specialty: Off-site data backup & restoration services plus E-mail retention are all offered by Data Storage Corporation. We provide disaster recovery; point & click file restoration; & protection against hard drive crashes. Visit us at www.dscorp.net
Email: Click here
Technology Vendors/US & North America
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Davis Wright Tremaine LLP
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Keith G. Baldwin
Partner
2600 Century Square
1501 Fourth Avenue
Seattle WA 98101-1688 USA
206-628-7628
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Specialty: DAVIS WRIGHT TREMAINE is a full-service law firm, with extensive experience representing hedge funds, venture funds, investment advisors and broker-dealers. Our hedge fund practice covers all aspects of fund formation, structure and ongoing compliance with securities and tax laws. We work with a variety of other hedge fund professionals to provide a complete package of all services needed to form and run a hedge fund efficiently. We work with both new and established hedge funds.
Email: Click here
Attorneys/Lawyers/US & North America
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DC Resource Consulting
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Denise Chochrek
Owner
P.O. Box 295310
Lewisville TX 75029 USA
972-219-8641
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Specialty: Your #1 resource on companies, people and industry. Whether you need background checks, updates on govt regulations, new industry developments, or keeping an eye on potential clients - we are the service for you.
Email: Click here
Information Providers/US & North America
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Deloitte
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Jim Calvin
Partner
Deloitte Tax LLP
Two World Financial Center
New York NY 10281-1414 USA
212 436 5785
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Specialty: Deloitte Touche Tohmatsu is an organization of member firms devoted to excellence in providing professional services and advice to our clients. Deloitte's Global Financial Services Industry practices offer a wide array of services that are specifically designed for the alternative investment management sector.
Email: Click here
Accounting Firms/Asia Europe Latin America Offshore US & North America
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Donald R. Sandler, CPA, P.C. and Affiliate ACSB Sandler, LLP
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Donald R. Sandler
Donald R. Sandler, CPA Partner
43 Charles Street
Needham MA 02494 USA
781-455-1480
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Specialty: We are an Independent Auditing and Accounting Firm serving the business and financial services community of Massachusetts and New England. We also have affiliates in New York, New Jersey and the Cayman Islands (ACSB Sandler, LLP). We provide auditing, tax, and accounting services to hedge funds, commodity pools, and Investment advisors. Visit us on the Web at donsandler.com.
Email: Click here
Accounting Firms/Offshore US & North America
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