Currently registered for Bermuda 2010:
Investors:
Aksia LLC
Alberta Teachers' Retirement Fund Board
Albourne America LLC
Al-Dar Trading Co. (Investments)
Amelia Peabody Foundation
American Legacy Foundation
Ashford Consulting Group
Ball State University Foundation
Burlington City Retirement Board
Cambridge Associates
Cambridge Financial Services Group, Inc.
Canadian Medical Protective Association
Commonwealth Fund
Connecticut Investments LLC
Cook Children's Health Care System
Cornell University, Office of University Investments
DeKalb County Employees' Retirement System
Endurance Services Limited
Fairfax County Police Officer's Retirement System
George Washington University
Greater Cincinnati Foundation
Hammond Associates
Jacksonville Police & Fire Pension Fund
Kruger, Inc.
LYNX Capital SA
Mercer
Montpelier Reinsurance Holdings Ltd.
National Grid
Nuclear Electric Insurance, Ltd.
Oakland Police & Fire Retirement Systems
Omnium
Renaissance Re
Sharp Electronics
The Barclays UK Retirement Fund
The Canadian Medical Protective Association
The College of William and Mary Foundation
The Helmsley Trust
The Juilliard School
The Ohio State University
The Oil Group of Companies
The State Association of County Retirement Systems (CA)
The UConn Foundation, Inc.
Tulane University
University of Florida Investment Corporation
University of Virginia, Virginia Retirement System
Utah Retirement Systems (URS)
Verizon
Wake Forest University
WR Group Holdings
Hedge Funds and Fund-of-Funds:
Alternative Beta Partners AG
Antarctica Asset Management (UK) LLP
AQR Capital Management
Arrowgrass Capital Partners
Arrowpoint Partners
Atalaya Capital Management LP
Axel Capital Management
Blackstone Alternative Asset Management LP
Blue Hill LLC
Brahman Capital Corp.
Breakpoint Asset Management
Cadogan Management, LLC
Camulos Capital
Capstone
Capula Investment Management LLP
Clarium Capital Management
Clough Capital Partners
Crestline Investors
Cypress Tree Investment Management LLP
Dalton Investments LLC
Dextral Capital LP
DiFiglia Capital Management LLC
Discovery Capital Management, LLC
Diversified Global Asset Management
Doubloon Capital LLC
Doyle Fund Management
Efficient Capital Management
Emerging Asset Management Ltd
EQA Partners, LP
Equinox Partners, L.P.
Flintlock Capital Asset Management, LLC
Focus Investment Group
GAM
Glazer Capital, LLC
Gramercy
Guggenheim Advisors
HAN Capital Management
Harbinger Capital Partners
Hawker Capital
Indus Capital Partners
International Asset Management Limited (IAM)
Investment Management Division of Goldman Sachs
Kazazian Asset Management, LLC
KLS Diversified Asset Management LP
Krusen Capital Management, LLC
Landmark Value Investments
Lazard Asset Management
LightKeeper, LP
Lyford Group International
M.D. Sass
Mapleridge Capital Corp
Marathon Asset Management, LP
Mariner Investment Group, LLC
Marshall Spectrum
Merfin, LLC
Meridian Fund Managers, Ltd.
Merrill Lynch Private Wealth Management
Mesirow Financial
Miura Global Management
Moon Capital Management LP
Morgan Creek Capital Management
Narragansett Asset Management
Nephila Capital Ltd.
Neuberger Berman LLC
New China Capital Management
Oak Hill Advisors, L.P.
Optcapital LLC
Osmium Capital Management
Otter Creek Management
Paine Heights
PAR Capital Management
PennantPark Investment Advisers
Perella Weinberg Partners
Pershing Square Capital Management
PMA - USA, Inc.
Primus Asset Management
Privet Capital LLC
Profit Investment Management
Protégé Partners, LLC
Prudential Fixed Income
PSQR Capital Management
Ramsey Asset Management
Ramsey Quantitative Systems, Inc.
Regiment Capital Advisors
Revere Capital Advisors LLC
S.A.C. Capital Advisors, LP
Sabretooth Capital Management
Savile Finance Group
Scottwood Capital Management Advisors LP
SeaCap Partners
Shoreline Trading Group
Sire Management Corporation
SK Capital Trust
SkyBridge Capital
Spruce Private Investors, LLC
Systematic Alpha Management, LLC
Taylor Investment Advisors
The 1794 Commodore Funds
The Rohatyn Group
Third Point LLC
Tiburon Capital Management
Tiedemann Wealth Management, LLC
TradeLink
VARA Capital Management, LLC
Victory Capital Management Inc
WestSpring Advisors, LP
YYC Capital Management LP
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I was impressed by how well the meeting was run and by the quality...

Robert S. Loigman, Friedman Kaplan Seiler & Adelman LLP
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Platinum Sponsor(s)
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The Bermuda Department of Tourism is responsible for the coordination of the efforts of promotion, sales and product development and to encourage and develop tourism in a Bermuda. The Department’s overall goal is to increase visitor air arrivals through its exclusive geocentric marketing strategies and event sponsorships, and provide information, services and activities to enhance Bermuda’s visitor experiences.
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The mandate of the Ministry of Finance is to supervise the Bermuda economy and to provide overall financial management of central government activities. The team within the Ministry of Finance headquarters is specifically tasked with facilitating balanced economic growth & development, providing strategic direction and overall financial management & control of government activities and safeguarding Bermuda’s national economic interest in the global economy. Through this government department Bermuda seeks to maintain its reputation as an established, experienced financial jurisdiction focused on the careful regulation of very dynamic, competitive, effective and financially intelligent market sectors. Bermuda is recognized as an international financial centre for investment fund business and administration supported by a wide range of related service providers.
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Gold Sponsor(s)
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Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as retail clients in Switzerland. Credit Suisse is active in over 50 countries and employs approximately 40,000 people. Credit Suisse's parent company, Credit Suisse Group, is a leading global financial services company headquartered in Zurich. Credit Suisse Group's registered shares (CSGN) are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at http://www.credit-suisse.com.
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Deloitte Bermuda specializes in assurance services for Alternative Investment clients. The Alternative Investment practice has dedicated partner lead teams who specialize in a range of assurance services for all major fund structures and strategies. Deloitte tax in Bermuda specializes in tax compliance and planning work for funds, investors and investment advisors and has significant strengths in Bermuda and through Deloitte Touche Tohmatsu International member firms for the full range of tax services to the industry.
Deloitte & Touche
Corner House
Church and Parliament Streets
Hamilton HM12
P.O. Box HM 1556
Hamilton HM FX
Tel: +1 441 292 1500 | +1 441 292 0961
http://www.deloitte.com
Deloitte Contacts:
Roger Titterton, FCA
Direct: +1441 299 1313
rtitterton@deloitte.bm
Mark Baumgartner, CA
Direct: +1441 299 1322
mbaumgartner@deloitte.bm
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Trading Technologies (TT) develops high-performance trading software for buyside firms and other derivatives professionals, including the world’s premier hedge funds, Commodity Trading Advisors, brokers, investment banks, proprietary traders, Futures Commission Merchants and other trading institutions. The company’s X_TRADER® software and related services provide direct access to dozens of the major international derivatives exchanges. TTNET™, TT's fully managed hosting solution, delivers maximum system stability and fast trade execution via hubs located close to the major exchanges in Chicago, New Jersey, London, Frankfurt, Singapore and Tokyo.
X_TRADER facilitates manual and automated trading styles with a fully customizable interface and a broad array of components, including MD Trader®, Autotrader™, Autospreader®, the Autospreader® Strategy Engine server-side spreader, FIX Adapter and X_TRADER API. X_TRADER also incorporates a robust charting and analytics application, X_STUDY®, at no extra charge.
Headquartered in Chicago with 11 offices globally and more than 600 personnel, TT has received “best in class” awards from numerous independent third parties including Buy-Side Technology, FOW, The Technical Analyst and Chicago magazines as well as the Illinois Information Technology Association (ITA). Contact your regional TT office for more information.
Website:
www.tradingtechnologies.com
Email:
sales@tradingtechnologies.com
Phone:
Chicago (312) 476 1000
New York (212) 313 5300
London +44 20 7929 6161
Singapore +65 6395 7000
See website for additional office locations.
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Silver Sponsor(s)
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A superior tool in your hands can help you achieve superior results on the balance sheet. Tradebook integrates a world of trading strategies and research analytics with comprehensive front-to-back execution, clearing and settlement solutions for equities, futures, options and FX instruments in over 60 global markets.
Founded in 1996, BLOOMBERG TRADEBOOK® is a leading global agency broker used by institutional traders, broker-dealers, hedge fund managers, market-makers and portfolio managers worldwide. We provide consultative services to help you seek superior trade results, customize independent research and design commission management services to seek the industry’s best-of-breed solutions.
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The CBOE Futures Exchange (CFE), an all-electronic futures exchange and home of VIX futures, its flagship product, is a subsidiary of the Chicago Board Options Exchange (CBOE), the largest U.S. options exchange and creator of listed options. CBOE offers equity, index and ETF options, including proprietary products such as options on the S&P 500 (SPX) and the CBOE Volatility Index (VIX). CBOE’s Hybrid Trading System incorporates electronic and open-outcry trading, enabling customers to choose their trading method. CBOE’s Hybrid is powered by CBOEdirect, a proprietary, state-of-the-art electronic platform that also supports the CBOE Futures Exchange (CFE), CBOE Stock Exchange (CBSX) and OneChicago.
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Citi is one of the industry’s leading global providers of administration, accounting and tax services for alternative investment products as well as a trusted custodian with over $12 trillion in assets under custody, globally. As one of the largest global administrators with more than $340 billion in assets, Investment managers of hedge funds, fund of funds and private equity funds turn to Citi for innovative and tailored solutions including independent NAV calculations, investor services, custody services, financing, banking, tax recordkeeping and reporting and comprehensive web reporting.
For more information, visit our website at http://www.transactionservices.citigroup.com.
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As the world’s largest and most diverse derivatives marketplace, CME Group is where the world comes to manage risk. CME Group exchanges offer the widest range of global benchmark products across all major asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities, metals, weather and real estate. CME Group brings buyers and sellers together through its CME Globex® electronic trading platform and its trading facilities in New York and Chicago.
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KPMG in Bermuda provides audit, tax, and advisory services to the Investments industry.
Personalized service, in-depth industry experience and a global network of resources are the foundation of KPMG’s Investment Practice.
Through our extensive global network of KPMG member firms we can provide dedicated resources in key major international financial centers and offshore jurisdictions that are knowledgeable in local regulations and operations.
The depth and breadth of our international network gives KPMG member firms the resources necessary to provide fresh strategies and approaches to help meet our clients’ most complex challenges.
Contact:
Craig Bridgewater
Partner & Industry Coordinator
KPMG
Crown House
4 Par-La-Ville Road
Hamilton, HM 08
Bermuda
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With more than 50 years of experience, RSM McGladrey and McGladrey & Pullen’s hedge funds/alternative investment practice works with more than 1,900 hedge funds, investment partnerships, fund of funds, investment advisors, broker-dealers and futures commission merchants, including more than 450 private equity groups. We specialize in addressing the complex operational, financial reporting and compliance issues facing the industry. Some of the services we provide include financial statement audits, tax structuring and risk management available through practice hubs in New York, Chicago, Dallas, Denver Washington, D.C., and the Cayman Island. McGladrey consistently ranks in the top five of US accounting and business advisory firms and in the top seven globally.
For more information, please visit: http://www.rsmmcgladrey.com/Industries/Financial-Services?itemid=170&mid=170
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Nova Scotia, Canada is a strategic destination for middle and back office operations for international financial services firms.
The province’s educated and loyal workforce; advantageous time zone; proximity to key markets; and collaborative business environment position Nova Scotia to meet the needs of financial services companies.
KPMG’s 2008 Competitive Alternatives Report once again ranked Canada and Nova Scotia as leading cost-competitive locations among the G7 nations. Nova Scotia Business Inc. (NSBI) and its partners have expertise and incentive programs for companies looking to increase their competitiveness and grow their bottom line by relocating or expanding in the province.
Join leading companies like Citco Fund Services, Butterfield Fulcrum, Meridian Fund Services and Castle Hall Alternatives in Nova Scotia, Canada.
For more information, contact:
Erik Nobbe
Investment Attraction
Nova Scotia Business Inc.
Tel: 1.902.424.0139
Email: enobbe@nsbi.ca
JP Robicheau
Investment Attraction
Nova Scotia Business Inc.
Tel: 1.902.424.7926
Email: jprobicheau@nsbi.ca
www.novascotiabusiness.com
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Pershing Prime Services delivers an unconflicted, comprehensive suite of global prime brokerage solutions, including extensive access to securities lending, dedicated client service, robust technology and reporting tools, worldwide execution and order management capabilities, a broad array of cash management products and the integrated platform of BNY Mellon. Pershing Prime Services is a service of Pershing LLC.
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RiskMetrics is a leading provider of risk management and corporate governance products and services to the global financial community. By bringing transparency, expertise and access to the financial markets, RiskMetrics helps investors better understand and manage the risks inherent in their financial portfolios. RiskMetrics solutions address a broad spectrum of risk across clients' financial assets. Headquartered in New York with 20 global offices, RiskMetrics serves some of the most prestigious institutions and corporations worldwide.
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Saxo Bank is a global investment bank specialising in online trading and investment of financial products across the international markets. Our suite of online trading platforms provide efficient and reliable trading solutions to both private investors and institutional clients.
Saxo Bank has always placed an emphasis on the enabling capacities of technology. We believe such a focus is a vital prerequisite for being competitive within the online trading industry. The safeguarding of client information is a particularly critical concern for the Bank, and a dedicated team of experienced IT professionals work diligently to ensure the ongoing integrity of Saxo Bank’s information and operating systems.
Since 1992, Saxo Bank has been a major trading facilitator to the global capital markets. Our dedication to the trader, evidenced in part through our approach to aggregating liquidity and global exchange access, has placed the Bank in a position of significant prominence within the industry. Furthermore, our FX trading solutions have received frequent recognition within the industry; a corollary of aggressive pricing, superior liquidity, and outstanding reliability. We are incredibly proud of the relationships which we have established with our clients over the years, and our ever expanding Forex offerings represent our commitment to the ongoing development thereof.
Saxo Bank is a fully licensed and regulated European bank. Following the bank’s recognition thus in 2001, our devotion to faultless client services and competitive pricing has positioned us as a leading presence within the online trading industry. In collaboration with our technologically superior suite of trading platforms, the tireless support which we deliver to our global base of retail traders, corporations and financial institutions is why our clients are proud to choose Saxo Bank as their broker of choice.
For further information on Saxo Bank’s extensive range of trading solution, please visit our website us.saxobank.com or call us on +1 800 961 0169.
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State Street Alternative Investment Solutions (AIS), a business unit of State Street Corporation, is one of the world’s leading alternative investment service providers with $443 billion in assets under administration as of December 31, 2009. State Street AIS provides a complete suite of fund accounting, fund administration, risk and credit services to institutional investors, hedge fund managers and private equity fund managers. State Street Corporation is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $18.8 trillion in assets under custody and administration and $1.9 trillion in assets under management as of December 31, 2009, State Street operates in 25 countries and more than 100 geographic markets worldwide.
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SunGard’s new service named Cliq™, is aimed at revolutionizing global derivatives industry processing. A hub for all aspects of communication among all parties involved in the post-trade lifecycle, Cliq consolidates trades, positions and other data from exchanges, order management systems and back-office platforms to provide a single, real-time view of a firm’s activity and workload. In addition, Cliq automates transactions between participants, highlights exceptions, and expedites post-trade processing instructions for listed derivatives. As a result, buy-side firms have greater control and transparency around their activities, while their sell-side counterparts can increase efficiency and reduce execution and counterparty exposure.
SunGard is a leading provider of solutions for clearance and settlement, global securities and derivatives transaction processing, data management, compliance, new account opening, and tax reporting designed to help broker dealers, buy/sell side firms, futures commission merchants, hedge funds, research firms, proprietary trading firms, tax processors and public companies streamline operations, control risk and cost, and expand business opportunities.
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Breakfast Sponsor(s)
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Nova Scotia, Canada is a strategic destination for middle and back office operations for international financial services firms.
The province’s educated and loyal workforce; advantageous time zone; proximity to key markets; and collaborative business environment position Nova Scotia to meet the needs of financial services companies.
KPMG’s 2008 Competitive Alternatives Report once again ranked Canada and Nova Scotia as leading cost-competitive locations among the G7 nations. Nova Scotia Business Inc. (NSBI) and its partners have expertise and incentive programs for companies looking to increase their competitiveness and grow their bottom line by relocating or expanding in the province.
Join leading companies like Citco Fund Services, Butterfield Fulcrum, Meridian Fund Services and Castle Hall Alternatives in Nova Scotia, Canada.
For more information, contact:
Erik Nobbe
Investment Attraction
Nova Scotia Business Inc.
Tel: 1.902.424.0139
Email: enobbe@nsbi.ca
JP Robicheau
Investment Attraction
Nova Scotia Business Inc.
Tel: 1.902.424.7926
Email: jprobicheau@nsbi.ca
www.novascotiabusiness.com
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Exhibitor(s)
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Battea - Class Action Services is a leading provider of securities class action claims filing services for institutional investors. A full-service, outsourced solution to the manual and complex claims filing process, Battea harnesses the power of technology to maximize clients’ award recoveries and deliver the highest net return on settlement assets. Through our proprietary, fully automated Claims Engine®, Battea processes client’s historical portfolio holdings to accurately determine securities class action settlement eligibility and file claims on their behalf. Our team of experts derives their expertise from a deep knowledge of systems design, infrastructure requirements and data security as well as expertise in trade analysis, including equities, options and other derivative instruments. Battea’s clients include hedge funds, money managers, pension funds and other beneficial owners of publicly traded securities.
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At Bermuda Commercial Bank, we focus solely on commercial, corporate and high net worth clients offering an array of banking solutions, as well as a full range of custody, fund administration, trusts and corporate services.
Our professional team’s personal approach and individual attention to our clients’ needs allows us to enhance our clients’ profitability, saving them time and providing them with the premier service they demand.
http://www.bcb.bm
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Established in 1971 the Bermuda Stock Exchange (BSX) is now the world’s leading fully electronic offshore securities market, with a current market capitalisation (excluding mutual funds) in excess of US$200 billion.
There are 650 securities listed on the BSX of which nearly 350 are offshore funds and alternative investment structures. Trading occurs daily and settlement on a rolling T+3 basis using BEST, the BSX’s Central Limit Order Book trading mechanism which is tightly integrated with the Exchange’s clearing, settlement and depository platforms.
The BSX, recognised by the US SEC as a Designated Offshore Securities Market, is a full member of the World Federation of Exchanges (WFE) and is located in an O.E.C.D. member nation.
http://www.bsx.com
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A Name You Can Trust - Consolidated Fund Services (CFS) is a full service fund administrator who provides a suite of core services to both hedge funds and partnerships in Bermuda and various other offshore jurisdictions. These services include accounting, shareholder and transfer agency services, corporate services and maintenance of corporate records. Our suite of core services has been designed for a Fund that is just starting out or a well established Fund. Our main focus is to provide excellent customer service in reporting all information on an accurate and timely basis and providing investors with an independent valuation.
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Coventry created the secondary market for life insurance in the US. For more than two decades, we have been a leader in the longevity space, executing more than $30 billion in longevity-linked transactions. With offices in Philadelphia, London, Hong Kong and Sydney, we offer unrivaled access to the uncorrelated performance and low volatility of this truly alternative asset class.
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ING aims to deliver its financial products and services in the way its customers want them delivered: with exemplary service, convenience and at competitive prices. This is reflected in our mission statement: to set the standard in helping our customers manage their financial future.
ING is a global financial institution of Dutch origin, currently offering banking, investments, life insurance and retirement services to meet the needs of a broad customer base. Going forward, we will concentrate on our position as an international retail, direct and commercial bank, while creating an optimal base for an independent future for our insurance operations (including investment management).
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J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. A division of JPMorgan Chase Bank, N.A. (NYSE: JPM), WSS leverages the firm's unparalleled scale, leading technology and deep industry expertise to service investments around the world. It has $13.7 trillion in assets under custody and $3.7 trillion in assets under administration.
J.P. Morgan provides innovative custody, collateral management, securities lending, fund services, clearance and settlement, depositary receipts, and alternative investment services to the world's largest institutional investors, alternative asset managers and debt and equity issuers.
J.P. Morgan Hedge Fund Services (J.P. Morgan) provides administration, middle office and end-to-end banking solutions to meet the complex, global servicing needs of hedge funds. J.P. Morgan is a trusted, stable partner-backed by a premier bank-and offers the most complete product suite in the market, including integrated cash management, derivatives, FX, liquidity, prime brokerage risk, and security lending solutions, designed to help optimize efficiency, enhance revenues and mitigate risk associated with global investing.
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NorthPoint Trading Partners, a member company of ConvergEx Group, provides Prime Brokerage services to Hedge Funds, Family Offices, Mutual Funds, and Registered Investment Advisors. By combining boutique firm service and pricing, with professional clearing and Prime Brokerage services, our clients get a package that, previously, only the largest institutions could access. Our clients benefit from:
- 24 Hour Global Trading
- Single and Multi-Prime Solutions
- Multiple Custody Options
Goldman Sachs Execution and Clearing L.P.
J.P. Morgan Clearing Corp.
Jefferies Clearing and Execution Services
- Multi-Asset Class Electronic Trading and Management
- A choice of trading platforms that provide direct market access
- Consolidated performance reporting across multiple accounts
- Outsourced trading via our fully staffed trading desk
- Independent Global Research
- Capital introduction services
- Marketing and design services
- Dedicated service team
Our clients receive the benefit of boutique firm service and pricing, combined with professional clearing and prime brokerage services. In addition, we offer integrated portfolio and trading functionality, a suite of pre-trade and post-trade analytics as well as direct access to multiple securities lending groups.
Trading Platforms- NorthPoint Trading Partners offers high-end trading systems and front-end solutions that provide hedge funds, institutions, family offices, and proprietary traders the ability to create various order types and automate trading strategies. Clients can also outsource their trading requirements via our fully staffed trading desk.
About NorthPoint - Our firm is dedicated to serving professional investors. Our team has an average of fifteen years of experience in the brokerage industry. Our backgrounds range from sell side institutional brokers, to buy side portfolio managers and hedge fund traders. Our experience gives us a unique insight and ability to service our clients. We are proud of the fact that, over the years, our business has grown largely through referrals from current clients. We truly believe that the brokerage business is a service business and that we provide a superior product to our clients, whether they are a large institution or a small hedge fund. We feel confident that our future clients will be as pleased with our service and expertise as the ones that we have had for years.
Atlanta (678) 405-4200 - New York (203) 594-7232 - San Diego (760) 230-2634
Chicago (630) 746-7224 - Dallas (972) 663-3940
www.nptradingpartners.com - info@nptradingpartners.com
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Omnium, a hedge fund administration business, brings together leading experts in hedge fund operations, financial control and technology. Our passion for process is the cornerstone of our culture representing the close partnership between our people, our technology and our clients. By partnering with us, our clients can focus on their core business of investing, while leveraging our unique and advantaged ability to deliver Operational Alpha through the provision of middle and back office services.
http://www.omnium.com
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PricewaterhouseCoopers provides industry-focused assurance, tax and advisory services to build public trust and enhance value for its clients and their stakeholders. Over 163,000 people in 151 countries across our network share their thinking, experience and solutions to develop fresh perspectives and practical advice.
Our Bermuda asset management practice combines global insight and local knowledge to provide a unique combination of coordinated audit, tax and advisory services to alternative investment clients domiciled in and/or administered in Bermuda. Our substantial local knowledge and expertise is underpinned by the reach and local knowledge of the PricewaterhouseCoopers global network of alternative investment industry professionals.
http://www.pwc.com/bm
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Rothstein Kass provides audit, tax and advisory services to clients including hedge funds, fund of funds, private equity, broker-dealers and registered investment advisors. The Rothstein Kass Financial Services Group is consistently ranked as a top service provider to the alternative investment industry. We are experts in the field, working with clients within the hedge fund industry to anticipate opportunities on the horizon as well as help them to respond to short-term competitive challenges.
Beyond audit and tax services, Rothstein Kass provides a full array of integrated services, including strategic business counseling, regulatory compliance and SEC advisory services, insurance and risk management consulting and family office services. Rothstein Kass has offices in California, Colorado, New Jersey, New York, Texas and the Cayman Islands.
Rothstein Kass Business Advisory Services, LLC professionals provide value added and result oriented consulting services to clients across industries in the areas of strategy, operations, technology, risk, compliance, dispute resolution and investigations. Rothstein Kass Business Advisory Services, LLC is an affiliate of Rothstein, Kass & Company, P.C., a premier certified public accounting firm serving clients for more than 50 years.
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Rothstein Kass provides audit, tax and advisory services to clients including hedge funds, fund of funds, private equity, broker-dealers and registered investment advisors. The Rothstein Kass Financial Services Group is consistently ranked as a top service provider to the alternative investment industry. We are experts in the field, working with clients within the hedge fund industry to anticipate opportunities on the horizon as well as help them to respond to short-term competitive challenges.
Beyond audit and tax services, Rothstein Kass provides a full array of integrated services, including strategic business counseling, regulatory compliance and SEC advisory services, insurance and risk management consulting and family office services. Rothstein Kass has offices in California, Colorado, New Jersey, New York, Texas and the Cayman Islands.
Rothstein Kass Business Advisory Services, LLC professionals provide value added and result oriented consulting services to clients across industries in the areas of strategy, operations, technology, risk, compliance, dispute resolution and investigations. Rothstein Kass Business Advisory Services, LLC is an affiliate of Rothstein, Kass & Company, P.C., a premier certified public accounting firm serving clients for more than 50 years.
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Standard & Poor's, a division of The McGraw-Hill Companies, Inc., is a leading provider of global financial information, analysis, advice, and credit ratings. With nearly $US 5 trillion in world wide assets benchmarked to its indices and over 80 years of experience as a global index innovator, Standard & Poor’s is widely regarded as an authoritative source for index data and information around the world.
Standard & Poor’s comprehensive suite of equity, fixed income, alternative, strategy and custom indices provide investors with an index for every investment. From the investable S&P Global 1200 to the S&P Global Equity Index Series, S&P global equity indices offer accurate measures of the markets by region, sector, style, and size. S&P U.S. Indices including the S&P 500, S&P MidCap 400, and S&P SmallCap 600 are regarded as leading indicators of the U.S equity market. Other widely tracked equity indices include: the S&P Emerging Markets series, S&P/IFCI; S&P GCC (Gulf Cooperation Council); S&P Global Thematic; and S&P Global Shariah indices. S&P alternative index offerings include S&P/Case-Schiller® Home Price Indices and S&P Listed Private Equity. S&P/GSCI™ is widely used as a leading measure of general price movements and inflation in the world economy.
Recognized as a pioneer in index development for sophisticated index-linked products, S&P has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993. Currently, more than 50% of all U.S. ETF assets are indexed to S&P indices.
For a more comprehensive review of Standard & Poor’s indices, please visit www.indices.standardandpoors.com.
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Sunrise Capital Partners proudly celebrates 30 years as a leader in Managed Futures and offers one of the most profitable track records in the alternative investment industry.
Sunrise highlights include:
-A Barron's Top 100 Hedge Fund and an Absolute Return Magazine top manager nominee in 2009
-14% compounded net annual returns over the past 15 years; 13% over the past 10 years; 10% over the past 5 years; and 15% over the past 3 years
-$1 billion in AUM including more than $100 million in proprietary capital
-Onshore and Offshore (Cayman) Funds and Managed Accounts available
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Internet Cafe Sponsor(s)
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SunGard’s new service named Cliq™, is aimed at revolutionizing global derivatives industry processing. A hub for all aspects of communication among all parties involved in the post-trade lifecycle, Cliq consolidates trades, positions and other data from exchanges, order management systems and back-office platforms to provide a single, real-time view of a firm’s activity and workload. In addition, Cliq automates transactions between participants, highlights exceptions, and expedites post-trade processing instructions for listed derivatives. As a result, buy-side firms have greater control and transparency around their activities, while their sell-side counterparts can increase efficiency and reduce execution and counterparty exposure.
SunGard is a leading provider of solutions for clearance and settlement, global securities and derivatives transaction processing, data management, compliance, new account opening, and tax reporting designed to help broker dealers, buy/sell side firms, futures commission merchants, hedge funds, research firms, proprietary trading firms, tax processors and public companies streamline operations, control risk and cost, and expand business opportunities.
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Tennis Sponsor(s)
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Trading Technologies (TT) develops high-performance trading software for buyside firms and other derivatives professionals, including the world’s premier hedge funds, Commodity Trading Advisors, brokers, investment banks, proprietary traders, Futures Commission Merchants and other trading institutions. The company’s X_TRADER® software and related services provide direct access to dozens of the major international derivatives exchanges. TTNET™, TT's fully managed hosting solution, delivers maximum system stability and fast trade execution via hubs located close to the major exchanges in Chicago, New Jersey, London, Frankfurt, Singapore and Tokyo.
X_TRADER facilitates manual and automated trading styles with a fully customizable interface and a broad array of components, including MD Trader®, Autotrader™, Autospreader®, the Autospreader® Strategy Engine server-side spreader, FIX Adapter and X_TRADER API. X_TRADER also incorporates a robust charting and analytics application, X_STUDY®, at no extra charge.
Headquartered in Chicago with 11 offices globally and more than 600 personnel, TT has received “best in class” awards from numerous independent third parties including Buy-Side Technology, FOW, The Technical Analyst and Chicago magazines as well as the Illinois Information Technology Association (ITA). Contact your regional TT office for more information.
Website:
www.tradingtechnologies.com
Email:
sales@tradingtechnologies.com
Phone:
Chicago (312) 476 1000
New York (212) 313 5300
London +44 20 7929 6161
Singapore +65 6395 7000
See website for additional office locations.
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Endorsing Association
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Founded in 1990, the Alternative Investment Management Association (AIMA) is the only global hedge fund association representing all practitioners in the alternative investment management industry – including hedge fund managers, fund of hedge funds managers, prime brokers, legal and accounting services and fund administrators.
AIMA’s hedge fund manager members manage in excess of 75% of global hedge fund assets and 70% of global fund of hedge funds assets.
AIMA’s membership is corporate and comprises over 1,100 firms in more than 40 countries. They all benefit from AIMA’s active influence in policy development, its leadership in industry initiatives and its outstanding reputation with regulators.
AIMA addresses the real issues affecting the industry’s development. The association is representing the global hedge fund industry on national, European and international levels in ongoing discussions about the future regulatory framework for the industry.
AIMA’s focus on education, regulation, policy development and sound practices has resulted in a substantial body of work used around the world by members, institutional investors, policy makers and supervisors.
AIMA is committed to developing industry skills and education standards, and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the industry’s first and only specialised educational standard for alternative investment specialists.
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