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 Service Provider Directory
SEARCH RESULTS: 1680
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Katherine Vasilakos
Sales Manager
600 Townsend Street
San Francisco CA 94103 USA
(800) 727-0605
Specialty: With more than 500 alternative investment clients, Advent for Hedge Fund Managers is used by more than twice the number of hedge funds and limited partnerships as the nearest competitor. The industrys first front-to-back-office hedge fund management solution, Advents solution is designed to meet the specialized needs of hedge funds and fund-of-funds of all sizes and strategies. The Advent solution includes integrated modules for: fund accounting and reporting, partnership accounting, prime broker reconciliation, and trading. Whether you manage a multimillion-dollar startup or a multibillion-dollar global fund, Advent for Hedge Fund Managers offers a complete solution for the diverse functional and technical challenges of your firm. Advent Software, Inc. (www.advent.com), a multi-national company, has been providing trusted solutions to the world's leading financial professionals since 1983. Firms in 50 countries using Advent technology manage investments totaling more than US $8 trillion.
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Technology Vendors/Europe Latin America Offshore US & North America
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Robert G. Minion
Member
65 Livingston Avenue
Roseland NJ 07068-1791 USA
(973) 597-2424
Specialty: Lowenstein Sandler PC, a nationally recognized law firm, provides a full range of legal services to the corporate, financial, industrial and governmental communities. Lowenstein Sandler's Investment Management Practice Group represents a broad range of clients, including a diversified mix of sophisticated investment funds, fund managers, investment advisers and broker-dealers, with assets ranging from $5 million to more than $10 billion. The Group represents more than 200 investment funds, both domestic and offshore. The Investment Management Practice Group provides assistance across a broad spectrum of areas.
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Attorneys/Lawyers/US & North America
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Patrick Carr
Senior Vice President & Managing Director
One Freedom Valley Drive
Oaks PA 19456 USA
(610) 676-1270
Specialty: SEI is one of the largest and most respected independent outsourcing providers for alternative investments. SEI offers comprehensive administration, accounting, investor servicing, trustee, and custody services to virtually all domiciles including the U.S., Ireland, the Cayman Islands, Bermuda, BVI, Luxembourg, and the Bahamas. Our expertise and innovative technologies enable us to support the specific needs of hedge funds, fund-of-funds, private equity funds and registered investment products. In addition, SEI's sophisticated reporting capabilities, customized compliance support and formalized thought leadership series help investment managers stay ahead of the changing environment and focus on servicing their clients.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Administrators/Asia Europe Latin America Offshore US & North America
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FEATURED COMPANY
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Zoe Jenkins Communications Manager
312. 421. 9200
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954 West Washington
Suite 1W
CHicago IL 60607 USA
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Specialty: Adaptive Alpha LLC is a quantitative research and development company based in Chicago, IL, which performs research on strategy and execution risk in the global financial markets and develops quantitative analytics to enable investors to realize optimal risk/reward results on an on-going basis. The companys research is fueled by domain expertise in strategy and execution risk in the global financial markets, which drives the development of quantitative analytics and transforming innovations in service delivery. Development is further strengthened by a proprietary approach to the measurement, analysis and interpretation of risk in making and executing investment decisions using Adaptives business process based methodology.
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Sponsor of the Managed Futures & Commodities Investing Event, held April 22, 2008, in Chicago IL.
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Risk Management/US & North America
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FEATURED COMPANY
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312.756.6300
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30 South Wacker Drive
Suite 2020
Chicago IL 60606 USA
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Specialty: Advantage Futures (www.advantagefutures.com) is the premier futures brokerage firm for professional, institutional, and active individual traders with best-in-class clearing and execution services provided with high-quality client service and technologically efficient solutions. We provide clients with a superior technology infrastructure, redundant exchange connectivity and 24-hour technical support. Our multimillion dollar investment in state-of-the art equipment provides our clients with extremely fast trading delta times while ensuring reliability and security. Advantages technology investment also includes server hosting facilities, enormous exchange connectivity, and fully redundant back office and accounting systems. We support trading on almost all domestic and foreign exchanges either through our direct clearing memberships or through various relationships we maintain with carrying brokers. Our management team has extraordinary industry experience and a strong reputation for integrity. Advantage Futures has processed over one billion contracts since its inception in June 2003.
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Sponsor of the Managed Futures & Commodities Investing Event, held April 22, 2008, in Chicago IL.
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Trading and Execution/US & North America
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FEATURED COMPANY
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Katherine Vasilakos Sales Manager
800 727 0605
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301 Brannan Street
San Francisco CA 94107 USA
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Specialty: With more than 500 alternative investment clients, Advent for Hedge Fund Managers is used by more than twice the number of hedge funds and limited partnerships as the nearest competitor. The industrys first front-to-back-office hedge fund management solution, Advents solution is designed to meet the specialized needs of hedge funds and fund-of-funds of all sizes and strategies. The Advent solution includes integrated modules for: fund accounting and reporting, partnership accounting, prime broker reconciliation, and trading. Whether you manage a multimillion-dollar startup or a multibillion-dollar global fund, Advent for Hedge Fund Managers offers a complete solution for the diverse functional and technical challenges of your firm. Advent Software, Inc. (www.advent.com), a multi-national company, has been providing trusted solutions to the world's leading financial professionals since 1983. Firms in 50 countries using Advent technology manage investments totaling more than US $8 trillion.
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Emerging Manager Solutions/Europe Latin America Offshore US & North America
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FEATURED COMPANY
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Katherine Vasilakos Sales Manager
800.727.0605
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600 Townsend Street
San Francisco CA 94103 USA
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Specialty: With more than 500 alternative investment clients, Advent for Hedge Fund Managers is used by more than twice the number of hedge funds and limited partnerships as the nearest competitor. The industrys first front-to-back-office hedge fund management solution, Advents solution is designed to meet the specialized needs of hedge funds and fund-of-funds of all sizes and strategies. The Advent solution includes integrated modules for: fund accounting and reporting, partnership accounting, prime broker reconciliation, and trading. Whether you manage a multimillion-dollar startup or a multibillion-dollar global fund, Advent for Hedge Fund Managers offers a complete solution for the diverse functional and technical challenges of your firm. Advent Software, Inc. (www.advent.com), a multi-national company, has been providing trusted solutions to the world's leading financial professionals since 1983. Firms in 50 countries using Advent technology manage investments totaling more than US $8 trillion.
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Trading Systems/Europe Latin America Offshore US & North America
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FEATURED COMPANY
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Diane Lockwood Field Marketing Manager, North America
212-625-5292
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33 Whitehall St.
28th Floor
New York NY 10004 USA
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Specialty: Algo Risk Service is a Web-based market risk measurement and management service. ARS provides a wide variety of risk analytics via an online workbench. Portfolio managers, traders, risk managers and senior officers can use ARS to take a proactive approach to risk oversight and decision-making. ARS is delivered online, requiring nothing but a browser. Behind the scenes, the client receives his own dedicated hardware hosted at Algos data center. The user provides a daily portfolio holdings extract electronically. Algos turnkey systems integrate this holdings data with market data (yield curves, fx rates, volatility surfaces, etc.) and terms and conditions data (maturity dates, call schedules) from a variety of sources to produce the valuations and scenarios which drive the risk measurement process. Users can access the full functionality of the application over the internet, creating and editing positions, defining reports, running what-if trade analysis, and using optimization routines to minimize risk.
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Technology Vendors/Asia Europe Latin America Offshore US & North America
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FEATURED COMPANY
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Raphi Zaionz Business Development Consultant, Algorithmics Managed Service
416-217-4623
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185 Spadina Avenue
6th Floor
Toronto ON M5T 2C6 Canada
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Specialty: Algo Risk Service is a Web-based market risk measurement and management service. ARS provides a wide variety of risk analytics via an online workbench. Portfolio managers, traders, risk managers and senior officers can use ARS to take a proactive approach to risk oversight and decision-making. ARS is delivered online, requiring nothing but a browser. Behind the scenes, the client receives his own dedicated hardware hosted at Algos data center. The user provides a daily portfolio holdings extract electronically. Algos turnkey systems integrate this holdings data with market data (yield curves, fx rates, volatility surfaces, etc.) and terms and conditions data (maturity dates, call schedules) from a variety of sources to produce the valuations and scenarios which drive the risk measurement process. Users can access the full functionality of the application over the internet, creating and editing positions, defining reports, running what-if trade analysis, and using optimization routines to minimize risk.
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Risk Management/Asia Europe Latin America Offshore US & North America
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FEATURED COMPANY
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Peter S. Church Director of Marketing
(312) 267-8400
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181 West Madison
Suite 3825
Chicago IL 60602 USA
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Specialty: AlphaMetrix is the industry leader in providing real-time access to Commodity, Foreign Exchange, and Managed Futures/Global Macro managers. Via the Mosaic manager platform, investors have direct access to top tier niche managers, with the added benefits of exceptional transparency, real-time risk controls, notional funding, extensive research and due diligence, preferred liquidity terms, and experienced portfolio advisory services. The Mosaic platform offers investment minimums and fee structures favorable to a broad range of portfolio sizes, as well as the ability to notionally fund investments via limited liability Structured Managed Accounts - a hybrid of the most attractive features of managed accounts and fund structures.
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Financial and Investment Advisers/US & North America
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FEATURED COMPANY
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Gerald H. Ranzal Partner-in-charge of Financial Services
(212) 840-3456
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1375 Broadway
New York NY 10018 USA
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Specialty: The world was created in 6 days. Investment Partnerships take a little longer. Let us guide you through the opportunities and the obstacles. We specialize in assisting start-up operations. We provide all accounting, tax, and consulting services required.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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The Lipper HedgeWorld 3rd Fund Services Expo was a success. We thank our sponsors and attendees for their participation.
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Accounting Firms/US & North America
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FEATURED COMPANY
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Scot McGregor Managing Director
1-800-572-1349
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9 WEST 57TH ST
31st Floor
New York NY 10019 USA
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Specialty: Our primary business is understanding yours. Banc of America Securities delivers world-class ideas and execution to leading hedge fund investors and managers across a spectrum of strategies. With our dedicated Hedge Fund Investors Group and award-winning Prime Brokerage team, we help investors meet their objectives with well-matched opportunities. And we bring a full array of equities capabilities to hedge funds at every stage of development. Let us put it all to work for you.
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Prime Brokers/US & North America
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FEATURED COMPANY
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John Stracquadanio Managing Director
212.412.4000
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200 Park Avenue
New York NY 10166 USA
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Specialty: Barclays Capital is the investment banking division of Barclays Bank PLC which has an AA long-term credit rating and a balance sheet of over 996 billion. With a distinctive business model, Barclays Capital provides large corporate, government and institutional clients with solutions to their financing and risk management needs. Barclays Capital has offices in 26 countries, employs over 13,200 people and has the global reach and distribution power to meet the needs of issuers and investors worldwide. Barclays Capital Prime Services supports multiple asset classes, provides transparent pricing and puts the AA rated power of Barclays to work in its financing and clearing products. Hedge funds, start-ups, and institutional fund managers enjoy seamless global service from teams located in the UK, US and Asia. In addition, our Global Netting product now in its eighth year, is widely considered to be the premier cross-margining solution in the industry.
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Prime Brokers/US & North America
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FEATURED COMPANY
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Katrina Rempel, CFA Vice President, Prime Brokerage Services
416-359-7524
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1 First Canadian Place
3rd Floor Podium
Toronto ON M5X 1H3 Canada
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Specialty: BMO Capital Markets is a recognized leader in Canadian Prime Brokerage Services. We were the first full service Prime Broker in Canada and have maintained our leadership position since the early 1990s. We provide a wide range of services for hedge funds in Canada and the United States including reporting, securities lending, swaps and capital introduction. BMO Capital Markets is a premier source of information about the thriving Canadian Hedge Fund Market.
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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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Andrew J. Papirez Executive Managing Director
416-359-4999
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100 King Street West
3 Floor Podium
Toronto ON M5X 1H3 Canada
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Specialty: BMO Capital Markets is a leading, full-service North American financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With over 2,200 professionals in offices in 28 locations around the world, including 15 in North America, BMO Capital Markets works proactively with clients to provide innovative and integrated financial solutions.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$373 billion total assets and more than 36,000 employees as at January 31, 2010. For more information, visit <a href="http://www.bmocm.com">www.bmocm.com</a>.
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Securities Lending/US & North America
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FEATURED COMPANY
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Andrew J. Papirez Executive Managing Director
416-359-4999
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100 King Street West
3 Floor Podium
Toronto ON M5X 1H3 Canada
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Specialty: BMO Capital Markets is a leading, full-service North American financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With over 2,200 professionals in offices in 28 locations around the world, including 15 in North America, BMO Capital Markets works proactively with clients to provide innovative and integrated financial solutions.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$373 billion total assets and more than 36,000 employees as at January 31, 2010. For more information, visit <a href="http://www.bmocm.com">www.bmocm.com</a>.
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Sponsor of the Spring 2010 Fund Services Conference, held May 20, 2010, in NYC.
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Prime Brokers/US & North America
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FEATURED COMPANY
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Mark A. Perdigao Managing Director
212-468-7812
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1633 Broadway
48th Floor
New York NY 10019 USA
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Specialty: BNY Brokerage is a premier institutional agency brokerage firm that provides full-value brokerage solutions to hedge funds and other asset managers worldwide. BNY Brokerage offers a full range of execution services, commission management services, research and wholesale services. As a leading provider of execution services to the hedge fund community, we offer customized conflict-free trading solutions, including broker-assisted resources and direct market access through our DEx (Direct Execution Services) platform. We deliver the expertise, market presence and connectivity to help clients optimize trading and achieve best execution. BNY Brokerage was recently ranked as Top Broker for Best Execution of Most Difficult Trades and second in the Most Illiquid Trades category for small-cap exchange-listed stocks in Plexus Groups institutional investor survey. In addition to boasting a significant presence on the NYSE floor, BNY Brokerage is also ranked in the Top 20 in AuExs Block Summary report for September 2005, further highlighting our expertise in block trading. BNY Brokerage provides quick and efficient access to all market centers, while maintaining the strictest anonymity for our clients and their trades. As a top provider of commission management services, BNY Brokerage is well versed in Section 28(e) and its application to Hedge Funds and third-party independent research. BNY Brokerage also has an in-depth knowledge of investment research and a broad, diverse network of qualified independent research providers. BNY Brokerage can help you develop and implement customized research solution to best meet your needs and maximize the return on your research expenditures.
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BNY Brokerage is a premier institutional agency brokerage firm that provides full-value brokerage solutions to hedge funds and other asset managers worldwide. BNY Brokerage offers a full range of execution services, commission management services, research and wholesale services. As a leading provider of execution services to the hedge fund community, we offer customized conflict-free trading solutions, including broker-assisted resources and direct market access through our DEx (Direct Execution Services) platform. We deliver the expertise, market presence and connectivity to help clients optimize trading and achieve best execution.
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Trading and Execution/US & North America
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FEATURED COMPANY
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Gene Foley Senior Vice President, Sales
212-658-5339
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55 Water St.
New York NY 10041 USA
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Specialty: Bowne ComplianceTrak streamlines the compliance monitoring and reporting requirements applicable to your operations. Built by leaders in the compliance industry and powered by the latest in Microsoft .NET technology, Bowne ComplianceTrak enables you to effectively build and maintain your compliance infrastructure. By allowing you to simultaneously monitor and report on various compliance responsibilities, the software allows you to easily demonstrate that your firm has a culture of compliance to investors, auditors and examiners alike. Whether you are a large, multi-billion dollar institution or an emerging start-up hedge fund, Bowne ComplianceTrak can help you fulfill your compliance responsibilities and enhance operational efficiency. As a hosted solution, there is no software or hardware to install. Bowne ComplianceTrak is run off of servers residing at a secure, world-class data center.
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Compliance/US & North America
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FEATURED COMPANY
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Gene Foley Senior Vice President, Sales
212-658-5339
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55 Water St.
New York NY 10041 USA
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Specialty: Bowne ComplianceTrak streamlines the compliance monitoring and reporting requirements applicable to your operations. Built by leaders in the compliance industry and powered by the latest in Microsoft .NET technology, Bowne ComplianceTrak enables you to effectively build and maintain your compliance infrastructure. By allowing you to simultaneously monitor and report on various compliance responsibilities, the software allows you to easily demonstrate that your firm has a culture of compliance to investors, auditors and examiners alike. Whether you are a large, multi-billion dollar institution or an emerging start-up hedge fund, Bowne ComplianceTrak can help you fulfill your compliance responsibilities and enhance operational efficiency. As a hosted solution, there is no software or hardware to install. Bowne ComplianceTrak is run off of servers residing at a secure, world-class data center.
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Sponsor of the Spring 2010 Fund Services Conference, held May 20, 2010, in NYC.
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Product Development & Operational Regulatory Compliance/US & North America
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FEATURED COMPANY
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Shelley Lei Marketing Associate
508-786-0480
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4 Mount Royal Ave
Suite 140
Marlborough MA 01752 USA
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Specialty: Brighton House Associates SalesDeskTM is a powerful but easy-to-use Web-based software solution that helps hedge fund managers discover and contact the right investors. Use SalesDeskTM to raise assets faster, boost the productivity of your days engagements, and immediately manage your client relations more effectively. The solution is driven by a large team of in-house research analysts who work with BHAs Investor network of 35,000 hedge fund investors to find precisely matched prospects for our clients, from Family Offices to Foundations, From New York to Geneva, based on rigorously selected components of suitability. Today, BHA SalesDeskTM is used by hedge funds, funds-of-funds, broker/dealers and industry service providers to streamline lead generation, raise assets faster, and bring a new level of productivity to the hedge fund sales process.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Marketing & Communications/US & North America
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