CNBC Interviews Live from
Active-Passive Investor Summit |
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Lead Sponsor(s) |
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Russell Investments is a global investment management company that believes investors of all sizes can benefit from access to the world's leading money managers. To that end, we research, identify and select best-of-breed investment managers from around the world and put those managers to work for some of the world's largest corporate investors. Our suite of services for institutional investors includes consulting, investment outsourcing and implementation services.
Everything we do is guided by our desire to improve financial security for people. Russell has more than 179.4 billion in assets under management as of March 31, 2010 and serves institutional investors in more than 40 countries.
For more information about how we help investors around the world achieve their goals, visit us at www.russell.com/institutional.
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http://www.russell.com |
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Platinum Sponsor(s) |
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http://www.pimco.com |
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Breakfast Sponsor(s) |
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http://www.alcentra.com |
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Gold Sponsor(s) |
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http://www.alcentra.com |
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The HSBC Group was established in 1865 as The Hong Kong and Shanghai Banking Corporation Ltd - first in Hong Kong in March that year and then in Shanghai a month later.
Today, the HSBC Group services more than 100 million customers across 86 countries and territories.
HSBC Global Asset Management is a global investment manager with nearly 40 years experience managing assets for clients around the world. The firm's interests encompass both mature markets and the emerging markets of the world. Today, HSBC Global Asset Management is a recognized leader in emerging markets with $122.3 billion of client assets invested in a range of local, regional and global emerging market products.
*As of 31 December 2011
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http://www.assetmanagement.hsb... |
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Manulife Asset Management™ is the institutional asset management arm of Manulife Financial. Manulife Asset Management™ and its affiliates provide comprehensive asset management solutions for institutional investors and investment funds in key markets around the world. This investment expertise extends across a full range of asset classes including equity, fixed income and alternative investments such as real estate, timber, farmland, as well as asset allocation strategies.
Manulife Asset Management™ has investment offices in the United States, Canada, the United Kingdom, Japan, Hong Kong, and eight other markets throughout Asia. Additional information about Manulife Asset Management™ may be found at ManulifeAM.com.
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http://www.manulifeam.com/ |
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Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora’s investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm’s ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods.
As of September 30, 2011, PanAgora managed $20.9 billion. We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.
Our clients’ interests are paramount. PanAgora strives to provide superior client service by providing direct access to the portfolio management and support teams. Our core values include:
- Delivering client satisfaction through investment performance and service
- Pursuing excellence through continued scholarship, discovery and professional growth
- Maintaining a passion for research designed to benefit our clients
- Embracing dynamic markets as an opportunity for delivering results
- Providing transparency to clients in all aspects of the business
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https://www.panagora.com |
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Sunrise Capital Partners is a Systematic Global Macro firm founded in 1980 and currently manages approximately $800 million in client assets. Sunrise provides investors with an informed, long-term perspective, an adaptive and evolutionary research platform, and responsive client-focused delivery. For over 30 years, Sunrise has followed a thorough, methodical and highly risk-attuned course in applying dynamic insights and innovations to the global markets.
Our Systematic Global Macro approach invests, long and short, in discernible and measurable trends, themes and pricing anomalies across global markets. Sunrise achieves diversification through exposure to a broad range of commodities, currencies, equity indexes and interest rates over diverse regions and time horizons. Position and portfolio risks are managed both systematically and through continuous human oversight by multiple layers of seasoned investment professionals.
Sunrise presently offers two programs for investment: the Sunrise Expanded Diversified Program and the Sunrise Aggressive Diversified Program.
Highlights of the Expanded Diversified Program include over a 11% average compounded rate of annual return over the past 15 years; only two negative performing calendar years in the last 15; and monthly liquidity with no gates for fund investors ($500,000 (U.S.) minimum) -- 48 hour or better liquidity for separately managed accounts ($10,000,000 minimum).
Highlights of the Aggressive Diversified Program include over a 25% average compounded rate of annual return over the past 15 years; only two negative performing calendar year in the last 15; a flexible fee structure to meet the investors’ varied liquidity needs and investment goals; and available to investors with a minimum of $1,000,000 (U.S.) to invest and a liquid net worth of $20,000,000 or more.
Both strategies offer low historical correlation to traditional asset classes and other alternative strategies and frequent historical negative correlation with other investment strategies during times of crisis and "left tail" events. Onshore and offshore (Cayman) funds and managed accounts are available. Please contact Matt Waz at mwaz@sunrisecapital.com or call (toll free) 1-877-456-8911 to learn more.
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http://sunrisecapital.com |
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Boston-based Windham Capital Management was founded in 1988 as an SEC-registered investment advisor. Windham is widely known for its pioneering research and its impact on the way institutional investors manage assets. Windham provides investment management for institutional investors, intermediaries and private clients. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios and single-strategies to increase the probability of investment success in both calm and turbulent markets. A key input to this process is Windham’s proprietary risk measures which reflect financial market sensitivity to changes in levels of market turbulence and provide an early warning signal to fragile markets. For more information, please visit us at www.windhamcapital.com .
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http://www.windhamcapital.com |
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Silver Sponsor(s) |
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JD Clark & Company, a division of UMB Fund Services, offers a complete back-office solution for hedge funds, funds of funds, registered hedge funds and private equity funds.
We are pioneers in this industry and are regarded by clients as their one-stop solution. Our collective experience in the hedge fund industry enables us to offer consulting services with the expertise to streamline the administrative process.
Our full-service lineup includes:
· Product formation assistance
· Fund administration
· Fund accounting
· Investor accounting and reporting
· Tax preparation and reporting
· Custody (through our affiliate, UMB Bank, n.a.)
Looking for help with a registered hedge fund? Ask us about Registered Fund Solutions, the industry’s first turnkey solution for launching and servicing a registered hedge fund. A team of best-of-breed professional services firms provide a full spectrum of services, including back-office, fund registration, legal, audit, CCO support, distribution and more.
With JD Clark & Company, you’ll enjoy outstanding, high-touch service, leading-edge technology, and the stability of a highly capitalized parent organization that’s been around for 95+ years.
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https://www.jdclark.com/ |
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http://sagentcapital.com/ |
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SecondMarket is the marketplace for private company stock and other alternative investments. SecondMarket enables companies to achieve their strategic business objectives through company-controlled shareholder liquidity programs. SecondMarket’s market and operations specialists provide companies full transaction support and access to an extensive and well-informed investor base. Since 2004, SecondMarket has completed billions of dollars in alternative investment transactions, including nearly $1 billion in private company stock. SecondMarket is a registered broker-dealer, SEC-regulated alternative trading system (ATS) for trading private company stock and member of FINRA, MSRB and SIPC.
For more information, please visit secondmarket.com.
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http://www.SecondMarket.com |
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Exhibitor(s) |
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Haver Analytics is the premier provider of time series data for the global strategy and research community. Haver Analytics maintains 200+ databases from over 1200 government and private sources. Economic and Financial database coverage include the advanced economies and developing world with detail for the US, UK, Canada, Europe, Japan, Australia, New Zealand, China and other emerging markets. Haver Analytics maintains key third-party data, is the sole provider of the Oil & Gas Journal Energy Database and has one of the most extensive offerings of forecast data covering the world's economies.
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http://www.haver.com/ |
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Educational Partner |
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The Chartered Alternative Investment Analyst Association is a global community of dedicated finance practitioners committed to excellence in alternative investment education. Through the CAIA Association's boards and world-wide membership, we keep our finger on the pulse of the industry while staying true to our founding goal to elevate the standards of AI knowledge and professionalism across the investment world.
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http://www.caia.org |
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Media Partner(s) |
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AllAboutAlpha.com is an online strategic information service for the asset management and hedge fund industries. Like a research firm, we immerse ourselves in the latest academic research, scan the headlines and provide subscribers with what we think they need to know as the asset management industry enters a period of rapid evolution. Like a "blog," we deliver those insights in a manner that is easy to digest, frequent and tempered by our own unique view of the world.
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http://www.allaboutalpha.com |
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BarclayHedge is dedicated to serving institutional clients worldwide in the field of hedge fund and managed futures performance measurement and portfolio management. BarclayHedge, formerly known as The Barclay Group, was founded in 1985, and consists of a team of research specialists, programmers, and data admin personnel experienced in alternative investments.
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http://www.barclayhedge.com/re... |
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This groundbreaking publication provides unique analysis covering the latest regulatory and compliance issues, insight from leading commentators, breaking news and proprietary Bloomberg data you simply can't get anywhere else. With returns by strategy, performance snapshots, short interest commentary, 13F forensics, Market Calls, key industry events and more, the newsletter provides intelligence you can act on. Sign up for a free trial at bloombergbriefs.com.
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http://www.bloombergbriefs.com |
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Emerging Manager Focus an online publication from Focus Point Press that provides emerging managers in the alternatives, private equity, and institutional space with the latest news and investment strategies. Emerging Manager Focus features emerging managers who discuss how they are differentiating themselves across a variety of strategies in a competitive environment. EMF also highlights consultants, institutions and other service providers in the space.
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http://www.focuspointpress.com... |
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Financial Veritas is the leading financial events portal.
Find courses and conferences that are provided by the leading providers in the financial industry. This includes large-scale gatherings to smaller, niche-focused industry events taking place around the globe. Save time, money and effort by using our easy to use events search facility. Find, compare and book seats for the industry's leading courses and conferences. All on a single platform.
Website: http://financialveritas.com
Email: info@financialveritas.com
Contact Number: +44 208 133 5917
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http://www.financialveritas.co... |
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Founded in 2007, Forexpros is a definitive source for tools and information relating to the financial markets such as real-time quotes and streaming charts, up-to-date financial news, technical analysis, brokers directory & listings, an economic calendar, and tools & calculators. The site provides in-depth information on Currencies, Indices & Stocks, Futures and Options, Commodities, and Rates & Bonds. With a growing readership worldwide, Forexpros is a leading global financial portal that is constantly committed to launching innovative features and sections to ensure an optimal one-stop source for its readers.
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http://www.forexpros.com |
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Hedgeweek is the hedge fund industry's leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.
Click here to access www.hedgeweek.com.
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http://www.hedgeweek.com |
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Hedge Connection is the only web-based platform that offers hedge fund funds direct access to pre-qualified, opt-in investors that are actively allocating to hedge funds. Investor members join for free and can review videos and presentation material from our hedge fund members. All members receive invitations to member's only events and partner discounts. Learn more and join the club at www.hedgeconnection.com.
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https://www.hedgeconnection.co... |
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Every week, Hedge Fund Alert delivers hard-to-get news you won't read anywhere else about important events in the alternative-investment community. The newsletter's coverage takes a forward-looking approach, routinely alerting subscribers to upcoming developments that can change the hedge-fund business.
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http://www.hfalert.com |
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The Hedge Fund Association is a non-profit international group of professionals with a mission to provide a forum for thought leaders, innovators, practitioners and investors who are shaping the way business is conducted in the global hedge fund industry. We advocate for the industry by giving voice to the issues through the education of investors, the media, regulators and legislators. Our Members also serve the community at large through a commitment to philanthropy.
Our members enjoy: Access to a wealth of information, including database and library; Great networking opportunities; Free Link from HFA web site to member sites; Meaningful HFA discounts resulting in "no-cost" membership ; Prestige associated with use of HFA logo on your literature ; Opportunity to contribute to hedge fund industry and participate in HFA decision-making.
Contact us at 305-935-7296; 202-478-1999 (fax); info@thehfa.org or www.thehfa.org.
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http://www.thehfa.org |
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The Journal of Alternative Investments (JAI) provides you with cutting-edge research and expert analysis on managing investments in hedge funds, private equity, distressed debt, commodities and futures, energy, funds of funds, and other nontraditional assets. JAI is the official publication of the Chartered Alternative Investment Analyst Association (CAIA®).
JAI is read by hedge fund managers, portfolio managers, academics, and senior investment officials at corporations and financial institutions.
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http://www.iijournals.com/toc/... |
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The Journal of Investing (JOI) offers practical analyses and leading-edge investment strategies used by practitioners today. Its articles offer implementable models and critical insights - all written by industry experts and finance academics - on a range of current topics including portfolio strategy, mutual funds, ETFs, 130/30 strategies, asset allocation, and performance measurement.
JOI is read by senior corporate executives, treasurers, plan sponsors, portfolio managers and other institutional investors and their advisors.
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http://www.iijournals.com/toc/... |
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The Journal of Private Equity (JPE) gives you in-depth analysis of today's most innovative strategies and techniques in private equity and venture capital. It shows you the what, how and why of successful deals with detailed explanations, probing analysis, and real-life case studies-and shows you how to immediately apply them to your own deals.
JPE is read by practitioners working in venture capital funds, merchant banks, LBO funds, investment divisions of commercial banks, corporations and equity investors.
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http://www.iijournals.com/page... |
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Leebug www.leebug.com is a free, interactive social networking site for people attending conferences. It allows event participants to network before, during and after an event. It provides tools to make every connection a strategic one and empowers interactions that will enhance the users ability to build relationships.
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http://www.leebug.com/index1.p... |
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Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. Preqin is an independent business with over 80 staff based in London, New York and Singapore serving over 4,700 customers in 72 countries.
Preqin has built a reputation in the alternative assets industry for providing the most comprehensive and extensive information possible (Private Equity, Real Estate, Infrastructure and Hedge Funds). Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.
More information available at: www.preqin.com
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http://www.preqin.com |
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Private Equity Wire is the private equity industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. Private Equity Wire produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports.
Click here to access www.privateequitywire.co.uk
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http://www.privateequitywire.c... |
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Get the Early Lowdown on Deals and Dealmakers
Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you're not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www.REAlert.com.
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http://www.REAlert.com |
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