My sincere compliments to you and the entire staff at IMN for...
Jerry D. Davis, Consulting Analyst and Principal, American Pension Professionals
Read more
|
CNBC Interviews Live from
Active-Passive Investor Summit |
|
|
|
|
|
|
Lead Sponsor(s) |
 |
|  |
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.
|
http://www.russell.com |
|
Platinum Sponsor(s) |
|
|  |
|
http://www.pimco.com |
|
Breakfast Sponsor(s) |
|
|  |
|
http://www.alcentra.com |
|
Gold Sponsor(s) |
|
| |
|
http://www.alcentra.com |
|  |
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
|
http://www.assetmanagement.hsb... |
|  |
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.
|
http://www.manulifeam.com/ |
|  |
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
|
https://www.panagora.com |
|  |
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.
|
http://sunrisecapital.com |
|  |
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 .
|
http://www.windhamcapital.com |
|
Silver Sponsor(s) |
|
|  |
Breitling Royalty Funds builds portfolios of oil and gas royalties for accredited investors, institutional investors, foundations and endowments, family offices and alternative asset managers. We provide value through transparency and ongoing, active management.
|
http://www.breitlingroyaltyfun... |
|  |
Citi Capital Advisors (CCA) is an alternative asset management platform that offers a broad range of innovative investment products to select institutional investors. CCA’s experienced investment professionals pursue a range of investment strategies that seek to achieve positive risk-adjusted returns across all market cycles. Supported by an integrated global platform, CCA is committed to robust risk management, transparency, and financial and operational controls, with $18.8 billion in assets under management as of December 2011.
|
http://www.citicapitaladvisors... |
|  |
Established in 1988, First Quadrant LP (FQ) is an innovative investment management firm specializing in dynamic asset allocation and equity strategies. Headquartered in Pasadena, California, the firm’s client base consists of institutional investors around the globe. FQ’s investment approach is theory-based and systematic; the firm relies on fundamental insights into markets and economies as the source of investment ideas and implements them using a systematic and risk-controlled process while remaining adaptive to market events. The firm’s largest investment is in a team of in-house investment professionals whose sole responsibility is to maintain and improve its ability to deliver high risk-adjusted returns. First Quadrant manages separate accounts, offers a range of pooled funds and serves as sub-advisor to tax-exempt and taxable investors globally. The firm’s goal is to deliver superior client service and investment solutions through persistent research, product innovation, and the professional development of the FQ team.
|
http://www.firstquadrant.com/ |
|  |
Old Mutual Global Index Trackers (“OMGXT”) was formed in South Africa in 2001 and is currently Africa’s largest index tracker house with $6.03bn in assets under management as of March 31, 2011. OMGXT’s vision is to build a world class index tracking business by providing clients, both locally and internationally, with cost effective access to niched markets - vanilla or customized through index tracking. OMGXT is able to service its global client base through offices in Boston, Johannesburg and Cape Town, South Africa. Our experience in managing funds in less liquid markets offers a unique opportunity for clients to gain access to markets such as Emerging, Frontier and Africa. OMGXT is housed within the Old Mutual Group via Old Mutual Investment Group South Africa (“OMIGSA”) which allows us to provide our clients with our niched management experience and world class governance standards.
OMGXT believes that passive fund management gives low cost access to the world’s least liquid markets that typically are more costly for higher volume trading strategies. We are able to assist clients in obtaining access to the world’s emerging and frontier markets which have a relatively low correlation to the developed markets. We believe that cost effective tracking solutions can add significant value to a clients’ overall investment portfolio.
|
http://www.oldmutual.co.za |
|
Exhibitor(s) |
|
|  |
|
http://pariluxtech.com/ |
|  |
Payden & Rygel is one of the largest independently-owned global investment management firms. With more than $62 billion in assets under management, we offer a full array of investment strategies and products, including equity, fixed-income and balanced portfolios as well as open-end mutual funds and offshore funds, to a varied client base around the world. Since 1983, the firm has advised corporations, foundations, endowments, pension plans, public funds and individual investors on their overall investment strategies. While we have grown and expanded considerably since our inception, we remain committed to our mission of providing customized investment management services that focus on each client's specific needs and objectives.
|
http://www.payden.com |
|
Educational Partner |
|
|  |
The Chartered Alternative Investment Analyst Association® is the global benchmark for alternative investment education. It administers the CAIA Designation and exams; sponsors research and publications; connects alternative investments experts around the world, and advocates the highest standards in professional conduct. The CAIA Association has more than 5,000 members in 75 countries and 15 affiliated Chapters. More information can be found at www.caia.org.
The CAIA Association has 15 chapters worldwide in the following locations: San Francisco, Los Angeles, New York, Boston, Chicago, Canada, London, Switzerland, Luxembourg, Spain, France, Germany, Hong Kong, Singapore, and Korea.
|
http://www.caia.org |
|
Media Partner(s) |
|
|  |
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.
|
http://www.allaboutalpha.com |
|  |
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.
|
http://www.barclayhedge.com/re... |
|  |
|
http://www.cifango.org |
|  |
DailyDAC is a subscription-based deal aggregator focused on lower middle market, time sensitive situations. DailyDAC provides subscribers with opportunities to purchase or provide capital to non-public companies and/or their assets. DailyDAC's goal is to spoon feed active investors with the most comprehensive lower middle market deal flow they would otherwise not be aware of.
|
http://www.dailydac.com |
|  |
Family Wealth Report provides insightful news and information on the North American family wealth and ultra high net worth sector every day. Coverage includes the latest news, personnel changes, industry events and analysis of current strategy in the US wealth management market. The service provides “need to know” business intelligence straight to your inbox every day. Nowhere else will you find such high quality, in-depth and often exclusive content all in the one place. Our editorial material comes from both our own dedicated team of editors as well as leading industry professionals.
|
http://www.familywealthreport.... |
|  |
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
|
http://www.financialveritas.co... |
|  |
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.
|
http://www.forexpros.com |
|  |
Foundation & Endowment Intelligence is a premium daily information service focused exclusively on foundation, endowment, hospital and other nonprofit institutions’ investment management. The service delivers U.S. sales leads for managers and consultants dedicated to serving nonprofit institutions, as well as exclusive insight on leading nonprofit institutions’ investment strategies and competitive information on consultants and investment managers serving this industry.
For more information please visit: www.foundationendowment.com
|
http://www.foundationendowment... |
|  |
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.
|
http://www.hedgeweek.com |
|  |
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.
|
http://www.hfalert.com |
|  |
The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.
The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.
Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.
We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at:
|
http://www.privatebanking.com |
|  |
Private Wealth Focus is an online publication from Focus Point Press that covers what’s new within private banks, family offices and wealth management firms-with a particular eye on growth in regional U.S. and international markets as well as New York-area firms. In addition to delivering wealth managers, attorneys, single and multi-family office and other professionals the latest news and trends in the wealth management space, Private Wealth Focus aims to analyze market trends to allow industry pros to stay ahead of the curve and serve their clients better.
|
http://www.focuspointpress.com... |
|  |
HedgeWorld is the hedge fund industry's leading news, research and analysis source for individual and institutional accredited investors and their professional advisers, fund managers and service providers in the global hedge fund industry.
HedgeWorld's acclaimed international editorial team covers the stories that matter most, including quality news, investigative reports, special features, interviews and profiles with top executives in the industry. Our newest feature, The HedgeWorld Blog: Alternative Reality provides a unique perspective on the hedge fund community.
Established in 1999 by a consortium of private investors including Johann Wong and Tremont Capital Management, HedgeWorld spearheaded the global hedge fund community delivering exclusive, trusted and comprehensive news and hedge fund performance data to its members and site visitors. Today HedgeWorld leads the global hedge fund community in innovation with its award-winning news, events, online products and proprietary research products and services.
|
http://www.hedgeworld.com |
|  |
The Journal of Wealth Management offers practical and substantive analysis on investment strategies for high-net worth, taxable portfolios. It provides detailed, comprehensive research from practitioners and academics on the art and science of private portfolio management.
|
http://www.iijwm.com |
Conference Home |
Conference Agenda |
Sponsors & Exhibitors |
Hotel/Venue|
Registration/CPE Info.|
Register
| |
