CNBC Interviews Live from Active-Passive Investor Summit |
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Platinum Sponsor(s) |
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Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 50,700 people. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, 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 www.credit-suisse.com.
| https://www.credit-suisse.com |
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Breakfast Sponsor(s) |
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With over 11,000 employees in more than 33 countries, Societe Generale Corporate & Investment Banking is present in all major markets and is built on the overriding principles of client service over the long term and sound risk management. Standing by its clients across sectors, we tailors solutions for clients by capitalizing on our worldwide expertise in investment banking, global finance, and global markets.
• For Corporates, Financial Institutions and public sector: providing a global advisory approach (M&A, debt, equity transaction, capital structure, and asset & liability management), as well as quality capital raising solutions across the debt and equity spectrum, optimized financing and expert risk management responses notably in foreign exchange and rates derivatives.
• For investors: offering reliable and sound investment opportunities and risk management solutions through our integrated global markets platform delivering seamless access to markets (equity, rates, credit, currencies, commodities and derivatives), as well as advice and solid financial engineering, quality of execution and forward looking research across asset classes.
www.sgcib.com
www.societegenerale.com
| http://www.sgcib.com http://www.societegenerale.com |
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Gold Sponsor(s) |
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The Abernathy MacGregor Group provides strategic, corporate and financial communications counsel to companies and boards of directors. We offer top-tier capability in investor relations and shareholder activism, mergers and acquisitions, crisis management, initial public offerings, corporate public relations and restructurings and bankruptcies. We support our counsel with a wide range of planning, research and execution services. We are based in New York with offices in Los Angeles, San Francisco, Houston and Seattle with a network of closely affiliated agencies in the financial centers of Europe, Asia, the Americas and the Middle East.
| http://www.abmac.com |
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Houlihan Lokey is an international investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm is ranked globally as the No. 1 restructuring advisor, the No. 1 M&A fairness opinion advisor over the past 10 years, and the No. 1 M&A advisor for U.S. transactions under $1 billion, according to Thomson Reuters. Houlihan Lokey has 14 offices and more than 800 employees in the United States, Europe and Asia. The firm serves more than 1,000 clients each year, ranging from closely held companies to Global 500 corporations. For more information, visit www.HL.com.
| http://www.hl.com |
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ICR is a corporate and financial communications firm founded in 1998 on the belief that senior Wall Street experience is central to the process of investor and corporate communications at publicly-listed companies. ICR has developed a highly-differentiated model that is grounded in first-hand capital markets experience integrated with traditional communications experience, deep industry sector knowledge and a service model that relies on senior professionals to execute all client work. The result is a strategic communications firm that delivers enhanced equity valuation and improved corporate reputation. ICR currently serves 275 public companies across nearly every industry sector.
| http://www.icrinc.com |
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Innisfree is a full service proxy solicitation/investor relations firm providing clients with sound tactical and strategic advice and results-oriented implementation in proxy and consent solicitations (whether friendly or contested), tender and exchange offers, mergers, rights offerings, strategic restructurings and other domestic and cross-border transactions requiring action by public security-holders. We provide expert consulting services on a wide range of matters, including executive compensation proposals, corporate governance issues and investor relations.
Innisfree’s reputation derives from our success in complex and/or contested situations. Key to that success is our ability to track, identify and understand the shifting dynamics of a company’s security-holder base and provide battle-tested advice based on that information. We are convinced, and our unrivaled record demonstrates, that this refined, analytical based approach enables us to deliver the extraordinary results our clients expect.
| http://www.innisfreema.com/inn... |
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Latham & Watkins is a full-service international law firm with approximately 2,000 lawyers in 31 offices around the world. The firm's M&A lawyers handled more than US$265 billion in announced M&A transactions worldwide in 2011, representing principal entities or financial advisors in more than 320 public and private transactions, across various industries. Fortune 500 corporations, private equity sponsors, sovereign wealth funds, investment banks, special committees and closely held companies turn to Latham for its reputation for creativity and excellence in M&A.
Our work earns praise worldwide for high-profile and groundbreaking deals and cases. Latham most recently garnered 28 Top 10 rankings and improved its placements in 10 categories across a range of corporate and finance categories in The American Lawyer's 2012 Corporate Scorecard. Our Global and US M&A Practice is ranked in the Top 5 for deal value and number of transactions in 2011 according to Bloomberg, Thomson Reuters, and mergermarket. For more information, visit www.lw.com.
| http://www.lw.com |
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MacKenzie Partners, Inc. is a leading proxy solicitation and financial relations consulting firm based in New York City with offices in Palo Alto, Los Angeles and London specializing in advising on proxy and tender offers, control contests, governance and as information agent in friendly and hostile tender and exchange offers for equity and debt.
| http://www.mackenziepartners.c... |
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| http://www.mccarthy.ca/ |
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Olshan Grundman Frome Rosenzweig & Wolosky LLP, a premier law firm based in New York, represents major businesses and entrepreneurs for their most significant transactions, problems and opportunities.
Olshan’s clients range from public companies, hedge, venture capital, private equity and other investment funds to entrepreneurs and private companies worldwide.Clients choose Olshan for innovative strategies and sophisticated, game-changing advice in corporate, securities law and shareholder activism, complex commercial, corporate and securities litigation, bankruptcy and creditors’ rights, real estate, intellectual property and advertising. Since its founding Olshan has offered an alternative to the AmLaw 50 law firm business model with responsive, independent and client-focused legal counsel provided by the firm’s senior lawyers.
| http://www.olshanlaw.com |
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Paul, Weiss, Rifkind, Wharton & Garrison LLP is a firm of more than 700 lawyers, with diverse backgrounds, personalities, ideas and interests, who collaborate with clients to help them conquer their most critical legal challenges and business goals. Our long-standing clients include many of the largest publicly and privately held corporations and financial institutions in the United States and throughout the world. We continue to serve as counsel to numerous start-up companies and investment funds, and over the years have nurtured many through their growth into industry players. While Paul, Weiss is widely recognized as having leading corporate and litigation capabilities, the firm has developed equally strong practices in the areas of bankruptcy and corporate reorganization, employee benefits and executive compensation, intellectual property, personal representation, real estate and tax law.
As a firm we have long maintained an unwavering dedication to representing those in need, and our pro bono efforts continue to benefit individuals and society as a whole in profound ways. We have long been a leader in promoting diversity within our firm and the legal profession, and have been acknowledged by distinguished organizations for our efforts.
| http://www.paulweiss.com |
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Silver Sponsor(s) |
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For over 40 years, Cohen Milstein Sellers & Toll PLLC has represented U.S. and foreign institutional investors who have been the victims of securities fraud. Applying various innovative legal theories and litigation strategies, we have recovered billions of dollars for our clients in some of the largest and most demanding securities actions. We also have implemented good governance provisions through settlements, to ensure that the future conduct of a company's officers and directors will better reflect the interests of its investors.
To alert our institutional investor clients to those cases where the allegations of fraud are strong and where they have suffered a significant loss, we provide portfolio monitoring and case evaluation services specifically tailored to each client's needs. We have extensive experience prosecuting non-U.S. companies and can monitor the international portions of a client's portfolio. We work with many public pension funds and Taft-Hartley Benefit funds located in Illinois.
Some of our major cases include: Lucent Technologies, Parmalat, WorldCom, Royal Bank of Scottland and the Merrill Lynch Analyst Reports.
| http://www.cohenmilstein.com |
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Governance for Owners (GO) is a London-based investment manager (with offices in New York and Tokyo), with €800m under management. It is majority owned by its partners and has a number of other long-term investors including Railpen and CalPERS, providing strong alignment with our clients. Our flagship product is the GO European Focus Fund, which invests in European public companies where value can be added through constructive engagement with portfolio companies on a range of strategic, financial and governance issues. A separate specialist team offers the GO Stewardship Services, which provide worldwide voting, engagement and Environmental, Social and Governance (ESG) consultancy services to asset managers and owners.
| http://www.g4owners.com |
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The Laurel Hill Advisory Group is one of the leading providers of corporate governance advisory and proxy solicitation services. We have offices throughout North America, giving our clients first rate cross border capabilities that specialize in annual meeting solicitation, information agent services, mergers and acquisitions, special meeting solicitation and shareholder asset recovery programs. We also provide our clients with the most knowledgeable and comprehensive corporate governance advisory service available. We believe that public issuers need to be proactive rather than reactive. If you agree, give us a call.
For more information please contact us at (917) 338 - 3181 or visit us on the web at http://www.laurelhilladvisory.com.
| http://www.laurelhilladvisory.... |
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Okapi Partners LLC is a strategic proxy solicitation and investor response firm providing a full range of solicitation and information agent services. Okapi Partners represents clients including activist investors, corporations and mutual funds and provides expert consultation and advice as well as superior service, top intellectual capital, established industry relationships and outstanding execution capabilities.
Headquartered in New York City, the senior management team at Okapi Partners has 50 plus years of experience working with clients on corporate and mutual fund solicitations, proxy fights, friendly and hostile mergers and acquisitions, tender offers and rights offerings, allowing for unique insight to formulate successful and cost-effective campaigns.
| http://www.okapipartners.com |
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Media Partner(s) |
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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.
| 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.
| http://www.bloombergbriefs.com |
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dealReporter provides proprietary forward-looking intelligence, news and analysis on a wide range of corporate events in the equity and credit markets. With a focus on M&A, event-driven special situations, convertible arbitrage, Equity Capital Markets and global regulatory coverage, our market-leading intelligence on time-sensitive corporate events will form an essential part of your trading strategy. Targeted exclusively to investment professionals, dealReporter publishes only the newest, most actionable news, along with in-depth analytics and proprietary data. dealReporter is a part of The Mergermarket Group, a Financial Times Company. Visit www.dealReporter.com.
| http://www.dealReporter.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.
| 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.
| http://www.hfalert.com |
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The definitive source of thought-proviking analysis and practical techniques that thousands of investors turn to. For over 35 years, this market-leading journal for practitioners has published cutting-edge research on asset allocation, performance measurement, market trends, investment ethics, volatility, risk management, and more.
| http://www.iiJPM.com |
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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.
| http://www.leebug.com/index1.p... |
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The New York Society of Security Analysts (NYSSA) has been a leading forum for the investment community since 1937. A not-for-profit educational organization with 10,000 members, NYSSA is committed to the promotion of best practices and the highest professional and ethical standards in the investment industry. NYSSA is the largest of the 135 societies worldwide that make up CFA Institute, which has more than 105,000 members. Learn more about NYSSA at www.nyssa.org.
| http://www.nyssa.org | Conference Home |
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