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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Advent Capital Management, LLC was founded in 1995 and is a registered investment advisor with the SEC. Advent manages approximately $6 billion in assets across several hedge fund, long-only and closed-end mutual fund strategies for corporations, public pension plans, foundations, endowments and high-net-worth individuals. Advent’s proficiency in investing across the entire capital structure is driven by the strength of its proprietary fundamental, bottom-up credit and equity research. The Firm has been managing assets in hedge fund and long-only strategies for over 16 years.
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http://www.adventcap.com/ |
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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.
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http://www.cohenmilstein.com |
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Deutsche Bank operates one of the world’s largest non-custodial agency securities lending programs offering institutional clients a comprehensive and efficient product for generating additional return on their fixed income and equity portfolios. The service is operated by one of the most experienced and respected teams in the market; located in London, New York, Frankfurt and Singapore.
Deutsche Bank’s program is specifically designed to generate consistent market returns while minimizing the risks associated with managing repo and lending activity in-house. As the clients’ agent, Deutsche Bank performs all lending and collateral management related functions, effectively reducing the administrative burden on clients and providing efficient distribution and settlement of securities. Full transparency is achieved through detailed and easy to use reporting via client access to our real-time website. Clients retain full access to all their securities ensuring there is no disruption to any of their portfolio management functions.
Clients can include assets held with multiple custodians and in different locations, enabling them to receive consistent performance as well as robust risk management across holdings. Risks are effectively managed using a range of proven risk management techniques such as comprehensive borrower indemnifications.
As a leading provider of financing and prime brokerage solutions, Deutsche Bank is able to offer integrated financing solutions to clients using a combination of its principal and agency financing services with seamless market coverage and global access.
Agency Securities Lending Contacts:
Tim Smollen
Global Head - Managing Director
Tel. +1 212 250 4611
Joseph Santoro
Director
Tel. +1 212 250 4492
Beatrice O’Carroll
Vice President
Tel. +1 212 250 4452
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http://www.db.com/ |
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DoubleLine Capital LP is an independent, employee-owned money management firm founded in 2009 by Jeffrey Gundlach and was named “Fastest Growing Start-Up Company in 25 years”1. DoubleLine offers a wide array of investment strategies run by an experience team of portfolio managers that have worked together for over fifteen years employing active risk management, in-depth research and innovative product solutions. DoubleLine offers these services under a cardinal mandate: striving to deliver better risk-adjusted returns for our clients. DoubleLine has approximately $30 billion in asset under management as of February 29, 2012 ranging from Core Fixed Income and Mortgage-Backed Securities to Global Macro strategies.
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http://www.doubleline.com/ |
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Enduring Investments is a specialty consulting and investment management company offering focused inflation-market insights and advice. The mission of Enduring Investments is to provide specialized, high value-added advice, investment products, and research to our clients, focusing on our unique strengths and deep experience in inflation-linked markets.
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http://www.enduringinvestments... |
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Tortoise Capital Advisors, L.L.C. is an investment manager specializing in listed energy infrastructure. Tortoise was one of the first institutional investors in Master Limited Partnerships (MLPs) and has consistently provided innovative investment vehicles for institutions and other investors. Our investment philosophy focuses on high quality companies with proven management teams who manage essential assets that generate fee-based cash flows. Our performance and expertise has earned us the privilege of managing in excess of $2.6 billion in separate accounts for a wide range of institutional investors including foundations, endowments, pensions and corporations. As of Jan. 31, 2012, Tortoise had a total of approximately $7.8 billion of assets under management including our publicly listed funds which are primarily invested in MLPs.
The Tortoise team consists of 46 employees including an investment team with diverse backgrounds in portfolio management, private equity, high yield and energy. The investment committee averages over 25 years of investment experience. Tortoise's investment process is bottom-up, fundamentals based, and incorporates extensive development of proprietary financial, risk and valuation models for companies across the energy value chain. Our investment strategy focuses on investments in critical assets with fee-based revenues that primarily focused on the distribution, processing, storage and transmission of oil and gas.
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http://www.tortoiseadvisors.co... |
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Exhibitor(s) |
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AQR Capital Management, LLC is an investment management firm employing a disciplined multi-asset, global research process covering global mandates as well as U.S., international and emerging markets in long-only and absolute return strategies. The Company's investment products are provided through a limited set of collective investment vehicles, separate accounts, and sub-advised mutual funds that deploy all or a subset of the Company's investment strategies. These investment products span from aggressive high volatility market-neutral hedge funds, to low volatility benchmark-driven traditional products. Investment decisions are made using a series of global asset allocation, arbitrage, and security selection models, and implemented using proprietary trading and risk-management systems. AQR believes that a systematic and disciplined process is essential to achieve long-term success in investment and risk management.
We are research-driven investors who use quantitative processes to build and implement portfolios. The views we hold are based on economic fundamentals (with an overlay of common sense), but are backed by statistical firepower and several decades of academic research into the behavior of financial markets and their participants. The principals of the firm have been pursuing this research since the late 1980s, and have been implementing it since the early 1990s. The research of AQR's principals is internationally renowned and has resulted in numerous published papers in a variety of professional journals since 1991.
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http://www.aqr.com |
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Cushing® MLP Asset Management sits at the hub of the energy infrastructure industry and delivers institutional investors with the greatest level of product choice and subject matter expertise in the MLP arena. Given its roots as an MLP focused hedge fund, the firm’s entire suite of institutional MLP portfolios is built upon one of the most comprehensive research and risk management infrastructures in the business. Cushing® partners closely with institutions as they explore the MLP landscape to help ensure they benefit from the high income, diversification, low correlation and growing cash flow streams that this emerging asset class has to offer.
Founded in 2003 by Jerry Swank, a thought leader in the MLP space, Cushing’s® senior investment team manages over $1.5 billion dollars out of their headquarters in Dallas, Texas. Building on Jerry’s 34 years of energy research and investing, the firm has become known for its culture of hard work, accountability and fiduciary duty.
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http://www.cushingfunds.com
http://www.swankcapital.com |
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Sustainable Growth Advisers (SGA) is an independent employee-owned firm specializing in the management of growth-oriented equity portfolios for a variety of institutional clients. Our investment strategy seeks to generate superior risk-adjusted returns by investing in the highest quality businesses at attractive prices. We focus only on those few low-risk businesses that offer predictable, sustainable earnings and cash flow growth over the long term. Proprietary fundamental research is conducted to identify the select group of companies that are worthy of our clients' capital and to ensure they maintain their superiority in a changing world. Few companies meet our strict criteria, so we typically invest in about 25-30 holdings at any time, employing a strict valuation discipline to control price risk in our clients' portfolios.
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http://www.sgadvisers.com |
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Lead Media Partner(s) |
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Money Management Intelligence is an exclusive daily information service focused on institutional asset management sales leads, news, trends, proprietary databases and research.
With decades of combined experience behind its intelligence gathering team, Money Management Intelligence aims to provide unparalleled insight into leading defined benefit pensions’ investment strategies and covers competitive information on consultants and investment managers serving this industry.
With news, analysis, in-depth interviews, trends and other features-coupled with the power of the premier iiSEARCHES investment management sales leads database-Money Management Intelligence stands out from the pack by delivering a rich variety of perspectives. Mobile and desktop access is available to the continuously updated website, daily emails and biweekly print and PDF issues (under the Money Management Letter brand) are included in the service.
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http://www.moneymanagementinte... |
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Educational Partner |
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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.
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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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Founded in 1992, CEIC Data Company Ltd ("CEIC") has built its reputation in the financial information service industry on accuracy, service and comprehensiveness. Today, we are the service of choice for economic research on emerging and developed markets by economists around the globe.
CEIC implement meticulous measures to ensure accuracy and completeness of our data. We build databases in response to extensive market study by our data specialists and researchers. We cultivate and leverage relationships and direct data distribution arrangements with the prime national and regional statistical agencies and major industrial data issuing organizations of each country covered.
The resulting time series data is ideal for trend monitoring, in-depth analysis and economic forecasting.
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http://www.securities.com/ |
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'Pension de-risking; North America' is a new report whereby North American pension schemes and their company sponsors come together to discuss the value of de-risking and mitigating risk through investment plans, better management and an increased understanding of the exposures pension plans face.
Download for FREE, from financial report specialists Clear Path Analysis - http://www.clearpathanalysis.com/reports/pension-plan-de-risking-north-america
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http://www.clearpathanalysis.c... |
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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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FinRoad is a fast growing networking site reserved to Financial Markets professionals, with exclusive tools to detect and develop business, career and networking opportunities. Whether you are willing to sell, buy, invest or raise funds, smart matching tools narrow down thousands into a manageable number of real opportunities in one single click!Based on a precise classification of financial markets subsectors, functions and instruments expertise.
FinRoad also offers companies from the industry (brokers, buy side, exchanges, IT and data/software vendors...) highly targeted marketing tools based on its new B2B marketing platform and Social Media consulting for Finance.
"Let’s get connected!»: www.finroad.com
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http://www.finroad.com |
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Public Funds Focus is the only publication of its kind focusing on Public Funds. This online publication goes out to public pension funds, corporate pension plans, foundations and other industry professionals to highlight top issues in the space. Public Funds Focus covers regulatory, compliance and industry news from Washington- as well as developments related to trustees and municipal bonds and funds.
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http://www.focuspointpress.com... |
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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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iiSEARCHES, the premier web-based service from Institutional Investor, delivers institutional plan sponsor, consultant and investment manager sales leads to your desktop daily, along with news and access to mandate data, institutional profiles and contact information for in-depth marketing analysis. It is the most effective way to generate business opportunities and research potential, new and completed pension and nonprofit fund sponsor mandate activity from around the world.
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http://www.iisearches.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.
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http://www.iiJPM.com |
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Property Funds World is the property 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. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
Click here to access www.propertyfundsworld.com
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http://www.propertyfundsworld.... |
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