CNBC Interviews Live from|
Active-Passive Investor Summit
|Alternative investment professionals will gather with institutional investors to discuss strategic, analytical and performance related challenges facing the industry at a time of exponential growth. Key industry leaders will delve into the nuances of the various alternative asset classes including hedge funds, private equity, real estate and commodities. This content-driven program attracts pension funds, endowment and foundations, fund of fund managers, specialty investment managers and alternative investment consultants. Held in the financial capital of the world this conference offers tremendous networking opportunities as well as an educational and informative program.
JPMorgan Investor Services operates in 80 countries, and provides custody and investor related solutions to the world’s leading institutional investors, including pension funds, investment managers, mutual funds, insurance companies, endowments, foundations and banks. JPMorgan holds in custody $6.7 trillion in assets, of which $2 trillion are global custody assets. Investor Services meets the needs of institutional investors by developing customized business solutions that optimize efficiency, enhance revenues and mitigate the risks associated with global investing. It provides a full range of innovative, value-added products and services to clients such as securities lending, portfolio transition management, performance measurement & analytics, compliance monitoring, alternative asset servicing, cash and short-term investment products, transaction cost analysis, and robust, online information delivery. JPMorgan prides itself on managing client relationships with the goal of delivering the entire firm from a trading, capital markets, financing and operating services perspective.
AG Bisset & Company manages currency overlay and currency alpha programs for funds and institutions in North America and Europe. A.G. Bisset formed in 1981 to provide currency advice to corporate treasurers and money managers from its offices one hour north of New York City in Rowayton Connecticut. The currency views today are based on the exact same models created in house over 20 years ago. In addition to the research longevity, the investment professionals have an average of 17 years with the firm. Bisset's AIMR-PPS verified currency overlay performance composites start in 1992 for euro based overlay accounts and in 1993 for dollar based mandates. Performance records are available upon request. www.agbisset.com
ANSBACHER INVESTMENT MANAGEMENT, INC.
Ansbacher Investment Management, Inc. is the largest asset management firm in America devoted exclusively to options writing. It manages accounts for a large number of institutions and high net worth individuals who are seeking returns that can out perform the S&P 500 while providing low correlation with other managers. The firm is headed by Max G. Ansbacher who is the author of “The New Options Market”, sometimes referred to as the Bible of option books. Mr. Ansbacher has been featured on many television shows including regular guest appearances on the Bloomberg TV network. In 2003 the firm had the highest risk adjusted return of all Trading Advisors who submitted their results to Managed Account Reports, a leading independent data tracking firm.
Bear Stearns Asset Management Inc. was founded in 1984 as a division of Bear, Stearns & Co. Inc. and is now a wholly-owned subsidiary of the Bear Stearns Companies Inc. Currently the firm manages more than $20 billion in assets with expertise spanning equity, fixed income, and alternative investment strategies, while providing comprehensive asset management services to institutional and high net worth investors. Corporations, municipal governments, multi-employer plans, endowments, foundations and family groups rely on our disciplined investment processes, investment performance, and superior client service.
Efficient Capital Management, LLC exists to optimize the unique benefits of multi-trader portfolios in managed futures for institutional investors. Restricting investments to listed exchange instruments and inter-bank FX that are liquid, transparent, and cash-efficient makes it possible to target alpha. In addition, the advantage of leveraging without borrowing minimizes the currency exposure of the trading portfolio and can be used as a volatility-reducing/yield-enhancing portfolio overlay. Efficient Capital Management maintains a central focus on providing the best possible risk-adjusted returns irrespective of market direction. On a trader level, statistical profiles delineate returns, drawdowns, and volatility on a daily basis while multiple risk measurements and VaR models are utilized to summarize the composite risk of the entire portfolio of CTAs. Efficient provides diversification among multiple traders with measurably low correlation to each other, believing that this substantially reduces composite portfolio volatility, decreases investment risk, and provides a high degree of risk predictability. Currently, Efficient Capital Management actively manages the allocation of two billion dollars among thirty broadly diversified traders. Investors are provided time-critical portfolio performance and risk information through secure website access.
FX Concepts was established in 1981 as a specialist in foreign exchange and interest rate research. Our firm was one of the first to use a disciplined, quantitative approach to currency management. Today we are a leading currency manager with over $ 11 billion in assets under management. Over 700 institutional research clients follow our analysis daily. Our philosophy is that currency can be successfully managed, both as a risk-control strategy and as an alpha-generator. In 1987, the Eastman Kodak pension fund awarded us a mandate to manage the currency exposure linked to their international equity portfolio – it was in effect one of the first “currency overlay” mandates ever awarded. Eastman Kodak remains a client, along with other well known pension plans such as the World Bank, Schlumberger and the San Diego Public Employees’ Retirement System. In addition to our currency overlay, FX Concepts also manages currency as an absolute return strategy for entities such as ABN Amro, JP Morgan/Chase, UBS Warburg, Société Générale, Deutsche Bank and HSBC.
Intercontinental is a real estate investment advisor that manages private equity investments and provides real estate investments for domestic and international clients. Our investors include corporations, insurance companies, foreign governments, domestic pension plans, union retirement funds, banks, university endowments and high net-worth individuals. Intercontinental offers a range of investment management services that are tailored to meet our investors' needs: private equity funds, joint ventures / partnerships and separate accounts. Intercontinental provides a full spectrum of real estate investment and management services including acquisitions, asset management, portfolio management, finance, development, construction management and property management. Our firm's investment capabilities are reinforced by our broad expertise in development, construction management and asset management. The company manages investments to term through a strong, vertically-integrated team of professionals with bricks and-mortar capabilities, experience in lease negotiation, build out and permitting, as well as due diligence. Each is accomplished in its own right, bringing to bear diverse development and construction capabilities and effective asset management skills. Together, they are a tremendous resource for our clients, combining versatility, expertise and a continuum of real estate services for optimal returns.
Established in Boston over 40 years ago and recently ranked in the top 100 United States real estate investment advisors by Pensions & Investments, Intercontinental has acquired, developed, built, and/or managed over US $2 billion of real estate and has earned an international reputation as one of the leading US real estate investment firms.
The New York Mercantile Exchange is the third-largest U.S. futures exchange and the world's largest physical commodity exchange, providing the global marketplace with a transparent, liquid forum for trading strategic commodities. The activity at the Exchange determines benchmark prices for the energy, precious metals, and North American base metals markets, including crude oil, unleaded gasoline, heating oil, natural gas, propane, electricity, coal, gold, silver, platinum, palladium, aluminum, and copper.
Recent innovations include the NYMEX ClearPort(sm) state-of-the-art, internet-based trading and clearing platform and e-miNY energy futures(sm). NYMEX ClearPort(sm) offers round-the-clock access to more than 60 energy futures contracts including natural gas location differentials; electricity, crude oil spreads and outright transactions; petroleum product crack and location spreads and outright transactions; and coal. e-miNY energy futures(sm) are electronically-traded, reduced versions of the Exchange's crude oil and natural gas contracts.
PlusFunds operates the SPhinX investment program, which includes US and non-US investment vehicles, privately and publicly offered, tracking the various S&P hedge fund indices. PlusFunds received an exclusive perpetual license to develop certain investment vehicles that seek to replicate the S&P Hedge Fund Index as well as its various sub-indices. The S&P Hedge Fund Index is composed of 40 managers, representing 9 investment styles. PlusFunds offers SPhinX investors a unique range of monitoring services, including daily NAVs, independent verification and valuation of portfolio holdings, as well as credit exposure and market risk reporting. SPhinX's separate managed account structure, its operational attributes, as well as the quality of the constituent portfolio managers and the continuous due diligence provided by Standard & Poor's all distinguish this product as an excellent source of risk-managed exposure to hedge fund investment strategies. As of May 1, 2004, PlusFunds managed $1.8 Billion of assets.
Standard & Poor's is the world's foremost provider of independent credit ratings, indices, risk evaluation, investment research, data and valuations. An essential part of the world's financial infrastructure, Standard & Poor's has played a leading role for more than 140 years in providing investors with the independent benchmarks they need to feel more confident about their investment and financial decisions.
Value Management Group & Associates, LLC (“VMG”) is an investment management firm that focuses on private equity investments primarily in middle-market later-stage growth companies, re-capitalizations, and strategic platform companies within certain durable goods manufacturing, distribution and related services industries in North America and Western Europe (the “Target Industries”).
With extensive backgrounds in the private equity markets and international executive-level management and operation of manufacturing businesses, the principals of VMG are well positioned to pursue the Fund’s investment objective. VMG will utilize its skills, including operational expertise, in sourcing, manufacturing and logistics to seek to achieve cost and quality efficiencies. The managing directors of VMG are also experienced in developing market strategies and programs to position companies to grow through sales and marketing initiatives. They will utilize their knowledge of the Target Industries, their access to preferential deal flow and their managerial experience in an attempt to add significant, measurable value to portfolio companies.
West Cooper Asset Management Group, LLC (“WestCooper”), is an investment consulting firm founded in 2000, specializing in alternative investment strategies. The company has assembled a team of investment professionals with extensively diverse knowledge and expertise in a highly specialized field. Located in historic Philadelphia, Pennsylvania the corporation offers investors such as institutions, governments, corporations and individuals, the opportunity to invest in a wide range of investment vehicles, including U.S. and non-U.S. equity structured products, hedge funds and managed futures. The principals of WestCooper® are among some of the most experienced in their respective industries. Throughout their careers, they have been successful in the areas of trading, product development and marketing for both institutions and retail market sectors.
Westwood Partners is a financial services boutique dedicated to providing our clients with high quality, differentiated executive search and advisory services. Our six partners in New York focus on complex senior level assignments in the Capital Markets, Investment Banking, Asset Management and Alternative Investment arenas, partnering, when appropriate, with our London affiliate, to provide European market insights and seamless cross-border execution. Westwood's goals are to advise our clients on their most challenging human capital issues, and to provide superior execution of the selected strategy. As a firm, we work to foster a true internal team environment which allows us to deliver the best of Westwood to every client.
Alternative Investment News is the only publication that offers a real time search intelligence service with monthly pieces on alternative trends and strategies. The monthly newsletter and real-time website provide breaking news and analysis on the fast-growing institutional market for alternative investments - specifically the use of hedge funds and similar entities by public and corporate pension funds. For more information or to sign up for a free trial, visit www.iialternatives.com or call (212) 224-3800.
Creditflux provides unrivalled news and analysis of the global market for credit derivatives, CDOs and synthetic credit. A subscription-only print and web publication, Creditflux reports each month on new market entrants, product innovations, trading volumes and strategies, personnel changes, documentation and regulatory issues, and other points of debate in this fast-evolving market.
Since its foundation in 1969 by Sir Patrick Sergeant, Euromoney has become the pre-eminent journal of the international business and finance community. It is read by some 160,000 high ranking corporate and financial decision makers in more than 120 countries. For more information on the magazine and how to subscribe please call Deborah Rey-Burns on +44(0)20 7779 8802.
Euromoney Yearbooks offers a series of internationally acclaimed yearbooks providing definitive market guidance on a particular financial sector. Each title offers a virtual marketplace in one volume ensuring its readers know the key issues and can establish contact with the leading players. Take advantage of your complimentary copy of Euromoney’s Portfolio Trading Handbook at this event.
Funds Europe is the leading dedicated journal designed to meet the needs of cross border investment professionals across Europe. It is focused on commentary and analysis from leading industry figures – business strategy, market developments and targeted coverage of products, distribution, investor services, software solutions and legal and tax issues.
Global Fund Analysis is a London-based fund research and investment consulting firm. Established in 1996, and regulated by the Financial Services Authority, GFA equips investors to make informed decisions in the world of hedge funds. GFA has rated more than six hundred hedge funds and interviewed nearly 2000 managers. Its activities today span manager selection, hedge fund portfolio construction and risk management for some of the world's most prestigious investment groups. Its affiliate, Fortune Asset Management Ltd, offers investors a range of fund of funds including the flagship Market Wizards Fund. www.globalfundanalysis.com Contact: Simon Hopkins +44 (0)20 7355 2000
Global Pensions is the only truly international pensions title, reporting
monthly on key developments in the pensions industry worldwide. Each issue contains vital and exclusive news coverage, key mandates won and lost, in-depth country and regional profiles, comprehensive analysis and industry features, as well as essential statistical information.
HedgeWorld is the hedge fund industry's premier information provider for individual and institutional accredited investors and their professional advisers, fund managers and service providers in the global hedge fund industry. We publish news and publications, provide research and manager background reports, and offer access to the TASS database. www.hedgeworld.com
GET AN EDGE IN THE ALTERNATIVE-INVESTMENT ARENA Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate new risks and opportunities facing fund-management firms, their investors and service providers. Sign up for a FREE trial subscription, and see for yourself how Hedge Fund Alert: * Identifies shifts in investor strategies and allocations. * Covers competition among prime brokers and other industry vendors. * Dissects capital-raising tactics and product offerings of fund managers. To start your free-trial subscription, call 201-659-1700 or visit www.HFAlert.com.
Inside MBS & ABS - If you’re involved in issuing, underwriting, investing, research, rating or trading MBS (mortgage-backed securities) and ABS (asset-backed securities), this publication is for you. Since 1985 Inside MBS & ABS has been the secondary mortgage market’s premier source of news and data on the agency MBS, CMO/REMIC, and private-label MBS markets. For a free trial subscription call us at (301) 951-1240, or visit our website at www.imfpubs.com.
The Institutional Real Estate Letter is a monthly publication covering the $4.8 trillion institutional real estate market. Written for the plan sponsor community, The Letter gives pension fund advisers, consultants and others serving this industry inside information on investment patterns, trends and strategies. To subscribe, please call 925-933-4040 and ask for client services.
International Securitization & Structured Finance Report is a twice monthy newsletter devoted to reporting and analyzing asset-backed securitization transactions and structured finance in international markets. Covers innovative product trends, issuer considerations, regulatory matters, and tax and accounting considerations. Examines what is working in emerging markets and spotlights unique global transactions. For more information or to order your free three issue trial contact us at email@example.com; Tel: (978) 287-0301;
Fax: (978) 287-0302; or visit our web site: http://www.wtexec.com/secur.html
Investment Management Weekly is a "must-read" for institutional money managers looking for new business leads as well as plan sponsors and consultants who want to stay abreast of the industry as a whole. Each weekly issue provides news briefs, feature stories and listings covering manager searches and selections, asset allocation strategies, personnel shifts, and general industry trends.
For daily updates visit IMWeekly.com.
For more information, to receive a free trial, or to order, please call (888) 807-8667 or visit our website at www.imweekly.com.
Investment & Pensions Europe (IPE) is the pioneering institutional asset management magazine written for Europe’s leading pension funds. It is THE source of information on the fast growing European investment and pensions markets.
For further information, please call +44 (0)20 7261 0666 or visit IPE.com – the free access internet site for Europe’s pensions industry.
Institutional Real Estate Newsline is a weekly electronic newsletter. IREN provides a digest of topical news and up-to-date information on institutional investment in real estate gleaned from a variety of news sources. Topics covered include manager searches, mergers, joint ventures, research, legislation, property transactions, development and industry conference updates. To subscribe, please call 925-933-4040 and ask for client services.
ISI Publications: a specialist publisher of business titles with offices in Hong Kong, the UK, and Bermuda. Over the last decade, ISI has earned a reputation for providing authoritative and timely books on critical developments in the world capital markets and e-commerce subjects. In 2001, ISI launched BooksonBiz.com (www.booksonbiz.com)? A specialist on-line bookstore stocking finance and e-commerce titles from a variety of publishers, with a strong emphasis on customer service and swift delivery.
KWR International, Inc. is a consulting firm specializing in the delivery of research, communications and consulting services with a particular emphasis on public/investor relations, business development, financial transactions, corporate and marketing programs. Our clients include governments, associations, venture companies and multinational corporations; as well as financial institutions, investment managers and professional service firms.
Now in its sixteenth year, LatinFinance is an integrated publishing and events business.
At its core is the flagship product: our magazine, which is internationally recognized as an invaluable source of commentary and analysis on cross-border finance and investment in Latin America and the Caribbean. It has provided continuous coverage of the region for 16 years, building up an expertise incomparable to any other publication.
Please visit us online at www.latinfinance.com
Plug In to Industry Secrets
Every week, Private Equity Insider reports on developments you’re not supposed to know about -- behind-the-scenes squabbles, hush-hush plans of investors and inside moves of buyout and venture capital funds. See for yourself by signing up for a three-week FREE trial subscription to Private Equity Insider. To start your no-risk trial, call 201-659-1700 or visit www.PEinsider.com.
Private Equity International is the first European private equity magazine with a buy-side focus. It delivers relevant information and insight to market practitioners, institutional investors and advisors who have an interest in private equity. PrivateEquityOnline.com is the multimedia window into the world of private equity. Every month another 1000 new users join our online community, ensuring that they receive both the news and the comment they need when investing, advising or monitoring these dynamic markets.
vFinance, Inc. is a financial services company that provides personalized investment banking and brokerage services to 10,000+ clients. vfinance.com is the #1 destination for companies seeking capital, as well as institutional and high net-worth investors seeking dynamic high-growth companies. The site hosts 1M+ Investors and CEOs from 50+ countries annually.
vFinance, Inc. World Headquarters
3010 North Military Trail
Boca Raton, FL 33431
Be the first to identify risks and opportunities with this subscriber-based comprehensive weekly newsletter delivering market intelligence on the hedge fund and private equity industries – delivered in PDF format via e-mail. Register for a FREE trial subscription by visiting www.alternativeuniverse.net or call Amy Geant (212) 381-8078
Eurekahedge is a consultancy, advisory and research house focusing on alternative investments. Originating in Asia, Eurekahedge has grown rapidly to become one of the most widely used and quoted alternative research houses worldwide. Eurekahedge has produced a suite of Asian hedge fund indices, an Asian hedge fund directory, a global fund of funds directory and a European hedge fund directory, covering almost 3,000 funds as well as a collection of educational guides for both funds and investors.
Founded in 2001 Eurekahedge has offices in Singapore, Hong Kong, London, Tokyo (affiliated), Switzerland and New York. Eurekahedge also provides consultancy and advisory services, hedge fund start-up services, capital introduction and due diligence services.
HedgeFund.net is the gateway to key decision-makers in the hedge fund industry. Our proprietary hedge fund database is the industry’s largest, with more than 3,200 hedge funds reporting monthly performance. HedgeFund.net delivers news, as well as powerful interactive and analytical tools to more than 39,000 individually screened accredited investors and hedge fund managers. Rated “Best of the Web” and “Forbes Favorite”.
Contact: Amy Geant (212) 381-8078.
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