Akin is an elite global law firm with more than 900 lawyers, dedicated to serving their clients and communities. With offices worldwide, we are renowned for our numerous market-leading practices.
With over 40 years of experience representing private equity and investment management clients, Akin has helped industry pioneers form funds and deploy capital globally since the earliest days of the modern funds industry.
Akin operates across the alternative investment management industry, offering a full spectrum of services. We advise on fund formation, tax structuring, private equity investments, secondary transactions, and regulatory matters.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 68 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 15,000 ATMs and award-winning digital banking with approximately 56 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Citi’s integrated business supports clients from pre-trade to execution and post-trade. Citi Equities provides insights, a broad range of products and services and round-the-clock market access for equities and equity-linked instruments, including tailored solutions to accommodate more complex trading strategies. Citi Prime Finance offers prime brokerage, securities lending and financing, agency securities lending, and global capital introductions to help hedge funds manage risk, improve efficiency and achieve their long-term business objectives. Citi Futures, Clearing and Collateral Management delivers futures execution, OTC derivatives clearing, derivatives intermediation and collateral management services to support operational, asset optimization and liquidity needs.
Industry recognition includes: https://careers.citigroup.com/working-at-citi/awards-recognition.html https://www.citigroup.com/citi/news/2021/211123a.htm
Derivatives House and Interest Rate Derivatives House of the Year from IFR (2020).
HSBC Global Banking and Markets is an emerging markets-led and financing-focused business that provides tailored financial solutions to major government, corporate and institutional clients worldwide.
Global Banking and Markets has offices in more than 60 countries and territories. Managed as a global business, we offer clients geographic reach and deep local knowledge.
Our clients are served by teams that bring together relationship managers and product specialists to develop financial solutions that meet individual client needs.
Our Client-focused business lines deliver a full range of banking capabilities: - Investment banking and financing solutions, including corporate banking, investment banking, and leveraged acquisition finance. - Global transaction banking services, including trade services, global liquidity and cash management, and securities services. - One of the largest markets businesses of its kind, with 24-hour coverage and knowledge of local markets and providing services in credit and rates, foreign exchange and money markets. - Global asset management solutions for institutions, financial intermediaries and private investors worldwide. - A broad range of research services including macro, sector and company coverage complemented by trading ideas and strategies.
Learn more at https://www.gbm.hsbc.com/
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $32 trillion of assets under custody and $714 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.
Schulte Roth & Zabel LLP (SRZ) is a full-service law firm with offices in New York, Washington, DC and London. A pioneer in the alternative investment management industry, SRZ has been advising private investment funds for more than 50 years. SRZ has across-the-board expertise in all strategies, including credit and direct lending funds, hedge, private equity, CLOs, specialty finance, long/short equity, global macro, activist, blockchain technology, digital assets, litigation finance, LBO, distressed, real estate and venture, among others. SRZ has the largest and most comprehensive regulatory and compliance practice in the asset management space. The lawyers advise managers on running their businesses consistent with applicable laws, regulations and legal requirements, in addition to counseling on SEC registration, examination and enforcement matters.
Sidley is an elite global law firm. With 2,300 lawyers, annual revenue of US$3 billion, and experience that spans 157 years, we have established a reputation using Built to Win℠ legal strategies in successfully representing clients in more than 70 countries on complex transactional, investigation, regulatory, and litigation matters. With 21 offices strategically situated in key commercial and financial hubs throughout the United States, Europe, and Asia Pacific, our perspective and our reach are truly global. Our lawyers and business professionals, fluent in more than 80 languages, possess the cultural awareness and cross-border legal acumen needed to bring clarity to a dynamic business landscape.
Sidley has a premier, global practice in structuring and advising investment funds and advisers. The Investment Funds practice group serves virtually every type of investment fund and investment manager, as well as many other market participants. The group has approximately 130 corporate, securities and derivatives lawyers dedicated to investment funds, investment management and derivatives work worldwide.
Gold Sponsors
Conduit was founded by a former FBI Agent and ex-Palantir engineer and supports alternative managers in their fight against the wire fraud bad guys. Conduit's SaaS solution is the technical control that secures all payments. Conduit works with the most sophisticated managers, has protected billions in transactions, prevented dozens of fraud attempts, and never lost a single dollar.
CSC® is a leading provider of business administration and compliance solutions, offering industry-leading expertise and unmatched global reach to alternative fund managers and capital markets participants. Leveraging deep institutional experience and a tailored approach, CSC delivers a comprehensive suite of fund administration, trust, agency, and compliance services to support a wide range of private and public market transactions, complex fund strategies, and scalable operations.
As the trusted partner of choice for more than 70% of the PEI 300 and 90% of the Fortune 500®, CSC helps clients navigate operational and transactional complexities across jurisdictions and asset classes. With capabilities in more than 140 jurisdictions, our expert teams provide solutions tailored to each client’s needs.
Privately held and professionally managed since 1899, we combine global reach, local expertise, and innovative solutions to help our clients succeed. We are the business behind business®. Learn more at cscglobal.com.
Experienced Advisory Consultants LLC ("EAC") is a premier outsource solution providing Hedge Fund Pre-Launch Consulting, Finance & Accounting, Operations, Front Office Optimization, Operational Due Diligence, Treasury Services, and Wind Down Services. The goal of EAC is to help the firm maximize operational efficiencies meeting the rigorous requirements of current or potential institutional investors. www.eacllc.com
Hazeltree provides treasury management, collateral, securities financing, and liquidity planning and execution solutions that streamline processes and data, resulting in significant improvements in workflows and data accessibility. By gaining comprehensive visibility, investment management firms can optimize their fund financial operations even further. This aggregation and optimization create opportunities for superior execution. The Hazeltree solutions are designed specifically for the hedge fund, private markets, and asset management ecosystem, enabling faster time-to-value and empowering ongoing improvement of capabilities.
K1x is the leading data distribution platform for alternative investments tax compliance. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility. K1x is battle-tested by the best and trusted by more than8000organizations including44 of the 100largest institutional investors in the US,20 of the top 25accounting firms,11 of the top 100private foundations,45 of the top 100university endowments, and7 of the top 40health systems. Visit us at K1x.io and follow us on LinkedIn.
With more than 100 of our 350 attorneys dedicated to serving fund and investor clients, our Investment Management Group is a leader in the United States, distinguished for our client service. Our global clients include investment funds and advisers, emerging managers, some of the largest and best known asset managers with AUM in the tens of billions and a range of structures and strategies.
Our core services include: -Fund Formation and Structuring -Family Office -Regulatory and Compliance -Broker-Dealer -Derivatives and Structured Products -Private Equity, M&A, Debt Financing -Securities and Capital Markets Litigation -Tax, T&E, ERISA, Employment, IP, Insurance
Seward & Kissel is home to one of the largest investment management practices. The Firm is recognized for its work with private investment funds, including U.S. and offshore open and closed end funds. Our clients represent some of the largest institutional private fund managers, as well as start-up and emerging managers across all asset classes and strategies. We draw on our extensive experience and industry contacts to help our clients achieve practical business solutions within a complex legal and regulatory framework. In addition to the Investment Management practice, Seward & Kissel provides full-service guidance on tax, ERISA, litigation, employment, trademark, bankruptcy, trusts & estates, corporate finance, capital markets, derivatives, commodities, business transactions and real estate matters. The Firm advises our clients with respect to numerous types of investment opportunities, including private equity, private debt and other business transactions; structured finance deals; distressed debt transactions; and activist investor plays. Our attorneys have significant regulatory and government investigation, enforcement and litigation experience and offer solutions to examinations and matters before the SEC, FINRA, Department of Justice and state regulators.
Silver Sponsor
Arcesium is a global financial technology company delivering pre- and post-investment and enterprise data management solutions to some of the world’s most sophisticated financial institutions, including private market firms, hedge funds, and institutional asset managers. Expertly designed to achieve a synchronized golden source of data throughout a client’s ecosystem, Arcesium’s cloud-native technology is built to systematize the most complex workflows and help clients achieve scale.
Today, Arcesium services over $4.3 trillion in gross AUM and over $550 billion in sell-side capital balances, and has modelled over 125 million investments to date. Arcesium was built from a platform developed and tested by investment and technology development firm, the D. E. Shaw group, and launched as a joint venture with Blackstone Alternative Asset Management. J.P. Morgan, another large client, later made a strategic investment in the company, helping Arcesium further its mission: to power the entire investment lifecycle. Arcesium currently has a staff of over 2,000 software engineering, accounting, operations, and treasury professionals.
PB OptimizeSM(PBO) is an innovative FinTech solution from Fidelity that can help with proxy screening, custom analytics, portfolio risk, corporate governance, global securities lending, and treasury and collateral management. It is a comprehensive, broker-neutral solution that aims to maximize performance and savings. Our clients saved $471 million in 2024 (based on re-rate activity in the platform). PB Optimize covers 55,000+ global securities and has $7.4 trillion in assets under management (data as of 12/31/24).
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