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2010 Sponsors |
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Alpha Financial Technologies, LLC (“AFT”) is a market leader in the research and development of managed futures indexes. AFT indexes are utilized by the financial and institutional community globally in a broad array of products. Our futures-based quantitative methodologies are transparent, offer daily liquidity of underlying components, and can be used by investors as portfolio diversification tools due to their historical low correlation to traditional assets over long-term periods. As of June 2010, there is approximately $3 billion invested globally in products utilizing AFT’s indexes. Enhanced Alpha Management, L.P. (“EAM”) is a commodity trading advisor (“CTA”) that develops trading methodologies based on economic and statistical theory for large institutions and certain other financially sophisticated persons.
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Formed in 1988 and headquartered in Chicago, Aurora Investment Management is one of the leading FoHF managers in the world. Dedicated to providing diversification and risk control, Aurora manages approximately $10 billion in assets. Aurora believes that delivering successful results requires a consistent investment philosophy, a commitment to superior due diligence and a disciplined investment process.
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Aviva Investors is the global asset management business operated by affiliates of Aviva plc. Operating under a single brand in 15 countries across globe, Aviva Investors offers an array of investment solutions in fixed income, equities, alternative investments and real estate, managing more than $400Bn (USD as of 12/31/09) worldwide.
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For more than 125 years, innovation, quality protection and unparalleled service have been the hallmarks of Chubb. Discriminating individuals, families and their advisors choose Chubb Personal Insurance not only because Chubb offers higher limits and broader coverages than standard insurers but also because of Chubb’s exceptional claims service and financial strength. (NYSE: CB, www.chubb.com/personal).
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The D. E. Shaw group is a global investment and technology development firm with more than 1,500 employees; approximately $22 billion in investment and committed capital as of April 1, 2010; and offices in North America, Europe, the Middle East, and Asia. Since its organization in 1988, the firm has earned an international reputation for financial innovation, technological leadership, and an extraordinarily distinguished staff.
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HUB International Personal Insurance manages over $800 million in personal insurance premium placements for its clients across North America. Within the HUB Personal Insurance Practice, the HUB Private Client Advisors team focuses exclusively on providing high net worth clients with expert guidance and comprehensive insurance programs. These experts work with family office managers, high net worth individuals and their trusted advisors on a consultative basis to assess risk exposures, develop customized solutions, and deliver high-touch service. As an independent broker, HUB brings a wide range of solutions and options to its clients. Its Private Client Advisors have strong relationships with all of the leading insurance carriers who specialize in serving high net worth families. With expertise in specialty product lines, HUB Private Client Advisors understand the complex needs of high net worth families and work closely with insurers to tailor solutions that reduce property and liability risks.
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Old Mutual Asset Management provides access to 18 distinct institutional boutique firms including asset managers that specialize in over 150 high-quality, active investment strategies for institutional and individual investors. Old Mutual Asset Management is committed to leveraging the discipline of leading institutional asset managers to bring your clients a level of innovation and expertise previously reserved for major corporations, foundations and endowments.
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Raptor Capital Management LP
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Société Générale / SG Americas Securities, LLC. is one of the world's largest banks with USD 493 billion* assets under management and offices in over 82 countries across Europe, the Americas and Asia. It runs the largest structured alternative investment business in the world with over USD 123.6 billion* in assets. Societe Generale / SG Americas Securities, LLC. works closely with institutional investors, family offices and funds of hedge funds to tailor solutions that reflect their own risk/reward appetite. It offers a full range of financial solutions including principal protected products, leveraged / credit facilities, portable alpha structures, exposure to hidden assets and hedge funds.
* December 2009, as converted to USD at a rate of 1.43, as of December 31, 2009
Unless governing law provides otherwise, all transactions should be executed through the Société Générale / SG Americas Securities, LLC. entity in the investor’s home jurisdiction. In the United States, certain activities are conducted through SG Americas Securities, LLC, a registered broker-dealer, a member of FINRA, NYSE and SIPC and a wholly owned subsidiary of Societe Generale.
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Spruce Private Investors, LLC is an outsourced Chief Investment Officer that helps approximately 44 family offices and charitable institutions manage their assets using a systematic, global, absolute return investment approach similar to that of the leading endowments, with a particular emphasis upon “tail events” and risk management. The firm utilizes leading-edge proprietary computer-based systems as well as fundamental research for capital market forecasting, portfolio construction, risk management, overlay management, manager selection, portfolio re-balancing, and consolidated performance reporting.
The firm manages approximately $3.2B in broadly diversified “endowment-like” portfolios including approximately $620 MM in nine alternative investment fund-of-fund partnerships (hedge funds, private equity, real estate and oil& gas). In particular, the firm focuses on capital market forecasting, asset allocation, risk management and hedging, portfolio optimization, manager selection, and performance reporting. The firm allocates much of its capital to alternative managers, such as hedge funds, private equity, real estate and natural resources, with the remaining allocations to liquid traditional “beta” securities, such as index funds, ETFs, and swaps.
*Source: Standard Life Investments, as at December 31, 2009
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Standard Asset Management Company, LLC
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Standard Life Investments, based in Boston with headquarters in Scotland, manages assets of approximately $223.9 billion* for clients across the globe.
The firm provides a range of investment capabilities including: equities, bonds, real estate, private equity and a global absolute return strategy. SLI demonstrates a powerful track record of long-term performance, a raft of industry awards and a reputation for delivering exceptional client service.
With an active investment management style, a rigorous approach to research and integrated global research platforms, SLI provides a unique investment proposition for US investors.
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Founded in 1987, the World Gold Council, the marketing organisation formed and funded by the world's leading gold mining companies, represents 26 companies and more than 50% of private sector production. The World Gold Council is an international, not for profit organisation, with offices in India, China, Japan, the Middle East, Turkey, Western Europe and North America.
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Yorkville Advisors provides debt and equity growth funding to public and some private companies worldwide. Yorkville is a leading single strategy hedge fund manager that targets annual returns of 12-15%, with approximately 850 million in assets under management.
Yorkville Advisors is headquartered in Jersey City, New Jersey.
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2010 Co-Sponsor |
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2010 Exhibiting Organizations |
RoctIT Solutions, LLC |
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Fidelity Family Office Services (FFOS) provides custody, brokerage, and investment services, supported by reporting and administrative capabilities, to family offices.
We currently provide services to more than 100 family office clients representing over $15 billion in assets under administration as of June 30, 2010.
Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.1 trillion, including managed assets of nearly $1.4 trillion, as of June 30, 2010.
Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC 525089.3.0
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Founded in 1987, the World Gold Council, the marketing organisation formed and funded by the world's leading gold mining companies, represents 26 companies and more than 50% of private sector production. The World Gold Council is an international, not for profit organisation, with offices in India, China, Japan, the Middle East, Turkey, Western Europe and North America.
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2009 Audience Demographics
- 123 family office executives and wealthy family members attended
- More than 30% of the audience members represented a net worth of $1 billion or more identified by the Forbes 400 list of the nation's wealthiest individuals and
- The average net worth for audience members exceeded $200 million in liquid assets
- More than half the audience represented liquid assets of $500 million or more
- Over 40% of the audience were family members, most of them serving as executives in their family offices
- More than 90% of the audience represented single family offices or family interests
- 71% of the audience come from the Southwest (includes California), 11% from the Northeast, 7% from the Southeast, 4% from the Northwest, 5% from the Midwest and 2% International
- Over 90% of the audience and sponsors rated the conference as one of the best they have ever attended
The Family Office Wealth Conference is designed to be highly interactive, providing numerous networking opportunities to help you build relationships and learn what key prospects are thinking about the issues of the most concern and interest to you.
Sponsors who wish to benefit by being able to highlight their products and services to an elite group of decision-makers, should contact:
Usha Bhaté
Institutional Investor Conferences
212.224.3429
ubhate@iiconferences.com
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