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List of sponsors 
If you are interested in sponsorship opportunities at this event then please contact:
Tim Green (IRC), Business Development Manager
Email: tim.green@irc-confrences.com
Tel: 0044 (0) 207 092 1261
Fax: 0044 (0) 207 242 2832
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Lead sponsor
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Founded in early 2004, Fulcrum manages over $800 million and has 21 employees with 15 from Goldman Sachs. Gavyn Davies, who chairs our Investment Committee, was Chairman of the BBC and Chief Economist of Goldman Sachs for sixteen years. Andrew Stevens invested across all asset classes at Goldman Sachs for twelve years after graduating from Harvard Business School in 1992.
Our funds are managed centrally and not by individual portfolio managers. Our expertise is in macro asset allocation, quantitative modelling, risk management and systematic execution.
Our initial products were long-only Globally Diversified Portfolios and increased confidence in our investment models resulted with the 2006 opening of Fulcrum Alpha, a quantitative macro hedge fund with trading decisions based on value, economic signals, serial price correlation, sentiment and positioning.
Our experience in Alternatives has led us to launch Fulcrum Alternative Beta Plus, a UCITs 3 fund with distributor status. The fund is systematically managed and aims to generate net annual returns above 10% with a risk/return profile which will out-perform the hedge fund universe. The strategy has a correlation of 0.1 with equities and 0.3 with bonds. Investments are made in currency, equity, commodity, and fixed income. The Fund’s risk management process is designed to achieve attractive Sharpe ratios with low drawdowns.
We also manage Fulcrum Global Equity (130/30 UCITs 3), Fulcrum Alternative Managers (fund of hedge funds), and Fulcrum Themes (equity macro themes hedge fund).
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Platinum sponsor
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JPMorgan is one of the world’s leading investment banks with deep client relationships and product capabilities, serving 7,500 issuer and 13,500 investor clients in more than 100 countries. Our broad client franchise includes corporations, financial institutions, governments and institutional investors worldwide. We offer our clients a differentiated platform with the most complete and innovative solutions to meet their evolving financial needs. We have global leadership positions across mergers and acquisitions, capital raising, restructuring, risk management and research. JPMorgan participates in proprietary trading and investing and market-making in cash securities and derivative instruments across asset classes. Visit us online at www.jpmorgan.com/ib.
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Gold sponsors
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The Credit Suisse/Tremont Hedge Fund Index was the first and remains the largest asset-weighted hedge fund index. The Credit Suisse/Tremont Hedge Fund Index is broadly diversified across ten style-based sectors, and is representative of the entire hedge fund industry. Index construction is fully transparent, with unbiased, rules-based selection criteria and published constituents. The entire suite of Credit Suisse/Tremont Indices provides a set of accurate and sophisticated tools for hedge fund benchmarking, peer group analysis, and industry-related research.
Credit Suisse Tremont Index LLC is the joint venture between Credit Suisse and Tremont Group Holdings, Inc. and is the legal owner of the Credit Suisse/Tremont Hedge Fund Indices. Please visit our website at www.hedgeindex.com
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Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the bank is continuously growing in North America, Asia and key emerging markets. With 75,140 employees in 75 countries, Deutsche Bank offers unparalleled financial services throughout the world. The bank competes to be the leading global provider of financial solutions for demanding clients creating exceptional value for its shareholders and people.
db Absolute Return Beta Index (dbARB) is a proprietary Deutsche Bank index that replicates the beta returns generated by the fund of hedge fund industry but without the two layers of fees. Investors can access the index via a wide range of investment products including UCITS III, notes and certificates, with the option of principal protection or leverage.
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Morgan Stanley is one of the world's largest diversified financial services companies, with a reputation for excellence in advice and execution on a global scale. The Firm serves institutional and individual investors and investment banking clients, including corporations, governments and other entities around the world. We offer new ideas and effective execution, creating opportunities and insightful solutions to complex financial problems. Our 53,000 employees work in 600 offices in 39 countries, providing a wide range of services: underwriting, sales, trading and research for almost every financial instrument, as well as merger and acquisition advice, privatisation and financial restructuring, foreign exchange, commodities, and real estate finance. Morgan Stanley manages more than $625 billion in assets under management and specialises in serving affluent and high net worth clients in the United States, Europe and Asia. Our worldwide team of professionals works across geographical and product boundaries to act as one integrated global securities firm.
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Silver sponsor
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Recognized for its expertise in alternative investment strategies and financial engineering, Desjardins Global Asset Management (DGAM) is the Canadian leader in funds of hedge funds, with more than C$5 billion under management. Its team of almost 50 professionals also specialize in managing securities investments, including money market instruments, bonds and indexed equities; multi-management of traditional and alternative portfolios; as well as design and development of innovative concepts and advanced software. Additionally, DGAM is a leading financial product developer. DGAM is a subsidiary of Desjardins Group, the largest integrated cooperative financial group in Canada.
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Associate sponsors
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Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies with offices in 37 countries and territories and total client assets of approximately $1.6 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world’s largest publicly traded investment management companies with more than $1 trillion in assets under management.
For more information on Merrill Lynch, please visit www.ml.com.
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SGAM Alternative Investments, 100% subsidiary of SG Asset Management, manages about €40bn of assets in the largest scope of alternative investments: hedge funds, structured products, private equity and real estate.
SGAM Alternative Investments has built a global hedge fund management platform with investment professionals located in Paris, New-York, London, Hong-Kong and Tokyo. Since 2000, year of establishment of this activity, the company has developed a comprehensive product offer with 3 main ranges of products: Fund of Hedge Funds (diversified and specialized on Long-Short, Relative Value or CTA strategies), Single Strategy hedge funds (Long-short, Market neutral, Volatility arbitrage, Directional trading, Portable alpha) and Multi-Strategy funds (the funds invest in a selection of internal single strategies and have risk/returns profile from Libor+100 to Libor+400 with daily liquidity). The company also created a hedge funds incubation platform by launching a hybrid product with characteristics of private equity and fund of funds.
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Workshop sponsor
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Riskdata ASP solutions are the only risk management solutions specifically designed to address the needs of Hedge Fund Investors. They allow Riskdata clients to attract the most demanding investors by satisfying their demand for risk transparency and a structured risk management processes.
Riskdata FoFIX® is the only solution which streamlines the aggregation of risk, whatever the underlying level of transparency or data frequency. All available manager information is processed using advanced statistical techniques to detect behavioral asymmetry and change of regime. FOFiX helps funds of funds to broaden their client base and attract the most demanding investors. FOFiX allows fund managers to satisfy the strong demand from institutional investors for risk transparency, providing them with a state-of-the-art analytic framework and presentation quality reports, including VaR measures, stress testing, exposure views and crisis simulation. FOFiX clients benefit from increased process efficiency, lower installation and operation costs with better internal control and reduced operational risk. FOFiX enables and supports a repeatable, systematic and scalable investment process incorporating advanced risk budgeting techniques at each stage of the decision process.
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Breakfast sponsor
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Goldman Sachs is a global investment banking, securities and investment management firm. We provide a wide range of services to a substantial and diversified client base that includes corporations, institutional investors, governments, non-profit organisations and high-net-worth individuals. Our headquarters is in New York and we maintain significant offices in London, Frankfurt, Tokyo, Hong Kong and other financial centres around the world.
Founded in 1869, Goldman Sachs has long sustained a commitment to hiring and training outstanding leaders. Our business principles are rooted in integrity, a commitment to excellence, innovation and teamwork. These values enable us to execute successfully a business strategy that is focused on extraordinary client service and superior long-term financial performance for our shareholders.
We conduct our business in increasingly complex markets. Our people must continually find new ways to provide access to capital, manage risk and provide investment opportunities for our clients to enable them to realise their goals. We judge ourselves on our ability to help clients anticipate and respond to changing market conditions and to create opportunities that merit the trust they place in us.
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Lunch sponsor
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Interactive Brokers provides direct access trade execution and clearing services to institutional and professional traders on electronically traded options, futures, stocks, forex, and bonds on over 60 exchanges and markets worldwide.
Interactive Brokers Group has always been at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. Our proprietary APIs allow you to create an automated rule-based trading system that takes advantage of IB's high-speed order routing functionality and broad market depth. Interactive Brokers has sponsored 3 Collegiate Trading Olympiads as a way to create a unique forum for the future leaders in technology to compete with real-time program trading applications.
Interactive Brokers Group, LLC was founded by its Chairman and CEO Thomas Peterffy. Over the last 30 years, it has grown internally to become one of the premier securities firms with over $2.8 billion in equity capital. Interactive Brokers affiliates hold memberships on over 70 exchanges, market centers, and clearing corporations around the world.
Interactive Brokers' headquarters are in Greenwich Connecticut, and it has about 500 employees in its offices there and in Chicago, Switzerland, Canada, Hong Kong, London and Sydney.
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Exhibitor
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At the crossroads of the global markets
State Street Global Markets provides specialised investment research and trading in foreign exchange, equities, fixed income, and derivatives. Our goal is to enhance and preserve portfolio values for our clients with original flow-based research, innovative portfolio strategies, trade process optimisation, and global connectivity across multiple asset classes and markets.
At the forefront of client issues
Our globally connected teams are committed to helping our clients meet the challenges of today's complex markets. From interpreting the potential impacts of global capital flows to incorporating quantitative insights to implementing effective trade execution strategies, we partner with our clients throughout the investment process to help them reach their performance goals.
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Online partner
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AllAboutAlpha.com is a website dedicated to “alpha-centric” investment strategies such as portable alpha, 130/30 and hedge fund replication. Produced in the spirit of a web log (a “blog”), AllAboutAlpha.com publishes an irreverent daily commentary on recent research, media coverage, and industry developments along with original interviews and reports from key industry events. The site also contains a custom news feed and virtual research library covering key topic areas.
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Strategic event partner
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Eurekahedge is the world’s largest independent data provider and research house focusing on alternative investments. We are headquartered in Singapore and have representative offices in New York and London. We maintain coverage on over 15,000 alternative funds globally and disseminate data on over 13,800.
Our global alternative research covers hedge funds, funds of funds, private equity funds, Islamic funds, real estate funds and long-only absolute return funds.
For more information, please contact Alexander Mearns, alex@eurekahedge.com, in Singapore on +65 6212 0924 or visit www.eurekahedge.com.
US toll free: 1866 578 4852, UK toll free: 0800 404 8106
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We are an international, not-for-profit organization of hedge fund managers, service providers and investors. Objectives include education of legislators, the media and investing public about the true facts of hedge fund investing, and in so doing, to improve the image of hedge funds. Contact us at +1 202-478-2000; +1 202-478-1999 (fax); info@thehfa.org or www.thehfa.org.
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