For nearly 20 years, Battea has collaborated and associated with several firms, proudly supported and sponsored industry events, and continues to contribute to various charity organizations around the world. Battea’s industry partnerships have also helped nurture the awareness and growth surrounding the securities class action segment and to help ensure its future success.
HedgeServ is an industry leading independent, full-service fund administrator. With offices around the world and over $400 billion of assets under administration, HedgeServ provides fund administration, an extensive suite of middle office and back office services, including tax and regulatory reporting, to the global alternative investment industry including hedge funds, fund of funds, closed ended funds and family offices. Pairing a global team of expert employees with a platform of purpose-built cutting-edge proprietary technology applications. HedgeServ is a leading innovator in the fund administration industry.
For more information, visit the company’s website at www.hedgeserv.com.
WTax, the industry leader in fully outsourced foreign withholding tax recovery services, currently works with over 5,000 funds globally to provide withholding tax recovery services over and above those of the standard custodian bank. Due to the custodian’s inability to provide tax advice, they are often unable to utilize all available reclaim methodologies, which inadvertently leaves value on the table. With tax-filing requirements becoming increasingly complex, and foreign tax authorities’ rising scrutiny of investors eligibility for tax recovery, the demand for a sophisticated outsourced recovery specialist has never been higher. By utilizing WTax’s services, investors can reduce the withholding tax rate down to as low as 0% on certain investments, and on average, a WTax client will experience a fund performance increase of 5 basis points per year.
More information on their services can be found at wtax.co.
Apex Group Ltd.
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 45 offices worldwide and 4,000 employees, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, corporate services and capital markets services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
For more information, visit the company’s website at www.theapexgroup.com.
Commerce Street Holdings
Commerce Street Holdings, LLC is the holding company for Commerce Street Capital, LLC (“CSC”), a FINRA/SIPC member broker dealer and Commerce Street Investment Advisor, LLC dba Commerce Street Investment Management (“CSIM”). CSC focuses on mergers and acquisitions; equity and debt placements in banks, real estate, oil & gas, middle market companies and other select industries; real estate investment banking; valuation and fairness opinions. CSIM provides asset management services in private equity, hedge funds, fund of funds and credit opportunities funds.
For more information, visit www.commercestreetcapital.com or call 214-545-6800. CSC is a member of FINRA/SIPC.
Alternative Investment Management Association (AIMA)
AIMA Canada, a national group of the Alternative Investment Management Association (AIMA) in Canada, was formed in March 2003 to act as the voice of Canada’s alternative investment industry. AIMA is a not-for-profit international educational and research body that represents practitioners in hedge fund, futures fund and currency fund management—whether managing money or providing a service such as prime brokerage, administration, and legal or accounting tasks. AIMA's global membership is comprised of over 1,350 corporate members throughout 47 countries, including many leading investment managers, professional advisers and institutional investors. AIMA aims to provide an interactive and professional forum for its membership and act as a catalyst for the industry's future development; to provide leadership to the industry and be its pre-eminent voice; to develop sound practices, enhance industry transparency and education; and to liaise with the wider financial community, institutional investors, the media, regulators, governments and other policy makers.
Council of Institutional Investors (CII)
The Council of Institutional Investors (CII) is a nonprofit, nonpartisan association of corporate, public and union employee benefit funds and endowments with a focused policy mission: to be the leading voice for effective corporate governance practices for U.S. companies and strong shareowner rights and protections. CII has more than 120 General Members with combined assets that exceed $3 trillion. In addition, our Associate Members include more than 50 asset management firms that manage assets in excess of $20 trillion.
The Connecticut Hedge Fund Association (CTHFA)
The Connecticut Hedge Fund Association (CTHFA) is a leading not-for-profit trade association dedicated to promoting the industry's growth locally and globally. Based in Fairfield County, Connecticut, the "hedge fund capital of the world," the CTHFA represents some of the largest hedge funds in the world and attracts hundreds of industry professionals to its highly rated conferences and events each year. CTHFA hosts a series of education, networking and charitable events throughout the year and produces the Global Alpha Forum, an investment management and economic conference that seeks to bring the spirit of Davos to Connecticut each year.
The Hedge Fund Association
The Hedge Fund Association is an International not-for-profit industry trade and nonpartisan lobbying organization devoted to advancing transparency, development and trust in alternative investments. HFA members includes hedge fund firms and global financial institutions with hedge fund offerings, including private banks, asset management firms, and broker dealers; investors, including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high-net-worth individuals, and allocators; and service providers, including prime brokers, administrators, custodians, auditors, lawyers, risk managers, technologists, and third-party marketers.
Help For Children (HFC)
For 20 years, Help For Children (HFC), has worked to prevent and treat child abuse both at home and abroad. A global foundation, historically supported by the alternative asset management industry, Help For Children provides grants to effective child abuse prevention and treatment interventions across three continents, in seven countries and 13 cities, making the world a safer place for children.
HFM provides its members with a unique suite of world-class news, performance data and events that consistently deliver value to our global hedge fund community and opens up a whole world of access, insights, networking opportunities and content. In addition, HFM’s series of global events eschew the traditional conference model in favour of a series of educational peer controlled Summits, Workshops and Briefings.
The Managed Funds Association (MFA)
The Managed Funds Association (MFA) represents the global alternative investment industry and its investors by advocating for sound industry practices and public policies that foster efficient, transparent, and fair capital markets. MFA, based in Washington, DC, is an advocacy, education, and communications organization established to enable hedge funds and managed futures firms in the alternative investment industry to participate in public policy discourse, share best practices and learn from peers, and communicate the industry’s contributions to the global economy. MFA members help pension plans, university endowments, charitable organizations, qualified individuals, and other institutional investors to diversify their investments, manage risk, and generate attractive returns.
Missouri Association of Public Employee Retirement Systems
The Missouri Association of Public Employee Retirement Systems (MAPERS) began in October of 1987. Since that time, the organization has worked to bring together individuals and organizations interested in expanding their knowledge of pension and investment issues. The purpose of the association is to provide education, information, and ideas to strengthen and protect Missouri’s public employee retirement systems.
National Association of State Treasurers (NAST)
The National Association of State Treasurers seeks to provide advocacy and support that enables member states to pursue and administer sound financial policies and programs benefiting the citizens of the nation. Membership is comprised of all state treasurers or state finance officials with comparable responsibilities from the United States, its commonwealths, territories, and the District of Columbia. The private sector is represented through the Corporate Affiliate Program that was established to build professional relationships and foster cooperation between the public and private sectors. The association serves its members through educational conferences and webinars, a variety of working groups, policy advocacy and publications that provide information about developments in public finance.
National Conference on Public Employee Retirement Systems
The National Conference on Public Employee Retirement Systems (NCPERS) is the largest trade association for public sector pension funds, representing more than 500 funds throughout the United States and Canada. It is a unique non-profit network of trustees, administrators, public officials and investment professionals who collectively manage nearly $3.7 trillion in pension assets held in trust for approximately 21 million public employees and retirees — including firefighters, law enforcement officers, teachers, and other public servants.
The National Investment Company Service Association
The National Investment Company Service Association (NICSA) is the leading provider of independent education and networking forums to professionals in the global investment management community. It is a network of nearly 10,000 business professionals from the investment management industry and the firms that support the it, including mutual fund complexes, investment management companies, custodian banks, transfer agents and independent providers of specialized products and services. The Association consists of about 250 corporate member firms with over 600 member offices operating in major financial centers around the world.
The New York Alternative Investment Roundtable
The Roundtable is a non-profit organization committed to promoting education and best practices in the hedge fund industry. The membership is comprised of investors, investment managers and other industry professionals who meet regularly to share insights and connect with like-minded colleagues. The Roundtable hosts events featuring a wide range of thought-provoking speakers, which provide its members the opportunity to garner useful information and exchange ideas. The Roundtable’s goal is to create a forum for thought leadership where professionals can enhance their skills and network with others committed to advancing the industry along the highest ethical standards.
The Texas Hedge Fund Association (THFA)
The Texas Hedge Fund Association (THFA) is a US-based association of hedge fund industry participants and other interested parties. The THFA is a regional trade association that represents the hedge fund industry throughout the state of Texas and surrounding states. Its membership is composed primarily of hedge fund managers and investment advisers, high-net-worth investors, institutional investors (pension funds, foundations, banks), fund of funds and industry service providers, such as administrators, auditors and accountants, attorneys, third-party marketers and others. The primary objectives of the Texas Hedge Fund Association (THFA) are to (1) promote the understanding of the hedge fund industry and dialogue between the regional members of the investment community, through education and communication, and (2) encourage the maintenance of industry standards and professionalism to further enhance the growth of the industry.