Founded in 1989, Northwater Capital Management Inc. is an employee-owned company with offices in Toronto, New York and Chicago. Northwater seeks low-cost market exposure (beta) through a variety of synthetic investment products and high-quality, diversified alpha through its market-neutral fund of hedge funds. Northwater's Portfolio Platform™ is a proprietary system that allows institutional clients the ability to port their choice of alpha to their preferred asset classes or investment policy mix.
In addition, the Northwater intellectual property fund was launched in early 2006 to provide investors with a wide exposure to IP opportunities. As of September 30, 2007 Northwater had exposures under management of over U.S. $13.6 billion, including U.S. $4.7 billion in its market-neutral fund of hedge funds, most of which is used in portable alpha structures.
Eaton Vance Management (EVM) is a Boston-based registered investment advisor and one of the oldest financial services firms in the United States. With a history dating back to 1924, Eaton Vance Management continues to build on its legacy of investment performance, distribution strength and product innovation, offering an uncompromising commitment to integrity and quality. EVM provides a full range of investment services to institutional and individual investors, including value equity, growth equity, liability-based solutions, tax-exempt fixed income, investment grade fixed income, high yield fixed income and bank loan management.
Eaton Vance Management has been a pioneer in the bank loan asset class since 1989. It is one of the largest and most experienced buyers of syndicated bank loans and currently manages approximately $20 billion in bank loan assets as of 6/30/08. EVM has always been the low volatility manager in the bank loan asset class and offers unleveraged and efficiently leveraged portfolios targeted to meet investor objectives across the efficient frontier.
With offices in both Boston and London, Eaton Vance Management’s bank loan team is dedicated solely to the bank loan asset class. Senior portfolio managers have an average of 12 years of experience in the asset class at Eaton Vance, and the team is committed to a philosophy of diversification and intense credit monitoring. EVM is an expert in managing bank loan assets and seeks to deliver strong long term performance with low volatility over a full credit cycle. Products and services offered by EVM are only available to residents of countries where offers of such products are permitted by law. This information does not constitute an offer to anyone in any jurisdiction to invest in Eaton Vance funds.
www.eatonvance.com |
Institutional Services
Colonial First State Global Asset Management is one of Australia’s largest asset managers, with more than $150 billion in funds under management across a diverse range of asset classes including Australian and global equities; cash, fixed interest and credit; property securities and infrastructure securities, direct property, global resources and infrastructure. Colonial First State Global Asset Management employs more than 1,200 professionals located in Sydney, London, Auckland, Edinburgh, Singapore, Hong Kong and Jakarta. The business is also represented in Beijing and Shenzen through the First State Cinda joint venture. www.cfsgam.com.au | Latest News | Investment Philosophy
At Aberdeen, asset management is all that we do. We have no ties to other financial institutions, allowing us to focus on our clients’ interests. We manage over $235 billion of third party assets from our 24 offices around the world. We have operated in Australia since 2000.
Our clients access our investment expertise across three asset classes: equities, fixed income and property. We package our skills in the form of segregated and pooled products across borders. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments - we do not chase market fads.
Our approach to international equity investing is distinctive and focused, drawing first and foremost on local research and evaluation. We are completely benchmark-independent, and our unconstrained approach allows our teams to select the very best investments wherever they find them, from any country, sector or company around the globe.
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 80,253 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.
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Principal Global Investors is a diversified asset management organization and a member of the Principal Financial GroupÒ. Principal Global Investors manages $242.4 billion* in assets primarily for retirement plans and other institutional clients, and draws from the expertise of 529 investment professionals. The firm offers a broad range of investment capabilities, including equity, fixed income and real estate investments as well as specialized overlay and advisory services.
www.principalglobal.com.au
Principal Global Investors Fact Sheet
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Associate Sponsors
SimCorp, the leading supplier of specialised software to the global investment management industry, develops SimCorp Dimension, a modern enterprise solution supporting the entire front to back investment process allowing all users to access data in an online real-time environment. The system can be configured to support the entire business process or any part thereof.
Businesses that use SimCorp Dimension enjoy heavily reduced operational risk due to unprecedented levels of control, as well as significant efficiency gains and cost reductions.
SimCorp Dimension has been delivered to over 165 customers in 15 countries. SimCorp is a listed Danish company earning over 15% EBIT YOY (OMX:SIM)
Pareto is a specialist institutional investment management firm based in London. They were established in 1991 and retain a diversified global client base.
Pareto is one of the largest currency managers in the world. They manage more than US$46 billion in currency overlay and absolute return strategies.
Investment management, marketing, research and client services are carried out from London. We also have an affiliate office in Tokyo, and appointed representatives in New York and Sydney.
Pareto is authorised and regulated by the Financial Services Authority (FSA) in the United Kingdom; the Securities and Exchange Commission (SEC) in the United States; the Ontario Securities Commission (OSC) and Alberta Securities Commission (ASC) in Canada; the Australian Securities & Investments Commission (ASIC) in Australia; and the Ministry of Finance (MoF) in Japan.
Fleury Malheiros, Gasparini, De Cresci e Nogueira de Lima Advogados is committed to high quality and efficient legal services.
Their clients rely on a team of expert attorneys graduated from the most prestigious institutions in Brazil and abroad.
The extensive experience enjoyed by the members of Fleury Malheiros, Gasparini, De Cresci e Nogueira de Lima Advogados makes it a reference-firm in Brazil, where it operates in São Paulo, Rio de Janeiro, Brasilia and in the most important cities throughout the Country.
With a view to offering clients tailor-made and efficient services, they make a point of reaching in-depth knowledge of each client's business, following the technical and technological evolvement of its activities, as well as the specific issues of its industry or line of work.
iShares, from Barclays Global Investors, are the world’s leading family of exchange traded funds (ETFs).
iShares account for close to 50% of the ETF market worldwide with more than 340 iShares listed on major stock exchanges around the world including the US, Canada, the UK and now Australia.
Each of the ASX-listed iShares tracks an established international index, offering investors immediate and precise global, regional and single country exposure with just one trade. The benefits that overseas investors have been enjoying with iShares, including trading flexibility, transparency and cost-effective diversification, are now available in Australia. Place limit, market or stop orders on the top 25 companies in China (ASX: IZZ), short the S&P Global 100 (IOO) or margin lend the iShares Emerging Markets fund (IEM).
Heuristic Investment Systems provides decision support systems, front office portfolio management systems and investment strategy resources to the investment community.
Established in 2003, HIS brings together skills in investment management, research and analysis and investment technology solutions.
HIS prides itself on its ability to express and implement investment management processes within an IT context. HIS’s mission is to develop software and platforms that facilitate the investment management process…not determine or hinder it. HIS software provides interactivity, robustness and efficiencies in portfolio management and investment analysis.
For more information, visit
www.heuristic.com.au |
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SimCorp, the leading supplier of specialised software to the global investment management industry, develops SimCorp Dimension, a modern enterprise solution supporting the entire front to back investment process allowing all users to access data in an online real-time environment. Teh system can be configured to support the entire business process or any part thereof.
Businesses that use SimCorp Dimension enjoy heavily reduced operational risk due to unprecedented levels of control, as well as significant efficiency gains and cost reductions.
SimCorp Dimension has been delivered to over 165 customers in 15 countries. SimCorp is a listed Danish company earning over 15% EBIT YOY (OMX:SIM)
Fleury Malheiros, Gasparini, De Cresci e Nogueira de Lima Advogados is committed to high quality and efficient legal services.
Our clients rely on a team of expert attorneys graduated from the most prestigious institutions in Brazil and abroad.
The extensive experience enjoyed by the members of Fleury Malheiros, Gasparini, De Cresci e Nogueira de Lima Advogados makes it a reference-firm in Brazil, where it operates in São Paulo, Rio de Janeiro, Brasilia and in the most important cities throughout the Country.
With a view to offering our clients tailor-made and efficient services, we make a point of reaching in-depth knowledge of each client's business, following the technical and technological evolvement of its activities, as well as the specific issues of its industry or line of work.
We are proud of providing agile and comprehensive legal services, regardless of the complexity of legal issues involved. Our priority is service excellency, attained by the work of teams specially selected in accordance with the peculiarities and complexity of each case, so as to meet the individual needs of each client.
www.fmgcn.com.br/
Presidium Capital’s founding member, Mathew Collett, has built a full service, capital raising, marketing & management company for all types of asset managers and companies. Our directive is to offer a full range of tailored services for high quality hedge funds & asset managers looking at raising their local & global exposure, whilst increasing their assets under management through private equity, institutional, wholesale & public companies.
In 2007 Presidium Capital formed a partnership with Touchstone Group, a major US marketing and capital raising firm which specialises in providing institutional placement services for alternative asset managers including hedge funds, buyout funds, venture capital funds, and similar investment strategies.
www.presidium.com.au
Presidium Capital Fact Sheet
Bronze Sponsors
FFTSE Group (FTSE) is a world-leader in the creation and management of over 120,000 equity, bond and alternative asset class indices. With offices in London, Frankfurt, Hong Kong, Beijing, Boston, Shanghai, Madrid, Paris, New York, San Francisco, Sydney and Tokyo, FTSE Group works with partners and clients in 77 countries worldwide. Jointly owned by The Financial Times and the London Stock Exchange, FTSE is a truly independent index provider of indices globally.
FTSE indices are used extensively by a range of investors such as consultants, asset owners, fund managers, investment banks, stock exchanges and brokers for the purposes of:
- Investment analysis
- Performance measurement
- Asset allocation
- Portfolio hedging
- Creation of index tracking funds, derivatives and other index-linked products
Timber Value is a pioneering timber investment advisor specialized in the Brazilian forestry industry.
The company has gathered a deep knowledge of the regional timber markets within Brazil, which provides for a differentiated investment strategy that yields superior returns in its timber investment projects.
Timber Value also developed an unparalleled relationship network in the forestry industry, allowing abundant forest property flow and low execution risk. This strategy, along with Timber Value’s execution capabilities, has ensured a significant premium over typical
Rexiter Capital Management Limited is a boutique investment management company who specialise exclusively in emerging markets and Asian investments. Their team of experienced investment professionals are strategically located in London, Boston, Singapore and Seoul.
Rexiter believes that fundamental research harnessed by their investment process can generate strong risk-adjusted returns. Rexiter’s research considers investments at both an individual stock level and country level. This is important for their markets, where analysis of economic and political developments can yield opportunities. Rexiter’s successful approach to investment is proven by their strong track record.
Capricorn Investment Group manages the Principled Endowment Fund LP, established in 2001 with approximately $7.4 billion in AUM.
The fund has been investing selectively through North America, Western and Eastern Europe, the Middle East, Africa, Asia and in South America for capital preservation and long term growth on behalf of institutional level investors.
The Fund’s goal is to use our unique investment and proprietary asset allocation approach, processes and exceptional global relationships to generate equity-like returns through an endowment modeled globally diverse master portfolio consisting of select, mostly closed or soft closed, best of breed, multi-asset class third-party funds and proprietary direct investments.
With Head Office in Palo Alto, California the firm also has offices in New York and London with a staff compliment of 30.
The senior investment team hail from a wide variety of backgrounds in the North America, Europe and Asia, with exceptional experience in global investing.
For more information please contact
Dillon Hale, Managing Director, Tel : + 61 400 484 311
Opus harnesses the abilities, experience, knowledge and skills drawn from many years of employment within the global financial services industry to those drawn from creating and running successful corporate enterprise.
Its objective is to reward investors in Opus products with an enjoyable and profitable experience through investing in the less readily accessible and/or less well known asset classes.
By clearly communicating the risks and rewards of each investment opportunity, by taking excellent care of funds invested and by delivering target returns, Opus will build and sustain investor confidence. more...
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Bloomberg is the leading source of data, news and analytics for financial and legal professionals, corporations, media organizations and private individuals around the globe. The BLOOMBERG PROFESSIONAL® service and Bloomberg’s media services provide real-time and historical pricing, indicative data, reporting, research, estimates, analytics, portfolio management tools, electronic trading and order management systems, multimedia events and electronic communications to Bloomberg customers in more than 150 countries, 24 hours a day.
The BLOOMBERG PROFESSIONAL service provides real-time and historical data, news, analytics, multimedia reports, messaging and trading functions in a single integrated desktop solution that is securely accessible to Bloomberg users on any enabled PC or workstation as well as on handheld devices. Market participants use the BLOOMBERG PROFESSIONAL service every day to help them make informed business decisions and to execute transactions.
Every Bloomberg customer around the world is supported by Bloomberg’s live customer service, twenty four hours a day, seven days a week.
