WAISC

WAIS 2016 Bermuda Sponsors

DIAMOND SPONSOR

The Bermuda Business Development Agency (BDA) encourages direct investment and helps international companies start up, re-locate or expand their business in Bermuda. An independent, public-private partnership, we connect prospective business to industry professionals, regulatory officials, and key contacts in the Bermuda government to facilitate jurisdictional decision-making. Daily flights between Bermuda and gateway cities, and the Island’s location between North America and Europe makes it an ideal base for companies serving global markets. Bermuda is a top-tier international financial centre, thanks to its highly respected reputation, business-friendly regulation, tax-neutral status, political stability, sophisticated infrastructure, world-class workforce and access to capital, legal, audit, banking and IT service-providers. Notably, Bermuda is a leader on global tax-transparency and compliance issues, currently holding multi-lateral treaties with 83 G20 nations and tax information exchange agreements (TIEAs) with 41 countries, including the US, UK and Canada. The BDA welcomes those who invest in Bermuda. Our Concierge team works closely with you to get your business off the ground quickly and make doing business in Bermuda beneficial and straightforward. To learn more about Bermuda as a blue-chip financial centre or connect with a BDA representative, go to our website, www.bda.bm.

GOLD SPONSORS

EY is a global leader in assurance, tax, transactions and advisory services.

Locally, we are committed to doing our part in building a better working world for our people, for our clients and for our communities.

Globally, we are also united by our shared values, which inspire our people worldwide and guide them to do the right thing, and our commitment to quality, which is embedded in who we are and everything we do.

Contact us or visit us today to see how we can help your business.

We also invite you to learn more about the EY difference: high-performing teams delivering exceptional client service.

Avant Garde Management Group is a multifaceted company focused on providing our clients with innovative solutions to their business needs. At Avant Garde, we provide a holistic and unconventional approach to analyzing and assessing the needs of our clients. We examine the entire picture prior to dissecting it - in order to provide the best approach for each client on an individual basis. We understand that every client that walks through our door is unique - as such we provide exclusive services that tailor to their needs. We walk our clients through a variety of business models and provide the best solutions for their business goals. We work meticulously in our analysis of every business model and its structure in order to provide the best monetizing opportunities for our clients.

SILVER SPONSORS

Apex Fund Services is one of the world’s largest specialist fund administration and middle office solutions providers for hedge funds, private equity, family office, funds of funds, and other investment structures.
Apex is dedicated to serving successful fund managers and continually expands its core services with additional value products; from information delivery and regulatory products to capital introductions. The globally distributed service model has been purposefully developed for over a decade to meet the changing demands of successful managers. As a result, Apex now manages the investments of some of the largest funds and institutional investors in the world.
Apex operates 33 offices in 26 jurisdictions and, with this extensive international network, can guarantee timely responses and proactive coverage of clients on a local basis.

Appleby is one of the world’s leading offshore law firms. The Group has offices in the key offshore jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and Seychelles, as well as a presence in the international financial centres of Hong Kong and Shanghai.
Appleby has been ranked as one of the world’s largest providers of offshore legal services by number of lawyers in The Lawyer’s 2016 Offshore Survey. With over 470 people, including lawyers and professional specialists, across the Group, Appleby delivers sophisticated, specialised services, primarily in the areas of Corporate, Dispute Resolution, Private Client and Trusts, Regulatory and Property. The Group advises public and private companies, financial institutions, and high net worth individuals, working with these clients and their advisers to achieve practical solutions, whether in a single location or across multiple jurisdictions.

ASW Law is a leading, specialist corporate and commercial law firm based in Bermuda. The firm’s barristers and attorneys have extensive legal experience in both Bermuda and a number of foreign jurisdictions. Many of its lawyers have practiced at the Bar in England or at leading law firms in London, New York, Frankfurt, South Africa, Argentina and the Cayman Islands. A number of the firm’s partners and senior counsel hold or have held senior positions within the Bermuda Government and the Bermuda regulator, the Bermuda Monetary Authority, or sit on a number of Bermuda Government advisory committees. The firm’s corporate and insolvency groups are internationally recognised by clients and peers and the firm has the premier commercial litigation and arbitration practice in Bermuda, widely considered to be pre-eminent in insurance and reinsurance law. The firm also has extensive expertise in the areas of corporate, aircraft registration and finance, banking and hedge fund litigation, fraud litigation, shipping and admiralty disputes, telecommunications disputes, trusts disputes and international arbitration. Five of the firm’s lawyers, Rod S Attride-Stirling, Jan Woloniecki, Neil Horner, Kehinde George and Federico Candiolo are listed as leaders in their respective areas of practice. Recently joined, Mark Cran QC, spent 20 years as a leader at Brick Court Chambers and has a well-deserved reputation for thoroughness of preparation, and effective cross-examination, and as a clear, experienced and persuasive advocate. The firm’s associated entity, Compass Administration Services Ltd, provides corporate administration services to Bermuda local and exempted companies and partnerships.

Founded in 1928, Conyers Dill & Pearman is an international law firm advising on the laws of Bermuda, the British Virgin Islands, the Cayman Islands and Mauritius. With a global network that includes 130 lawyers spanning eight offices worldwide, Conyers provides responsive, sophisticated, solution-driven legal advice to clients seeking specialised expertise on corporate and commercial, litigation, restructuring and insolvency, and private client and trust matters. Conyers is affiliated with the Codan group of companies, which provide a range of trust, corporate secretarial, accounting and management services.

"Deloitte Ltd." is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, tax, and related services to select clients. These firms are members of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”). Each DTTL member firm provides services in particular geographic areas and is subject to the laws and professional regulations of the particular country or countries in which it operates.
Each DTTL member firm is structured in accordance with national laws, regulations, customary practice, and other factors, and may secure the provision of professional services in its territory through subsidiaries, affiliates, and other related entities. Not every DTTL member firm provides all services, and certain services may not be available to attest clients under the rules and regulations of public accounting.
DTTL and each DTTL member firm are legally separate and independent entities, which cannot obligate each other. DTTL and each DTTL member firm are liable only for their own acts and omissions, and not those of each other. DTTL (also referred to as “Deloitte Global”) does not provide services to clients.

KPMG's Financial Services Practice consists of more than 600 experienced professionals across Canada. With access to one of the largest global industry networks we offer customized, industry-focused Audit, Tax, and Advisory services. Our Financial Services teams have the experience, technical skills and industry focus to help clients address and overcome sector-specific business challenges. We help to clarify the issues and enhance competitive advantage.

Our Financial Services practice comprises four areas of focus:
• Banking
• Asset Management & Alternative Investments
• Insurance
• Investment Dealers
KPMG’s dedicated and results oriented approach can see you through your toughest business challenges. With our dynamic portfolio, we can help our clients realize their potential.

BRONZE SPONSOR

CIFP has been involved in the delivery of high quality financial planning education to Canadian financial planners since 1972. Currently, CIFP offers educational programs in financial planning, retirement planning, and delivers customized financial education and training programs to many organizations in the financial services industry.
Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant (RRC®) and Registered Financial & Retirement Advisor (RFRA®) designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct & ethics, and standards of practice. Over 3,000 RRCs are currently licensed to provide the pre and post retirement, and life style planning needs of Canadians. CIFP, through its 724learning.Net, provides IT consulting services to a variety organizations with specialization in financial services.


IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).

EXHIBITOR

Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were $2.97 trillion CAD as of March 31, 2016.

MEDIA PARTNER

Matthias Knab started Opalesque in 2003 as a publishing and research firm on hedge funds and alternative investments.
Today, Opalesque publishes 12 dedicated publications, has over 50,000 clients in over 160 countries and mails out 350,000 issues of its electronic publications per week. 50% of Opalesque's clients are investors.
In 2009, Matthias created the Opalesque.TV interview series which features videos with prominent hedge fund managers like Julian Robertson or Izzy Englander, academics and investors from all continents.

Webcasting to over 400,000 advisers, pension funds, consultants, family offices, endowments and wealth managers. Our video library at www.asset.tv is available to investment professionals in the US, UK, Europe and Asia. The asset.tv video library is directly linked to some of the biggest and best financial websites around the world, including Barclays Stockbrokers, FE analytics and Reuters. Asset TV Canada www.asset.tv is the home of helpful pension and investment videos for professional Canadian investors. To bring the experts to your screen, we have invited leading wealth managers and investment companies to produce and share their videos for Asset TV.

Visionary Access is a curated investor and business development network with a focus on matching our members to create relevant, meaningful introductions. Visionary is bringing our matching expertise to the WAIS conferences to enhance the experience for each event attendee and sponsor.
The Visionary system identifies business relationships sought, and arranges mutually qualified meetings pre, during, and post event. Our Event Access Survey requests registrants to offer information about their company and who they are seeking at the conference. This is free to all attendees.
There will also be the opportunity to take advantage of Visionary's Supported Access during the conference. Attendees who fill out the Event Access Survey will be matched and introduced to Supported Access attendees mutually seeking their connection. Attendees who simply fill out the Event Access Survey will be informed of the existence of other attendee matches when a Supported Access Attendee, who is a relevant match, requests an introduction.

Lending Times covers the b2b aspects of the peer-to-peer (p2p), marketplace and the alternative lending market. We provide a daily news digest and original analysis . Topics include business models, data, market trends, regulation, capital sources and securitization, service and products providers, etc. Our coverage is world wide.

LunaCap provides Venture-Debt investments in early stage companies with existing cash flows. We provide a mix of debt and equity investment. We leverage our vast network, extensive leadership backgrounds, and operational experience to lead companies in reaching their greatest potential.


ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its Regulators and its advisers.
Founded in 2012 by ETF and ETP strategists, Deborah Fuhr, Shane Kelly, CFA and Matthew Murray, ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings.
ETFGI LLP leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
We provide services to both new and experienced institutional and professional investors interested in using ETFs and ETPs and better understanding the industry, product, regulatory and company specific data points.
We publish industry data and statistics and identify trends within the industry on a global, regional and country basis. We offer a comprehensive and searchable global database which covers over 4,700 ETFs and ETPs, exceeding 9500 stock exchange listings on assets of in excess of US$1.7 trillion, from over 200 providers on 55 exchanges and are available to assist you with any research of a custom nature.
We offer a full range of consulting services covering the spectrum of the exchange traded exposure universe from data and analytics to product structuring, due diligence on products and service providers, from distribution and capital market challenges to governance and the regulatory environment.
We provide thought leadership on industry trends, participate in forums globally and are at the forefront of developments in this rapidly evolving space.
ETFGI partner Deborah Fuhr is one of the industries leading commentators and an early identifier of the significance of the evolving industry over seventeen years ago. Together with our partnership associates and trusted industry partners we collaborate with, ETFGI offers expertise on all aspects of ETFs and other exchange traded exposures.


Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.


Canadian Hedge Watch is an educational organization whose mission is to promote the alternative investments industry in Canada and provide informational access to the Canadian marketplace through our website, seminars, forums, conferences, research and analytical tools, the HedgeWatch Monthly Report and our Hedge Fund Quarterly Industry Report.


Get the Fresh Lowdown on Alternative-Investment Activities Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.



 
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Special Guest:

Earl "The Pearl" Monroe