TD Prime Services, LLC - Co-Host of Table Talks
TD Prime Services, LLC, is a subsidiary of TD Bank Group, and offers prime brokerage services to institutional investors. Being part of TD Bank Group, we are able to draw on the strengths, resources and networks of one of North America's largest financial institutions to consistently deliver value for our clients every day. Our commitment to the business, stable balance sheet, excellence in securities lending, differentiated capital introduction, and integrated service model form the core of our offering.
Baker Tilly
Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm whose professionals connect with clients through refreshing candor and clear industry insights. Founded in 1931, we have grown steadily over the years, broadening our service offerings and expanding our geographic presence to meet the needs of our clients. As an independent member of Baker Tilly International, our global reach is strengthened by our connection to a network of 165 independent accounting and advisory firms located in more than 141 countries.
We approach our services by first understanding our client's goals. We then look at the whole complex picture to understand the implications of decisions and share our insights. Our clients experience added value from working with business advisors who provide a comprehensive range of services within the context of deep industry knowledge. This strong industry and service knowledge coupled with a passion for delivering exceptional client service are the reasons clients choose and stay with Baker Tilly.
With offices throughout the midwest and east coast, we are one of the top 15 largest accounting and advisory firms in the US, and consistently recognized as a "best place to work"**. Our culture fosters an environment of true teamwork resulting in high-quality solutions for our clients.
Richey May & Co., LLP
Founded in 1985, Richey May & Co., LLP provides accounting and assurance, tax, and management consulting services to clients throughout the United States. As a public accounting firm with hundreds of Alternative Investment clients in over 40 states, and relationships with many of the top service providers and specialists in the country, Richey May has a depth of specialized knowledge that few firms can claim. Our team combines the dedicated expertise found in a national accounting firm with the hands-on approach to client service you'd expect from a boutique provider - a unique model that allows us to bring expert solutions and strategies to your specific business needs.
Riche May serves alternative investment clients that range in size from $1M to $4.2B. We work with funds utilizing a wide variety of strategies, including, but not limited to, the following: arbitrage, ABS, catastrophic bonds, convertible arbitrage, cryptocurrency, currency, day trading, derivative funds of funds, distressed debt, emerging markets, energy trading, event driven, fixed income, foreign currency, global macro, funds of funds, high yield, long/short, merger arbitrage, mortgage backed securities, reinsurance, risk arbitrage, situational, and structured finance.
Richey May is included among the Top Auditors of Hedge Funds in 2017 and 2018, as ranked by Hedge Fund Alert. The list ranks the top 20 CPA firms by the number of SEC registered hedge funds audited. The rapid growth of Richey May's Alternative Investments niche practice represented the largest organic increase in 2017 among CPA firms outside of the Big 4 firms. In addition to the hundreds of other funds served by Richey May, the firm added 25 SEC registered clients since the 2016 reporting period.
Citrin Cooperman
Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” Rooted in our core values, we provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of our clients; wherever they do business, across the globe.
Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, hospitality, private equity, real estate, and technology. Citrin Cooperman is an independent firm associated with Moore Stephens International Limited.
Elliott Davis
Elliott Davis LLC is a leading business solutions firm offering a full spectrum of services in the areas of tax, comprehensive assurance, and consulting services to diverse businesses, organizations, and individuals. The firm, which has been providing innovative solutions since its founding in 1920, leverages a network of nearly 800 forward-thinking professionals in major domestic markets and alliance resources across the globe.
UMB Fund Services
UMB’s highly customizable, proprietary technology platform provides accounting, recordkeeping and reporting for private equity, hedge funds, funds of funds, opportunity zone funds, private debt, real estate, venture capital and registered alternative products. We are also a leader in servicing closed-end interval and tender-offer funds. Our full-service lineup includes product formation assistance, fund administration and accounting, investor servicing, tax preparation and reporting, and custody. UMB Fund Services is known for unparalleled service, industry expertise, and the stability of a highly capitalized parent that’s been around for 100+ years.
Pepper Hamilton LLP
Pepper Hamilton LLP is a multipractice law firm with more than 425 lawyers. The firm provides corporate, litigation and regulatory legal services to leading businesses, governmental entities, nonprofit organizations and individuals throughout the nation and the world.
Pepper was founded in 1890 in Philadelphia, and has a total of 14 offices, including Berwyn, Boston, Detroit, Harrisburg, Los Angeles, New York, Orange County, Pittsburgh, Princeton, Rochester, Silicon Valley, Washington, D.C. and Wilmington. The firm's major practice areas include corporate and securities law, commercial litigation, pharmaceutical and medical device litigation, construction litigation, intellectual property, financial services, and a wide variety of other commercial, litigation and regulatory legal services.
RSM
RSM US LLP is a leading provider of audit, tax and consulting services focused on the middle market. We guide our clients through business challenges by understanding their needs and bringing together the right team to address them. With 8,000 professionals and associates in 80 cities nationwide and access to more than 38,300 people in 120 countries through our membership in RSM International, we can meet your needs wherever in the world you do business.
Cysurance
Cysurance is offered as an add-on bundle through providers who serve the SMB community. Unlike other insurances, we make adoption easy for clients by eliminating the confusing application process and rigorous underwriting while providing a comprehensive program that includes attack monitoring and event remediation.
We offer our proprietary policy to SMBs which eliminates the need for applications and underwriting while ensuring comprehensive coverage to protect financial losses for themselves AND their third-party interests. The program is bundled into the products and services provided to SMBs by third-party partners, such as managed service providers and commercial lenders.
The proprietary platform auto-monitors the networks of each insured business to detect breaches in real time with an installed mini-sensor. In the event of an attack, proof of breach is irrevocably recorded in our blockchain system, automatically activating the policy and triggers remediation by a dedicated breach response team. We then use our data repository from ongoing monitoring to extract trending attack information and risk analysis reports.
BKD CPAs & Advisors
BKD CPAs & Advisors is a top-tier CPA and advisory firm dedicated to helping people and businesses realize their goals. Our more than 2,650 dedicated professionals offer solutions to clients in all 50 states and internationally.
Our expertise goes well beyond the standard accounting services to include risk management, technology, wealth management and forensic and valuation services. Our clients represent a wide range of industries, and we’re even part of an alliance of firms that gives us a global reach.
Hecksher Partners
Hecksher Partners helps high potential companies achieve significant growth and business efficiency. We target early stage to middle market funds, and investment management companies by aligning our expertise and global business network to drive the success opportunity and maximize every facet of their business. We assist companies break through the perceived ceiling.
Through our extensive knowledge and global network, we can compress months of discovery, selection and recruitment into a few hours, guiding our clients to immediate results.
Hecksher Partners ensures our clients are institutional in their appeal, attract allocators and investors, engage a robust management structure/ teams, deploy risk and compliance solutions, and seek best fit outsourced solutions resulting in a nimble high performance business. See our website for more detailed offerings.
ATA RiskStation
ATA RiskStation delivers daily cloud-based based risk analytics to fund managers, institutional investors and wealth managers. The genesis of the ATA RiskStation platform was an unmet need. ATA RiskStation was developed by Aladin Abughazaleh, a private investor seeking to more effectively oversee his own third-party managed portfolio after selling his technology company. After reviewing available risk solutions in the marketplace, Mr. Abughazaleh simply could not find an existing product that offered the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
Hedge Connection, Inc.
Hedge Connection has been helping managers and investors through web-based research, events and advisory work since 2005. Hedge Connection is the first and only internet-based platform that offers hedge funds direct access to a membership of "opt-in" qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. All members receive invitations to member's only events and partner discounts. Learn more and Join the Club at http://www.hedgeconnection.com.
