MFA Ops: Data, Tech & AI 2026 - Sponsors
November 10, 2026
Conference
UBS
New York, NY
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Sponsors
EXCLUSIVE HOST
UBS Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. It offers advisory services and provides in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units, Global Banking and Global Markets. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities.
Prime Partners
Akin is an elite global law firm with more than 900 lawyers, dedicated to serving their clients and communities. With offices worldwide, we are renowned for our numerous market-leading practices.
With over 40 years of experience representing private equity and investment management clients, Akin has helped industry pioneers form funds and deploy capital globally since the earliest days of the modern funds industry.
Akin operates across the alternative investment management industry, offering a full spectrum of services. We advise on fund formation, tax structuring, private equity investments, secondary transactions, and regulatory matters.
BofA Securities offers a premier futures, options, and OTC derivatives platform. We are an industry leader in direct exchange memberships and also provide access via third-party relationships. Our 24-hour execution desk in Chicago provides clients a single access point for all global markets. Regional desks in New York, Montreal, London, Hong Kong, Tokyo and Mumbai enhance our client service capabilities. Our electronic trading suite syncs with a wide variety of client front ends offering direct access to 38 exchanges, along with advanced trading algorithms. We have been at the forefront of the new era of OTC derivatives clearing. Our OTC service offering includes derivatives intermediation, cross margining, world class reporting and reconciliation, leading collateral optimization technology, and allocation processing across multiple accounts on a single multi-market and multi-asset platform.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Citi’s integrated business supports clients from pre-trade to execution and post-trade. Citi Equities provides insights, a broad range of products and services and round-the-clock market access for equities and equity-linked instruments, including tailored solutions to accommodate more complex trading strategies. Citi Prime Finance offers prime brokerage, securities lending and financing, agency securities lending, and global capital introductions to help hedge funds manage risk, improve efficiency and achieve their long-term business objectives. Citi Futures, Clearing and Collateral Management delivers futures execution, OTC derivatives clearing, derivatives intermediation and collateral management services to support operational, asset optimization and liquidity needs.
Industry recognition includes: https://careers.citigroup.com/working-at-citi/awards-recognition.html
https://www.citigroup.com/citi/news/2021/211123a.htm
Derivatives House and Interest Rate Derivatives House of the Year from IFR (2020).
HSBC Global Banking and Markets is an emerging markets-led and financing-focused business that provides tailored financial solutions to major government, corporate and institutional clients worldwide.
Global Banking and Markets has offices in more than 60 countries and territories. Managed as a global business, we offer clients geographic reach and deep local knowledge.
Our clients are served by teams that bring together relationship managers and product specialists to develop financial solutions that meet individual client needs.
Our Client-focused business lines deliver a full range of banking capabilities:
- Investment banking and financing solutions, including corporate banking, investment banking, and leveraged acquisition finance.
- Global transaction banking services, including trade services, global liquidity and cash management, and securities services.
- One of the largest markets businesses of its kind, with 24-hour coverage and knowledge of local markets and providing services in credit and rates, foreign exchange and money markets.
- Global asset management solutions for institutions, financial intermediaries and private investors worldwide.
- A broad range of research services including macro, sector and company coverage complemented by trading ideas and strategies.
Learn more at https://www.gbm.hsbc.com/
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $32 trillion of assets under custody and $714 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.
Leading organizations turn to global law firm McDermott Will & Schulte for a better way to address legal challenges, connect with those at the forefront, and drive stronger outcomes. Working across more than 20 offices globally, our 1,750+ lawyers act on data-driven insights, deep relationships, and unmatched industry experience to deliver on our commitment of Always Better.
Sidley is an elite global law firm. With 2,300 lawyers, annual revenue of US$3 billion, and experience that spans 157 years, we have established a reputation using Built to Win℠ legal strategies in successfully representing clients in more than 70 countries on complex transactional, investigation, regulatory, and litigation matters. With 21 offices strategically situated in key commercial and financial hubs throughout the United States, Europe, and Asia Pacific, our perspective and our reach are truly global. Our lawyers and business professionals, fluent in more than 80 languages, possess the cultural awareness and cross-border legal acumen needed to bring clarity to a dynamic business landscape.
Sidley has a premier, global practice in structuring and advising investment funds and advisers. The Investment Funds practice group serves virtually every type of investment fund and investment manager, as well as many other market participants. The group has approximately 130 corporate, securities and derivatives lawyers dedicated to investment funds, investment management and derivatives work worldwide.
Gold Sponsors
Atlas Technica is a leading Managed Services Provider and strategic partner serving the technological needs of the alternative investment industry. Founded in 2016 to provide the best customer service experience possible for their clients, and to use best-in-class public cloud technology to do so. There's a clear need among hedge funds and other alternative investment firms for an IT provider that will put service first. Our mission is to shoulder the burden of IT management, user support, and cybersecurity compliance so you don't have to. Headquartered in NYC, Atlas Technica has additional offices in London, Los Angeles and Fort Lauderdale.
Arcesium delivers an advanced data, operations, and analytics platform used by some of the world's most sophisticated financial institutions, including hedge funds, banks, institutional asset managers, and private equity firms. We designed our elegant SaaS platform with industry-specific capabilities to harmonize massive amounts of disparate data and deliver unparalleled speed, accuracy, and decision-making capabilities. Our exceptionally consultative and collaborative approach coupled with deep domain expertise helps our clients achieve transformational business outcomes.
ECI is the leading provider of cloud services, cybersecurity, and data and AI for alternative investment services organizations across the globe. With its unmatched platform of solutions, ECI provides assured business acceleration through technology, partnering with clients to drive innovation. More than 1,000 customers worldwide with over $3 trillion of assets under management put their trust in ECI.
Fellow is the AI meeting agent built for regulated industries. It captures meetings across every platform and format your teams use; Zoom, Teams, Google Meet, and in-person, with both bot and botless recording on Windows and Mac, and turns them into structured, searchable, shareable intelligence.
Indus Valley Partners (IVP) is a trusted transformation partner to leading alternative asset managers, including global leaders in private credit, private equity, and hybrid fund strategies. With 25+ years focused exclusively on the buy side, IVP brings unmatched expertise in modernizing data, operating, and reporting infrastructures.
Our integrated platform and services are purpose-built for the new era of AI-enabled investing, where operational leverage, data governance, and speed to insight drive returns as much as capital deployment. This foundation allows funds to create consistency across complex data ecosystems, accelerate decision-making, and unlock value from traditional and alternative datasets.
IVP combines deep domain expertise in asset management operations with a proven track record across master data management, digital-first Managed Services, and enterprise-wide implementations. By partnering with IVP, fund managers gain a scalable, technology-enabled operating model designed to support growth, improve oversight, and enhance agility.
For more information, visit www.indusvalleypartners.com
With more than 100 of our 350 attorneys dedicated to serving fund and investor clients, our Investment Management Group is a leader in the United States, distinguished for our client service.
Our global clients include investment funds and advisers, emerging managers, some of the largest and best known asset managers with AUM in the tens of billions and a range of structures and strategies.
Our core services include:
-Fund Formation and Structuring
-Family Office
-Regulatory and Compliance
-Broker-Dealer
-Derivatives and Structured Products
-Private Equity, M&A, Debt Financing
-Securities and Capital Markets Litigation
-Tax, T&E, ERISA, Employment, IP, Insurance
Silver Sponsors
Kepler builds enterprise intelligence for investment firms. Frontier models keep getting smarter, but they are probabilistic and don't know a firm's data structure, definitions, or relationships. When one wrong number can cost millions, that means checking everything by hand.
Kepler splits the work. The model handles intent and summarization, and deterministic code extracts and computes every fact and figure, with an auditable citation path back to the source. Investment teams use Kepler to research companies, build models, and monitor positions across filings, transcripts, news, market data, and internal research.
Kepler's engineers deploy deep into each firm. They pre-process the full data corpus, build an ontology on top, and layer the platform on that, in the firm's own cloud if required. The team has built this layer before, with decades of experience at Palantir and Citadel, where Kepler's CEO, Vinoo Ganesh, ran Business Engineering.
Matterfact is an agentic research platform for institutional investors. Founded by engineers behind Google’s Gemini LLM and Millennium’s quant infrastructure, it combines language models with a firm’s data, accumulated research, and investment workflows. Its Agent Swarms coordinate specialist agents that divide research tasks, share findings, and challenge conclusions across filings, transcripts, podcasts, news, commercial data, and internal research. Investment teams use the platform to investigate companies, test theses, build structured datasets, and monitor developments through their own models, assumptions, and decision rules.
Matterfact lets investment and technology teams codify their research processes into workflows that run continuously and evolve as new evidence emerges. Teams can steer the work, inspect underlying sources, and track changes in findings and assumptions over time.
Outputs include source-linked memos, datasets, dashboards, and alerts delivered through the firm’s existing stack. Deployed in single-tenant environments, including clients’ VPCs, Matterfact gives institutional investors the infrastructure to expand research coverage, preserve institutional context, and pursue differentiated insights at scale.
