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.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 68 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 15,000 ATMs and award-winning digital banking with approximately 56 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
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
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.
Arcesium launched with the mission to power the entire investment lifecycle. Building on a platform developed and tested by the D. E. Shaw group, we received additional equity backing from a second seed client, Blackstone Alternative Asset Management. J.P. Morgan, an early adopter of our technologies, later made a strategic investment in the company. Today, Arcesium services over $688 billion in global client AUM with a staff of over 1,950 software engineering, accounting, operations, and treasury professionals.
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
Our purpose is creating opportunities to rise. We support sustainable and inclusive growth by connecting the ideas, innovations and aspirations of our customers and clients to the capital that can bring them to life. For over 325 years we have funded progress, and today we remain committed to helping make our world more sustainable, more inclusive and more connected.
BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of June 30, 2025, BNY oversees $55.8 trillion in assets under custody and/or administration and $2.1 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.
Conduit Security is the trusted solution for wire fraud prevention and secure payment workflows, protecting billions in transactions with zero losses. Founded by a former FBI cybercrime expert, Conduit empowers finance and treasury teams to safeguard wire transfers, streamline compliance, and gain full visibility across their payment processes.
Kayenta’s multi-asset Treasury Management System gives hedge fund managers unparalleled control over financing costs, and counterparty relationships.
With a team of industry veterans based in New York, London, and Hong Kong, Kayenta leverages deep expertise in prime brokerage, securities lending, and hedge fund treasury to enhance transparency and efficiency for both funds and prime brokers.
The cloud-based platform seamlessly aggregates, normalizes, and verifies data from multiple sources, transforming complex financing reports into actionable insights. Managers gain access to high-level cost and trend analysis, granular cost attribution, financing wallet breakdowns, and billing accuracy verification, all of which enable informed and data-driven decisions.
Kayenta is both a system and a service designed for hedge funds of all sizes and strategies; Kayenta’s solution streamlines operations, reduces financing costs, and improves profitability for both funds and their prime brokerage partners. By eliminating inefficiencies and optimizing capital usage, Kayenta is redefining treasury management in the modern financial landscape.
Linedata enables hedge funds, private credit, and alternative managers to streamline operations, reduce risk, and scale with confidence. Linedata Global Services delivers outsourcing and co-sourcing solutions that combine domain expertise, technology, and flexible resourcing models, transforming the way clients operate. Each engagement draws on over two decades of buy-side practice, supporting firms with loan servicing, reconciliation, analyst resourcing, data management, and cybersecurity across complex credit and hybrid structures.
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.
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.
Silver Sponsor
Cassini is a specialist margin & collateral analytics vendor that provides hedge funds with a unified, independent view of margin across derivatives and financed portfolios.
We work with all hedge fund strategies to integrate margin analytics into the full pre & post trade investment cycle. Our tools help managers allocate capital efficiently, attribute margin costs, reduce liquidity risk, work out how to scale strategies, respond fast to market stress and provide unparalleled insight into high / low consuming strategies, packages, instruments and brokers.
The goal isn’t more data. It’s clearer alignment between risk, capital, and returns that help generate efficient and predictable returns.
Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments.
With a client base spanning over 275 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
For more information, visit us at Derivative Path.
At LexPro Research LLC, we believe true business success begins with making the right decisions — and that starts with having the right information. With over 50 years of combined experience, we specialize in providing high-level due diligence, background research, and business intelligence, helping you uncover the hidden risks and opportunities others do not find.
Our clients — ranging from major corporations and investment banks to private equity and high-net-worth individuals, and the law firms representing them — rely on us to provide them the clarity and confidence to navigate complex decisions.
Whether you are vetting a new partner, preparing for a high-stakes transaction, or investigating a potential threat, our team digs deep to provide the best information available — ensuring you can make the best decision.
To learn more visit LexProResearch.com.
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