Thought Leader Council


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CLICK HERE FOR MEMBER HEDGE FUND PUBLICATIONS

Please visit our member funds and fund managers at the following Web sites:

K&L Gates LLP

K&L Gates LLP comprises approximately 1,800 lawyers who practice in 35 offices located on three continents. K&L Gates represents leading global corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals. Our practice is robustly a full market practice at once regional, national and international in scope, and it is cutting edge, complex, and dynamic.

Lee Capital Management

RJL Partners Large Cap Value Fund is an equity fund concentrated in the large cap sector. The issues in the portfolio will range from $1 billion to $300 billion market cap. The number of individual companies will be 120-200 in the portfolio. The investment objective is to create a portfolio of quality U. S. based companies which in aggregate produce greater returns than the overall market. We will not limit ourselves to any particular universe or sector.

Magnum Funds

Specialists in identifying leading hedge funds and mixing and matching them into funds of funds seeking more stable long-term returns than individual funds. Magnum also customizes funds of funds for private banks and other institutional investors looking for funds to market to their client base as their own funds or to use in their own investment portfolios.

>> Magnum U.S. Investments <<

Magnum specializes in identifying the leading hedge funds and combining them into funds of funds that seek to provide more stable long-term returns than the individual funds, looking for targeted returns within given parameters of volatility. Funds available for U.S. persons.

Maloy Risk Services, Inc.

Maloy Risk Services,Inc. is a fifth generation owned and operated property and casualty insurance broker. Since 1872, Maloy Risk Services has provided risk management services to clients across the country.


Marcum Rachlin

Marcum, one of the nation's largest independent public accounting and advisory services firm, has a well established alternative investment practice specializing in domestic and offshore hedge funds, private equity funds, and fund of funds. The practice encompasses investment strategies focused on equities, credit, fixed income, derivatives, commodities, ABLs and PIPEs.

Merlin Securities

Merlin Securities provides hedge fund managers with an integrated Prime Brokerage Services offering that encompasses all of a fund's service, trading and technology needs. At the forefront of Merlin's offerings is a Web-based reporting platform featuring Merlin's Shadow, Attribution, Risk and Performance (SHARP) reporting. This dynamic, customizable reporting system facilitates transaction-based attribution, risk reporting, exposure over time, custom bucketing of portfolio characteristics and a bespoke reporting tool that allows for ad hoc customized reports.

Millennium Trust Company, LLC

Millennium Trust Company, LLC leads the industry in administrative and custodial services. In addition to traditional assets, Millennium custodies alternative assets including private equities, futures and real estate in Self-Directed IRAs and Solo 401(k)s. Particular attention is given to providing superior client service and flexible technology solutions.

Morningstar

Morningstar's hedge fund database contains data on 8,000 funds available to both U.S. and international investors. Morningstar brings the same transparency to the hedge fund industry that it brings to other investments, and is committed to helping investors and financial professionals properly evaluate hedge funds. And, this data is available in Morningstar products for quick, easy analysis and reporting.

NCO Financial Investigative Services

NCO Financial Investigative Services (FIS) is a worldwide commercial due diligence firm, providing in-depth background investigations and detailed analysis specifically to the Hedge Fund industry. NCO FIS is honored to be named the 2009 Outsourcing Company of the Year - North America, according to ACQ Finance Magazine.


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