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2008 Family Office Sponsors
IIR recognizes the contributions of these Sponsors.
Learn more about sponsorship opportunities with Family Office Forum.
Gold Sponsor
Archway Technology Partners is a global software company supporting the operations of private investment companies such as Hedge Funds, Fund of Funds, Family Offices, Multi-Family Offices, Fund Administrators, and Real Estate Funds. With Archway’s flagship product, ATWeb, customers enjoy on-demand tools available 24/7 and is the industry’s only application that has successfully integrated portfolio reporting, fund accounting, partnership accounting, investor relations, CRM and a full suite of financial modules - a true standard in one solution.http://www.archwaytechnology.netGold Sponsor
Morgan Stanley Investment Management
http://www.morganstanley.com/Morgan Stanley Investment Management is a leading provider of global asset management products and services to investors worldwide. With US$568 billion in assets under management and supervision as of March 31, 2008, we partner with our clients to develop comprehensive portfolio-construction strategies and to advise on the implementation of original solutions through and across a vast array of asset classes, including equity, fixed income, alternatives and private markets.
Executive Sponsor
http://www.db.comDeutsche Asset Management is one of the world's largest investment managers with more than 800 investment and client service professionals in a global network of offices.
Silver Sponsor
http://www.acil.co.ukArlington Capital Investors Limited is an owner-managed firm established in London in 1991. The firm is authorized and regulated by the FSA in the United Kingdom and registered with the SEC.
The firm manages the European Renaissance Fund, a Cayman Islands OEIC set up in 1998. The Fund invests in a portfolio of European stocks that have underperformed in the past but where the potential exists to increase shareholder value through restructuring. Investments are typically made in companies in the small to mid cap range and the style has a value bias. They are supported by active post-investment engagement by Arlington.
The Fund’s return for the 5 year period ending 31 December 2007 was in excess of 20% p.a.
For further information please contact Stephen Chance, Chief Executive, by telephone to + 44 20 7647 8200 or by email to schance@acil.co.uk.Silver Sponsor
http://www.barclayscapital.comBarclays Capital is the investment banking division of Barclays Bank PLC which has an AA long-term credit rating and a balance sheet of over £1.1 trillion (US$2.3 trillion*). With a distinctive business model, Barclays Capital provides large corporate, government and institutional clients with solutions to their financing and risk management needs. Barclays Capital has offices in 26 countries, employs over 15,700 people and has the global reach and distribution power to meet the needs of issuers and investors worldwide.
For further information about Barclays Capital, please visit our website www.barclayscapital.com.Silver Sponsor
http://www.flexjet.comEstablished in 1995 and based in Dallas, Flexjet is a turnkey fractional ownership program offering shares in Bombardier business jets at a fraction of the cost of traditional private jet ownership. Flexjet is the choice of companies and individuals who desire the most flexibility and customization in their private jet travel. Flexjet provides unprecedented opportunities to fine-tune program benefits to the traveler’s exact needs. Flexjet is a wholly owned subsidiary of Bombardier Aerospace and the only fractional ownership program that controls the entire spectrum of end-to-end processes: we design, manufacture, market, maintain, and operate our aircraft.
Silver Sponsor
Pictet & Cie is a partnership owned and managed by eight partners with unlimited liability. Pictet & Cie is one of the largest independent private bank in Europe and is consistently ranked as one of the top quality global custodians where it specializes in providing custody and related services to wealthy families and their advisors.
Moreover, it is one of the premier independent asset management specialist in Europe, with over CHF 390 billion in assets under management and custody.
http://www.pictet.comGroup Headquarters
Pictet & Cie Route des Acacias
60 CH-1211
Geneva 73Silver Sponsor
Spruce Private Investors, LLC
Spruce Private Investors, LLC is a $1.8 billion absolute-return investment firm that acts as an outsourced Chief Investment Officer for family offices and charitable institutions. As CIO, Spruce employs a global, systematic, absolute return investment approach similar to that of successful multi-generational families and leading endowments. The firm utilizes leading-edge proprietary computer-based systems for capital market forecasting, asset allocation, spending policy, portfolio construction, risk management, overlay management, manager selection, pro-active portfolio re-balancing, and consolidated performance reporting. Spruce employs investment and research professionals from leading firms such as Bridgewater, Commonfund, J.P. Morgan, MIT’s Lincoln Laboratories, Princeton University’s endowment fund, and the Rohatyn Group. The firm enjoys competitive advantages in dynamic portfolio construction, leading-edge risk management, and strategic access to established and emerging alternative managers.
Spruce allocates extensively to all asset classes but with particular emphasis upon alpha-generating, risk-managed alternative investments including global equities, absolute return hedge funds, commodities, private equity, private real estate, oil & gas, and renewable energy.
State Street
State Street, a world leader in financial services, is the leading service provider to public funds and not-for-profits in the U.S. We understand the challenges these organizations face and have the focus, experience, technology and commitment to customer service necessary to assist our customers in achieving their investment objectives.Associate Sponsor
Harris myCFO™
Harris myCFO™ is dedicated to managing the complex issues that face individuals and families of significant wealth by delivering the guidance and services of a comprehensive family office. Unlike other advisory firms, Harris myCFO offers expertise in all areas of wealth services: Investment Advisory, Income Tax Planning & Compliance, Estate & Trust Planning, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting.Associate Sponsor
HUB International
HUB International is a leading North American insurance brokerage firm that provides a broad array of property and casualty insurance, reinsurance, life and health insurance, employee benefits, investment and risk management products and services through their offices located in the United States and Canada. HUB International Personal Insurance, Private Client Advisors, a dedicated practice within HUB, offers one of the largest and most sophisticated personal insurance practices consulting with and serving high net worth families today. The Private Client Advisor group works with family office managers, affluent families, high net-worth individuals and their trusted advisors to assess both the routine and unique exposures to loss they may face, and to establish customized risk management solutions that adequately protect their assets.