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US HEDGE FUND LAW FIRM OF THE YEAR, FLORIO LEAHY LLP COMPLIANCE CONSULTANCY OF THE YEAR (HEDGE FUNDS), ORICAL LLC

FL: Florio Leahy LLP is a full service investment management law firm with over 100 clients in the U.S. and abroad, including the U.K., Israel, Spain, Cayman Islands, Guernsey, Ireland, Brazil, Canada and throughout Asia and the Middle East. The top investment management law firm and extensive in-house industry experience of our professionals enables Florio Leahy to provide private fund managers with timely, practical advice and hands-on assistance with a unique understanding of the real world issues facing today’s hedge fund managers. Florio Leahy is also the firm of choice for regulatory counsel, fund formation, regulatory registration, audit assistance, internal investigations, fund document review and operational due diligence services related to private fund and other alternative investments.

Greg Florio Partner, FlorioLeahy LLP Member, Orical LLC 212-257-5781 gflorio@orical.org

Our business model is to provide extremely responsive and cost-effective expert legal services. Florio Leahy also has an affiliated compliance consulting firm, Orical LLC, which allows us to provide a full suite of investment management services to our clients. Orical: Orical LLC is an investment management compliance consulting firm with over 100 clients in the U.S. and abroad, including the U.K., Israel, Spain, Cayman Islands, Guernsey, Ireland, Brazil, Canada and throughout Asia and the Middle East. The top investment management law firm and extensive in-house industry experience of our professionals enables Orical to provide private fund managers with timely, practical advice and hands-on assistance with a unique understanding of the real world issues facing today’s hedge fund managers. We develop and administer compliance programs that represent the industry’s best practices at a fraction of the cost of bringing commensurate expertise in-house. Dedicated lawyers and compliance professionals provide hands-on assistance to expand the bandwidth and expertise of your existing legal and compliance personnel.

Jim Leahy, Partner, Orical LLC Partner, FlorioLeahy LLP Member, Orical LLC 212-257-5783 jleahy@orical.org

Our business model is to provide extremely responsive and cost-effective expert compliance services for a low, flat monthly retainer. Orical also has an affiliated investment management law firm, Florio Leahy LLP, which allows us to provide a full suite of investment management services to our clients.

US MULTI-FAMILY OFFICE OF THE YEAR, PRESIDIUM PARTNERS WEALTH MANAGEMENT FIRM OF THE YEAR, PRESIDIUM PARTNERS

Presidium Partners offers a new level of client advocacy and rigorous due diligence to assess strategic investment ideas in the areas of traditional, alternative and impact-oriented investments. As early adopters of private capital investing, Presidium has developed a unique expertise in identifying high risk-adjusted investments that are uncorrelated to public markets. Complementing traditional allocations, private capital provides stable income streams that are heavily collateralized and self-liquidating. These investments have significantly lower volatility than traditional asset classes and when coupled with low-cost, highly-diversified, traditional assets, have led to stable and highly successful risk/return portfolio management. The partners of Presidium Partners have more than three decades of experience in financial services. This longevity has provided them with a breadth of market experience and the ability to understand and react to complex and dynamic market forces. Mr. Farrell has had a successful career working for such firms as Banker’s Trust, where he launched a mutual funds custody unit and directed its growth from $600 million to $3 billion in assets, The Industrial Bank of Japan where he established the Japan Trust Group and led the firm’s efforts in replacing their global custody and trust system. After doing financial services consulting with Booz Allen & Hamilton he joined Montgomery Securities where he was instrumental in building a $300 million high net-worth business and Credit Suisse First Boston where he was instrumental in building a high net-worth business overseeing $1 billion in assets. He has an extensive background in asset allocation, risk management, proprietary trading, options, derivative, tax strategies, estate and wealth transfer planning and alternative investments. He holds an MBA from The Harvard Business School.

Steve Farrell, Frank Newsom, Managing Partners 2400 Camino Ramon, Suite 178 San Ramon, CA 94583 Tel: 925-790-0400 Fax: 925-790-0333 Email: steve.farrell@presidiumpartners.com; frank.newsom@presidiumpartners.com

Mr. Newsom brings a deep entrepreneurial skill set to Presidium. As a senior financial analyst with the Chubb Group, he conducted financial and strategic analysis primarily on the biotech and high-tech industries. Mr. Newsom also was the founder of Whole Grain Bread Company, a gourmet bread retailer and wholesaler that expanded into five western states before being sold in 2003. Just prior to Presidium, Mr. Newsom was Chief Financial Officer of Alpine Capital and served as a member of the Investment Committee where he was instrumental in developing strategies that enhanced client returns while mitigating risk. His specific areas of expertise include investment analytics, business valuations, projections and forecasts, and risk analysis. Mr. Newsom holds a Masters of International Studies from the University of Pennsylvania and a Masters of Business Administration from The Wharton School of Business. Presidium provides services in investment management, asset allocation, due diligence, analytics, philanthropy, impact investing, cash flow management, lending and a range of other services. The firm is independent and singularly aligned with their clients' values and objectives.

ACQ GLOBAL AWARDS 2017  

ACQ5 is proud to announce to the world the winners of the ACQ5 Global Awards 2017. The 2017 ACQ5 Global Award winners represent the best o...

ACQ GLOBAL AWARDS 2017  

ACQ5 is proud to announce to the world the winners of the ACQ5 Global Awards 2017. The 2017 ACQ5 Global Award winners represent the best o...