The Investment Technology Forum is a boutique marketplace event designed to help alternative investment funds and family offices discover the partners they need to make their businesses run as successfully as possible.

This event is built to cater for the growing AYU membership base and their regular enquiries about best-in-class service providers. Those exhibiting and educating will comprise of leading investment technologies and solution providers for alternative funds, private markets, and digital asset professionals.

Who will attend?
Funds and family offices will attend this event for free, getting the opportunity to explore all offerings and learn what colleagues and competitors use to gain a winning edge.

Both established and emerging funds will be in attendance, with asset ranging from start-out territory in low millions into the hundreds of billions. Funds of all strategies across alternative investment will be joining us, including (but not limited to) hedge, private equity, venture capital, real estate, credit, digital assets and infrastructure. Family offices will likewise be representing a wide range of asset holdings from $50m (minimum) to over $100bn.

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Program
A program of presentations and panel discussions will run throughout the day. Therein leaders from the fund and family office space will explore and discuss how they select and work with service providing partners. Select event sponsors will also have the opportunity to join these discussions.

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Exhibitors
Service providing businesses from across the entire investment management spectrum will be exhibiting and presenting throughout the day in our concentrated, elite marketplace.

Finance – Accounting – Administration
Fund formation attorneys – securities & regulatory counsel – tax attorneys – compliance consultants specialists AML/KYC service firms – trademark and intellectual-property attorneys - jurisdictions - fund administrators – outsourced family-office accounting specialists – NAV calculation providers – bookkeeping firms – tax advisors & CPA firms – audit firms – valuation service firms – transfer agents – custodians.

Banking
Private banks – prime brokers – commercial banks – foreign-exchange brokers – cash-management providers – escrow services.

Investment Operations & Research Resources
Investment consultants – operational & investment due-diligence providers – market-data vendors – research platforms (quantitative & qualitative) – ESG reporting providers – portfolio-analytics - risk-management platforms.

Technology & Cybersecurity Support
IT-infrastructure companies – cybersecurity firms – cloud-hosting vendors – data-room providers – portfolio-management systems – CRM systems – trading platforms including OMS & EMS – data-integration or ETL providers.

Governance & Fiduciary‍ ‍
Independent directors – trustees – corporate-secretarial firms – entity-formation & registered-agent services – & board advisory consultants.

Human Resources
Executive-search firms – compensation-benchmarking consultants – payroll processors – benefits administrators

Insurance & Risk Management
Fiduciary-liability insurers – cybersecurity-insurance providers – key-man-insurance brokers – general-liability or property insurance providers.

Real Estate and Physical Assets
Property managers – real estate attorneys – appraisers – construction or renovation consultants – specialty-asset managers covering art
aircraft – yachts - Tokenisation

Family Offices
Multi Family Offices - Trust & estate administrators – philanthropy advisors – lifestyle & concierge managers – personal & residential-security firms – family-governance consultants – financial-education advisors for family members.

Digital Assets

Custodians - exchanges & trading venues - prime brokers - lending & borrowing - analytics, data, and risk management
fund administration & reporting - compliance & AML/KYC - security & infrastructure

Marketing & Asset Raising And Investor Relations
IR consultants – PR & communications agencies – branding & web-development firms - Capital Introduction - CRM Software

Outsourcing
Outsourced CFO & COO services – outsourced trading desks – document processing - data-entry providers.