AltsOps 2023

Valley National Bank is a wholly-owned subsidiary of Valley National Bancorp (NASDAQ:VLY), a leading financial institution in the United States. Valley’s National Deposits Group focuses on core deposit banking relationships located within the continental United States and select foreign territories. The group partners with businesses to help them meet their short term liquidity needs, sourcing deposits from several select industries including 1031 exchange firms, attorney banking, escrow servicing, family offices, hedge funds, investment banks, private equity firms, property managers, title companies, and venture capital firms. The National Deposits Group brings decades of experience working in the financial industry to Valley and has an accomplished history of creating memorable client experiences and building core deposit banking relationships in targeted industries.

Akram Assurance, Advisory & Tax Firm is a trusted adviser to alternative fund managers – the cornerstone of our business. Our laser focus on this industry allows us to provide highly specialized accounting and tax services that are accurate and affordable. Our team of professionals is well versed in the nuances of hedge fund, private equity fund, venture capital fund, CTA and family office entity structures and strategies, positioning Akram & Associates as an expert resource to both emerging managers and sophisticated managers overseeing multiple funds. Always one step ahead of the evolving needs of our clients, we stay informed of the latest accounting and regulatory reporting developments and are constantly re-evaluating our service offerings. As the demand for strong governance, compliance, infrastructure and operations continues to increase, our team of experienced accounting professionals and broad service offering for the alternative investments industry helps our clients build a solid foundation to achieve peak performance.

BW Cyber is here to solve your most difficult cybersecurity challenges. When it comes to cybersecurity, you don’t know what you don’t know until it’s too late. That’s why you need to have a trusted partner committed to going the extra mile. For over 30 years, the team at BW cyber has been at the forefront of the fight against cybercrime. Comprised of former CIOs, CISOs, seasoned cybersecurity and compliance experts, and former US military personnel with top secret security clearance, the BW Cyber team is meticulous, diligent, and committed to simplifying the complexity of cybersecurity.

EFSI is an independently owned, SOC 1 compliant, full-service fund administration firm based in New York, providing investment management firms with a comprehensive suite of fund administration services in a cost-effective structure. With more than $5.5bn in assets under administration, EFSI works with managers that employ a range of investment styles and structures, including hedge funds, private credit, private equity, real estate and venture capital, in both domestic U.S. and offshore fund structures. The center of EFSI’s service incorporates resilient technology and an accomplished staff, providing clients a tailor-made service with exhaustive transparency.

Our platform provides a complete end-to-end solution for asset managers or wealth managers to structure, launch, operate and grow their professional investment funds. You can launch a fund in a matter of weeks, not months, and with minimal capital outlay – not only reducing the risk of launching a fund but also maximizing your chance of success. Once launched, you will find that a dedicated team of professionals is just a phone call or email away at all times. We handle every aspect of fund management, from structuring and consulting to day to day operations. Fundviews Capital services over $300 Million in assets across more than 20 funds.

Riveles Wahab is a boutique law firm representing hedge and private equity funds, investment managers, startups, creative businesses, technology companies, and other ventures. We are dedicated to providing sophisticated, strategic and responsive counsel delivered in an efficient and cost-effective manner. Our attorneys thrive on finding innovative, high-value solutions to our clients’ unique challenges and watching their ventures succeed.

WealthBlock builds investor relationship management and reporting platforms for private asset managers such as venture capital firms, private equity firms, and real estate investment firms. Over 150 private asset managers have utilized WealthBlock platforms to streamline their investor workflows. (i.e. onboarding, document e-signing, reporting, investment dashboard, KYC/AML/Accreditation, and capital call/distribution.)