storm-7 consulting media pack (2016)
TRANSCRIPT
2016 MEDIA PACK
COMPANY
About Storm-7 Consulting
We are a financial consultancy company that provides premier financial
intelligence and knowledge to leading financial institutions around the
world. We deliver premium quality conferences on cutting-edge legal and
financial issues, and strive to provide access to crucial insight by leading
experts on the latest complex regulatory developments.
Why is Storm-7 Consulting different?
At Storm-7 Consulting we do not provide economy, premium economy, or even
business class services. We provide First Class conference services each and every
time.
We control the whole conference process from design to delivery and we always
put each conference delegate centre stage.
We do not rely on external parties to tell us what knowledge delegates need,
because we expertly understand the latest industry developments.
We have extensive professional knowledge and experience of legal, financial, and
regulatory compliance sectors.
We specifically design our conferences in-house to comprehensively address the
most pressing and relevant issues that concern banks and financial institutions.
We incorporate the latest technology into our conferences by giving delegates
tablets pre-loaded with conference presentations and materials to use and keep,
and by facilitating S7C LiveStream conference attendance options.
We provide an individually tailored service to incorporate delegate objectives into
the conference content, and follow-up to ensure all delegate objectives have been
met.
We provide delegates with very extensive and comprehensive documentation.
Company Leadership
Co-Founder and Managing
Director
Co-Founder and Operational
Director
Rodrigo Zepeda is the Managing
Director of Storm-7 Consulting and
directs and supervises all conference
events. He is a consultant who
specialises in derivatives and financial
services law, regulation, and
compliance. He holds a LLM Masters
degree in International and
Comparative Business Law, has been
an Associate of the Chartered
Institute for Securities & Investment
since 2004, and has passed the New
York Bar Examination. He has also
published widely in leading industry
journals such as the Capco Institute‟s
Journal of Financial Transformation,
the Journal of International Banking
Law and Regulation, as well as e-
books on derivatives law. Noted
publications include “Optimizing Risk
Allocation for CCPs under the
European Market Infrastructure
Regulation”; “The ISDA Master
Agreement 2012: A Missed
Opportunity”; “The ISDA Master
Agreement: The Derivatives Risk
Management Tool of the 21st
Century?”; and “To EU, or not to EU:
that is the AIFMD question”.
Joe Zepeda is the Operational
Director of Storm-7 Consulting, and
directs and supervises all marketing,
public relations, logistical, and delegate-
facing activities. He holds a BA degree
in English Literature and Philosophy,
and a Postgraduate Diploma in
Advanced Publishing. He brings a
wealth of professional experience from
across the commercial, financial, and
recruitment sectors. He has previously
worked as a Senior Events Supervisor in
New York, as an Executive at a National
Embassy in London, as a Senior Account
Manager for British Gas Trading, a
Global Headhunter for Parachute SAS,
and for Talent Management at Morgan
Stanley in London. His impeccable client
oriented focus has enabled him to forge
strong lasting relationships based on
mutual trust and confidence with
managing directors, CEOs, and
corporate leaders at the highest levels
of industry. It is his dedication to client
excellence that he brings to all Storm-7
Consulting conference delegates.
S7C CONFERENCES
FATCA and the OECD CRS
30th-31st July 2015, London
This two day intensive intermediate
to advanced level course will provide
delegates with a unique and highly
comprehensive understanding of the
new United States (U.S.) Foreign
Account Tax Compliance Act (FATCA)
requirements. By combining theory
with practice and by incorporating
interactive workshop elements, the
course will demystify the complexity
of FACTA requirements, and will help
delegates to understand the
operational impact it will have on
their business and on clients. The
course will also provide deeper
insights into how FATCA will affect
trusts in various trust jurisdictions,
how passthru payments will operate
in practice, and how the OECD
Common Reporting Standard (CRS)
operates in comparison to FATCA.
www.storm-7.com/fatca-uk
OTC Derivatives Documentation,
Negotiation and Clearing
29th-30th September 2015, London
This two day intensive intermediate
level course will provide delegates
with everything they need to know
about the latest global OTC
derivatives regulations, including the
impact of the EMIR, Dodd-Frank,
Basel III, and MiFID II on OTC
derivatives documentation. The
course will enable delegates to
achieve an understanding of all the
most relevant documentation issues
affecting OTC derivatives. This will
include insights into negotiation and
documentation strategies for Master
Agreements and Collateral and/or
Credit Support Documentation, as
well as an enhanced awareness of
how OTC Derivatives Clearing
Agreements and ISDA® Protocols
function, and their key terms.
www.storm-7.com/otc-derivatives
CCP Clearing, Risk Management,
Recovery and Resolution (EU)
24th-25th March 2016, London
This new and unique two day course
will provide delegates with a
comprehensive understanding of
central counterparty (CCP) clearing
models and operational frameworks in
the European Union (EU). Delegates will
receive in depth instruction on the EU
CCP regulatory framework governed by
the European Securities and Markets
Authority (ESMA) and the European
Market Infrastructure Regulation (EMIR).
Delegates will be able to practically
compare a range of key issues affecting
CCP offerings in the EU. The course will
also provide deep coverage of
margining practices, clearing models
and agreements, operational risks, and
risk management frameworks affecting
CCPs. Finally, delegates will be guided
through the intricacies of effective CCP
Recovery and Resolution Plans, and
CCP Default Management, Recovery
and Continuity Frameworks.
www.storm-7.com/ccp-clearing-eu
FACTA and the OECD CRS
12th-13th May 2016, Dubai
This two day intensive intermediate to
advanced level course will provide
delegates with a unique and highly
comprehensive understanding of the
new United States (U.S.) Foreign
Account Tax Compliance Act (FATCA)
requirements. By combining theory with
practice and by incorporating
interactive workshop elements, the
course will demystify the complexity of
FACTA requirements, and will help
delegates to understand the
operational impact it will have on their
business and on clients. The course will
also provide deeper insights into how
FATCA will affect trusts in various trust
jurisdictions, how passthru payments
will operate in practice, and how the
OECD Common Reporting Standard
(CRS) operates in comparison to
FATCA.
www.storm-7.com/fatca-oecd-crs-middle-east
Islamic Banking and Finance:
Regulatory, Risk and Compliance
26th-27th May 2016, London
This advanced two day training
programme has been designed to
provide delegates with comprehensive
training in the latest regulatory, risk,
and compliance issues affecting the
Islamic banking and finance industry
today. Delegates will be instructed on
risks affecting Islamic finance practices
and products, on developing integrated
risk management frameworks, and on
the latest legal, regulatory and Shari'ah
compliance issues affecting Islamic
banks and financial institutions.
Delegates will also gain insights into the
latest trends in Islamic finance products
(e.g. derivatives) and practices (e.g.
microfinance).
www.storm-7.com/islamic-finance
Hedge Funds: Regulatory, Risk and
Compliance (EU)
16th-17th June 2016, London
This two day intermediate to advanced
level programme will provide delegates
with comprehensive training in the
latest regulatory, risk, and compliance
issues affecting the hedge fund industry
around the world today. Delegates will
be instructed on the latest regulatory
developments affecting hedge funds in
the European Union and the United
States, as well as globally. The course
will provide a unique perspective on the
latest trends and opportunities affecting
hedge funds, as well as providing
insights into hedge fund governance,
third party administration practices, and
effective hedge fund compliance
program strategies.
www.storm-7.com/hedgefund
Hedge Funds: Regulatory, Risk and
Compliance (US)
23rd-24th June 2016, New York
This two day intermediate to advanced
level programme will provide delegates
with comprehensive training in the
latest regulatory, risk, and compliance
issues affecting the hedge fund industry
around the world today. Delegates will
be instructed on the latest regulatory
developments affecting hedge funds in
the European Union and the United
States, as well as globally. The course
will provide a unique perspective on the
latest trends and opportunities affecting
hedge funds, as well as providing
insights into hedge fund governance,
third party administration practices, and
effective hedge fund compliance
program strategies.
www.storm-7.com/hedgefund
MiFID II: Regulatory, Risk and
Compliance
28th-29th July 2016, London
This two day extended intermediate to
advanced level programme will provide
delegates with comprehensive training
in the latest MiFID II regulatory, risk,
compliance and implementation issues.
Delegates will be guided through the
latest MiFID II operational framework in
detail, and will be provided with a
critical and explanatory review of the
latest draft Level 2 texts scheduled to
be published by the European
Securities and Markets Authority
(ESMA). The programme will also
provide extensive guidance on the new
MiFID II provisions affecting over-the-
counter (OTC) and commodity
derivatives, algorithmic trading, dark
trades and dark pools.
www.storm-7.com/mifid-ii
Advanced OTC Derivatives
Documentation and Negotiation
12th-13th September 2016, New York
This two day advanced level conference
programme will provide delegates with
advanced theoretical and practical training
on documenting and negotiating a broad
range of over-the-counter (OTC)
derivatives documentation. Delegates will
be instructed on key operational and legal
risks currently affecting OTC derivatives, as
well as legal opinion and case law analysis
techniques. Delegates will also be guided
in drafting and negotiating a broad range
of key substantive provisions in master
agreements and credit support and
collateral agreements. Delegates will then
participate in advanced practical
roundtable negotiating exercises and case
studies with the Expert Trainers in order to
comprehensively translate master
agreement and collateral documentation
theory into practice. Finally, delegates will
participate in a series of unique workshops
covering central counterparty (CCP)
clearing agreements, equity derivatives
products and agreements, and credit
derivatives products and agreements.
www.storm-7.com/advanced-otc-us
Technology, Risk, Compliance and
Innovation
13th-14th October 2016, London
Technology, Risk, Compliance and
Innovation will introduce a new type of
conference experience...
www.storm-7.com/trci
Advanced OTC Derivatives
Documentation and Negotiation
24th-25th October 2016, Miami
This two day advanced level conference
programme will provide delegates with
advanced theoretical and practical training
on documenting and negotiating a broad
range of over-the-counter (OTC)
derivatives documentation. Delegates will
be instructed on key operational and legal
risks currently affecting OTC derivatives, as
well as legal opinion and case law analysis
techniques. Delegates will also be guided
in drafting and negotiating a broad range
of key substantive provisions in master
agreements and credit support and
collateral agreements. Delegates will then
participate in advanced practical
roundtable negotiating exercises and case
studies with the Expert Trainers in order to
comprehensively translate master
agreement and collateral documentation
theory into practice. Finally, delegates will
participate in a series of unique workshops
covering central counterparty (CCP)
clearing agreements, equity derivatives
products and agreements, and credit
derivatives products and agreements.
www.storm-7.com/advanced-otc-us
CCP Clearing, Risk Management,
Recovery and Resolution (US)
27th-28th October 2016, Miami
This new and unique two day course
will provide delegates with a
comprehensive understanding of
central counterparty (CCP) clearing
models and operational frameworks in
the European Union (EU). Delegates will
receive in depth instruction on the EU
CCP regulatory framework governed by
the European Securities and Markets
Authority (ESMA) and the European
Market Infrastructure Regulation (EMIR).
Delegates will be able to practically
compare a range of key issues affecting
CCP offerings in the EU. The course will
also provide deep coverage of
margining practices, clearing models
and agreements, operational risks, and
risk management frameworks affecting
CCPs. Finally, delegates will be guided
through the intricacies of effective CCP
Recovery and Resolution Plans, and
CCP Default Management, Recovery
and Continuity Frameworks.
www.storm-7.com/ccp-clearing-eu
Global Regulatory Compliance
7th-8th November 2016, Lima
This intensive two day course will
provide delegates with an in-depth
and comprehensive understanding
of both existing and new and
emerging global regulatory
requirements. From the EU
perspective, the course will look at
the way the AIFMD, the EMIR, and
MiFID II function in practice. From
the US perspective, the course will
look at the Dodd-Frank and FATCA
frameworks. From a global
perspective the course will help
delegates to understand the new
compliance obligations and risks
under the Basel III and OECD
Common Reporting Standard (CRS)
compliance frameworks.
www.storm-7.com/global-compliance
Global Regulatory Compliance
10th – 11th November 2016, Santiago
This intensive two day course will
provide delegates with an in-depth
and comprehensive understanding
of both existing and new and
emerging global regulatory
requirements. From the EU
perspective, the course will look at
the way the AIFMD, the EMIR, and
MiFID II function in practice. From
the US perspective, the course will
look at the Dodd-Frank and FATCA
frameworks. From a global
perspective the course will help
delegates to understand the new
compliance obligations and risks
under the Basel III and OECD
Common Reporting Standard (CRS)
compliance frameworks.
www.storm-7.com/global-compliance
IN-HOUSE TRAINING
S7C FATCA and the OECD CRS
Compliance Training Programme©
10 Modules
This one or two day intermediate to
advanced compliance training program
will provide attendees with a
comprehensive understanding of the
new United States Foreign Account Tax
Compliance Act (FATCA) requirements.
The program will demystify the
complexity of both FACTA and OECD
Common Reporting Standard (CRS)
obligations. It will help attendees to
understand the operational impact that
FATCA and the OECD CRS will have on
the business and on clients, as well as
guiding attendees through necessary
adaptation processes and compliance
solutions. The training program can be
specifically tailored to meet a
company's training needs by allowing
companies to choose a 1 day (4
Modules) or a 2 day (8 Modules)
training programme out of a range of
10 Modules.
www.storm-7.com/fatca-training
S7C Advanced OTC Derivatives
Documentation, Negotiation and
Clearing©
10 Modules
This intensive one or two day intermediate to
advanced level program will provide attendees
with all the latest key global regulatory
developments affecting over-the-counter (OTC)
derivatives documentation. The training program
can be specifically tailored to meet a company's
training needs by allowing companies to choose
from a range of 10 Modules covering European
Union (EU), United States (U.S.) and global
regulatory frameworks. A company can opt for a 1
day (4 Modules) or a 2 day (8 Modules) training
programme. This includes the Third Basel Accord
(Basel III), the European Market Infrastructure
Regulation (EMIR), the revised Markets in Financial
Instruments Directive (MiFID II), and the Dodd-
Frank Wall Street Reform and Consumer
Protection Act (Dodd-Frank). The program will
enable attendees to achieve an understanding of
all the most relevant documentation issues
affecting OTC derivatives at an intermediate or
advanced level. This will include insights into
negotiation and documentation strategies for OTC
Master Agreements and Collateral and Credit
Support Documentation, as well as awareness of
how OTC Derivatives Clearing Agreements and
ISDA® Protocols function, and key negotiated
terms.
www.storm-7.com/otc--derivatives-training
S7C Global Regulatory Compliance
Training Programme©
10 Modules
This comprehensive one or two day compliance
training program will provide attendees with an
in-depth understanding of both existing and
new and emerging global regulatory The
training program can be specifically tailored to
meet a company's training needs by allowing
companies to choose a 1 day (4 Modules) or a 2
day (8 Modules) training programme covering
European Union (EU), United States (U.S.) and
global regulatory frameworks. From the EU
perspective, the program will look at the way the
Alternative Investment Fund Managers Directive
(AIFMD), the European Market Infrastructure
Regulation (EMIR), and the revised Markets in
Financial Instruments Directive (MiFID II) now
function in practice. From the U.S. perspective,
the program will instruct attendees on the latest
developments affecting the Dodd-Frank Wall
Street Reform and Consumer Protection Act
(Dodd-Frank) and the Foreign Account Tax
Compliance Act (FATCA) frameworks. From a
global perspective the course will help delegates
to understand the new compliance obligations
and risks under the Basel III and OECD Common
Reporting Standard compliance regimes.
www.storm-7.com/compliance-training
S7C CCP Clearing, Risk, Recovery
and Resolution Training Program©
10 Modules
This new and unique one or two day training
program will provide attendees with a strong
understanding of central counterparty (CCP)
clearing models and operational frameworks. The
program can be specifically tailored to meet a
company's training needs by allowing companies
to choose a 1 day (4 Modules) or 2 day (8
Modules) training programme covering European
Union (EU) or United States (U.S.) CCP frameworks.
EU Modules provide in depth instruction on the EU
CCP regulatory framework governed by the
European Securities and Markets Authority (ESMA)
and the European Market Infrastructure Regulation
(EMIR). U.S. Modules provide in depth instruction
on the U.S. CCP regulatory framework governed
by the U.S. Securities and Exchange Commission
(SEC), the U.S. Commodity and Futures Trading
Commission (CFTC) and the Dodd-Frank Wall
Street Reform and Consumer Protection Act
(Dodd-Frank). The program will also provide deep
coverage of margining practices, clearing models
and agreements, operational risks, and risk
management frameworks affecting CCPs.
Attendees may also choose to be guided through
the intricacies of effective CCP Recovery and
Resolution Plans, and CCP Default Management,
Recovery and Continuity Frameworks.
www.storm-7.com/ccp-training
S7C Bribery and Corruption
Compliance Training Program©
4 Modules
This one day training programme will
guide attendees through legal and
operational practices relating to anti-
bribery and corruption compliance
frameworks. Attendees will be given a
general background about bribery,
corruption and ethics standards around
the world. They will also be instructed
on bribery and corruption laws, policies
and practices in force in the United
Kingdom (UK) and the United States
(U.S.), as well as penalties and
prosecution of offenders. Attendees will
also be guided through the practical
implementation of a risk-based
approach to anti-bribery and corruption
corporate compliance programmes.
www.storm-7.com/bribery-training
S7C Repurchase Agreements
(Repo) Training Program©
8 Modules
This comprehensive intermediate to
advanced level modular programme will
instruct attendees on a wide range of
financial, operational, risk, and legal issues
affecting repurchase (repo) markets today.
The training programme can be specifically
tailored to meet a company's training
needs by allowing companies to choose
from a diverse range of 8 Modules
covering European Union (EU) and United
States (U.S.) repo frameworks. A company
can opt for a 1 day (4 Modules) or a 2 day
(8 Modules) training programme.
Attendees will be guided through the repo
market framework, including market
structure, credit risk, collateralisation
issues, and the legal repo architecture.
Attendees will also be trained in all the key
Global Master Repurchase Agreement
(GMRA) provisions and repo terminology,
and will be able to put into practice
knowledge gained in a practical repo
workshop that can be designed to match
the company's underlying objectives.
www.storm-7.com/repo-training
S7C Securities Lending Training
Programme©
8 Modules
This comprehensive intermediate to advanced
level modular programme will instruct
attendees on a wide range of financial,
operational, risk, and legal issues affecting
securities lending markets today. The training
programme can be specifically tailored to
meet a company's training needs by allowing
companies to choose from a diverse range of
8 Modules covering European Union (EU) and
United States (U.S.) securities lending
frameworks. A company can opt for a 1 day (4
Modules) or a 2 day (8 Modules) training
programme. Attendees will be guided through
the securities lending market framework,
including market structure, counterparty risk,
collateralisation issues, and the legal securities
lending architecture. Attendees will also be
trained in all the key Global Master Securities
Lending Agreement (GMSLA) provisions and
terminology, and will be able to put into
practice knowledge gained in a practical
securities lending workshop that can be
designed to match the company's underlying
objectives.
www.storm-7.com/securities-training
S7C MiFID II: Regulatory, Risk, and
Compliance Training Program©
10 Modules
This intermediate to advanced level training
programme will provide attendees with
comprehensive training in all the latest
updated Markets in Financial Instruments
Directive (MiFID II) regulatory, risk, compliance
and implementation issues affecting financial
services firms in the European Union (EU).
Attendees will be guided in detail through the
latest MiFID II and Markets in Financial
Instruments Regulation (MiFIR) operational
frameworks, and will be provided with a critical
and explanatory review of the latest draft Level
2 texts published by the European Securities
and Markets Authority (ESMA). The training
programme will provide extensive guidance
on the new MiFID II provisions affecting over-
the-counter (OTC) and commodity derivatives
trading, algorithmic trading, and dark trades
and dark pools. The programme can be
specifically tailored to meet a company's
training needs by allowing companies to
choose from a diverse range of 10 Modules
covering MiFID II operational frameworks. A
company can opt for either a 1 day (4
Modules) or a 2 day (8 Modules) training
programme.
www.storm-7.com/mifid-ii-training
S7C New Market Abuse Directive (MAD
2) and Market Abuse Regulation (MAR)
Compliance Training Program©
10 Modules
This new and unique in-house training program will
provide attendees with a comprehensive instruction
on the new European Union (EU) market abuse
regulatory framework governed by the European
Securities and Markets Authority (ESMA). The
program can be specifically tailored to meet a firm's
training needs by allowing firms to choose any 4
modules (1 day training) or 8 modules (2 days
training), out of a choice of 10 Modules. The modules
cover the new Market Abuse Directive (MAD 2)
(Directive 2014/57/EU), Market Abuse Regulation
(MAR) (Regulation No 596/2014), and Financial
Services and Markets Act 2000 (Market Abuse)
Regulations 2016 (2016 No. 0000) (MARs 2016)
substantive obligations in depth. They also cover new
obligations for trading venues (Multilateral Trading
Facility (MTF), Organised Trading Facility (OTF),
Emissions Allowances) and issuers, financial services
firms, and persons discharging managerial
responsibilities. Firms can choose to gain in-depth
instruction on a range of MAR operational practices,
as well as benefitting from strategic perspectives on
MAD 2 and MAR compliance. New mandatory
internal MAR reporting procedures and legitimate
behaviour defences, mean that financial services
firms need to ensure they have implemented and
maintained adequate and effective internal
arrangements and procedures for the purposes of
MAR and MAD 2, and that employees clearly
understand the new regulatory obligations.
www.storm-7.com/mad-2-mar-training
MEDIA PARTNERS
S7C MEDIA PARTNERSHIP OPPORTUNITIES
Storm-7 Consulting is seeking to build a strong network of high calibre official Media
Partners in order to provide mutually beneficial and ongoing media, marketing, and
promotional relationships. Storm-7 Consulting can work with your organisation to
increase your media coverage and provide a number of opportunities for you to
connect with influential experts, industry leading speakers, and senior corporate
decision makers. Storm-7 Consulting can specifically customise media partnerships
to reflect your organisation's needs and objectives.
RANGE OF MEDIA PARTNERSHIP BENEFITS
Targeted and mutually beneficial media partnerships.
Individual listing as an Official Media Partner on the Storm-7 Consulting website.
Dedicated individual webpage for the Official Media Partner, listing company
background, logo, link and other additions on the Storm-7 Consulting website.
Online html banner advertising on Storm-7 Consulting conference listings.
Recognition as an official Media Partner on all Storm-7 Consulting marketing and
sponsorship materials and event brochures.
Recognition as an official Media Partner on all Storm-7 Consulting marketing
emails to all Storm-7 Consulting lists.
Storm-7 Consulting can design and send html promotional or marketing emails
on behalf of Official Media Partners to all Storm-7 Consulting lists.
Marketing and promotional materials pre-loaded onto all Storm-7 Consulting
Lenovo Yoga tablets.
Display of marketing publications on a designated media table.
Improve brand visibility at Storm-7 Consulting exclusive two day conferences.
Display of company logo on all Storm-7 Consulting conference promotional films.
Cross-promotional social media activities made by Storm-7 Consulting.
STORM-7 CONSULTING MEDIA PARTNERS
Financial IT is a cutting edge financial technology magazine. The publication
provides a unique and valuable forum for people involved in the change process to
learn and exchange ideas and knowledge – as technology cements its pivotal role in
supporting the financial markets. Financial IT also reflects the changing environment
in business and operations when appropriate. It has been difficult for the media to
reflect accurately the real values of technology, whether old or new, against the
backdrop of aggressive development and marketing. This has confused the buyers in
the marketplace and has detrimentally elongated the procurement process. Our aim
is to attempt to address the industry weakness by assessing in simple - to
understand terms the products, and how they are meant to produce beneficial
outcomes. Financial IT makes a firm commitment to software vendors that are vital
to the success of the future to showcase and examine new products and
technologies with deep enquiring analysis.
www.financialit.net
OTC Partners is a boutique market intelligence advisory firm that specializes in
research and content development. We focus on value adds for partners, such as
commercial development, segment analysis, business development, and research for
the OTC derivative market. If you are worried about Market Structure, Thought
Leadership, Valuations, Fintech Commercialization, White Papers or Executive
Programs then we are the place to start - we are in the nexus of risk takers and
market makers that specialize in the OTC derivative market. OTC Partners thinks
about these issues everyday and we can help stimulate and focus your needs with
our partners. Our mission is to move the capital markets forward, through regulatory
changes, into a bright future. OTC Partners is located in New York, with a presence in
Europe and Asia.
Luxurise Communications LLC is a niche media creation company with development
and distribution rights to high growth media and venture market retail franchises
focused on Ultra High Net Worth audiences around the world, including luxury and
lifestyle focused publications, events, and venture market retail platforms. The
company has access to 12,000 UHNWIs through its own exclusive database and
distribution partnerships with over 200 luxury destination points around the world.
Based in the heart of New York City's Financial District, Luxurise Communications LLC
is managed by Jessica Ambre Cheung, a global luxury marketing professional with
over $10 million in media management experience. Jessica earned her degree in
marketing and international business from New York University's prestigious Leonard
N. Stern School of Business and has managed campaigns for the International Emmy
Awards Nominee Festival as well as Eurostar Diamond Traders.
www.luxurisecommunications.com
J.S. Aikman Professional Corporation is a legal firm specializing in finance and
alternative investments. We have advised and presented to governments,
international corporations, hedge funds, private equity firms, pension funds,
sovereign wealth funds, leading investment banks, global finance conferences and
universities. Jon Aikman is the managing lawyer of the firm. Previously, he was a
lawyer with a leading international law firm and was VP and Counsel for a bulge
bracket bank in London, UK. He has received the Chartered Investment Manager
designation. He holds an MBA from the University of Oxford. He is the author of a
book on alternative investments, "When Prime Brokers Fail", published by Bloomberg
Press/John Wiley. Currently, Jon is completing a new book on U.S. and International
Hedge Funds for the American Bar Association Press. Jon is adjunct faculty at
Queen's University School of Business and is a lecturer in finance at the Rotman
School of Management at the University of Toronto. He lectures in a variety finance
areas including corporate finance, derivatives, options and futures, investment
banking and hedge funds. He won Excellence in Teaching Awards in 2013 and 2014.
He was also made a fellow of the Royal Society of Arts in 2006.
www.jsaikman.com
The OTC Space provides high quality insight into the Capital Markets from subject
matter experts. We provide the latest News, such as announcements, decisions,
regulations, reactions and day by day commentary on the market. We provide
analysis and articles, original writing seeking to demystify, explain and provide
understanding of the market and provide education on how the market works, the
mechanics, infrastructure, products, pricing and processes. The OTC Space is
available on-line and in print.
www.theotcspace.com
Capco (the Capital Markets Company N.V.) is a market leading global business,
management and technology consultancy firm dedicated solely to the financial
services industry. Capco has 20 offices located in financial centers across Europe,
North America, Asia, and Africa, which offer consulting and managed services to
clients across six specialized sectors (banking; capital markets; finance; insurance; risk
and compliance; technology; and wealth and investment management). Capco
adopts a collaborative and efficient approach to help their clients to successfully
increase revenue, manage risk and regulatory change, reduce costs and enhance
control. The firm has also been the recipient of numerous industry awards (2014 best
workplaces in Canada; Sunday Times 100 Best Companies to Work For (2012; 2013;
2014); 2013 Top 50 Employers for Women (The Times); ranked 12th Best Firms to
Work for 2013 (Consulting Magazine); ranked 13th Best Firms to Work For 2012
(Consulting Magazine); 2011 Women Leaders in Consulting Award (Consulting
Magazine); 2010 Top 25 Consultants Award for Excellence in Financial Services
(Consulting Magazine); 2012 Top Consultants Award for client services).
www.capco.com
Launched by financial professionals in 2001, Eurekahedge‟s proven track record
spans over a decade - setting us apart as the world‟s largest independent data
provider and alternative research firm. Specialising in hedge fund databases covering
North America, Europe, Asia and Latin America, Eurekahedge‟s alternative asset
funds databases are the most complete and precise with indices updated by an
average of 96% by month-end. The tracking of over 220 data points – more than
any competitor – makes analysis of managers‟ performances easier on our clients
which include, but are not limited to, family offices, endowments & trusts, pension
funds, funds of hedge funds, sovereign wealth funds, private banks, advisors and
service providers to the industry.
www.eurekahedge.com
Risk and Compliance Consulting with a Difference
Objectivus is a boutique-consulting firm with a major difference. We offer
experienced industry experts to work with clients in partnership to help, advise and
solve problems through our direct, first-hand experience in financial services . We
only employ market experts in the required field of work. Our clients do not waste
time and money „educating‟ our consultants, they arrive immediately able to help
and leave without taking away intellectual property. We aim to add value, transfer
knowledge and advise in a proportionate way to meet our clients‟ requirements. We
know from our own experience of engaging consultants that clients too often spend
a disproportionate amount of time explaining and teaching consultants rudimentary
aspects of the business, we aim to solve that problem.
www.objectivus.com
Every week, Hedge Fund Alert delivers the fresh intelligence needed to identify
money-making openings in the fund-management arena. The newsletter is
recognized for routinely spotlighting key industry developments that haven't been
reported anywhere else.
What does Hedge Fund Alert cover?
› Behind-the-scenes courting of pensions and other institutional investors.
› Steps taken by managers to comply with the new wave of fund regulation.
› Wall Street traders' confidential plans to launch funds.
› Secret circumstances behind fund blow-ups.
› Brokers and other service providers jockeying for market share.
› Career moves by key industry professionals.
› Technology and operational successes, failures and challenges of fund managers.
www.hfalert.com
Alpha Films is the film production arm of Alpha Journal, a digital publication (web-
based only) with a global focus on alternative investment funds targeted at
institutional investors and investment/asset managers. Alpha Films brings together
professional film making and an editorial team with years of experience in financial
journalism to form a dedicated film production unit that understands your business.
Alpha Films produces quality films that tell good stories, engage audiences and keep
people watching to the end. Interested? Let‟s set up a meeting, get some ideas
down and start giving you an idea of cost as soon as possible once we know your
requirements. Our quotes will be transparent: you‟ll know exactly what you are
paying for and will be advised on more cost effective routes where possible.
http://alphajournal.com/
Hedge Connection has grown to become the most widely recognized and innovative
marketing solution for the hedge fund industry. Our online fund database is
powered by Morningstar and provides investors with access to over 7,000 hedge
funds, fund of funds and CTAs. The Boardroom, our industry leading online
community, is woven into the fabric of our fund database and facilitates relationship
building, networking, and free-flow of information. Hedge Connection‟s online
ecosystem is complemented by our premier one-on-one networking events. Since
2005, over 5,000 investors have participated in Hedge Connection related events,
resulting in thousands of direct meetings for hedge fund managers. Hedge
Connection is built on a foundation of industry experience and guided by the core
principles of integrity, partnership, and value. Our clients include hedge funds, fund
of funds, family offices, endowments & trusts, pension funds, sovereign wealth funds,
private banks, advisors and service providers to the financial industry.
www.hfalert.com
ATMonitor is all about securities trading; bringing together the news, opinion, facts
and research about changing global securities markets and the institutions and
individuals who make trades happen. Buy-side, sell-side, trading venues,
technologists, compliance officers and regulators all contribute to ATMonitor. They
make news by their actions; offer opinion in interviews, blogs and videos; contribute
facts in directory and glossary entries; and provide industry research and thought
leadership in white papers. ATMonitor itself works on a range of market research
projects, including various Surveys of trading and related activities that appear in The
TRADE magazine; as well as delivering bespoke research for clients. Integrating
broad based information flow from our contributors, with unique access to client
perceptions, enables ATMonitor to offer insight not only into who is up and who is
down in the world of trading, but more importantly why.
www.atmonitor.co.uk
SPONSORSHIP OPPORTUNITIES
S7C CONFERENCE SPONSOR BENEFITS
You can promote and showcase your brand, company and products to all our
delegates.
You can network and connect with potential clients or partners and access
influential experts and industry leading speakers.
You can build brand image and leverage exposure through our conference
marketing campaigns and media partnerships.
You can obtain discounts off sponsorship packages for future events through our
Sponsorship Partner Programme.
OUR DELEGATE PROFILE
Buy Side and Sell Side Firms
Chief Executive Officers
Chief Financial Officers
Chief Risk Officers
Compliance Directors
Compliance Officers
Credit and Collateral Professionals
Executive Board Directors
General Managers
Hedge Fund Managers
Investment Managers
Legal Counsel
Risk Management Professionals
Trust Administrators and Trustees
TYPES OF CONFERENCE SPONSORSHIP
Headline Sponsor
Evening Reception Sponsor
Programme Workshop Sponsor
Buffet Lunch Sponsor
Reception Sponsor
Exhibition Space Sponsor
Lenovo Yoga Tablet Sponsor
Venue Branding Sponsor
Inserts Sponsor
Delegate Bags Sponsor
Conference Lanyards Sponsor
Pre-Conference Delegate Email Shot
Visitor Badges Sponsor
Custom Designed Sponsorship
A Message from the Managing Director
I think the whole rationale behind Storm-7 Consulting is change. Some time ago I carried
out a detailed analysis and assessment of how companies and organisations were
organising and delivering financial conferences. I realised that there was an absolutely
pressing demand to do things differently, to innovate, and to leverage new ideas and
technologies to re-invent the delivery of financial conferences. I am quite sure that
people out there will say that I do not know what I am talking about. But I can promise
you that I do. I can promise you that Storm-7 Consulting will bring about change. Storm-
7 Consulting will create a brand new style of financial conference that will fuse luxury
with unique combinations of expertise, superior materials, innovative new ideas, and
sophisticated new content delivery technologies.
Storm-7 Consulting – "It's time to step into our future".
For all media and other related queries please contact:
Joe Zepeda
Operational Director
Email: [email protected]
Telephone: + UK (0)20 7846 0076
Mobile: + UK (0)7984 856 066
www.storm-7.com
Storm-7 Consulting
www.storm-7.com
Company No. 09568439
VAT Registration No. 213 0637 51