Sponsors

GLOBAL SOLUTIONS – A DIVISION OF FIDELITY NATIONAL TITLE GROUP, INC.

Global Solutions is the international title insurance division of Fidelity National Title Group (FNTG). Global Solutions works with FNTG's respected family of underwriters - Fidelity National Title, Chicago Title, Ticor Title, Security Union Title and Alamo Title - to protect real estate investors with ALTA-like title insurance policies covering transactions in more than 50 countries across five continents.  What's more, Global Solutions' title commitments, policies and endorsement forms are governed by U.S. law, and its escrow services are bonded and secure. For further peace of mind, Global Solutions offers unmatched protection of claims reserves of more than US$1 billion.

The real estate closing process in many countries can be cumbersome and perplexing. Global Solutions' experience with property conveyances in global markets helps clients expertly navigate unfamiliar customs or practices.

Global Solutions offers a number of advantages for real estate transactions beyond North America. Policies offered through FNTG's underwriters will:

• Defend any covered claims or attacks on title in the local jurisdiction
• Cover the cost of defense in the local jurisdiction
• Provide additional due diligence in line with U.S. standards to identify any missing interest or other title defects not typically found in local practices
• Provide coverage as to parties in possession and certain off-record items not covered by opinions of counsel
• Cover surveys, provided an acceptable survey is available
• Eliminate the need for reinsurance by paying claims against billion-dollar-plus U.S. reserves
• Quickly provide a title search and opinion letter

Rudy Rivera will be representing Global Solutions among others.

LOGIC 100™

Logic 100™ raises the bar on what has been traditionally considered as the ultimate in professional practice software platforms for financial planners, lawyers, accountants and brokers. Totally Web-based, secure to bank standards, it provides real time excellence in simplicity, holistic functionality and demonstrable features and benefits.

Logic 100 Limited is an Australian Public Company, specialising in the design, hosting and management of Microsoft DotNET® software platform solutions for the Professional Practices markets including Financial Planning License Holding Groups, their networks of authorised representatives, Legal and Accounting Practices. Logic 100 Limited is a Microsoft Partner Development Company with offices and development teams in Australia, Britain, Hong Kong, South Africa and India.

Its service and hosted solutions include:

• Customer Relationship Management (CRM) Solutions
• Practice Management Dashboards ( a dashboard is a small, defined set of key metrics used to provide a quick evaluation of a project or process status)
• Customisable report writers with integrated mail merge systems
• Financial Planning software platforms delivering full automated compliance management, Statement of Advice production and whole of life cash flow modeling
• Integrated live data feeds for product research reports and portfolio valuation updates
• On-line document storage for our clients and their customers
• Fully automated approved form of document production (SoA, SoAA, RoA, Limited Advice Statement, Suitability Letter etc).
• Automated compliance by prevention, management and control inbuilt;
• Whole of life cash-flows at the touch of a button;
• Data feeds for research and portfolio updates included;
• Full CRM, tailor-able report writer and mail merge facilities via mail, email and SMS included;
• Secure document storage for you and your clients

With Logic 100™ you can deliver personalised and cost effective mass communications to all your clients at the touch of a button, plus...

• Store all your clients' documents safely and securely
• Create on-line deal rooms
• Give your clients an on-line tool where they can upload their own digitized documents and files
• A customisable Legal Health Check creating lead and fee flow is fully incorporated with each clients licence
• Time based billing data is delivered by client file with full audit trail time and date stamped records

Representing Logic 100 from Melbourne, Australia are David Daniel, CEO, Andrew Smith, EGM Corporate Services and Paul Wyatt, Sales and Marketing Director, who will be presenting to delegates at the AGM.

MORGAN STANLEY

Morgan Stanley is this year's sponsor for the event at the Hay-Adams hotel. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 33 countries. 

Morgan Stanley is bringing veteran commodity trader, Joe Terranova of CNBC's "Fast Money", who will be speaking to the delegates.

Mr. Terranova is a CNBC contributor and frequent panelist for the highly-rated CNBC evening program “Fast Money.” He's been a guest on Bloomberg TV, and CNN (add FOX), as well as quoted in a variety of financial media publications. For more than 12 years he wrote a daily energy market commentary that is widely popular within the energy industry and hedge fund community. Currently, Joe Terranova is Chief Alternatives Strategist for Phoenix Investment Partners, a position he has held since joining the company in 2008. In this role, Joe is responsible for directing the investment strategies related to alternative investments, including commodities, currencies, real estate and hedge funds.

Representing Morgan Stanley are Richard Greenspan, CIMA, and Senior Vice President of the Greenspan Group at Morgan Stanley and Jonathan Adamsky, First Vice President who will be jointly presenting to the delegates at the meeting.