• Privacy Policy
• Disclosure
• Terms of Use
• Research & Insights
• The Chartered Financial Analyst (“CFA®”) Designation:

Privacy Policy

Bivium Capital Partners believes that the responsible use of personal information collected on its Web site is critical to its business objectives and reputation. As part of our commitment to privacy, we have adopted this Online Privacy Statement. The extent and type of information we receive from you on our external Web site depends on the information you provide to us through our contact mailboxes and/or through the registration processes on our sites.

We only use your personally identifiable information to respond to your requests and to provide you with information about Bivium Capital Partners’ services, unless we obtain your permission to use your personal information for other purposes. For example, if you send us an e-mail message requesting information about Bivium Capital Partners, we will use your e-mail address and other information you supply to respond to your request. If we intend to use your personal information to inform you about other Bivium Capital Partners’ services, we will notify you and give you an opportunity to decline to receive such communications.

Our Web site may invite you to register and provide information about yourself. We use the information you provide to personalize your online experience and to deliver the content most suited to your needs.

In addition, “cookies” (i.e. small text files placed on your computer when you first visit the site) are used on our Web site. Most browsers now recognize when a cookie is offered and permit you to refuse or accept it. If you are not sure whether your browser has this capability, you should check with the software manufacturer, your company’s technology help desk or your Internet service provider.

Cookies are primarily used to enhance your online experience and are not used to track the navigational habits of identified visitors, unless we obtain your permission to do so. If you visit our site to read or download information, such as news stories or articles, much of the information we do collect is statistical only (e.g., the domain from which you access the Internet, the date and time you access our site, and the Internet address of the Web site from which you linked directly to our site) and not personally identifiable. We use this information about the number of visitors and their use of the sites in aggregate form to make our site more useful and attractive to you.

The personal information you provide to us will be retained only for as long as necessary to fulfill the purposes for which the information was collected or as required by law. We do not share personal information with third parties except as necessary to carry out our business or as required by law or other legal processes, and we never sell your personal information.

In addition, Bivium Capital Partners has technological and operational security policies and procedures in place to protect your personally identifiable information from loss, misuse, alteration or unintentional destruction. Our personnel who have access to the data have been trained to maintain the confidentiality of such information.

Bivium Capital Partners recognizes its responsibility for protecting the online privacy of your personal information. If you have questions or comments about our administration of your personal information, please contact us at info@biviumcapital.com. You may also use this address to communicate any concerns you may have regarding compliance with our Online Privacy Policy

Disclosure

Bivium Capital Partners is an employee-owned investment advisor registered with the Securities and Exchange Commission. This Web site is not a solicitation of clients in any states in which additional advisory registrations would be a required prerequisite. The contents of this Web site are strictly informative and are not intended to provide investment advice. The firm only offers investment advice to clients with whom it enters an investment management agreement, after a suitability determination.

The distribution or photocopying of firm information contained on or downloaded from this site is strictly prohibited without the firm’s expressed written consent. Bivium Capital Partners reserves the right to change any information contained on its Web site without prior notice. Nothing in the statement of Bivium Capital Partners’ investment philosophy is intended to guarantee any particular investment returns. Investing in the stock market always involves the risk of loss, up to and including an investor’s entire investment.

While there may be a potential for significant gains when investing in small capitalization companies and investing through emerging managers, there are also significant risk factors in such investments.

Terms of Use

Please read this document carefully.
Your use of this website signifies your agreement to these Terms of Use.

Bivium Capital Partners, LLC is an investment advisor registered with the Securities and Exchange Commission.

Who can work with Bivium Capital Partners

Products and services of Bivium Capital Partners are only offered in jurisdictions where they may be lawfully offered for sale.

The information on this website does not constitute an offer or solicitation by anyone in any jurisdiction in which an offer or solicitation cannot legally be made, or to any person to whom it is unlawful to make a solicitation

No Advice

The information on this website is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual nor should one rely on it as such.

Please keep in mind that historical performance figures and earnings estimates are not necessarily indicative of future performance or earnings.

Use of this Website

Bivium Capital Partners is not responsible in any way for any damages (direct, indirect, special or consequential), however resulting from your use of this website or information on the website. While every effort is made to ensure that the information and materials contained in this website, including text, graphics, links to other Internet resources or other items is accurate, they are provided on an “as is” basis. Bivium Capital Partners does not warrant the accuracy, adequacy, timeliness or completeness of this information and materials and expressly disclaims liability for errors or omissions in this information and materials. No warranty of any kind, implied, expressed or statutory is given in conjunction with the information and materials.

Changes may be made at anytime to information and materials contained in this website without prior notice. Internet software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be downloaded or displayed on your computer.

In no event will Bivium Capital Partners be liable for any damages, including without limitation direct or indirect, special, incidental or consequential or punitive damages, losses or expenses arising in connection with this website or use thereof or inability to use by any party, or in connection with any failure or performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure, loss of data or otherwise, even if Bivium Capital Partners, or representatives thereof, are advised of the possibility of such damages and losses of expenses.

Confidentiality

The internet is not a secure medium of communication and Bivium Capital Partners cannot guarantee the privacy of customer information inputted on this website or sent to Bivium Capital Partners on the Internet. In order to assist in protecting customer information, Bivium Capital Partners:

• Uses 128-bit encryption – one of the highest forms of encryption technology available today
• Has implemented firewalls, cryptographic techniques and stringent internal access procedures
• Constantly monitors all internal systems to ensure there has been no security attack or attempted break-in

Copyright

All the information on this website is protected under the copyright laws of California. Unless otherwise specified, no one has permission to copy, redistribute, reproduce or republish in any form any information found in the pages of this website.

Any unauthorized downloading, re-transmission or other copying or modification of trademarks or other contents of this website may be a violation of statutory or common-law rights which could subject copier to legal action.

Research & Insights

The information provided in this article is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Bivium’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Bivium does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. Bivium has obtained the information provided herein from various third-party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other Web Sites maintained by third parties over whom Bivium has no control. Bivium makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Bivium is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of Bivium.

The views and opinions expressed herein are those of their respective contributors only, and do not necessarily reflect the views of Bivium Capital Partners, LLC, its management, or its employees.

Speeches & Presentations

The views and opinions expressed herein are those of their respective contributors only, and do not necessarily reflect the views of Bivium Capital Partners, LLC, its management, or its employees.

The Chartered Financial Analyst (“CFA®”) Designation:

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

There are currently more than 138,000 CFA charter holders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

High Ethical Standards
The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charter holders to:

• Place their clients’ interests ahead of their own
• Maintain independence and objectivity
• Act with integrity
• Maintain and improve their professional competence
• Disclose conflicts of interest and legal matters

Global Recognition
Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today’s quickly evolving global financial industry. As a result, employers and clients are increasingly seeking CFA charter holders—often making the charter a prerequisite for employment.

Additionally, regulatory bodies in over 30 countries and territories recognize the CFA charter as a proxy for meeting certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own finance courses.

Comprehensive and Current Knowledge
The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.

The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession.