Investment Management

Choice is one of the leading financial service provider with Stock market, Mutual Fund, Insurance and Loan as major services. Choice is part of the Choice Group, a diversified multi-disciplinary conglomerate with presence in Finance – Hospitality – Technology sectors. Employing over 2000 professiona

Strategic Value Partners (“SVPGlobal”) is a global private credit investment firm with roots in distressed investing. They focus on event-driven, special situations, private equity and financing opportunities and use a combination of sourcing, financial and operational expertise to unlock value in c

Matthews Asia is an independent investment specialist founded in 1991. Using a long-term fundamental investment approach, the firm manages a broad range of of Asia- and emerging market-focused investment solutions on behalf of institutions, advisors and individual investors globally. The informatio

Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $19 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners

PennantPark Floating Rate Capital Ltd. is a business development company. The Company is a closed-end, externally managed and non-diversified investment company. Its investment objectives are to generate current income and capital appreciation by inves...

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally

We advise on primary fundraising, GP-led secondary transactions and strategic advisory consulting projects. Rede Partners was established by Founding Partners Scott Church and Adam Turtle in 2011. The business was founded with a clear vision - to build the leading advisory practice helping outstan

Modoras Financial Performance Solutions was born from a passionate desire to develop liberating, life-long financial strategies for clients. Established in 1984, Modoras has a long history of success and is today recognised as a true market leader and a trusted name in financial planning. Watc

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.

Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth

Founded in 2009, Florac is a private equity firm chaired by Marie-Jeanne Meyer, historic shareholder and former officer of the Louis Dreyfus Group.

Farallon Capital Management, L.L.C. is an American investment firm that manages capital on behalf of institutions and individuals. The firm was founded by Tom Steyer in 1986. Headquartered in San Francisco, California, the firm employs approximately 165 professionals in eight countries around the wo

Wealth Strategy Partners is a financial services company providing macro planning, insurance, and asset growth services.

Castik Funds invest in great companies and management teams with the aim to create market leaders. Founded in 2014, Castik Capital focuses on identifying and developing investment opportunities across Europe.

Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning.

Managing your wealth should be simple. That’s why we’re making it personal. At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. We also provide access to our leading range of investment products. As a FTSE 100 company with £157.5 billion in managed funds, we

Walton Street is a private equity real estate investment firm that, since its inception in 1994 through its affiliates, has raised over $15 billion of capital commitments. Walton Street’s principals have collectively acquired, financed, managed, and sold over $55+ billion of real estate and have an

We are strategy consultants dedicated to serving investment managers and financial investors globally. We partner with business leaders on growth strategy, market entry, product development and enhancement, sustainability, M&A and transaction support. We are an independent partnership founded in 200

Civitas Capital Group focuses on Alternative Investments, EB-5 Capital, and Development.

Tiger Global Management is an investment firm pursuing a long-term approach to investing in leading, global public and private companies that leverage technological innovation. Their objective is to generate world class returns for their investors and to do so in a way that makes their employees, pa

Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since. Our Investment

Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and s

Midwest Regional Bank is a full-service bank providing products and services to the retail and commercial markets.

Based in Westchester County, New York. Belle Haven Investments is an independent, boutique fixed income manager. Since our establishment in 2002, Belle Haven has been specializing in building separately managed taxable and tax-exempt fixed income portfolios. We are uniquely committed to serving cons

Founded in 1998, Courage is a Nashville-based alternative asset firm managing private funds on behalf of institutional investors and family offices. Courage remains committed to its founding principle of aligning interests and maximizing value for our partners. Courage specializes in three core inve

The Brown Derivatives Investment Group (BDIG) is a newly established association that caters to the interests of Brown University students in the realm of finance and derivatives investment. Established in the Spring of 2023, the organization aims to establish a forum for students to explore, learn,

NZS Capital, LLC is an investment company focused on innovative businesses that work toward maximizing non-zero-sum (NZS, or win-win) outcomes for their investors, customers, employees, society, and the global environment.

River Associates is a private equity firm based in Chattanooga, TN, which has focused exclusively on investing in the lower middle market for 35 years. Target businesses can be privately held, private equity-backed, or divestitures from larger companies. River Associates is opportunistic as to indus

An investment and financial group that actively seeks and evaluates investment opportunities in the segment of medium-sized companies and real estate projects in the Czech and Slovak markets. Apart from investments, the Group also provides special forms of financing for medium-sized enterprises and

Co-founders Harry and Josh created Future Forex with the goal of transforming the South African forex industry through innovation, automation and full transparency. As a first step on this journey, we became the market-leader in one of the best performing investment products in South Africa, Crypto

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Their reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

At The Piedmont Group, we help you achieve your financial goals. We learn what is important to you, design financial solutions to help get you to where you want to be, and help you implement those strategies. We also keep a watchful eye as life unfolds to help make sure you remain on track for finan

Flexstone is a leading investment solutions provider in private assets with a global reach and local footprints in New York, Paris, Geneva, and Singapore. It specializes in the selection of the best private equity, private debt, real estate, and infrastructure fund managers for investment by Flexsto

Cota Capital is an SEC-registered multi-stage investment firm focused on private and public enterprise technology companies. Cota has invested in more than 100 private and public technology companies since inception. Cota’s overall mission is to deliver impactful outcomes through principle-guided in

Goji is a leading provider of regulated platform technology to the alternative investment industry.

NZ Funds is a specialist wealth management firm. They are experts in financial advice and portfolio management solutions for New Zealanders.

Immersion acts as a premier venture development partner with over a decade of experience helping founders, enterprises and public organizations in the development of commercializable solutions to the world’s problems. We do this through a comprehensive programmatic strategy that unlocks the true inn

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries.

Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line w

Guidance Residential is the largest U.S. provider of Shariah-compliant home financing having provided over $10 billion in home financing to American Muslim homeowners. Headquartered in Reston, Virginia, the company was established in the DC metro area in 2002 and operates in 34 states today. Guid

Established in 1994 and incorporated in 1996, Georgetown Collegiate Investors LLC is the nation’s largest completely undergraduate-run and undergraduate-owned equity investment fund. Each Georgetown University student who invests becomes a full partner in our firm and participates in everything fro

Trill Impact is a pioneering Impact House with around EUR 1.2 billion in assets under management across its investment strategies and with a team of around 50 experienced professionals based in the Nordics, Germany, Luxembourg and USA. Trill Impact aims to become a force for positive change through

Kompass Kapital Management provides investment portfolio services such as funds, real assets and financial instruments.

Turner is an institutional investment management firm based in Los Angeles and charged with a simple mission - to create innovative and durable solutions to today’s challenges by investing in community-enriching infrastructure in underserved communities. Turner Impact Capital brings a multi-discip

At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial pl

Planswell is on a mission to provide the world's most actionable financial planning experience to everyone, for free.

West Financial Services is a fee-only asset management and financial planning company located in McLean, Virginia.

Where independent wealth management firms are created. We help independent portfolio managers launch, increase revenue, and focus on their clients.

MCB Real Estate, LLC is an institutional investment management firm headquartered in Maryland. MCB boasts a diverse portfolio of operating assets totaling approximately 10 million sq. ft. of industrial, office, retail, mixed-use, and multi-family properties with almost 4 million sq. ft. in its deve

MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, prim