Investment Management

Premier Wealth Partners, A private wealth advisory practice of Ameriprise Financial, LLC Phone: 412-922-7700 Address: 1570 Omega Drive Pittsburgh, Pa 15205 We look to provide comprehensive financial care to help clients with their wealth management strategies. We believe our approach starts with y

Argonaut Capital Partners, founded in 2005 by Fund Manager Barry Norris, is a London-based leading global equity investment boutique. Using a distinct “earnings surprise” stock picking framework, the firm manages both long/short and long only equity funds. The company is best known for its Absolu

Liberty Strategic Capital is a Washington, DC-based private equity firm focused on strategic investments in technology, financial services and fintech, and new forms of content. The firm was founded in 2021 and is led by former Secretary of the Treasury Steven T. Mnuchin.

Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.

Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven str

Crux Capital’s core mission is to invest in and grow consumer and services companies. We focus on partnering with a select number of high-quality businesses and working with management teams to build value over the long term. Our team comprises seasoned professionals with deep operational and invest

LGB & Co. is a Capital Markets and Investments firm founded in 2005. We support the development of fast-growing quoted and private companies that are making a difference in sectors such as finance, manufacturing, business services and healthcare by meeting the unmet needs of their customers. We de

Solops, a Denham Capital company, founded in 2010, is a premier developer, financier, and owner/operator of photovoltaic solar projects in the commercial and industrial sectors (C&I) throughout the United States. The Solops team has collectively developed over 3GW of projects in the C&I sector and c

Moneta is a boutique investment banking firm that specializes in advising growth stage companies through transformational changes including major transactions such as mergers and acquisitions, private placements, public offerings, obtaining debt, structure optimization, and other capital markets and

McKinley Scientific provides instrument asset management, biotechnology, and logistics services.

Why pay when it’s free? Investing with National Bank Direct Brokerage means dealing with one of the best direct brokerage firms in Canada without paying commission fees. We are the first bank-owned Canadian direct broker to offer $0 commission pricing, in addition to offering a complete and compe

Roosevelt & Cross Incorporated specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. We are able to originate new bond and note issues for state and local governments and market those securities to a large volume of re

IThe Illinois State Treasurer’s Office is dedicated to protecting the state’s portfolio, ensuring the liquidity of all investments, and consistently producing earnings at or above industry standards. Our investment decisions promote education, access, and opportunity for individuals and governmental

Founded in 1996, Vivo Capital is a global investment firm focused on healthcare. Vivo has approximately $4.3 billion in assets under management, invested in over 250 public and private companies worldwide. The firm is headquartered in Palo Alto, California, with additional offices in Asia.

TNB Financial Services is the Trust and Investment division of Thomasville National Bank (“TNB”), a wholly owned subsidiary of a publicly traded company, Thomasville Bancshares, Inc. TNB Financial was formed in 1983, originally as Joseph Parker & Company, Inc., a Georgia corporation and federally re

Puma Investments offers a wide range of award-winning investments across private equity, property finance and quoted equities that help to support investors, growing SMEs and professional property developers throughout the UK. We are proud to be part of Shore Capital, a financial services group with

Nordic Investment Opportunities A/S (NIO) pioneers in providing access to best-in-class private market funds for professional investors such as family offices, foundations, institutions and high-net-worth individuals. We bring the skills required for high-quality fund selection, due diligence, inve

Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our

With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

En GPF Partners gestionamos vehículos independientes de capital privado creados con el objetivo de invertir en PYMEs en España. 10 años invirtiendo en la PYME española apoyando su desarrollo y 1.200 millones de capital gestionado entre GPF I, GPF II, GPF III, GPF IV e Inbest GPF. Invertimos en empr

India’s bond market is on the cusp of a revolution, poised to cross ₹300 lakh crore by 2030. This growth is fueled by the increasing demand for stable, high-yield investments, transformative regulatory reforms, and digital innovation's power, simplifying bond investing. At Bondbazaar, we are proud

Zions Capital Markets¹ conducts the capital markets and investment banking activities of Zions Bancorporation. Zions Bancorporation, N.A. is one of the nation's premier financial services companies with 2023 net revenue of $3.1 billion and approximately $87 billion of total assets. Founded in 1873

The MK Investors Group is run by entrepreneurs who understand the difficulties in raising funds. Our aim is to encourage private business investments in early-stage, high-growth startups and SME's. The group meets every quarter to hear investment pitches and talks from notable speakers. Whilst the m

12% Profit is a Channel Partner of London Trading Index, a fund managing $90 million. We target to offer flat returns on investments with zero management fees. Our mission is to provide anticipated returns and create wealth for our clients through innovative and reliable investment solutions. Join u

Zegona is an operating company that has been established with the objective of acquiring businesses in the European Telecommunications, Media and Technology (‘‘TMT’’) sector with a ‘Buy-Fix-Sell’ strategy to deliver attractive shareholder returns.

Chevin is the leading global provider of Fleet Management Software

Align Capital Partners is a growth-oriented private equity firm that partners with business owners and management teams to create shared success. ACP manages $775 million in committed capital with investment teams in Cleveland and Dallas.

In times of rapid and fundamental change, our investment strategies help navigate your assets on the right side of global change.

Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States.

Sapient Capital serves as your trusted decision-making partner, working to help safeguard and grow your wealth. Through active investment management, fiduciary guidance, and highly sophisticated planning advice, we work to build a resilient portfolio that’s aligned with your vision and purpose.

We are one of the world’s leading investment fund platforms, focused on delivering truly differentiated alternative strategies and solutions. At the core of this offering is our pioneering and market-leading Alternative UCITS funds platform – Lumyna Funds; bringing the best of the alternative inves

Saban Capital Group (“SCG”) is a leading private investment firm based in Los Angeles that manages a globally diversified portfolio of investments across public equities, credit, alternative investments, and real property assets. SCG was established by Haim Saban, co-founder of Fox Family Worldwide

Laurentian Bank Securities is an integrated full-service investment dealer, focusing on six lines of business. The well-respected Institutional fixed income division has a strong presence in Government and Corporate underwritings, as well as in secondary markets. In addition, the Institutional equit

Founded in 1993, Integral is a vertically integrated real estate development and investment firm focused on the revitalization and enhancement of urban communities in major markets throughout the United States. Integral is led by Egbert Perry, CEO and Chairman, a highly respected pillar of the

Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns. The core team at Unifi has on average 25+ years of experience in capital markets. Unifi's remarkable performance record over 2 decades is marked

Oak is a corporate service, private client and fund administration business, formed in 1999 and headquartered in Guernsey with offices in the Isle of Man, Jersey and Mauritius. Oak Group has over 200 employees across 4 jurisdictions, clients in more than 50 countries, and over £18.7 billion asset

They invest in middle-market businesses that are facing a critical inflection point and are undergoing periods of transformation, turnaround, growth or expansion. The team’s deep and broad range of experience, coupled with the flexibility of their single capital source, allows them to serve as long-

The Investment Adviser Association is a not-for-profit organization that exclusively represents the interests of fiduciary investment adviser firms. The IAA membership manages in excess of $25 trillion in assets for a wide variety of institutional and individual clients, including pension plans, tru

Centaur is a leading independent fund administrator with offices in the United States, Bermuda, Canada, Cayman, Ireland, London and Luxembourg. Centaur delivers independent fund administration, fiduciary and regulatory services globally to the alternative investment fund industry, focusing on hedge

Siena Lending Group is a leading asset-focused lender providing financing solutions from $10 to $100 million across the United States and Canada. We operate across most industry sectors and provide senior secured solutions to privately held middle-market companies and publicly traded industry leader

Fairview Capital Partners is a leading private equity investment management firm specializing in dynamic segments of the market. Our areas of focus include top-tier venture capital and next generation managers as well as co-investment and legacy asset management.

AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest

In 2010 Nephila Advisors LLC was established, predominantly to assist Nephila Capital Ltd with investor relations, develop strategic trading relationships and business development in the United States. Nephila Capital Ltd is a Bermuda based investment manager specializing in reinsurance risk. Nephil

At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals. This means taking the time to understand clients and their money. Together we build a relationship that uses our expertise to advise on the appropriate plan to

Dynamic Advisor Solutions is a professional services provider for successful wealth advisors who desire to take their practices to the next level. With Dynamic’s complete business solution, myVirtualPractice™, focus on your clients, grow your business and live the life you’ve always wanted. Inves

Future Planet is a venture capital firm that seeks investment in potentially high-growth companies from research centers.

When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation. As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation “Is more than just a name – It is h

Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive

NovaQuest Capital Management, L.L.C. ("NovaQuest"​) is a leading investor in life sciences and healthcare through our BioPharma and Private Equity strategies. NovaQuest was formed in 2000 with the vision of building an investment platform to provide strategic capital to life sciences and healthcar

CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2022 revenue). The company has approximately 115,000 employees (excluding Turner & Townsend employees) serving clients in mor