Investment Management

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

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

Harvesting market noise and tail hedging to create returns for our investors

We use the power of capital to accelerate the force of nature, aiming to significantly scale-up European rewilding. By bringing together landowners, buyers and unique nature restoration projects we make Europe a wilder place. We all benefit, because rewilding is a highly sustainable practice that r

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

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

Website: https://fiplanpartners.com Investing Blog: https://fiplanpartners.com/insights/ We believe you are our number one priority. We believe you are not a number to be placed into a formula. You have a unique vision for your life. Therefore, we believe you deserve a personalized and experienced

TLS Advisors LLC is the General Partner and Manager of Tripletail Capital Management LP. The fund is currently closed to outside investors.

Since 1993, National Holding has grown into a leading private investment holding company with a multi-billion dollar investment portfolio of companies operating in key growth sectors in the UAE and MENA region.

Wellington Management Company is one of the largest private, independent investment management companies in the world.

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

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.

Navegar is a Philippines-focused, Manila-based private equity firm that provides growth capital to established companies. Navegar invests in both primary and secondary share offerings, and actively seeks to maximize the value of its portfolio companies by providing financial, operational, and strate

FC Capital is a leading Australian alternative asset manager with circa A$850 million in FUM across equity and private credit strategies. The business is presently actively deploying funds in the Australian and New Zealand private credit space, targeting SME and mid-market corporate and special sit

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

Innovation Driven Trading Firm Plus Wealth is a proprietary quantitative high frequency trading firm established in 2008 and has grown from a small group of 5 individuals to a firm of over 60 professionals working as equity researchers, quantitative analysts, traders and technologists. We proudly

Macrosynergy was created in August 2009 by Robert Enserro and Nikos Makris. In January 2010, Macrosynergy launched its first investment fund, the Macrosynergy Trading Fund, a global macro fund that grew to peak assets under management of $950 million. In November 2010, Gavin Moule joined Macrosynerg

Founded in 1984, Asit C Mehta is a leading player in India's financial services sector. Renowned for its pioneering solutions and unwavering commitment to service excellence, our mission is clear: Investor First. As a BSE-listed company, we demonstrate financial stability and growth. With a wide-rea

Pallidus is an independent corporate finance advisory, investment banking and investment management firm based in South Africa. We act as trusted corporate finance advisors to corporates, multi-nationals and high-net worth individuals, for amongst others listings, equity or debt capital raisings, em

Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Speciall

We offer practical, step-by-step training on index and ETF investing for successful Europeans. Thousands people have attended our trainings and have enrolled in our flagship training program the Index Masterclass.

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

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

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

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

ProsperUs offers digital assets technologies that help multiple partners solve complex value transfer problems.

Wealth Strategies Advisory Group is proud to provide a full range of world-class wealth management services to meet the needs of affluent individuals and families, business owners and medical practitioners. Our personal advisors will work closely with you to assess your current situation and underst

Legal & General Investment Management is one of Europe’s largest asset managers, offering investment solutions to a broad range of clients globally.

The Association of Real Estate Funds (AREF) is the body that represents the interests of its fund managers, those firms that advise and support them and the end customers that invest in our member funds. We are recognised by policy makers, regulators, tax authorities and other official organisatio

Parkwood LLC is a private financial services company based in Cleveland, Ohio. Employing more than 60 employees, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serves the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundatio

Bernhard Capital Partners is a services and infrastructure-focused private equity management firm established in 2013. Bernhard Capital Partners has deployed capital in three funds across five strategies, has approximately $2.5 billion of gross assets under management, and is ranked as one of Privat

Teragonia reimagines how financial sponsors execute their investment theses, from investment sourcing to exit, to maximize value to all stakeholders. We create digital solutions at the intersection of business knowledge, technology, and quantitative techniques to provide clarity and focus at sponsor

Particeep offers banks, insurers and asset management companies no code solutions to sell financial products on any online channel

Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core comp

Rangatira has a rich and productive history of investing in leading New Zealand companies. With a permanent asset base, they invest for the long-term alongside business owners to build superior companies and brands.

The Alternative Investments Club (AIC) is a highly selective investment club at the University of Michigan's Ross School of Business that focuses on the professional development of its members and their holistic understanding of the capital markets. AIC believes that the best way to learn is through

Deepbridge is a different kind of investment manager.

Myriota provides low cost IoT connectivity without the need for any ground based towers or other infrastructure.

Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms. Our approach to business is holistic wealth management with the aim of capturing a client’s complete financial life. Our services include investment management, risk management, estate and wealth transfer planning,

Platform Capital is a growth markets focused, sector agnostic, principal investment, and advisory firm. They deploy patient, value accretive capital alongside international and local value investors to create champion businesses with the potential for regional or global scale. Platform also provides

Through its crossover strategy, Atreides Management, LP brings a long-term perspective to technology and consumer companies across public and private markets. Gavin Baker founded Atreides in January, 2019 after an 18 year career at Fidelity investments. While at Fidelity, he most recently managed

OneVest is a FinTech company reinventing wealth & investment management.

We're an investment group with a strong entrepreneurial spirit. We leverage our network, research and extensive industry experience to deliver long-term value and the best returns for our investors.

Diversified Partners offers a complete range of commercial and residential real estate services for tenants, property owners, investors, and developers in all facets of real estate. Our firm is especially knowledgeable and experienced in the Commercial Real Estate market throughout the United States

NuFund, formerly known as Tech Coast Angels - San Diego (TCA - SD), is one of the largest, most active and most successful early-stage investor groups over the past 20+ years. We represent diverse backgrounds and perspectives, and work together to foster a culture of excellence, respect, innovation,

Guinness Atkinson Funds provides funds for asset management.

QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals. Our passion is getting to know the people we serve, and deeply understanding the vision they wish to live through wealth. We bring a thoughtful, personalized appro

Cordis Asset Management is a boutique Australian fund manager investing in the companies which design and manufacture medical devices to treat chronic disease. Cordis provides access to the high quality and fast growing medtech market with daily liquidity. The Fund's ideation came from hospital ope