Investment Management

Finlego is a company based out of South Africa.

EOS Capital Partners is a Greek alternative asset manager with AUM of c. €400m founded in 2017. EOS is licensed and regulated by the Hellenic Capital Market Committee and manages two growth funds incorporated as Luxembourg RAIFs SCA. EOS Hellenic Renaissance Fund (“EHRF”) with €150m commitments i

Farrer Capital Management is an Australian headquartered hedge fund specialising in the trading of global agricultural commodity markets utilising a fundamental, relative value approach, enhanced by our proprietary quantitative investment process.

RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas. We have adapted investment banking solutions to suit your personal financial needs and this, together with an entrepren

Sarasin & Partners believes that investment has the power to protect and grow wealth in a way that benefits society. They take a long-term, thematic approach to investing, identifying powerful trends that will shape the investment landscape for years to come.

PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our

JCE is a privately owned, diversified investment company based in Gothenburg. JCE has a strong history of creating successful companies since its inception in 1971 and today has more than 5,000 employees around the world through its holdings. JCE invests in both listed and unlisted companies and has

Walkr is a financial advisor that connects and balances financial decision making based on each person's life number.

Evercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City.

Sound Income Strategies, founded by David Scranton (CLU, ChFC, CFP®, CFA, MSFS), is a Registered Investment Advisory firm specializing in the active management of income-generating portfolios. With over 25 years of experience in the financial services industry, Sound Income Strategies Founder David

Our mission is clear: Utilize Intellectual Property as a dynamic asset, transforming it into the cornerstone of our funding strategy. We specialize in collateralizing IP to unlock its true value, enabling us to fund leveraged buyouts in a manner never seen before in the industry. By marrying the rea

Bank Street is an independent investment banking firm providing a comprehensive array of financial advisory services to middle-market companies. Our senior professionals have originated, structured and executed more than $200 billion of financial and strategic transactions and are dedicated to brin

About CBRE Vietnam Since entering the Vietnam market in 2003, CBRE Vietnam not only plays a key role in the Vietnam real estate market but also introduces investment opportunities in the country to international investors. The firm is committed to providing customised services and superior in-depth

Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities.

New Founding is a venture firm for American vitality. We build and back companies defined by American ideals and a positive national vision. We explicitly oppose DEI/ESG and the bureaucratization of American business culture. We promote a culture of entrepreneurship and excellence, betting on gre

Exeter Student Investment Fund (ExSIF) serves to promote an understanding and interest of the world of investing and finance, to all students, from all backgrounds. We present a platform for like-minded students to exercise the theory they learn in lectures and apply it to experiences that ExSIF wil

Die Allianz Beratungs- und Vertriebs-AG ist der starke Vertriebsarm der Allianz in Deutschland. Wir beraten, betreuen und versorgen deutschlandweit über 19 Millionen Kund:innen mit unseren Versicherungs- und Finanzdienstleistungsprodukten. Unser Kerngeschäft: Versicherung, Vorsorge, Vermögen. Unse

At Vinesia, we believe wine isn't just a drink – it's a profitable investment. We make it easy for you to tap into this opportunity. Vinesia is a digital platform that lets you invest in fine wines effortlessly. We source the best wines at optimal prices, store them securely, and give you the flexib

Coros is an investment and asset management firm in the real estate space offering its services to a global institutional and semi-institutional investor base. Our dedicated sustainability focus allows us to capitalize on a unique set of value-add opportunities in our target markets. We leverage our

Opale Capital est la plateforme d'investissement en architecture ouverte du groupe Tikehau Capital à destination des conseillers financiers permettant d’investir dans des fonds de non coté à partir de 100K€. Nous sélectionnons les stratégies de non coté les plus pertinentes dans le contexte macroéc

The Asia Investor Group on Climate Change (AIGCC) is an initiative to create awareness and encourage action among Asia’s asset owners and financial institutions about the risks and opportunities associated with climate change and low carbon investing.

Cheetah, a business unit of Accutech Systems Corp., provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling wealth managers to grow their business.

For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients. We help ultra-affluent families design, implement, and service sophisticated life insurance portfolios in conjunction with advanced estate planning techniques t

Tandem Capital is a fully licensed Israeli portfolio management comapny specializing in managing global equity and fixed income portfolios for private, corporate and institutional clients. Tandem Capital also offers foreign investors managed portfolios for investing in Israel's local equity and bond

Catalyst Capital’s platform reimagines how multifamily real estate investments are executed – offering investors superior efficiency, data-driven insights and the confidence needed to identify and capitalize on best-in-market investment opportunities. With diverse backgrounds in commercial and reside

First Bahrain is an innovative real estate investment company. Dedicated to achieving sustainable returns through collaborative relationships, First Bahrain creates enduring value for all stakeholders with a demand-driven investment approach. Operating out of Bahrain and Kuwait, First Bahrain is str

Trusted by 500+ clients, 3,500+ users as their global, multi-asset, broker-neutral order and execution management system offering access to global liquidity sources, advanced analytical tools, broker algorithmic trading strategies and unparalleled support to optimize best execution practices across

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for

Highmoon Capital operates with a holistic investment philosophy, harmonizing traditional foundations with innovative, next-gen approaches. Our commitment is to consistently discover and implement creative solutions, ensuring we make the most informed investment decisions. At our core, integrity an

CQS is a credit-focused, multi-strategy asset manager. Founded in 1999, CQS is headquartered in London and has a presence in key global markets.

We create value for the operators, buyers and sellers of privately held companies. We have closed transactions in over 40 states and many countries. For over 40 years we have been a member of Oaklins International, which is an operating alliance of over 60 investment banking firms located in over 4

The Lifetime Group are experts in financial advice. Our philosophy is to put our clients at the heart of everything we do. We work with you to support your aspirations, whether that be supporting your organisational strategy, or working with individuals to reduce debt, protect your lifestyle, and in

APM Capital Limited is one of the leading financial brokerage companies authorised and regulated by the ADGM Financial Services Regulatory Authority. Our team of experienced professionals is committed to providing exceptional financial services to our clients. We offer a wide range of trading pr

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important t

University of Texas Investment Management Company (UTIMCO) is an endowment arm of University of Texas. The firm manages various endowment funds and other operating fixed income and equity funds. It invests in the public equity, fixed income, and alternative investments markets of the United States.

YELDO is a fintech company in the real estate investment space with offices in Germany, Luxembourg, Switzerland and Italy. We offer direct digital access to institutional-level real estate investments via our technology platform. As of today, we have raised capital for about 1Bn of real estate pro

At FRONT FINANCIAL, we operate as trusted intermediaries. Utilizing our knowledge and networks, we ensure you are connected with the most superior lender - one who will maximize your capital. Through our progressive, tech-driven approach, we ensure that you receive tailored solutions. We understand

Lateral Investment Management is a private equity firm focused exclusively on investing in founder-owned companies that have reached an inflection point. We partner with high conviction owners who want an institutional partner to help them expand and accelerate their vision. At Lateral, we take a co

Bricks Finance is a privately owned investment company based in Exeter. Founded in 2014 by Will Michelmore, Jerry Rihll and Clive Banks, we provide sensible financing and a better rate of return for us, our families, and our private investors. We specialise in asset-backed business and bridging loa

The ambition of EDHEC-Risk Climate Impact Institute (EDHEC-Risk Climate) is to become a leading academic reference point for long-term investors, helping them to manage the asset-pricing implications of climate change as well as mitigation and adaptation efforts. We will build on the academic exper

Alpha Plus Asset Management is a leading financial services firm in Georgia, registered by the National Bank of Georgia. Alpha Plus Asset Management offers broad range of investment funds to qualified investors ranging from mutual funds to private equity.

The Independent Boutique Firm Difference: AIM Advisors was founded in 2005 on the principals of providing financial advice and unparalleled service to our clients and community through our professional knowledge, our integrity and our personal service. At AIM Advisors, we help you simplify the dem

Flywheel is a hybrid secondaries fund, pioneering next generation liquidity for growth-stage founders, companies and VCs. No more discounts, friction or missed upside. Founded by a team that’s completed $20B+ in transactions, generated $3B in liquidity and funded over 1,000 companies thoughout our

ClearPoint Federal Bank & Trust is a federally chartered savings bank devoted to providing cemeteries and funeral homes with unparalleled trust products and services. ClearPoint has been serving customers since 1998. ClearPoint is recognized as an industry leader in fiduciary services, investment m

Haven Wealth Planning is a fee-only registered investment advisor providing financial planning services to clients in St. Louis, Missouri and virtually throughout the United States. We believe in the power of taking the time to lead, align, and support your unique goals and values through our thoug

Berggruen Holdings invests across a wide range of industries, continents, and asset classes, including direct private equity, real estate, alternative energy, financial instruments, and basic industry startups. We pride ourselves in building our portfolio through long-term, value-oriented investmen

Kedge Capital deploys capital on behalf of a select group of clients, with two segregated teams, investing in Hedge Funds and Private Equity. Kedge Capital Hedge Funds: Kedge Capital's Hedge Fund business combines the flexible and nimble approach of a boutique with the rigour and structure of an i

CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public ac

Strand Venture Partners (SVP) is a venture capital firm based in Los Angeles. The Firm selectively invests in both private ventures and public entities that have the potential to scale, disrupt, and build large markets.

Pekao Investment Banking S.A świadczy usługi bankowości inwestycyjnej oferując kompleksowe doradztwo finansowe w zakresie fuzji i przejęć oraz transakcji rynku kapitałowego dla szerokiego spektrum podmiotów, koncentrując się przede wszystkim na współpracy z dużymi i średnimi spółkami publicznymi i p