Investment Management

Wise Finserv is a leading diversified financial services company in India, specializing in investments, financial planning, and private wealth management. With a substantial client base, we build long-term relationships and offer niche investment products. Our strategic partnerships provide holistic

The Lazard Group: created in 1848, the Lazard Group is active in financial advisory and asset management. With more than 3,000 employees in 27 countries, it manages $217 billion in assets worldwide (30/06/2022). Lazard Frères Gestion is the asset management company of the Lazard Group LLC in France,

Founded in 1966, Heitman LLC is a global real estate investment management firm with approximately $53 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publ

Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, an

Main Street Wealth Management LLC, is a comprehensive financial services firm that is committed to helping you improve your long-term financial goals and work toward your future success. We have over 100 years combined experience in helping individuals, families, and small businesses plan for the

We have a knack for investing in promising sectors: our way of working is underpinned by a comprehensive data-driven analytical framework. We work together with visionary entrepreneurs and companies with potential, before anyone else does. We build new market leaders from scratch. We are decisive

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International cooperative specializes in human rights, sustainable development, social change, and ecosystem services.

Polar Capital Holdings plc is a specialist investment management company offering professional and institutional investors a range of geographical and sector funds. The Company’s investment strategies have a fundamental research driven approach. The Company has long only and absolute return funds in

Privy enables investors, and the agents and lenders who work with them, to find their next investment property with the click of a button. Leveraging patent-pending Investor CMA technology, Privy filters entire markets of thousands of listings down to an investor’s exact buy box by analyzing and co

Crosslink, founded in 1989, is a premier early-stage venture capital firm with over $1.3B in assets. Crosslink partners with founders that are market disrupters and category creators, typically at the Seed-Series A stage, across highly dynamic enterprise and consumer technology sectors.

Michigan Financial Companies has been helping individuals, families and business owners preserve and grow their assets and realize their financial goals for over 30 years. Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial

Cetan Funds is a private lending fund in Oregon, for developers, builders, and investors based in Oregon. Our team has over 40 years of local lending experience as well as over 20 years in local real estate development, giving us a unique perspective on the needs of professional borrowers in the cou

Arba Credit Investors is an alternative investment firm focused on private credit investments in the lower middle market. We purchase underperforming and nonperforming commercial loans from banks and other lending institutions. In addition, we provide structured credit solutions for companies and in

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Industrial Matrix is a tech company that provides digital asset management and predictive maintenance services for manufacturing facilities.

Global Real Estate Investment Management

Affin Hwang Investment Bank is a specialist investment banking group based in Malaysia. We deliver financial advice and execution across investment banking and securities to mid- to large-cap corporations, GLCs and wealth creators. We challenge the norm and find new ways to operate with clients and

Cap Intro Solutions, LLC provides alternative investment managers with capital introductions to potentially interested investors across the spectrum of investor types from single family offices through to consultants, endowments, and foundations. Securities offered via Regiment Securities LLC (http

Liti Capital is a Swiss-registered company specializing in litigation funding. As the first company to merge litigation funding with blockchain technology, Liti Capital has disrupted the market by removing steep barriers to entry and aiming to introduce liquidity to a historically illiquid industry.

Mulberry Tree Partners (mBerry) advices financial institutions and operating companies on M&A transactions and strategic initiatives. It supports investment funds, holding companies and family offices in the Middle East and North Africa (MENA) region with financial and strategic investments, divesti

JF HOLDINGS is a privately owned commercial real estate development and investment company based in Dallas, Texas. We strive to build upon our solid foundation of cultivating relationships by holding firm to our guiding principles of integrity, teamwork, and execution. DEVELOPMENT We provide turnke

Jacmel Partners is a minority-owned alternative investment firm dedicated to partnering with middle-market private companies and investing in projects that strengthen the nation’s infrastructure. Through long-term relationships with companies, management teams, developers and government agencies, Ja

CGS International Securities is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia. CGS International taps on our wealth of global and Asean insights to offer equities trading, leveraged products, wealth management, investment

For Purpose Investment Partners (FPIP) is a not-for-profit social impact investment fund manager, created to pursue an important mission; bringing private sector capital and capabilities into sizeable businesses and projects to create significant social impact. Established in 2018 by pioneering imp

FundAdminChain is a disruptor in the fund investment technology sector, founded by buy-side and DLT industry experts and in close collaboration with distributed ledger technology giant R3. Driven to enable Fund Managers to take control of the cost of investment and thus improve end investors’ return

CapM Advisors is a premier independent mergers and acquisitions advisory firm, with deep sector expertise and global execution capabilities. Our mission is to generate superior results for our clients by providing the highest quality advice in mergers, acquisitions and strategy. We partner with our

Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investm

Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a decidedly human approach to managing wealth. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 mill

Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an independent asset manager that offers downside-risk managed strategies for clients of financial advisors nationwide. We help financial advisors distinguish themselves by offering risk-managed investment strategies that t

Fullerton Fund Management Company Ltd (“Fullerton”) is an active investment specialist, focused on optimising investment outcomes and enhancing investor experience. We help clients, including government entities, sovereign wealth funds, pension plans, insurance companies, private wealth and retail,

The Georgetown University Student Investment Fund (GUSIF) was founded in 1997 by undergraduates in the McDonough School of Business. GUSIF currently manages over $1,000,000 on behalf of the Endowment and Alumni Association GUSIF's purpose is two-fold: (I) fulfill it's fiduciary responsibility by ac

Acteur majeur de la gestion d’actifs en France, avec 69,3 milliards d’euros d’encours gérés en France à fin 2022 , Crédit Mutuel Asset Management propose à ses clients des solutions d’investissements performantes, innovantes et durables. Crédit Mutuel Asset Management est particulièrement reconnue

Miller Value Partners believes that the best investment opportunities arise from understandable human behavioral tendencies. Valuing businesses and patiently owning them until they reach fair value is at the core of what they seek to do. They use research from economics, science and psychology to he

Clear Investment Group is a woman-owned real estate investment firm based in Chicago, IL. Led by a cohesive, dynamic and diverse team with an extensive and tenured track record, we're known for: A proven track-record: our performance speaks for itself: over 20 years, CIG has consistently returned

In its first 50 years, Liberty Life has become one of South Africa’s leading insurance and investment groups. Among our stakeholders are over 2 million individual policyholders, more than 386 450 pension funds and some 9 066 shareholders. In 2008, Liberty collected R14.8billion in total insurance pr

Holbrook Holdings Inc. is a mutual fund company based out Atlanta, Georgia with offices in Portland, Dallas and Raleigh.

Aterian Investment Partners is a private equity firm that invests in industry-leading, middle market businesses. In collaboration with management, Aterian supports investments throughout an organization, from people to processes, equipment, technology, and social governance, among others. With off

Civic Financial a multigenerational financial planning and wealth advisory firm committed to optimizing financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financi

Global Sage is a global, retained executive search firm. Our sole focus is serving leading clients in the financial services and commodities industries. With our 20-year history, we operate from ten key locations around the world. Our unique approach combines the best of a boutique executive search

Mountain Ridge Capital (MRC) is focused on providing highly customized revolver and term loan solutions to middle market businesses. MRC will consider advancing against all types of collateral and is equally comfortable lending into stressed and unstressed situations. MRC’s launch will allow many co

True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income s

Nosso propósito é transformar investimentos em liberdade. A Liberta é um dos maiores escritórios de assessoria de investimentos do Brasil credenciado à XP Investimentos e com mais de R$ 4,5 bilhões assessorados. Alinhamos seus investimentos aos seus objetivos.

America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. As an organization of Chief Investment Officers, Hirtle Callaghan sells no pr

We are the official economic development and promotion agency for the Montréal region. Whatever projects you may be planning—investment, setting up or expansion—we are there to welcome you and help you succeed. Our services are free and confidential. Profiting from both its European and North Amer

Convergent is an investment partnership at the forefront of bringing together Ideas, Capital and passionate Entrepreneurs. We help great companies transform into global leaders. The Convergent investment process involves identifying proprietary platform and bolt-on opportunities, speed of execution

Caspian Capital LP is a New York Investment Adviser focused on performing, stressed, and distressed corporate credit. Since the 1997 inception of our absolute return strategy, our mandates have expanded to include opportunistic long-only credit, market-dislocation strategies, capital solutions, and

We are an independent equity research firm based in New York City. The founding partners established this firm to partner with clients and deliver value-added research to enhance the investment process. We aim to deliver actionable and non-consensus analysis for our clients.

In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. T

Prairie Capital Advisors is an investment banking company that offers investment banking, ESOP advisory, valuation advisory, and financial reporting valuations to support the growth and ownership transition strategies of middle-market companies. They help business owners understand, evaluate, and im