Investment Management

Flanks is a wealth management solution provider reshaping the industry by making holistic wealth management simple and seamless. The company helps various global financial players, including banks, family offices, and portfolio trackers, to streamline their management tasks. Founded in 2019 and hea

Bank of America is one of the world’s largest financial institutions. Bank of America counts individuals, small and medium businesses, global corporations, and governments among its customers. Within the US, it serves approximately 56 million consumers and small businesses. Globally, it is recognize

For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500® company with annual revenue of $20

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income as

Schroders plc is a British multinational asset management company, founded in 1804. As a global investment manager, they help institutions, intermediaries and individuals across the planet meet their goals, fulfill their ambitions, and prepare for the future.

Global multi-strategy investment firm founded by Israel Englander, today with 6,000 employees, and approximately $72.2 billion in AUM.

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

Partners Group is a global private markets investment manager that invests across private equity, private real estate, private infrastructure and private debt.

As a leading private equity investor, Nordic Capital helps building stronger sustainable companies.

BGO is a leading, global real estate investment management advisor, real estate lender, and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, retail, industrial and multi-residenti

Charles River Development is an investment management solution provider company.

Lead Edge Capital is a $5 billion growth equity firm investing in software, internet, and tech-enabled services businesses globally. The firm has invested in a number of major software and internet companies around the world, including Alibaba Group, Arrive Logistics, Asana, Azul Systems, Bazaarvoic

Senné is an industry-leading real estate advisory and investment firm with experts in residential brokerage, commercial brokerage, property management, development, investments, marketing, and more. We're committed to creating real estate solutions, and lasting partnerships, enabling our clients to

Guardian Capital Group Limited is a Canada-based financial services company. The Company serves the wealth management needs of a range of clients. It operates through three segments: institutional and private wealth investment management; financial advisory, which includes an insurance managing gene

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has portfolio management and research teams in Newark, New Jersey, London, Amsterdam, Zurich, Munich, Singapore, Hong Kong, and Tokyo. As of September 30, 2023, the firm has $744 billio

Samen met pensioenfondsen realiseren wij meer vermogen voor later in een betere wereld. Met robuust portefeuilleadvies, doeltreffend vermogensbeheer, verantwoord beleggen en doordacht risicomanagement. Maar vooral met ruim 350 betrokken medewerkers. Achmea Investment Management is een zelfstandig

Keyrock develops scalable, transparent proprietary algorithmic technologies to increase the liquidity of financial assets.

We’re here to champion the cause of our investors. With effective products, aided by sound financial advice, we help you make informed decisions to achieve your financial goals. Our journey of almost 4 decades, has led us to fulfilling the investment needs of a diverse group of customers, includin

Modera specializes in providing wealth management and portfolio management services.

CliftonLarsonAllen (CLA) exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Whether your needs are local or abroad, we promise to know you and help you. CLAconnect.com In

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

GoldenTree Asset Management concentrates on making credit investments, serving institutional investors such as leading public and corporate pensions, insurance companies, foundations, endowments, and sovereign wealth funds. GoldenTree is employee-owned and is one of the largest, global independent a

Peel Hunt - A leading UK investment bank focused on mid-cap and growth companies. We combine expert research and distribution, a range of investment banking services and an execution services hub that provides liquidity to UK capital markets.

Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions a

IEQ Capital is a Registered Investment Advisor, with $11B AUM*, seeking to transform traditional wealth management.

Renaissance Financial is a financial services firm that provides customized solutions to assist individuals and businesses in reaching their financial goals. Our mission is to use creative business and personal planning to help our clients achieve financial freedom…one relationship at a time. Secur

Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace. Proven in use by brokers, investment banks and independent research providers, Singletrack Sell Side enables firms to keep resourc

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

We help the best investors partner with the best advisors to successfully craft deals.

Our mission at SquareBook is to transform access to capital by offering a comprehensive platform that seamlessly connects companies, advisors, and investors. We empower stakeholders through a streamlined and transparent process, reducing complexities and fostering a collaborative environment that en

Citigroup is a diversified financial services holding company that provides various financial products and services.

Founded in 1998, Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential

Alexandria on sijoittamisen ja säästämisen asiantuntija, joka tarjoaa ensiluokkaista henkilökohtaista palvelua. Tavoitteenamme on auttaa suomalaisia kasvattamaan varallisuuttaan ja elämään rikkaampaa elämää. Valikoimastamme löytyy sopivat työkalut, oli säästösumma tai varallisuustilanne mikä tahan

TRAFiX is a broker-neutral FinTech company providing cutting-edge, innovative Order & Execution Management solutions, as well as real-time FIX connectivity and normalized API interfaces, to address the functional and regulatory requirements of the Financial Services Industry. Our real-time, scalabl

Simest is a financial institution for the development and promotion of Italian enterprises abroad. Simest was set up as a limited company in 1990. Simest can acquire up to 49% of the equity capital of foreign firms in countries outside the European Union, whether wholly-owned by Italian companies o

Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 60,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resour

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support

Compas provides media contracting and activation, ad serving and trafficking, programmatic media buying, media auditing and verification, campaign performance measurement reporting, global medical reprint purchasing, email execution and deployment, supplier vetting, and investment management service

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

Deerfield is an investment management firm committed to advancing healthcare through investment, information and philanthropy.

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

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizati

Finanssivalvonta, or the Financial Supervisory Authority (FIN-FSA), is the authority for supervision of Finland’s financial and insurance sectors. The entities supervised by the authority include banks, insurance and pension companies as well as other companies operating in the insurance sector, inv

For over 20 years, Pointe has been a leader in evidence-based advisory. Whether making an investment, entering a new market, planning for or responding to a disruption, or developing a new product, we power our clients’ decision-making with an unparalleled understanding of rapidly shifting industry

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whethe

Eisler Capital provides tailored investment and trading strategies along with financial planning, asset and risk management services.

Praemia REIM, previously known as Primonial REIM, is a key player in European real estate asset management. Our global vision, combined with in-depth knowledge of the local markets, gives us special access to the European real estate markets so that our institutional and individual clients can bene

True Green Capital Management LLC (“TGC”) is a specialized renewable energy infrastructure private equity firm focused on the U.S. and Europe. TGC is headquartered in Westport, Connecticut in the USA, and maintains an office in London in the United Kingdom as well. The firm was founded in July 2011

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is a credit focused institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides

Aspen Capital is a private equity firm based in Portland, OR and New York, NY. We utilize data and technology to enhance business insight, propel growth, transform our investment strategies and business operations, and execute industry-leading deals. The unique Aspen Capital worldview is reflected i