Investment Management

First Pacific Advisors, LLC (FPA Funds) is a Los Angeles-based investment management firm with an emphasis on value investing.

Endevor provides Asset & Work Management, Engineering, and Access Authorization software solutions for asset-intensive industries.

Amplify believes the ETF structure empowers investors through efficiency, transparency, and flexibility. Using those potential benefits as a foundation, Amplify seeks to build ETFs powered by investment strategies from leading index providers and asset managers within distinct market segments.

Hatch looks for startups that can exhibit highly scalable and disruptive models for growth, with their sweet spot being an MVP with some early traction in the market requiring investment to scale to Series A.

Bruin Asset Management is a leading finance organization managed by undergraduate students. Members share a strong passion for investing, financial markets, and equity research. Through a structured training program and an interactive portfolio management simulation, Bruin Asset Management hopes t

AB CarVal is an established global alternative investment fund manager. Founded in 1987, AB CarVal has navigated through ever-changing market cycles, opportunistically investing $144 billion in 5,695 transactions across 82 countries. AB CarVal has an experienced team of approximately 205 employees i

Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advise

We are a private investment banking advisory firm. Our advice will always be independent, and we will act only in the best interests of our clients. Ardea's mission is to provide strategic and financial advice to CEOs, Founders and Boards of Directors of leading global enterprises facing complex c

Our mission is to care for families and their wealth responsibly across generations. At Accuro, we are driven by a vision of being a progressive force for good for our clients, our staff and our industry. We believe that successful trust management is only possible when you have a deep understand

Expersoft Systems provides leading-edge software solutions and services for wealth management and retail banks, asset management companies, family offices, and other financial service providers. Expersoft's PM1 product provides its customers and users with an unrivalled and constantly expanding de

Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of c

Granite Equity Partners is a mission-driven private investment and holding company.

Asset Management International provides barcode and RFID asset tracking solutions.

Pakistan Kuwait Investment Company (Private) Limited (PKIC) is Pakistan’s leading Development Financial Institution (DFI) engaged in investment and development banking activities in Pakistan. PKIC was established as a joint venture between the Governments of Pakistan and Kuwait in 1979 and the compa

Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $32B in assets* across the capitalization spectrum. We apply a singular investment approach with a team-based decision-making process. *Includes model program assets (UMA) of $16.6B as of 5/31/2023. Subje

Excentium provides services like cybersecurity, assessment, IT, engineering and information assurance.

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their

The origins of Valu-Trac Investment Management go back to the 1970’s when the Intrinsic Value approach was established by the company’s founder, Peter Millar, to identify global investment opportunities. From 1977 to 1984 Peter was helping to set up the Abu Dhabi Investment Authority (ADIA) as Senio

Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide r

Giano Capital focuses on cross-sector late-stage technology opportunities in the private market space through secondary and primary transactions.

Attalis Capital partners with family offices and superannuation funds to identify, evaluate, and invest in high-quality opportunities across Australia where we can serve as an active, value-adding partner. We are committed to deploying patient capital with a focus on long-term growth and sustainab

Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies. Tencap works in a fiduciary capacity with all clients. This understanding helps Tencap coaches work with each client in order to maximize

Marathon Asset Management Limited is an independent investment management company based in the West End of London. Marathon manages equities for a globally diverse client base comprising a broad range of institutional investors. Marathon was founded in 1986 as an equity-only investment manager fo

Alvarium Tiedemann offers a connected ecosystem of advice, solutions, and investment opportunities from across their network. is a financial solutions company that provides transformational solutions. It is a wealth and asset manager in the business of turning ideas into performing strategies and so

Jetapult aims to fill the paucity of operator-first capital in the gaming industry, investing money and building a support ecosystem with the exclusive intention of scaling profitable mobile game studios in emerging markets. Collaborating with industry veterans from Zynga to Bethesda, Jetapult bri

Ossiam is a global investment management firm that develops and manages investment funds based on systematic and quantitative investment processes. The Ossiam team has extensive experience in fund management, quantitative research, data and technology, financial product design, trading and risk ma

Founded in 1991, SG Partners is a boutique executive search firm dedicated to serving clients within the global financial services industry. SG Partners has grown and evolved with the alternative investments industry and, since inception, has expanded our expertise beyond private equity to hedge fu

PE Lists is a global team founded by U.S. private equity investors who identified the capacity gap in differentiated deal flow. True proprietary deals and their asymmetric returns require meaningful time and effort that the typical PE investment team simply does not have. We spend the thousands of

auctusESG is an expert advisory and enabling firm, which stands at the intersection of finance, investments, and sustainability. With a quest to accelerate global sustainable finance and climate transition, the firm provides holistic financial solutions to climate change, by facilitating businesses

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. H

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-

At Karpus Investment Management, we emphasize conservative, long-term investment management with the goal of preserving your capital to help you build wealth over time. We’ll work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment t

Intercontinental Real Estate Corporation is a privately owned real estate investment management, development and construction company that has been actively involved in real estate finance and management for over 60 years. Today, Intercontinental is an SEC Registered Investment Advisor* and manages

BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs

Michigan Stocks and Bonds was founded out of the collective ambition of student investors. Our goal is to help students turn their own ideas and visions into successful investments, and have managed to back many success stories so far. The focus is on educating its members, sharpening their professi

Versus Capital Advisors is a firm that offers unique investment strategies and advice to RIA clients.

Corbets Capital is a unique combination of top investment talent, world class infrastructure, and a collaborative culture. Founded in September 2022, our mission is to generate differentiated insights that can deliver uncorrelated returns for investors over the long-term. We take a fundamental app

Winton is a research-based investment management company with a singular focus on statistical and mathematical inference. Founded in 1997, Winton manages money for many of the world’s largest investors.

Swiss Life Asset Managers France is the asset management entity of Swiss Life Asset Managers in France. The company has 280 employees and EUR 56.7 billion in assets under management as of 30/06/2022. Swiss Life Asset Managers France draws on experienced teams, savoir-faire, long-term commitment to s

We are Hazelview Investments. We have been active investors, owners, and managers of real estate investments since 1999. We create long-term value by investing in people and properties. We invest both publicly and privately to access the best real estate around the world and we actively manage our i

UBL Fund Managers is a wholly owned subsidiary of United Bank Limited, making it the first Asset Management Company to be launched by a bank in Pakistan. UBL Fund Managers has been operating since the year 2001 and ranks amongst one of the leading asset management companies in Pakistan. UBL Fund Man

Saminvest är ett riskkapitalbolag, bildat av staten 2016. Saminvest arbetar aktivt för etableringen av nya venture capital-fonder (”VC”) med tillräckliga kvaliteter och långsiktighet att kunna utveckla den svenska riskkapitalmarknaden. Detta för att flera innovativa och snabbväxande företag ska få t

We’ve helped over 3 million Australians unleash their second half. We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fix

Founded in 2000, Security National Trust is a Federally Chartered Independent Trust Company providing financial services to clients from our offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. As fiduciaries and trust professionals, we partner with clients and their families to offer top-not

Financial service

Evernord is an investment banking advisory firm based in Vilnius, Lithuania, founded in 2013. We provide asset management and corporate finance services to high net worth individuals, institutions and corporate clients. Evernord has exclusive rights to represent Finnish investment bank Evli and dis

Grand Valley State University student-run organization. Dedicated investors with the goal of outperforming the S&P 500 with our $150,000 portfolio.

With roots stretching back 60 years, Romspen Investment Corporation is one of Canada’s largest private commercial mortgage firms, overseeing $3.1 billion¹ of assets on behalf of retail and institutional investors globally. Romspen also manages the Romspen Mortgage Investment Fund, one of Canada’s la

Granite Asia, formerly known as GGV Capital Asia, is Asia’s leading multi-asset investment platform. Headquartered in Singapore, it invests in the APAC region including Southeast Asia, Japan, China, India, and Australia. With assets under management (AUM) totalling $5 billion, the firm boasts inves

Duetti was founded with the mission of getting a wide range of artists quick and easy access to catalog sales and unlocking new investment opportunities. Duetti’s music financing platform has helped over 60 artists receive up to $400,000 for their catalog and single-track masters. The unique model