Investment Management

Gresham is a leading independent advisory and funds management firm. We are focused on achieving superior financial outcomes for our clients across Advisory and Investing. The Gresham Group has built a reputation for independence and innovation. Our Corporate and Debt Advisory teams have participat

At Secutor we help our clients define and achieve their financial goals by focusing on long-term financial security through Defensive Capital Management.

Fresh Perspective Financial Planning (FPFP) is a different type of financial planning firm, one that puts our clients at the heart of what we do. Our aim is simple; to help clients identify their key goals and objectives and then help them to achieve these by managing their finances in the most e

Lionheart Capital is a Miami-based diversified investment firm focused on building shareholder value in high-growth companies. Lionheart Capital’s principals have been involved in the successful acquisition, development, repositioning and disposition of real estate and publicly traded assets for ove

Spectra Capital is an opportunistic, special situation real estate debt fund that specializes in providing capital for commercial mortgages to borrowers in the most challenging and complex situations. As a private lender, brokerage, and technology platform, Spectra is uniquely positioned to identify

We offer a unique approach to dividend growth investing designed to deliver targeted levels of annual income and income growth as well as competitive long-term total returns.

5 Financial is a complete and integrated financial advisory firm based in Sydney Australia. As a boutique practice, we are privately owned by people who work in our business. Our wealth management arm, 5 Wealth Management Pty Ltd has its own Australian Financial Services and Credit License Number

A subsidiary of Hedge and Sachs offering smart #investment solutions in the #realestate market through investment products with the highest #returns.

Most organizations carry rich domain knowledge. What they need is a partner engineered to surface it at scale, contextually, fast, and inside workflows. At Numberz, we build generative platforms that support real experts (analysts, advisors, agents and buyers) who think in context... We work in do

Since 1993, we offer professional trustee services, financial advice, wealth and succession planning for families, entrepreneurs and private clients. FINMA licensed and regulated, we are the first trustee company in Ticino granted with both trustee and asset manager license.

ADG is a diverse financial services business, operating across the alternate asset management, market making, institutional funding and brokerage sectors.

Marsden Wealth Advisers specialises in retirement planning and investment advice for wealthy retirees and high income earners over 55. Our clients are successful people who wish to ensure they have effective wealth management and tax planning strategies in place to achieve their individual financi

With over 40 years of combined experience, Milestone Investment Management empowers individuals and families to build confident, comprehensive financial plans. We specialize in identifying blind spots and offering clear, down-to-earth guidance rooted in wisdom and integrity. As fiduciary asset mana

ABOUT ISS: Founded in 1985, Institutional Shareholder Services (“ISS”) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight. Comprised of seven discrete business lines, ISS is today the world’s leading provider of corpo

Insight Investment is a leading global asset manager, responsible for assets under management across liability driven investment (LDI), cashflow-driven investing (CDI) and longevity hedging, currency management, fixed income, absolute return, multi-asset and specialist investment strategies.

Bluerock is a leading institutional alternative asset manager based in New York with regional offices across the United States. Bluerock principals have a collective 100+ years of investing experience with more than $120 billion real estate and capital markets experience and manage multiple well-rec

Copernicus is the best partner for investment funds that want to invest in corporate secured debt and Real Estate Asset in Europe. We are an independent Special Servicer so we can associate with financial institutions and funds from all over the world. We advise our clients in the process of purchas

Taconic Capital is a global institutional investment firm that pursues an event-driven, multi-strategy investment approach dedicated to generating strong risk-adjusted returns over multiple market cycles.

Marshall Wace LLP is a hedge fund based in London, founded by Paul Marshall and Ian Wace in 1997.

Park Square Capital is one of Europe’s leading private credit investors, providing mid-market direct loans, large-sized senior debt and junior capital solutions to high-quality and stable companies across Europe and the US. Park Square focuses on investing in high-quality levered companies backed b

Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $19 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners

Beaird Harris & Co is a certified public accounting firm that specializes in wealth management and taxation services.

SURMOUNT™ is an industry-leading full-service commercial real estate platform that provides comprehensive net-lease focused real estate solutions to investors, operators, and partners, globally. SURMOUNT offers a wide range of real estate-focused offerings, including Sale-Leaseback, Investment Sales

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

Sundance Bay is a real estate private equity firm that specializes in debt, multifamily equity, and net lease investments in middle markets throughout the Mountain West and Sunbelt regions. Since 2012, Sundance Bay has managed private and institutional capital in a series of vehicles utilizing a dis

North Star Resource Group is a Minneapolis-based financial services firm that provides individuals, families, and businesses with the resources needed to create, preserve, and protect their wealth. With a network of 170 advisors in 22 states, North Star has contributed to the financial security and

The Investment Association is the trade body that represents UK investment managers who manage over £8.8 trillion on behalf of clients. Our purpose is to ensure investment managers are in the best possible position to: o Build people’s resilience to financial adversity o Help people achieve thei

Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the Uni

Springfield Capital Management is a research and trading firm that offers general information, and wealth management swervices.

GM³ is an emerging Australian metallurgical coal mining entity owned by global investment entity Golden Energy and Resources (GEAR) and M Resources, a market leader in metallurgical coal industry services. With a focus on safe and consistent production, GM³ will leverage strong operational performa

Wall Street Oasis is the most entertaining and useful finance community in the world. Services include online forums, courses, talent search, resume review and mentorship. https://linktr.ee/wallstreetoasis.com We are now over 900,000 members and are home to hundreds of thousands of discussions wit

We are a customer-first Fiduciary and Financial Services business in the UK providing one-on-one services to our clients. We strive to effectively and efficiently manage our client's UK-based real estate, financial and non-financial assets. Our clients have core businesses that require a large part

ICW Holdings, LLC is an SEC registered investment firm based in Brooklyn, NY with the mission of helping long term minded investors preserve and compound wealth across generations. The team at ICW is building a world-class investment firm grounded in the principles of balance and the belief that com

Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.

Great Gray is a leader in the collective investment trust (CIT) market with over $143 billion in collective investment fund assets, across funds managed by 70+ sub-advisors and maintains trading agreements with 40 trading platforms that access 200+ recordkeepers as of 9/30/23. We offer CITs across

Agri Property Consultancy SA specializes in high-yield bonds, convertible debt, real estate asset management, interest rate strategies, and distressed debt investments. We also support businesses in their growth by providing strategic marketing, financial valuation, fundraising solutions, and bankin

Praxis Real Estate Management specializes in property development, portfolio strategy, commercial investment, and asset valuation services.

CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and tradin

NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in additi

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

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

As Europe’s leading broker, we want to make investing accessible to everyone who wants to shape their own financial future. And to empower people to become the best investors they can be. Our award-winning platform, education & information, cost-conscious approach and universe of products & markets

Brightstar Capital Partners is a private equity firm focused on partnering with closely-held and family-owned companies, where we can be a value-add investor. Brightstar is led by a seasoned team of investors with significant operating experience across numerous sectors and a primary focus on Busine

Constanter is a private, independent charitable foundation helping to build a more just and sustainable world where the dignity of every human is respected and fostered. Constanter works in strategic partnership with a wider network of philanthropic organisations founded by the Brenninkmeijer family

We combine the experience of specialised local teams, with the scale, rigor, and resources of a global institutional platform, to provide our investors with global access across Real Estate, Infrastructure, Private Equity, and Private Debt & Credit Alternatives investments. This approach enables us

Platform Partners was founded in 2006 with the goal of creating a leading regional investment company whose objective and investment style was differentiated from most private equity firms. Platform seeks to invest between $10 and $75 million of equity capital in companies with a history of operatin

HC Global was founded in 2008 and is built by six principals who average over 20 years of experience as Big 4 auditors, fund administrators, and buy-side finance and operations executives. The Firm offers strong technical knowledge and analytical skills to provide customized fund services, tax and c

PiP World puts AI-powered trading agents in your hands. Our intelligent, NFT-backed AI traders analyze markets, execute trades, and evolve over time—giving you the power of algorithmic strategies without the complexity. Build your dream team, test in simulated markets, and deploy AI agents that adap

Real Capital Partners is an investment holding company with deployable capital for mid-market ventures, providing value-added resources to take a new venture from start-up to success. Our goal is to help you drive profitability for your business as members of a supportive, creative, and forward thin

The Netherlands can and will become more sustainable and more innovative. This calls for dedication, patience and capital. But above all, it calls for entrepreneurs. Real entrepreneurs with outstanding plans for the Netherlands of the future. We are here to finance those plans. We are Invest-NL, imp