ALTSDC

CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative converge. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. To learn more about the CAIA Association and how to become part of the most energized professional network shaping the future of investing, please visit us at https://caia.org/.

CFA Society Washington, DC (CFAW) is the leading association for investment professionals in the Washington, DC region. Founded in 1953 as the Washington Society of Investment Analysts, today’s society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, wealth advisors, and consultants, as well as pension, endowment and foundation fund executives.

Reflecting the diverse nature of the investment professions in the Washington, DC area, members are employed by major corporations, associations, unions, national, state and local government agencies, financial regulators, academic institutions, investment managers, insurance companies, broker/dealers and consultants, among others.

CFAW links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. In the diverse and growing Washington investment community, the society plays a vital role – from advocating the highest ethical practices to promoting career opportunities for members.

GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $82 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies. The firm has specialized in alternatives for more than 50 years and is dedicated to delivering value for clients by leveraging its cross-asset class and flexible investment platform.  

GCM Grosvenor’s experienced team of approximately 550 professionals serves a global client base of institutional and high net worth investors. The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney.

For more information, visit: gcmgrosvenor.com.

CIBC Asset Management (CIBC AM) has more than 5 decades of experience managing portfolios for institutional clients both in North America, as well as Asia, Europe and Australia. In the US specifically, we have approximately $4B in AUM with several institutional plans including a top 3 US public pension plan and a top 10 corporate DB plan, both invested in our flagship liquid alternative,  further demonstrating that we bring unique capabilities to bear to our clients.  We are fortunate to combine the flexibility and focus of a boutique firm with the robustness and resources of a large financial institution. Our investment capabilities include fixed income, equities, multi-asset and currency management, both domestic and globally focused.

CIBC has established itself as a leader in the carbon management ecosystem through early investments and strategic initiatives. As a founding member of Carbonplace, a global carbon credit transaction platform, and host of the CIBC Carbon Summit — one of the few events in North America connecting developers, policy makers, and investors to address challenges in scaling carbon reduction and removal solutions — we have established a leading network in this space. This expertise and industry connectedness uniquely positions CIBC AM to add value for institutional investors and stakeholders and accelerate a critical industry supporting the climate transition with our Carbon Solutions Private Debt strategy.

Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms (USA TODAY) and serves a range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.

EJF Capital LLC (“EJF”) is a global alternative asset management firm focused primarily on regulatory event-driven investing within the financial sector. EJF was founded by Manny Friedman and Neal Wilson in 2005 and is headquartered just outside of Washington, D.C., with a research office in London. EJF manages approximately $5.5 billion, including $2.9 billion in CDO assets through affiliates, across a diverse group of alternative asset strategies. EJF’s approach combines investment expertise across the capital structure with a corporate finance focus to unearth creative solutions for investing in complex, mispriced securities and other assets. *Firm AUM as of June 30, 2025 includes $213.7 million of uncalled capital.

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. As of 31 March 2025, EQT had EUR 273 billion in total assets under management, within two business segments – Private Capital and Real Assets.

Fengate is an alternative investment manager headquartered in Toronto, Canada, focused on North American infrastructure, real estate, and private equity investing. The firm has total capital commitments of US$7 billion, assets under management of US$16 billion, and over 250 professionals across offices in Toronto, Oakville, Miami, and Houston. Fengate has grown to be one of North America’s most active mid-market infrastructure investors and developers, with a portfolio of more than 50 investments. Fengate has been investing directly in infrastructure assets since 2006 and is focused on mid-market greenfield and brownfield opportunities across the energy transition, digital, social, and transportation sectors.

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Our asset management team has 50+ years of experience providing services to various types of funds, including private equity, venture capital, hedge, real estate, digital asset, and other funds.

Forvis Mazars Capital Advisors can help your organization understand the unique strategic options available to your business and help you position the company to achieve a satisfactory transaction outcome for shareholders. Specializing in mergers and acquisitions, capital formation, and succession planning services, we focus on serving family-owned, entrepreneur-led, and closely held businesses—with an unbiased perspective.

Lexington Partners is one of the world’s largest and most successful managers of secondary private equity and co-investment funds. Lexington helped pioneer the development of the institutional secondary market over 30 years ago and created one of the first independent, discretionary co-investment programs 26 years ago. Lexington has total capital in excess of $76 billion and has acquired over 5,000 interests through more than 1,000 transactions. Lexington’s global team is strategically located in major centers for private equity and alternative asset investing across North America, Europe, Asia and Latin America. Lexington is the global secondary private equity and co-investments specialist investment manager of Franklin Templeton. Additional information can be found at www.lexingtonpartners.com.

National Real Estate Advisors, LLC (“National”) is an investment manager developing, operating, and managing commercial real estate projects across the United States.  National’s mission is to create lasting value through projects that produce solid, long-term returns for our clients while improving the communities in which we invest and develop.

Northleaf Capital Partners is a global private markets investment firm with US$25 billion in private equity, private credit and infrastructure commitments raised to date from public, corporate and multi-employer pension plans, endowments, foundations, financial institutions and family offices. Northleaf’s 250-person team is located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York and Tokyo. Northleaf sources, evaluates and manages private markets investments globally, with a focus on mid-market companies and assets.

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of
institutional and individual investors. Nuveen has $1.1 trillion in assets under management as of 30 Sept 2023 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.

Turning Rock Partners is an opportunistic alternative asset manager focused on underserved or capital constrained businesses in North America. The Firm structures bespoke financing solutions with cash flowing and asset-backed debt and equity investments. Turning Rock is a majority woman-owned business based in New York.

Arrow is a leading European specialist in middle market asset-backed credit and real estate with approximately €10 billion in AUM. Arrow’s key differentiator is its on-the-ground sourcing network: it owns 24 local debt servicing, lending and real estate management platforms across 8 European countries. In aggregate, these platforms manage over €100 billion of assets on behalf of banks and third-party asset managers, creating a “walled garden” of granular, off-market opportunities for its commingled funds.

Balerion Space Ventures is a venture capital investment firm that invests in early- to mid-stage private companies shaping the New Space Economy and cross-over defense technologies. The firm is currently investing out of its third fund.

CF Private Equity is a global private capital solutions provider. CF Private Equity invests with value-creating partners into primarily small and midsized companies. Since CF Private Equity’s founding in 1988, its mission has remained the same: seek to provide quality investment solutions in private equity, venture capital, real assets and sustainability. Through commingled investment partnerships and customized separate accounts, CF Private Equity offers investors intentionally-designed private capital portfolios constructed with primary investments, secondaries and co-investments and builds investment programs by partnering with underlying managers.

Edelweiss Alternative Asset Advisors (EAAA) is the largest domestic platform in India focused on private credit / infrastructure / real estate investment and now private equity with an AUM of $7B. Our key differentiating value proposition is the depth of resources we have focused on origination, asset management and operational control. This allows us to focus on investment opportunities that might be considered sub-scale by some of our global peers and direct investors but which represent by far the largest number of opportunities for investment and have by far the greatest opportunity for value enhancement. Our LPs are a mixture of large US, Canadian, European and Australian Pension Plans and Insurance Companies, many of whom have established diversified strategy SMAs with the platform. We are also covered by major consultants such as Aksia, Albourne, Cambridge Associates and Hamilton Lane. 

Founded in 2008, GreenLake Asset Management LLC (predecessor) is a Los Angeles-based SEC registered investment adviser providing short-term commercial real estate bridge loans nationwide. By maintaining a diversified portfolio of loans secured by 1st Trust Deeds, GreenLake has delivered con-sistent annualized net returns between 9-10% since inception and aims to generate returns in line with its historical performance. GreenLake partners with other RIAs and financial institutions by offer-ing an alternative investment that is non-correlated to the broader market.

Hara was founded by Rohan Agarwal in 2019. Ian Wylie is Hara’s President and COO. The firm managed internal capital until 2022 and accepted institutional external investor capital in March 2023. Hara operates a deep research-oriented, long-biased investment strategy focusing on Indian public equity investments in a highly concentrated manner (8-15 positions, largest investments at 15%-20% NAV, in exceptions exceeding that). Hara likes technology, motivated founders, and seeks highly monopolistic quality businesses becoming 5-10x larger.

Lone Pine is a research-driven, fundamental equity investor founded in 1997. Since inception, we have focused on developing a leading investment platform that distills global, cross-sector idiosyncratic and thematic research into concentrated portfolios of our best ideas in public or private markets. Our integrated investment team works collaboratively to invest across both public equity and private growth equity to generate attractive risk-adjusted returns for our partners.

Founded in 2005, LSV Advisors is an SEC-registered investment advisor specializing in providing customizable and flexible liquidity solutions for GPs, LPs, and private market funds. LSV’s value-oriented, high margin of safety strategy has had a successful 15-year track record across six fund vintages for institutional and family office clients. LSV is known for its expertise in executing bespoke liquidity solutions for complex GP solutions, including continuation vehicles, LP tenders, and structured transactions.

Polen Capital is a global investment management firm with offices in Boca Raton, Boston, London, and Hong Kong. Founded in 1979, the firm manages a range of concentrated, high-conviction equity and credit strategies for institutions and individual investors. Polen Capital is distinguished by its long-term focus, rigorous fundamental research, and commitment to high-quality growth companies. The firm’s culture emphasizes integrity, collaboration, and client-centricity while seeking to deliver consistent, risk-adjusted returns over time.

400 Capital Management is an alternative asset manager led by a management team with over three decades of experience investing and trading in credit markets. Founded in 2008, the Firm is an established, process-oriented platform with a demonstrated ability to consistently generate competitive returns, develop capital markets businesses and create innovative solutions utilized throughout the market. The Firm offers investors a global platform that accesses differentiated credit investment opportunities through total and absolute return strategies in flagship funds and customized portfolio solutions. As of July 1, 2025 the team consists of 77 professionals across offices in New York and London, who collectively manage $7.7 billion for global institutional investors.

Founded in 2004, Absolute Investment Advisers LLC provides investment strategies with unique sources of risk and return. Strategies include a long/short fund comprised of exchange traded closed-end funds, a one-of-a-kind secondaries fund that provides liquidity to retail oriented alternative investments and a convertible arbitrage mutual fund.  Visit www.absoluteadvisers.com for additional information.

Adams Street Partners is a global private markets investment manager with investments in more than 30 countries across five continents. The firm is 100% employee-owned and has $62 billion in assets under management across primary, secondary, growth equity, credit, and co-investment strategies. Adams Street strives to generate actionable investment insights across market cycles by drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships.  Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto. adamsstreetpartners.com

Akram & Associates is a trusted adviser to alternative fund managers – the cornerstone of our business. Our laser focus on this industry allows us to provide highly specialized accounting and tax services that are accurate and affordable.

Our team of professionals is well versed in the nuances of hedge fund, private equity fund, venture capital fund, CTA and family office entity structures and strategies, positioning Akram & Associates as an expert resource to both emerging managers and sophisticated managers overseeing multiple funds.

Always one step ahead of the evolving needs of our clients, we stay informed of the latest accounting and regulatory reporting developments and are constantly re-evaluating our service offerings.

As the demand for strong governance, compliance, infrastructure and operations continues to increase, our team of experienced accounting professionals and broad service offering for the alternative investments industry helps our clients build a solid foundation to achieve peak performance.

Our specialized services include, but are not limited to:
• Audit & Assurance for alternative investments firms
• Consulting Services for Family Offices and businesses
• Tax Services for Hedge Funds, other investment fund types, and the ultra-wealthy
• Tax Planning

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. As a custodian, our decades of experience in alternative assets positions investment sponsors, advisers, and investors to capitalize on emerging market trends and unique opportunities. From alternative assets such as private equity and real estate to traditional assets, we collaborate with you to find the right solution for your custody needs.

Thorofare Capital is a national, vertically integrated commercial real estate debt manager. The Los Angeles-based firm, with additional offices in New York City, Miami, and Dallas, focuses on $15 million to $100 million financing transactions, targeting value-add and opportunistic acquisitions, recapitalizations, and distressed debt secured by transitional properties. Its affiliate, Thorofare, LLC, is a registered investment adviser specializing in alternative fixed-income opportunities through US commercial real estate debt investments. With a national presence, Thorofare has originated more than $4.3 billion since the firm’s inception in 2010, across more than 13 property types throughout 33 states. Thorofare is an affiliate of Callodine Group, an asset management platform with approximately $20 billion in AUM.

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business, and this fundamental part of our culture aligns us with the best interests of all our stakeholders. Our purpose is to maximize potential, and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

To learn more, visit JTCGroup.com.