ALTSSF

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/.

CalALTs helps asset managers, investors and service providers harness the power of connection to advance the alternative investment industry in California. Whether linking our members to peers, thought leaders, resources or ideas, everything we do is focused on fostering meaningful connections that drive tomorrow's success.

On March 1, the California Hedge Fund Association became California Alternative Investments Association “CalALTS” thus expanding its outreach to address the needs of managers across the investment spectrum, not just hedge funds.

CFA Society San Francisco is the Bedrock of the  Bay Area's financial community. For the past 90+ years, CFA Society San Francisco has led the investment profession promoting the highest standards of professional excellence and ethics, and offering thought leadership and career support programming that innovates, inspires and engages a global community. Our 3500 members and 10,000 stakeholders represent all segments of the investment industry and includes many in the technology sector and academia. Membership is open to all in the investment field. Please visit: www.cfa-sf.org to learn more about the Society and how to join!

UBS Asset Management is one of the world’s leading investment managers, providing traditional and alternative investment solutions to private, institutional and corporate clients worldwide. UBS's total invested assets were USD 6.1 trillion as of December 31, 2024. A pioneer in farmland investing, UBS management has invested in institutional farmland portfolios in the US since the 1980s. The firm manages more than 285,000 acres across 16 different states and 30 different major crops, including row, vegetable and permanent crop farmland in select agricultural areas across the US.

For 45 years, AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC

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.

Federated Hermes provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.

Founded in 2018, Fin Capital is a global asset manager focused on full lifecycle investing in B2B Fintech Software. Fin Capital is passionate about rolling up its sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset. Fin is headquartered in San Francisco, with offices in Los Angeles, Miami, and New York.

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.

At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through a consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.4 trillion in assets.

Greenbacker is a multibillion-dollar asset manager and independent power producer specializing in renewable energy, sustainable real estate, and other energy transition investments. With a strong track-record of investing in power generation infrastructure, an extensive network of portfolio company relationships, and significant real estate expertise, Greenbacker benefits from a 360-degree view of the sustainability landscape. Our expertise provides for a superior investor experience while simultaneously generating significant environmental impact.

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.

Privacore Capital is an open-architecture provider, trusted partner, manager, and distributor for alternative investment products tailored to the private wealth market. Privacore specializes in the design, launch, and management of 3rd party and proprietary funds.

Swiss Re Insurance-linked Strategies manages ~$5bn across both public and private insurance-linked securities ("ILS") and reinsurance investment strategies. Swiss Re has been a pioneer in the development of the asset class dating back to the market's inception in the 1990's. We bring deep institutional knowledge and underwriting expertise to the management of securitized insurance risk on behalf of pensions, endowments & foundations, asset managers, family offices, and other institutional allocators seeking uncorrelated exposure.

Virtú Investments is a multifamily real estate investment firm primarily engaged in the acquisition and management of apartment properties in the western United States. Since its founding in 1997, Virtú has acquired and operated 130+ properties, totaling over $3.7B in real estate. Virtú is focused on serving its investors with innovative tax-efficient solutions within the multifamily investment space. Virtú maintains a highly selective acquisitions practice and a fully integrated, in-house property management firm.

EisnerAmper is among one of the nation’s largest business consulting firms in the world, with a dedicated and well-established Financial Services Practice that provides audit, tax, advisory, and outsourcing services to hedge funds, private equity funds, venture capital funds, funds of funds, mutual funds, regulated investment companies, management and general partner entities, and institutional investors, including many of the original firms in the space. Clients rely on our team to navigate regulatory and compliance requirements and to help facilitate new growth opportunities. For more information, please visit eisneramper.com/fs.

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.

Net Lease Capital is a real estate investment and advisory firm with over $10 billion in assets under management. The same principal team of professionals has worked together since NLC was founded in 1996 (28 years), closing over $16 billion in transactions, involved with 30+ 1031/DST real estate programs, and raised over $1 billion in equity. We offer real estate and financing helpful for: 1031 exchange tax deferrals, partnership dissolutions, and restructurings.

Preston Capital, based in Aliso Viejo, California, was founded in 2014 to manage diversified pools of life settlements and longevity-contingent investments. The firm, with over 300 years of combined experience, handles acquisition, disposition, financing, valuation, and management of life settlements in secondary and tertiary markets. With over $4.3 billion in assets under management, Preston is the largest manager dedicated to life settlements, serving sophisticated institutional investors and focusing on delivering non-correlated returns through longevity-contingent strategies.

With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.

The 28th largest manager of worldwide institutional assets under management of 411 managers profiled, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1

Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $579.5 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 13 consecutive years.2,3

Learn more at PrincipalAM.com.

1 Managers ranked by total worldwide institutional assets as of December 31, 2023. Pensions & Investments, “Largest Money Managers,” June 2024.

2 Principal Asset Management AUM as of June 30, 2025.

3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2024.

Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25 years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge
has approximately $33.6 billion of assets under management (as of June 30, 2024) spanning all major real estate property types, and certain specialty property types with an emphasis on residential and industrial space throughout the U.S. The firm has offices in San Francisco, Atlanta, Chicago, Dallas and Denver. For more information, visit www.stockbridge.com.

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.

Arena Investors, a subsidiary of Arena Investor Group holdings, is an institutional asset manager founded in partnership with The Westaim Corporation (TSXV: WED). With approximately $3.5 billion of invested and committed assets under management as of December 31, 2024, and a team of over 180 employees in offices globally, Arena provides creative solutions for those seeking capital across all corporate, real estate, and structured finance investment areas, at all levels of the capital structure, and in all developed markets, alongside operational capabilities to manage and improve businesses.  The firm brings individuals with decades of experience, a track record of comfort with complexity, the ability to deliver within time constraints, and the flexibility to engage in transactions and business operations that cannot be addressed by banks and other conventional financial institutions. See https://www.arenaco.com/ for more information.

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.

Kaufman Rossin Alternative Investment Services provides comprehensive support to hedge funds, private equity, family offices, and other alternative investment vehicles. Our experienced team—including former regulators and fund executives—delivers tailored audit, tax, compliance, and advisory services. We help clients stay ahead of complex regulations, cybersecurity risks, and tax challenges, so they can focus on growth. With global reach and deep industry insight, we’re your trusted partner in fund administration. Learn more at kaufmanrossinAIS.com.

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.

Plug and Play is an early-stage venture capital firm with $230M AUM and nine industry-specific funds. In partnership with more than 550 corporations, we run corporate innovation and startup acceleration programs, and have invested in leading companies including Dropbox, Guardant Health, Honey, LendingClub, N26, PayPal, and Rappi.

Preqin empowers financial professionals who invest in or allocate to private markets with essential data and insight to make confident decisions. It supports them throughout the entire investment lifecycle with critical information and leading analytics solutions. Preqin has pioneered rigorous methods of collecting private data for over 20 years, enabling more than 200,000 professionals globally to streamline how they raise capital, source deals and investments, understand performance, and stay informed. Acquired by BlackRock in 2025, Preqin complements the existing Aladdin technology platform to provide investment solutions for the whole portfolio. For more information visit www.preqin.com.

Our global fund services team combines industry-leading technology with high-quality customer service to offer solutions for alternative investments, mutual funds and exchange-traded products. Working alongside our corporate trust and custody team, the group holds more than $11 trillion in assets under custody and administration and operates a network of more than 3,600 employees in offices across the U.S. and Europe.