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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.

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.

WithumSmith+Brown (Withum) was founded in 1974 and ranks in the top 25 largest public accounting and consulting firms in the U.S, providing world-class accounting, audit, tax and business advisory services to mid-market companies across the country and around the globe. The Firm’s Financial Services Industry Group serves clients reflecting the diversity of the industry, including hedge fund managers, venture capital firms, private equity firms, mortgage bankers, SPACS, broker-dealers and regulated investment companies. The Firm understands the challenges of operating in a complicated, highly regulated environment, and how to successfully comply with SEC and other rules which often require the expertise of independent auditors and consultants.

CBRE Investment Management is a leading global real assets investment management firm with $148.3 billion in assets under management as of September 30, 2024, operating in more than 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real estate and infrastructure, geographies, risk profiles and execution formats so that its clients, people and communities thrive. CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE’s data and market insights, investment sourcing and other resources for the benefit of its clients. For more information, please visit www.cbreim.com.

Established in 2015, Dawson is a leading global alternative asset manager focused on providing innovative structured solutions to the private markets. It provides tailored portfolio financing and liquidity solutions to LPs and GPs. The Firm has over $22 billion in assets under management and 225 employees across offices in Toronto, New York City and London UK. Since its inception, Dawson has deployed over $25 billion across more than 240 transactions.

KraneShares is a specialist investment manager focused on China, climate, and uncorrelated assets. KraneShares seeks to provide innovative, high-conviction, and first-to-market strategies based on the firm and its partners' deep investing knowledge. KraneShares identifies and delivers groundbreaking capital market opportunities and believes investors should have cost-effective and transparent tools for attaining exposure to a wide variety of asset classes. The firm was founded in 2013 and currently serves institutions and financial professionals globally. The firm is a signatory of the United Nations-supported Principles for Responsible Investing (UN PRI).

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.

StepStone Group is a global investment firm responsible for over $701 B in assets across private markets (Private Equity, Venture Capital, Private Debt, Infrastructure and Real Estate).  StepStone is one of the largest allocators in the sector and offers investors access to the best private market opportunities globally across all different strategies and asset classes.

Fortress is a $49.3 billion global alternative asset manager, headquartered in New York, with over 900 employees, serving more than 2,000 institutional and private investors. Fortress’s Credit business was launched in 2002 by Pete Briger. The Fortress Credit and Real Estate Platform of more than 600 people is a recognized leader in the private lender space, and has invested over $195 billion in thousands of transactions across varied asset types, capital structures, and credits ranging from investment grade companies to
highly distressed situations.

Kineticos envisions A World Without Cancer, Rare, and Neurodegenerative DiseasesTM. We are Operators and Executives working with Management Teams to build the backbone of innovation, Pharma Services, Tools and Equipment companies, to accomplish this. Kineticos invests in differentiated LMM companies, combining our deep sector expertise and proven playbook to grow these companies from niche or regional players into global leaders. We seek to fill an underserved market segment typically characterized by a limited number of specialist investors.

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.

Prospect Capital, founded in 1988, is a $12
billion private debt and private equity manager. Prospect has a 36-year history
managing private assets for investors with an emphasis on preserving capital
and providing attractive current income and total returns. Prospect’s
investment strategies include real estate private equity, middle-market private
equity, middle-market lending, and structured credit. Prospect employs over 150
total professionals and is an SEC-registered investment adviser with an institutional-quality
and Sarbanes-Oxley process compliant infrastructure.

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.

CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers and institutional investors. Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds over $5.5 trillion in assets under custody and over $3.5 trillion in assets under administration (figures as of 31st December 2024). www.caceis.com

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.

Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.

As of January 1, 2025, Golub Capital had over 1,000 employees and over $75 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe and Asia. For more information, please visit golubcapital.com.  

Leon Capital Group is a holding company that operates assets in the financial services, healthcare, real estate, and technology industries. Leon is not a private equity fund; we operate as a family office overseeing $10 billion of private capital. Over the last 14 years, the family office has generated a 34.56% IRR and 11.36x MOIC for our own capital. We only come to market with our highest conviction investment themes and seek to provide opportunities for RIA’s and other family offices to invest alongside our firm. In fact, each strategy we launch has a significant amount of our family office capital invested.

LCG Lot Development constructs finished lots primarily for large, national homebuilders. We are currently active with 16 builders across 19 separate MSA's. We manage commingled funds on behalf of LP's, focusing on short duration projects with highly structured deals to provide equity -like returns with credit-like downside protection.

Pine River Capital Management L.P. is an alternative asset manager, founded in 2002, with expertise in fixed income relative value strategies. The firm’s current portfolios are focused on Agency MBS, Inflation, Liquid Rates, and Municipals which benefit from cross-team collaboration. The highly liquid asset classes Pine River looks to invest in have provided persistent opportunities, scalability, and market neutrality

At RG Niederhoffer, our Macro Diversified Program (30y track record) has achieved +138% since 2020 with a -0.3 correlation to the S&P, with top of class returns in the '00-'02 Tech Crash, '07-'08 GFC, and 2022 inflation. Our approach is different: a new equity replacement strategy combines our short-term, systematic strategy with 100% S&P 500, aiming for full upside capture, S&P return plus 5-10%, reduced downside, and lower vol than the S&P. A study showed that adding our program to an S&P or 60/40 portfolio improved 5Y total return and Sharpe more than any major hedge fund. Our strategy strongly enhances 60/40 portfolios and even Bitcoin investments & can be used standalone as a positive return, two-sided tail risk program. Daily liquid, $1B AUM, 23 employees.

UMB Fund Services provides a customizable, proprietary technology platform for accounting, recordkeeping and reporting for private equity, hedge funds, funds of funds, opportunity zone funds, private debt, real estate and venture capital. Our full-service lineup includes fund administration and accounting, investor servicing, tax preparation and reporting, and custody. UMB’s flexible solutions, high-touch service and product expertise are backed by the stability of a highly capitalized parent that has been around for 100+ years.

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.

Ultimus is a leading independent provider of full-service fund administration services to support the launching and servicing of traditional and alternative investment products with over $600 billion in assets under administration. From private equity, venture capital, real estate, private credit and hedge funds to retail alternative interval and tender offer funds, ETFs, and mutual funds, Ultimus is uniquely situated to help managers bring all their investment structures and strategies to market.