ALTSTX

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 Dallas/Fort Worth serves as a leading local resource for CFA charterholders, candidates and other investment and finance professionals who uphold the highest standards of ethics, integrity and professional excellence.  With more than 1,750 members, it is where investment decision makers meet for career development, networking and educational opportunities, as well as advocacy for local interests in the global markets. CFA Society Dallas/Fort Worth is one of 160+ CFA Societies across the globe in the CFA Institute network and the 8th largest CFA Society in the United States. For more information, visit www.cfadfw.org.

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.

Manulife John Hancock Investments is a global investment firm known for its distinctive multimanager approach. By combining in-house asset management expertise with a curated network of specialized, unaffiliated managers, the firm delivers a diverse range of investment solutions tailored to meet the evolving needs of investors. With over $400 billion in assets under management, Manulife John Hancock Investments leverages global scale and local insight to help clients achieve their financial goals.

Abbey Capital is an investment manager specialising in liquid alternative strategies. We are a team of thoughtful individuals with conviction that the funds we manage can make a difference to our investors’ portfolios. We are experts in what we do. The funds that we manage have been trusted by global investors since 2000 seeking to diversify portfolios and mitigate against downside risks, and are constructed with a focus on compounding returns over time.

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

Alvarez & Marsal provides global leadership, problem solving and value creation for companies across industries and around the world. We work as trusted advisers, interim leaders and partners who tell you what you need to know, not always what you want to hear. We deliver advisory, business performance improvement and turnaround management services across six continents that help clients act decisively, catapult growth and accelerate results.

With over 10,000 people providing services across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies
facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what’s really needed for
turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

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.

Colliers is a leading diversified professional services and investment management company. With operations in 66 countries, our 18,000 enterprising professionals work
collaboratively to provide expert real estate advice to occupier, owner and investor clients, across the globe. Through our dedicated Corporate Capital Solutions team, we
support Private Equity firms in a variety of areas. Services include pre-acquisition due diligence to identify hidden liabilities and asset value to support negotiations;
accessing capital through sale and leasebacks and utilizing other funding strategies to maximize return on investment. We also create pre- and post-acquisition consolidation
and restructuring plans to reduce cost and increase profit.

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.

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.

Goldman Sachs (NYSE: GS) is one of the leading investors in alternatives globally, with over $450 billion in assets and more than 30 years of experience. The business invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Since 2003, Growth Equity at Goldman Sachs Alternatives has invested over $13 billion in companies led by visionary founders and CEOs. The team focuses on investments in growth stage and technology-driven companies spanning multiple industries, including enterprise technology, financial technology, consumer and healthcare.

Pollen Street Capital, a London-based asset manager with $8 billion in assets under management (AUM), specializes in control-oriented mid-market buyouts within financial services and asset-backed credit. The firm's equity investments aim for a 3x return, while its credit strategy prioritizes senior-secured portfolios with strong cash flow, structured in special purpose vehicles (SPVs). With over a decade of consistent performance and growth, Pollen Street has established a robust track record in delivering reliable investment outcomes.

Strategic Value Partners (“SVP”) is a global investment firm that focuses on special situations, private equity, opportunistic credit and financing opportunities. Today SVP manages approximately $22 billion in assets under management, and since inception, has invested more than $50 billion of capital, including more than $18 billion in Europe. The firm has over 200 employees, including more than 100 investment professionals, across its main offices in Greenwich (CT) and London, and a presence in Tokyo.

Voya Investment Management (IM) is the asset management business of Voya Financial, overseeing $341 billion in assets for institutions, financial intermediaries and individual investors as of 12/31/24. Drawing on a 50-year investing legacy and the expertise of 300+ investment professionals, Voya IM strategies span public and private fixed income, equities, multi-asset solutions and alternatives. Voya IM manages approximately $92 billion in assets across the private and alternative investments universe—from senior loans to private placements and commercial mortgage loans.

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.

Founded in 1997 and based in Holmdel, NJ, ZAIS has invested across multiple credit cycles at various levels in the capital structures of corporate and asset-backed securities. We offer a platform of complementary and diverse products, ranging from commingled funds to bespoke strategies in managed accounts and special situation vehicles to meet our clients' and investors' varying needs. ZAIS's investments have traditionally included CLOs, RMBS, CMBS, ABS and other credit products throughout North America and Europe.

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.

CBIZ, Inc. (NYSE:CBZ) is a publicly traded, leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth. We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow. Our 10,000+ team members across 160+ locations in 21 major markets provide top-tier industry expertise with local delivery, relationships and support.

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.

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.

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.

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.

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.

Abacus Group is a leading provider of managed IT,
multi-cloud, and cybersecurity services tailored for alternative investment
firms and the broader global financial services industry. Leveraging our proven
expertise and premium service, our secure, scalable, and integrated platform is
specifically designed to address the unique needs of asset managers, while
adapting to the ever-evolving security and regulatory landscape. Abacus Group
has offices across the US and the UK.

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

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.

Bolder Group Fund Solutions is
an independent global service provider of Governance, Corporate, Funds, and
Private Wealth Solutions to asset managers, corporations, multinationals and
HNWIs. Our fund professionals are globally located across 18 major
financial hubs and are your partners throughout the fund lifecycle — from fund
formation, and initial setup to launch and reporting.  With a focus on
Hedge Funds, RE/PE/VC, FOF, Digital Assets and Managed Accounts we are here for
you every step of the way.  Additional Services include but not limited
to: Fund Formation (by BGA law who provides a full range of legal services to
our clients from offices located in the BVI, Cayman Islands, and Hong Kong),
Fund Incorporation and Registered Agent, Independent Directors, Fund
Accounting, NAV Calculation, Investor Services, FATCA/CRS Reporting
Services,  AML and UBO Compliance, Treasury, Crypto, and Initial Coin
Offerings. Bolder technology is powered by BGX, Bolder’s Client
Platform, is the keystone for seamlessly integrating top-tier financial
software into Bolder’s operations. The platform ensures security through
two-factor authentication, focusing on a single-login approach for each client.

Cyberwolf is an exclusive cybersecurity solution that protects the private lives of VIPs, such as corporate executives, board members, high-net-worth individuals and their families. Imagine having a personal bodyguard for your entire online life, without compromising on convenience or privacy, so you can relax and focus on what matters. Our personal cybersecurity service combines the best enterprise-grade security technology with a collective of cyberexperts ready by your side. 

We've got their digital backs. Worldwide, 24/7.

GoldStar Trust is a leading provider specialized custody and capital markets services for Investors, Advisors, Issuers, and Investment Sponsors.  Our diverse client based includes RIAs, Family Offices, Broker-Dealers, Banks, Investment Issuers/Sponsors, Platforms, and other capital markets participants.  Goldstar Trust range of services include Institutional Custody, Self-directed and Advisor-directed IRA custody, Trustee, Escrow and Paying Agent. GoldStar Trust is known for comprehensive expertise, industry innovation and friendly, conscientious service.

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.

Ocorian (is a global leader and) specializes in customized corporate administration, fiduciary, and compliance solutions enhancing your business operations. Ocorian provides tailored, technology first fund solutions, whether you're launching, migrating, or entering new markets.

We leverage our expertise in establishing and administering alternative investment fund structures so you can focus on maximizing your fund's potential.

ocorian.com

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.

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.

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.