ALTSDC

The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit 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.

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.

CIBC AM is a wholly owned subsidiary of Canadian Imperial Bank of Commerce (“CIBC”), a publicly traded Canadian chartered bank. Formed in 1972, CIBC AM is one of Canada’s largest asset management firms, managing for its U.S. and non-U.S. clients over 170 billion USD of client assets as of June 30, 2024.  CIBC AM provides a range of industry leading investment management services and solutions to institutional and individual investors . The organization combines the flexibility and focus of a boutique firm with the robustness and resources of a large financial institution. While managing for institutional investors in multiple continents including North America, Asia, and Australia, in the US, institutional clients include a top 3 public pension plan and a top 10 corporate defined benefit plan. 

Cohen
& Company (“Cohen”) (COHN: NYSE American) was founded in 1999 as a private
investment firm focused on small- cap financial institutions and has grown into
a financial services company with an asset management division and a
broker-dealer. Cohen manages approximately $2.3 billion in assets through a
variety of investment vehicles. Cohen & Company Asset Management’s primary
strategies involve originating and managing private debt instruments issued by
insurance companies, originating and managing middle market multifamily
commercial real estate loans and managing insur[1]ance linked instruments
originated by reinsurance companies. The firm’s Capital Mar[1]kets division
raises private equity and private debt and provides capital markets, buy side
and sell side advisory services.   

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 an additional office in London. EJF manages
approximately $5.4 billion* of private equity assets, hedge fund assets, and
separately managed accounts, which includes $2.9 billion of CDO assets through
its affiliates. 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 September 30, 2024 includes $86.5 million of uncalled capital.

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.

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.

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.

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.

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 $1.3
trillion in assets under management as of 30 Sept 2024 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. For more information,
please visit www.nuveen.com.

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.

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.