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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/.

CFA Society North Carolina (CFANC) was established in 1971 to provide education and support to the area’s investment professionals. The CFA NC is one of the world’s largest societies of investment professionals. As of August 2008: CFA NC was ranked #11 in the United States among CFA Institute societies, making our society one of the largest in the nation. CFA NC ranked #20 globally among all CFA Institute societies, again making our society one of the largest internationally. As of September 2009, CFA NC had 938 members.

CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 2001. CFA Society South Carolina has over 240 members and is a member society with CFA Institute. Our members are part of a global network of more than 190,000 finance and investment professionals in more than 160 countries and territories.

World class partnership between Calamos Investments, a leader in liquid alternatives and Aksia, a leader in private markets. Calamos Investments is renowned for its innovative, risk -managed performance across asset classes with $43.7 billion in assets under management; $19.9 billion in liquid alternatives. Aksia is a private markets consultant and investment manager with global access and extensive experience investing across private equity, private credit, real assets and hedge funds, with $370 billion in total advised and managed client assets, including $137 billion in private credit. Calamos firm data as of 7/31/25. Aksia firm data as of 6/30/25.

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.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate, and hedge funds—on behalf of institutions, advisors, and individual investors globally. With offices in 26 countries, Neuberger Berman’s diverse team has over 2,800 professionals. For 10 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $538 billion in client assets as of June 30, 2025. For more information, please visit our website at www.nb.com.

Berkshire Global Advisors has been a trusted leader in M&A and strategic advisory services in the financial services industry for over 40 years. As an independent, employee-owned investment bank, we specialize in wealth management, investment management, private markets, fintech, and related sectors.

Our depth of experience and client-first approach ensure tailored strategies aligned with our clients' growth, strategic, and liquidity objectives. With over 575 successful transactions, we leverage deep market knowledge to foster innovative and lasting partnerships.

Our private markets advisory practice focuses on financing and strategic transactions across private equity, credit, real estate and infrastructure GPs, where we help firms with capital solutions to solve for GP financing needs, secondary liquidity, succession planning, continuation vehicles and other solutions to optimize platform execution.  

Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We 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.

Alumni Ventures was founded in 2014 to offer professionally managed venture portfolios directly to individual accredited investors. AV has raised nearly $1.5B from 11,000+ individual investors and invested that capital directly into over 1,500 historical and active portfolio companies — ranking AV as one of the most active domestic venture capitalists. In early 2024, Alumni Ventures launched an institutional effort to bring its investment platform to the traditional professional investor/portfolio manager community.  Across both business verticals, AV follows a core investment model: invest early, invest with the best, and follow the winners.

MC Credit Partners manages middle market direct lending funds within an alpha generative approach. Founded by Ashok Nayyar nearly 15 years ago, former Global Head of Morgan Stanley’s Leveraged Finance business, MC Credit offers creative and comprehensive financing solutions and invests primarily in directly originated and negotiated senior secured loans. Together, MC Credit’s senior investment team possess more than 350 years of collective experience and have provided more than $500 billion of capital for companies.

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.

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

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.

Cranfill Sumner LLP is a multi-disciplinary law firm with 80+ attorneys serving clients with offices located in Raleigh, Charlotte, Wilmington, and Washington, D.C. Founded in North Carolina in 1992, we advise and represent clients in all stages of litigation before federal and state courts, as well as select administrative agencies.

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.

Osterweis Capital Management was founded in 1983 to serve the portfolio management needs of high net worth individuals. We believe the best way to protect and grow assets is through carefully selected, high conviction portfolios that can capture upside while helping to protect on the downside. We manage over $8 billion in assets between our equity and fixed income investment strategies, which are available through mutual funds and separate accounts.