ALTSCHI

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 Chicago, the world's oldest investment analysts society, aims to lead the investment profession by promoting the highest standards of ethics and education, while serving as the premier local resource for Chartered Financial Analysts, candidates, other investment professionals and our community. The Society was founded in 1925, with a membership of 4. Today, the Society is the 6th largest in the world under CFA Institute, with more than 4,700 members. It offers diverse programming content including luncheon programs, educational seminars, professional development workshops, events addressing the unique challenges facing women in the industry, and social group outings.

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.

At AllianceBernstein (AB), we strive to be our clients’ most valued asset-management partner.

We bring together diverse ideas and perspectives that help us think differently. Working as responsible corporate citizens, we create innovative solutions that drive better outcomes for our clients, society and the planet.

At AB, we are fully invested.

“Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services. Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms. The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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.

RBC GAM’s BlueBay fixed income platform seeks to embody the best aspects of alternative credit investing by providing clients access to emerging trends and dislocation within global markets through vehicles optimized to manage risks and execution. By leveraging a single investment platform, we can utilize the substantial resources across our entire business with more than 130 investment professionals to create differentiated portfolios. Through this approach, we seek to meet our clients’ risk/return objectives while providing additional diversification across their overall portfolio. Today, we are a leading global alternative credit specialist manager with a comprehensive offering across the sub-asset classes and we continue to evolve and innovate in an ever-changing market.

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 ac-celerate 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 22 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.

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.

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.

How Are We Different:

0. Leon Capital Group is one of highest performing multi-decade private real estate investors, exceeding Pitchbook’s North American Real Estate 15-year Horizon IRR Index by over 1229 basis points.
1. We are an investor first, putting up substantial capital alongside our third-party investors. Our priority is compounding capital, and prioritizing wealth creation for all parties, rather than fee income.
2. We offer nimble funds that provide diversification to larger asset manager alternative products. We buy, develop and finance real estate assets that fall well below institutions’ radar therefore creating the potential for a differentiated return source.

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.