ALTSMIA

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 South Florida, Inc. (the Society), is a non-profit member organization dedicated to the highest standards of professional competence and integrity in the financial professions. The Society, founded in 1971, serves the investment community and its members by promoting active participation in the Society and by providing useful tools to advance personal and professional development among members.

The Society serves members living and working in South Florida, ranging generally from Ft. Lauderdale to Jupiter and is one of more than 140 CFA Institute affiliated professional societies in 150 countries and territories throughout the world. Our current membership consists of over 350 investment professionals, including members from bank trust departments, mutual funds, independent investment advisors, and other buy-side oriented financial professionals. As affiliates of the CFA Institute, we are part of a family of more than 135,000 members in 150 countries and territories, including the world’s 120,000 CFA charterholders.

The Miami Finance Forum is a not-for-profit membership organization comprised of professionals and executives from the world of finance, investment management, banking, commercial real estate, capital markets, private equity, venture capital, legal, accounting and related fields.  MFF creates programing that fosters and supports the continued growth of Miami and the rest of South Florida as the premier network of finance and investment professionals. It is dedicated to expanding the knowledge base and professional practices of its members, while ensuring that the region continues to attract and retain its top talent.  For information, visit www.miamifinanceforum.com.

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.

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

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.

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 insurance-linked instruments
originated by reinsurance companies. The firm’s Capital Markets division
raises private equity and private debt and provides capital markets, buy side
and sell side advisory services.

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. As of 31 March 2025, EQT had EUR 273 billion in total assets under management, within two business segments – Private Capital and Real Assets.

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.

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.

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).

MGG’s mostly non-sponsor portfolios of uncorrelated direct lending and structured solutions investments are designed to deliver consistent high cash yields with upside and superior risk-adjusted returns in all market cycles, with less than $33M in realized losses in $10.7B of originated investments. MGG’s direct lending and structured solutions strategies have delivered top-quartile unlevered returns compared to Cambridge Associate’s benchmarks. Our structured solutions funds target 15-20% net unlevered to LPs and our direct lending funds target 10%+ net unlevered to LPs. MGG's LPs are leading global, blue chip institutional endowment, foundation, pension, and insurance investors. MGG manages over $6.3 billion of committed capital inclusive of $524M leverage as of 12/31/24. MGG offers offshore vehicles in both drawdown and evergreen structures, including SFDR Article 8 EU/AIFMD Luxembourg, Delaware, Cayman and Canada vehicles, an insurance dedicated vehicle & a Rated Debt Feeder Fund.

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.

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.

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.

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.

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.

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.

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.

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

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

Alto's self-directed IRA platform enables investors to diversify their retirement portfolios with alternative assets like private equity, venture capital, real estate, private credit, and more. Alto acts as the IRA custodian for over $1.7B in assets with 30,000 self-directed IRA investors and supports more than 2,500 issuers who have raised capital on the platform. With minimal paperwork and competitive fees, Alto simplifies access to less-correlated, high-return investments. Users can establish Traditional, Roth, or SEP IRAs and seamlessly invest in private markets. Learn more at altoira.com

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.

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.

We are an independent and dynamic fund administrator delivering a full range of solutions across multiple asset classes. R&H Private Fund Services (“RHPFS”) is part of a privately owned, multi-disciplinary firm with a highly personalised level of client care and an uncompromising approach to technical excellence. With our experienced and qualified team, our clients receive the highest levels of service regardless of their jurisdiction, investment strategy or fund structure.

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business, and this fundamental part of our culture aligns us with the best interests of all our stakeholders. Our purpose is to maximize potential, and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

To learn more, visit JTCGroup.com.