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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 New York was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals, CFA Society New York remains steady as a leading forum for the investment community since 1937. The mission of CFA Society New York is to serve the needs of all members and investment professionals and to educate the investing public. The fundamental objectives of CFA Society New York are: To provide the premier forum for the exchange of information among investment professionals, corporate management, and other interested members of the public, to maintain an active program of leadership development, career assistance, and continuing education, to encourage the pursuit of high standards of ethics and professional conduct, and to promote integrity and professionalism.

A future where more people have access to opportunities for creating wealth—it’s the promise of human-centered capitalism. Deloitte’s professionals bring a broad and powerful perspective that is experience-driven, strategic, and constantly evolving. Whether you’re in private equity, hedge funds or mutual funds, Deloitte’s Investment Management practice can help you turn challenges into opportunities in an everchanging marketplace.

American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, we deliver enduring value through traditional and alternative solutions designed to meet investors’ evolving needs. Our unique platform delivers strategic benefits to affiliates through a full suite of distribution, operational and administrative services. Our affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc.

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 $2.4 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.

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.

Herbert Smith Freehills Kramer (HSF Kramer) was formed in June 2025 through the transformational combination of Herbert Smith Freehills and Kramer Levin, creating a world-leading global law firm. With more than 6,000 people including approximately 2,700 lawyers spanning 26 offices, HSF Kramer provides comprehensive legal services across every major region of the world. Uniquely positioned to help clients achieve ambitious objectives, HSF Kramer delivers exceptional results in complex transactions and high-stakes disputes.

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 $83 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.

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.

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.

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.

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.

Montana Capital Partners is an established global private equity secondaries mid-marketmanager, overseeing USD 5 billion across six funds. As part of PGIM, the USD 1.4 trillion AuM investment management arm of Prudential Financial, Inc. (PFI, NYSE: PRU), MCP maintains an extensive sourcing network in North America and Western Europe. MCP focuses on customized LP partnership and fund-of-fund transactions, as well as GP solutions in the lower mid-market.

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.