ALTSSF

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/.

CalALTs helps asset managers, investors and service providers harness the power of connection to advance the alternative investment industry in California. Whether linking our members to peers, thought leaders, resources or ideas, everything we do is focused on fostering meaningful connections that drive tomorrow's success.

On March 1, the California Hedge Fund Association became California Alternative Investments Association “CalALTS” thus expanding its outreach to address the needs of managers across the investment spectrum, not just hedge funds.

CFA
Society San Francisco is the Bedrock of the  Bay Area's financial
community. For the past 90+ years, CFA Society San Francisco has led the
investment profession promoting the highest standards of professional excellence
and ethics, and offering thought leadership and career support programming that
innovates, inspires and engages a global community. Our 3500 members and 10,000
stakeholders represent all segments of the investment industry and includes
many in the technology sector and academia. Membership is open to all in the
investment field. Please visit: www.cfa-sf.org
to learn more about the Society and how to join!

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 2018, Fin Capital is a global asset manager focused on full lifecycle investing in B2B Fintech Software. Fin Capital is passionate about rolling up its sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset. Fin is headquartered in San Francisco, with offices in Los Angeles, Miami, and New York.

Templeton is a global investment organization with a mission to deliver better client outcomes through investment expertise, wealth management, and technology solutions. Its network of independent investment teams offers specialized expertise across the investment landscape, backed by Franklin Templeton’s global resources and infrastructure. The company has a 75-year history, serving clients in over 165 countries and managing overing $1.6 trillion in assets as of January 31, 2024. In the ETF space, industry veterans built our footprint on the back of Franklin Templeton’s solid foundation of helping investors achieve investment goals. Today, our ETF business represent US$20B in global AUM with over 100 ETFs and counting. 

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.

Nuveen is the investment management arm of TIAA, is one of the largest investment managers in the world with $989 billion in assets under management. Managing a broad array of assets across diverse asset classes, geographies, and investment styles, we offer solutions for a range of investors including pension funds, insurance companies, sovereign wealth funds, banks and family offices.

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. 

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.

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 www.arenaco.com for more information.

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.

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.

Preqin empowers financial professionals who invest in or allocate to private markets with essential data and insight to make confident decisions. It supports them throughout the entire investment lifecycle with critical information and leading analytics solutions. Preqin has pioneered rigorous methods of collecting private data for over 20 years, enabling more than 200,000 professionals globally to streamline how they raise capital, source deals and investments, understand performance, and stay informed. Acquired by BlackRock in 2025, Preqin complements the existing Aladdin technology platform to provide investment solutions for the whole portfolio. For more information visit www.preqin.com.

Our global fund services team combines industry-leading technology with high-quality customer service to offer solutions for alternative investments, mutual funds and exchange-traded products. Working alongside our corporate trust and custody team, the group holds more than $11 trillion in assets under custody and administration and operates a network of more than 3,600 employees in offices across the U.S. and Europe.