Investment Management

The Yale Student Investment Group is an independent undergraduate organization founded in 1982. Managing a portfolio of over $450,000 in diversified assets on behalf of the Yale endowment, YSIG is one of the oldest and largest independent undergraduate funds in the nation.

Penn Mutual Asset Management, LLC, a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company (Penn Mutual), is focused on risk-based institutional asset management, advisory and fund operating services. We are dedicated to creating value through a prudent

Established in 1992, Agriglobe has successfully served the agricultural investment community throughout California, with clientele that includes individuals, private and public corporations and international investment funds. In the years since our founding, Agriglobe has emerged as California’s lea

Boston Partners is a premier provider of value equity investment products that are firmly grounded in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners is focused on investing in companies with attractive value characteristics and strong business f

Where independent wealth management firms are created. We help independent portfolio managers launch, increase revenue, and focus on their clients.

Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys, accountants, financial planners, investment advisors / analysts, and administrative experts who all share a

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £50.31 billion of funds under direction (as at June 2021) on behalf of over 6,400 advisers and 205,000 investor clients. Our service includes an online platform, owned and built by us, and dedic

At Downing, they aim to make a difference in the lives of their investment community. They design & manage investment products that help investors look after their financial wellbeing, while their investment partnerships support businesses in their ambitions. So far, over 25,000 investors have b

Eden Capital is a sector-focused private equity firm backing leading management teams in technology, business services and education. The firm specializes in growing and investing in small and medium sized companies featuring proven, scalable business models, a profitable operating history and a sus

Le groupe Mata Capital, société indépendante et entrepreneuriale, propose des solutions d’investissement dans l’immobilier pour des investisseurs institutionnels et des groupes familiaux privés. Avec près de 2 milliards d’euros d’encours au 31 mars 2023, le groupe Mata Capital emploie 50 professio

Founded in 2016 by David Fredston, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors. Sole Source seeks founder-owned businesses or corporate carve-outs that will benefit from the team’s operating and M&A capabilities. The Firm ha

Wavebridge is a fintech startup that provides a digital asset management platform through various financial services.

We are the trusted ESG partner of top tier investors for a simple reason: we provide a one stop shop for their sustainability requirements at portfolio level. Our clients are some of the most sophisticated and leading Wealth Managers, Asset Managers, Investment Banks, Insurances and Asset Owners in

CION Investments is a leading manager of alternative investment solutions designed to redefine the way individual investors can build their portfolios and help meet their long-term investment goals. With more than 30 years of experience in the alternative asset management industry, CION strives to l

You’ve found the one fiduciary firm you can trust to manage all-encompassing global, cross-border business solutions. Whether your needs are corporate, institutional, or private, Harneys Fiduciary provides an integrated, flexible, and personalised end-to-end service globally, delivered by agile thin

At Headpoint we specialise in providing advanced strategy and corporate finance advice to shareholders and management teams of mid-sized private companies on a confidential basis, allowing them to unlock the full potential of their business, maximise company value, and achieve superior deal outcomes

Pinnacle Investment Management Group (ASX:PNI) provides specialist investment managers with superior global distribution, fund infrastructure and support services to enable them to focus on delivering investment excellence to their clients. Pinnacle consists of fifteen investment affiliates based in

Founded in 2004, AZ Capital is an independent investment bank that provides financial advisory services in corporate transactions such as mergers and acquisitions, divestitures, IPOs, private placements, capital increases and financial restructurings. Our objective is to build long-term relations

Single Family Office

Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront

ION Asset Management Ltd. is an Israel-based investment management company, with AuM of approximately USD 2.5 billion. Founded in 2006 by Stephen Levey and Jonathan Half, ION manages funds across multiple asset classes including hedge funds, managed accounts, private equity, SPAC and mutual fund adv

Pinpoint has delivered superior risk-adjusted investment returns for over 20 years. Its successful multi-manager platform comprises of investment specialists, dedicated to Asian markets.

CredCore is focused on credit management for CFOs, treasurers, capital markets teams and debt and equity fund managers. CredCore’s product platform modernizes governance of capital structures, automates workflows, and enhances collaboration to enable proactive investment decisions for actors in the

Swiss Life Asset Managers France is the asset management entity of Swiss Life Asset Managers in France. The company has 280 employees and EUR 56.7 billion in assets under management as of 30/06/2022. Swiss Life Asset Managers France draws on experienced teams, savoir-faire, long-term commitment to s

Headquartered in Salt Lake City, UT, Tower Arch Capital is a lower-middle market private equity firm. Tower Arch seeks to partner with and grow high-quality family and entrepreneur-owned companies to deliver long-term value for their management teams and investors.

The MENA FINTECH ASSOCIATION (MFTA) is an inclusive, not for profit association that fosters an open dialogue for the MENA Fintech community; shaping the future of financial services in the region. We have a growing community of Fintech startups and SMEs, financial institutions, technology companie

NCB Capital Markets Ltd. is the wealth and asset management arm of the National Commercial Bank offering investment options and advice for institutions and individuals. Previously Edward Gayle and Company Ltd, NCB Capital Markets Ltd. is one of the pioneers of the equity market in Jamaica, holding o

Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life insurance solutions geared toward high-net-worth individuals – Educational resources, including timely and relevant art

Predictis est le 1er courtier assurance-vie épargne de France ! Créé en 1997, et certifié ISO 9001, Predictis est spécialisé en solutions patrimoniales, épargne retraite, prévoyance et investissements immobiliers. Ses clients : professionnels (professions libérales, médicales, TNS) et particuliers

Managing your wealth should be simple. That’s why we’re making it personal. At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. We also provide access to our leading range of investment products. As a FTSE 100 company with £157.5 billion in managed funds, we

FINQ is an AI-powered investment platform. Using big data and cutting-edge science, FINQ analyzes the entire market continuously to offer objective and practical investing solutions. Our technology eliminates the biases and shortcomings of human intermediaries and allows everyone to invest with conf

BC Invest is a fast-growing diversified financial services group and non-bank mortgage lender headquartered in Hong Kong, offering mortgage lending solutions and asset management services. Current assets under management (AUM) exceed A$5 billion. BC Invest specialises in domestic mortgages to Aust

Leucadia Asset Management* (“LAM”) is a diversified alternative asset management platform offering predominantly institutional clients an innovative range of investment strategies through its affiliated asset managers. A focus on strategic alignment across LAM, its asset managers, and its institutio

Managing wealth and investments is what we do – how we do it is what sets us apart. At CapTrust, we’re passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our investm

📈 CapitalatWork Foyer Group: Your Partner in Asset Management At CapitalatWork, we are specialized in asset management for both private and professional investors. Our mission? To become your trusted wealth manager. 💡 What do we offer? We help our clients manage and structure their wealth. Throu

Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities. Formerly named GRT Capital Partners, LLC, the firm was renamed in November 2017, when it combined with Shepherd Kaplan, LLC (SK), a Boston-based Registered In

The FAIRR Initiative holds that intensive animal production poses material risks to the global financial system and hinders sustainable development. Our mission is to build a global network of investors who are focused and engaged on the risks linked to intensive animal production within the broade

The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. and the ATRAM Trust Corporation. This group manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third-party clients.

Class VI Partners provides investment banking and financial advisory services to middle-market businesses and entrepreneurs in Colorado and across the United States. The principals of Class VI Partners have completed hundreds of middle-market transactions and strategic advisory engagements, and by

AB CarVal is an established global alternative investment fund manager. Founded in 1987, AB CarVal has navigated through ever-changing market cycles, opportunistically investing $144 billion in 5,695 transactions across 82 countries. AB CarVal has an experienced team of approximately 205 employees i

Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking

Sweetwater Private Equity specializes in direct investments, co-investments and secondaries in the private markets, including venture capital, growth equity, leveraged buyouts and real estate. Our professionals have collectively managed billions (USD) in private investments across hundreds of compan

Founded in 1930, HighGround Advisors is a nonprofit investment management and trust services company with $2.6 billion in assets. Our purpose is to advance the life-transforming work of our nonprofit client partners, and those who support them, by protecting, strengthening and growing the assets the

Mirae Asset Global Investments was founded in Asia and now operates worldwide across 12 markets, where they take a collaborative approach in managing a fully diversified investment platform. Powered by a unique perspective and the expertise of our global investment professionals, they adapt to our

Clessidra stands out as one of the leading alternative investment operators in Italy, providing financial resources, qualified expertise, and experience in ESG integration to SMEs, while also meeting the wide demand for diversified products and services from major national and foreign institutional

The SILC Group is an alternative assets solutions specialist servicing the unique needs of investment managers, asset sponsors and wholesale investors through our distinct portfolio, digital and capital solutions. We provide astute qualifying investors an opportunity to collaborate with businesses,

We focus on providing our members with the adequate tools for their growth within prospective paths within the financial field, while also providing clients with results translated into excellence and true care.

We're at the cutting edge of wealth management and personal and institutional financial planning. Placing the utmost importance on human growth alongside financial guardianship and protection, we co-create prosperity for all our stakeholders.

Goodhart is a London-based independent institutional investment manager regulated by the FCA and founded in 2009. Our clients include public and private pension funds, family offices and wealth managers. We offer a narrow range of specialist investment strategies, managed in-house or in partnership

At New England Asset Management, Inc. (NEAM, Inc.), we strive to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. We aim to build true, enduring relati