PGIM

SoFi, established in 2011 and headquartered in San Francisco, operates as a commercial bank offering a range of financial services. Primarily serving early-career professionals, SoFi provides personal loans, mortgage refinancing, and student loan assistance. Their wealth management services include retirement savings plans, investment products, and credit card offerings. Additionally, they provide small business financing solutions.

PennyMac Mortgage Investment Trust is a specialty finance company based in Westlake Village, California, that primarily invests in mortgage-related assets in the United States. The company operates through three main segments: Credit Sensitive Strategies, Interest Rate Sensitive Strategies, and Correspondent Production. Its Credit Sensitive Strategies segment focuses on credit risk transfer agreements and investments in distressed loans and non-agency subordinated bonds. The Interest Rate Sensitive Strategies segment involves investments in mortgage servicing rights and mortgage-backed securities, along with related interest rate hedging activities. The Correspondent Production segment is dedicated to purchasing, pooling, and reselling newly originated prime credit residential loans. Additionally, the company maintains loan servicing and mortgage banking service agreements, offering a range of services such as payment collection, escrow management, customer service, and loss mitigation. Founded in 2009, PennyMac Mortgage Investment Trust qualifies as a real estate investment trust, enabling it to avoid federal corporate income taxes by distributing a significant portion of its taxable income to shareholders.

Montana Capital Partners AG, established in 2011 and headquartered in Baar, Switzerland, is a private equity firm specializing in secondary investments. It focuses on acquiring stakes in small to mid-market buyout funds, as well as larger funds, fund of funds, and structured transactions. The firm invests globally, with a primary focus on Western Europe and North America, and considers direct secondaries, co-investments, single fund positions, and fund portfolios. Montana Capital Partners AG also engages in primary advisory activities and typically seeks majority stakes in its portfolio companies.

Taronga Group is an investment management firm based in Sydney, Australia, established in 2015. The firm focuses on venture capital and fund management, with a particular emphasis on the technology sector, including energy, utilities, infrastructure, logistics, and digital construction. Taronga Group aims to provide innovative solutions that create lasting value for investors and the communities it serves. In addition to its investment activities, the firm supports technology companies through initiatives like RealtechX, which connects them with corporates and government agencies. By concentrating on smart assets and data analytics, Taronga Group seeks to foster innovation and drive growth in the sectors it invests in.