BlackRock

HPS Investment Partners, established in 2007, is a global investment firm specializing in non-investment grade credit. With over 200 employees, including 93 investment professionals, and offices in New York and nine other global locations, HPS manages approximately $30 billion in assets. The firm offers a range of investment strategies, from syndicated leveraged loans and high-yield bonds to senior secured debt, mezzanine financing, and asset-based leasing. HPS caters to companies of various sizes, providing customized investment solutions. Originally formed as a unit of Highbridge Capital Management, a subsidiary of J.P. Morgan Asset Management, HPS was acquired by its principals in 2016.

GeoWealth is a turnkey asset management platform tailored for registered investment advisors. The company offers a cloud-based wealth management technology solution that encompasses a comprehensive suite of features, including reporting, reconciliation, aggregation, billing, and trading. By providing customizable investment strategies and access to a range of model portfolios, GeoWealth empowers advisors to enhance their operational efficiency and better serve their clients. The platform is designed to address the unique challenges faced by advisors throughout the wealth management lifecycle, enabling them to grow their business more effectively.

SpiderRock Advisors is a wealth management firm that specializes in providing managed accounts, investment strategies, and asset management services. The company caters to registered investment advisors, family offices, independent brokers, and institutional clients. Its offerings include concentrated stock hedging, portfolio hedging, index and equity call writing, as well as cash-secured put writing and negative duration equity. By employing these strategies, SpiderRock Advisors aims to enhance client income while minimizing tax liability.

Pagaya is a financial technology company focused on transforming the asset management and lending landscapes through advanced machine learning and big data analytics. By utilizing sophisticated AI-driven credit analysis technologies, Pagaya aims to enhance the lending marketplace and improve the overall customer experience in the credit industry. The company's proprietary technology platform integrates into a network of partners to streamline access to credit while supporting institutional investors, including pension funds, insurance companies, and banks. Pagaya's emphasis on fixed income and alternative credit services reflects its commitment to delivering scalable performance and value within the financial sector. Operating primarily in the United States, Pagaya seeks to create a more efficient and effective credit ecosystem for both institutions and consumers.

Ditrolic Energy specializes in providing renewable energy solutions aimed at facilitating the transition to net-zero carbon energy. The company focuses on developing integrated renewable energy infrastructure, which encompasses solar and wind energy, energy management, and energy storage systems. In addition to these core services, Ditrolic Energy offers energy efficiency solutions, asset management, and operational maintenance, ensuring that clients have comprehensive support in their pursuit of clean energy. Through its offerings, the company aims to enable access to sustainable energy sources, helping clients achieve their environmental and carbon reduction goals.

Jupiter Power is an independent power producer focused on energy storage solutions. The company specializes in providing power management for a dynamic energy grid by utilizing advanced energy storage technologies. This approach ensures that clean energy is accessible when and where it is needed, helping clients secure affordable power resources. With expertise in trading, analytics, development, finance, and operations, Jupiter Power is well-positioned to address the challenges of modern energy demands.

South Street Securities LLC, established in 2001 and headquartered in New York, is a broker-dealer specializing in trade execution and financing services. The company focuses on financing matched books of U.S. Government and Agency repurchase agreements, utilizing a portfolio of financing collateral comprising government-backed debt, such as Ginnie Mae, Federal Home Loan Bank, and SBA loan pools, as well as Fannie and Freddie paper. South Street Securities offers trading and financing services, back office support including clearing and settlement, and managed services such as data management and security. The company's expertise extends to various financial services, including repo cash investment, repo security financing, fixed-income trading, and securities lending, catering to institutional investors, hedge funds, asset managers, and banks.

Leightal Capital Management is a global hedge fund that invests in a variety of asset classes, including equities, fixed income, and commodities. The fund is managed by a team of experienced professionals with a proven track record of success. Leightal Capital Management is committed to providing its investors with superior returns over the long term. The fund's investment philosophy is based on the belief that alpha can be generated by identifying and investing in mispriced assets. The fund's investment team uses a variety of research and analysis techniques to identify mispriced assets. The team also has a strong focus on risk management and capital preservation. Leightal Capital Management is a good choice for investors who are looking for a long-term investment partner with a proven track record of success.

Clarity AI, Inc. is a technology company that specializes in delivering insights on environmental and social impacts to investors and organizations through a sustainability platform. Utilizing machine learning and big data, Clarity AI's software allows for systematic measurement and optimization of the social impact of investment portfolios. The platform analyzes a vast array of data, including information on over 30,000 companies, 135,000 funds, 198 countries, and 187 local governments, thereby providing comprehensive analytics for investment, corporate research, and regulatory reporting. Founded in 2017 and headquartered in Albany, New York, with additional offices in Madrid and London, Clarity AI serves a diverse client base that manages trillions in assets, equipping decision-makers with the necessary tools to understand and enhance their social and environmental impacts.

Clarity AI, Inc. is a technology company that specializes in delivering insights on environmental and social impacts to investors and organizations through a sustainability platform. Utilizing machine learning and big data, Clarity AI's software allows for systematic measurement and optimization of the social impact of investment portfolios. The platform analyzes a vast array of data, including information on over 30,000 companies, 135,000 funds, 198 countries, and 187 local governments, thereby providing comprehensive analytics for investment, corporate research, and regulatory reporting. Founded in 2017 and headquartered in Albany, New York, with additional offices in Madrid and London, Clarity AI serves a diverse client base that manages trillions in assets, equipping decision-makers with the necessary tools to understand and enhance their social and environmental impacts.

SpiderRock Advisors is a wealth management firm that specializes in providing managed accounts, investment strategies, and asset management services. The company caters to registered investment advisors, family offices, independent brokers, and institutional clients. Its offerings include concentrated stock hedging, portfolio hedging, index and equity call writing, as well as cash-secured put writing and negative duration equity. By employing these strategies, SpiderRock Advisors aims to enhance client income while minimizing tax liability.

Aperio Group, LLC, established in 1999 and headquartered in Sausalito, California, is a privately owned investment manager. It caters to a diverse client base, including high net worth individuals, investment companies, pension funds, and charitable organizations. Aperio specializes in creating custom, quantitative-driven equity portfolios tailored to clients' specific needs, risk factors, and ESG values. The firm's technology-based processes and consultative approach aim to deliver flexibility, efficiency, and insight, fostering trust and long-term client relationships. As of 2018, Aperio operates as a subsidiary of Golden Gate Capital.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

CacheMatrix Holdings LLC is a Software-as-a-Service company that specializes in financial technology solutions aimed at enhancing cash management for banks and their corporate clients. The company offers a range of web-based liquidity trading systems, including money market portals that allow institutional investors to access diverse fund options, real-time trading, and customizable reporting. Its products also include Atlas, which provides visibility into money market fund holdings, and CacheFI, a fixed income trading module that connects directly with bank-sponsored money market portals. Additionally, CacheMatrix features CacheSweep, which automates and improves sweep processing, and MbOX, a tool that offers transparency into portal omnibus positions. Serving a diverse clientele that includes global banks, asset managers, hedge funds, and custodians, CacheMatrix facilitates approximately $200 billion in client assets and supports financial institutions in making informed liquidity decisions. Founded in 2003, the company is headquartered in Denver, Colorado.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

FutureAdvisor, founded in 2010 and based in Seattle, Washington, specializes in investment advisory services aimed at simplifying wealth management for clients. The company offers a platform that provides personalized, data-driven recommendations to optimize 401(k) plans and IRAs. Its services include financial projections and individualized diversification strategies to enhance investment portfolios. Recognizing the challenges many investors face, FutureAdvisor leverages the principles of index investing, which historically outperforms many actively managed funds, to guide clients in making informed decisions. By focusing on low-cost investment options, FutureAdvisor seeks to make effective wealth management accessible to a broader audience. In 2015, FutureAdvisor became a subsidiary of BlackRock, Inc., further strengthening its capabilities in the financial advisory sector.

Barclays Global Investors was an investment management subsidiary of Barclays Bank, headquartered in San Francisco. As the largest corporate money manager in the world, it managed over £1.04 trillion (US$2.08 trillion) in assets as of October 2007. The firm had research and portfolio management teams located in key financial hubs including London, Sydney, Tokyo, and Toronto, along with client service offices in various major financial centers across Europe, North America, and Asia. In its operational history, Barclays Global Investors played a significant role in the investment management industry before being acquired by BlackRock.

State Street Research & Management is an investment management company. It provides services for high-net-worth individuals; banking and thrift institutions; investment companies; pension and profit sharing plans; pooled investment vehicles; charitable organizations; corporations; and state and municipal government entities. State Street Research & Management manages separate client-focused portfolios and also serves as an investment advisor to a family of mutual funds. The firm invests in the public equity and fixed income markets across the globe, focusing on the United States and Canada. It invests in growth and value stocks of small- mid- and large-cap companies, employing quantitative analysis and hedging techniques. State Street Research & Management was founded in 1924 and is based in Boston, Massachusetts, with an additional office in New York. It was acquired by BlackRock, Inc. on January 31, 2005.