The Carlyle Group

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

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.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

Galway Holdings specializes in the fields of financial services, finance, and insurance. Galway manages over $7 billion of insurance premiums, employs over 3,100 associates, and operates over 100 offices serving all 50 states.

Vantage Group Holdings offers property catastrophe reinsurance as well as specialty property reinsurance.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

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.

Livingstone Group specializes in software optimization and cloud asset management, assisting large and complex organizations globally in understanding and managing their software consumption and associated liabilities. By minimizing costs while enhancing both visibility and availability, Livingstone aims to improve its clients' software management strategies. The company is recognized for having the largest team of software licensing experts, covering all major software publishers. Additionally, Livingstone employs its proprietary LUCE technology to support internal teams and deliver Effective Licensing Positions (ELPs) to its customers, ensuring they can navigate the complexities of software licensing effectively.

Metropolitan Real Estate Equity Management, LLC is a real estate investment firm established in 2002, headquartered in New York, with additional offices in San Francisco and London. The firm specializes in fund of funds investments, catering primarily to institutional and high net worth investors. It manages private domestic and international real estate funds and has a focus on closed-end private equity multi-manager funds. Metropolitan Real Estate has built a reputation for offering tailored investment solutions that emphasize long-term value-add and opportunistic strategies. In 2013, it became a subsidiary of The Carlyle Group, and as of 2021, it operates under BentallGreenOak (U.S.) L.P. The firm continues to maintain its branding and management style while delivering comprehensive advisory services in the real estate sector.

The TCW Group is a Los Angeles-based asset management firm founded in 1971, with over four decades of investment experience. It offers a diverse range of products, including fixed-income, equities, emerging markets, and alternative investments. The firm manages one of the largest mutual fund complexes in the United States, serving a wide array of clients such as corporate and public pension plans, financial institutions, endowments, foundations, financial advisors, and high-net-worth individuals. TCW also provides debt facilities, including senior and secured debt, mezzanine financing, and recapitalization services for acquisition financing, buyouts, and growth capital. The firm operates globally, with offices in major financial centers including New York, Boston, Chicago, London, Hong Kong, and Tokyo.

SS&C Technologies, Inc. is a leading provider of investment management software and services tailored for the global financial services industry. Founded in 1986 and headquartered in Windsor, Connecticut, the company delivers a comprehensive suite of solutions that includes portfolio management, fund administration, risk and compliance, and trading and settlement services. SS&C's offerings also encompass business process management, data management, and employee benefits administration, serving a diverse clientele that includes alternative investments, asset management, banking, wealth management, and insurance sectors. With a global presence, SS&C supports approximately 5,000 financial organizations that collectively manage over $16 trillion in assets, providing them with the tools necessary for operational excellence and efficient investment management.

Trema Group specializes in treasury and asset management software tailored for corporations and financial institutions. Founded in 1992 and headquartered in London, the company offers two key products: TremaSuite and TremaOne. TremaSuite is a comprehensive suite that encompasses transaction and risk management, cash management, commercial loan management, portfolio and performance management, and accounting modules. TremaOne enhances this offering by providing extensive treasury functionality alongside end-to-end integration and automation, addressing processes from cash management to dealing and risk management. The software supports a wide range of instruments and functions within a single integrated, modular system, allowing clients to achieve immediate visibility and control over their treasury and asset management activities while ensuring compliance across their enterprises. Following its acquisition by Wall Street Systems Delaware, Inc. in 2006, Trema Group has continued to expand its presence with offices in Europe and North America.

Worldzen Holdings provides consulting and business process outsourcing services in financial services, insurance, and healthcare industries.

bfinance is an independent financial services firm based in the UK, established in 1999. The company offers tailored advice and solutions to a diverse range of clients, including corporate and public pension funds, insurance firms, endowments, sovereign wealth funds, public treasury funds, and family offices across the globe. Its expertise encompasses all traditional and alternative asset classes, allowing bfinance to assist clients in developing, implementing, and managing effective investment programs, as well as financing and treasury solutions. The firm has provided high-quality, customized advisory services to over 300 sophisticated investing institutions, which collectively manage more than $1 trillion in assets across more than 25 countries. Renowned for its innovative approaches in research, reporting, and investment manager selection, bfinance adapts its services to meet the evolving needs of its clients.