BNY

W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.

Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

Headquartered in Los Angeles with a satellite offices in Dallas and Chicago, Valkyrie assists clients on and between coasts. Valkyrie is a multi-asset management company providing a wide range of investment management services to clients as trusted fiduciary advisors. We create and manage bespoke portfolios, including safe exposure to digital assets and other frontier investments. Whether you’re an endowment, entrepreneur, family office, or individual, we will not only protect your wealth but we’ll also help it thrive in the world. At Valkyrie, our mission is to invest responsibly to enable economic prosperity, technological innovation, and social progress.

Valkyrie Investments is a specialized alternative asset management firm.

Chainalysis Inc. is a blockchain analysis company that specializes in anti-money laundering software tailored for cryptocurrency businesses. Founded in 2014 and headquartered in New York, the company offers a range of products aimed at enhancing compliance and mitigating risks associated with cryptocurrency transactions. Key offerings include REACTOR, an interactive investigation tool that identifies offenders and visualizes data, and an API that provides transaction-based risk scoring by analyzing the sources and destinations of funds. Additionally, Chainalysis provides activity monitoring reports and diligence tools to help financial institutions assess emerging threats and estimate criminal revenues. Its services cater to government agencies, banks, exchanges, insurance companies, and cryptocurrency businesses, facilitating safer interactions within the decentralized financial landscape. The company also has offices in Copenhagen, Tokyo, and Singapore.

Since 2001, Volante has been focused on addressing the challenges of financial message integration and payments on-boarding, processing and orchestration. With a broad range of over 85 financial institutions and corporates as clients in 26 countries they provide the business agility needed to be competitive and thrive in the digital payments age by quickly dealing with the complexities of change, and taking advantage of business opportunities as they arise. All Volante products are born from a heritage of payments and financial message integration, and are rich with innovative functionality as a result of best practice driven R&D over the past 16 years. This means that their products coupled with their growing and maintained library of hundreds of international and domestic message standards plugins and transformations enable projects to be completed in months not years, or weeks not months, while insulating core systems from change.

Proxymity Limited is a digital platform focused on enhancing proxy voting and investor communications. Founded in 2017 and based in London, the company provides a solution that connects issuers, intermediaries, and investors in real time, improving the efficiency and transparency of the voting process for ordinary shares. Proxymity's platform automates shareholder disclosure requests and responses in compliance with regulatory requirements, facilitating a seamless exchange of meeting data and votes without the need for manual data entry or paper-based transfers. This innovative approach streamlines the flow of information and enhances the overall experience for all parties involved in the proxy voting process.

Fundbox, Inc. is a technology company based in San Francisco, California, with an additional office in Plano, Texas, that specializes in providing payment and credit solutions for small and mid-size businesses (SMBs). Founded in 2013, Fundbox operates an AI-driven cash flow management platform designed to streamline business payments and enhance credit network systems. By leveraging machine learning and deep data analytics, Fundbox offers invoice financing and lines of credit, enabling businesses to improve their cash flow by accelerating payments against outstanding invoices. This allows sellers of all sizes to enhance their average order volumes and close rates by providing more competitive payment terms to their SMB buyers, thereby disrupting the B2B commerce market.

Quantexa Limited is an information technology company based in London, specializing in entity resolution and network building technology. Founded in 2016, Quantexa offers solutions that include comprehensive customer and network views, fraud detection, compliance, anti-money laundering, and surveillance. The company's technology leverages real-time entity resolution, network analytics, and artificial intelligence to integrate diverse data sets and enhance decision-making for its clients. Quantexa serves a global clientele across various sectors, including financial services, corporate, and public institutions, and has established a strategic alliance with Accenture. The company operates internationally with offices in the UK, Brussels, New York, Boston, and Sydney.

Fireblocks Inc. is a New York-based company founded in 2018 that specializes in blockchain-based security services for managing digital assets. The platform provides a secure method for transferring digital assets between exchanges, wallets, custodians, and counterparties, ensuring the safe transmission of these assets in transit. Focused on financial institutions, Fireblocks utilizes patent-pending chip isolation security and model predictive control technology to enhance the protection of digital assets. Additionally, the company has a presence in Tel Aviv, Israel, further supporting its global operations.

Milestone Group is a global provider of investment technology solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. We are a technology company, born from a consulting and operational heritage which allows us to understand the bigger picture. Our company is recognised globally as a thought leader and an architect of new enterprise business solutions for the funds industry. Our solutions continue to lead the industry towards enhanced best practice in efficiency and control in new areas through ongoing research and development. We have established operations in Boston, London and Cape Town, with our headquarters in Sydney, Australia. Our clients operate our solutions across 15 countries, and we provide 24 x 7 follow-the-sun support operations. Our team is grounded on the principal of industry experience. Our people are drawn from the world’s most highly regarded investment houses, fund distributors, banks and financial administrators, many having direct operations management experience. Our Purpose is to improve revenues with innovative technology, drive down costs with in-built efficiency and reduce risk with design simplicity. Our clients are some of the world’s leading financial institutions – asset managers, life companies, pension funds, fund distributors and administrators. Each seeks measurable growth, founded on making sound decisions about their technology for today and for the future. Our pControl solutions help organizations deliver new products to market, with speed and agility, safety of operations, and low operating cost. pControl integrates seamlessly with existing core technologies and is trusted by the industry’s leading firms to enable their investment product strategies.

Fireblocks Inc. is a New York-based company founded in 2018 that specializes in blockchain-based security services for managing digital assets. The platform provides a secure method for transferring digital assets between exchanges, wallets, custodians, and counterparties, ensuring the safe transmission of these assets in transit. Focused on financial institutions, Fireblocks utilizes patent-pending chip isolation security and model predictive control technology to enhance the protection of digital assets. Additionally, the company has a presence in Tel Aviv, Israel, further supporting its global operations.

HQLAᵡ is a financial technology innovation firm that leverages R3’s distributed ledger technology, Corda, to provide liquidity management and collateral management solutions for institutional clients in the global securities financing markets. HQLAᵡ and Deutsche Börse Group formed a strategic partnership for the creation of a joint operating model that provides market participants with improved collateral mobility across a fragmented securities settlement eco-system.

Since 2001, Volante has been focused on addressing the challenges of financial message integration and payments on-boarding, processing and orchestration. With a broad range of over 85 financial institutions and corporates as clients in 26 countries they provide the business agility needed to be competitive and thrive in the digital payments age by quickly dealing with the complexities of change, and taking advantage of business opportunities as they arise. All Volante products are born from a heritage of payments and financial message integration, and are rich with innovative functionality as a result of best practice driven R&D over the past 16 years. This means that their products coupled with their growing and maintained library of hundreds of international and domestic message standards plugins and transformations enable projects to be completed in months not years, or weeks not months, while insulating core systems from change.

Proxymity Limited is a digital platform focused on enhancing proxy voting and investor communications. Founded in 2017 and based in London, the company provides a solution that connects issuers, intermediaries, and investors in real time, improving the efficiency and transparency of the voting process for ordinary shares. Proxymity's platform automates shareholder disclosure requests and responses in compliance with regulatory requirements, facilitating a seamless exchange of meeting data and votes without the need for manual data entry or paper-based transfers. This innovative approach streamlines the flow of information and enhances the overall experience for all parties involved in the proxy voting process.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Civic Champs, Inc. is a software developer that provides an application designed to assist nonprofit organizations in managing volunteer activities and tracking essential data for grant applications. The app utilizes geofencing technology to monitor volunteer check-ins and check-outs, streamlining the process of hour tracking and engagement. In addition to time management, the platform facilitates small donations, event scheduling, and mentorship tracking, while offering real-time data access and feedback mechanisms. Founded in 2019 and headquartered in Bloomington, Indiana, with an additional office in Pittsburgh, Pennsylvania, Civic Champs aims to reduce the administrative burden on nonprofits by automating volunteer management tasks. The application is available for download on both the App Store and Google Play.

Vestwell is a digital retirement platform founded in 2016 and headquartered in New York, New York. It simplifies the offering and administration of 401(k) plans for advisors, employers, and employees by eliminating traditional challenges associated with retirement plan management. The platform features seamless plan design, automated onboarding, and streamlined administration, all while providing flexible investment strategies at competitive prices. By serving as a single point of contact, Vestwell enhances the retirement planning experience, ensuring that both plan sponsors and participants have their interests prioritized. Additionally, the platform supports registered investment advisors with automated compliance options tailored to the specific rules and regulations governing defined contributions.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

C.C. Busy, Inc. is a company based in Pittsburgh, Pennsylvania, that specializes in developing software and training for home-based child care providers in the state. Founded in 2018, C.C. Busy focuses on automating documentation processes to alleviate the burden of paperwork that often distracts providers from their primary responsibility of caring for children. The company's platform leverages voice assistants to help providers log daily activities for each child, which can be shared with parents and regulatory bodies. Additionally, C.C. Busy offers capabilities to automate invoicing and generate reports for the Child and Adult Care Food Program. By streamlining these administrative tasks, C.C. Busy enables child care providers to enhance their efficiency, remain compliant with regulations, and maintain effective communication with parents.

C.C. Busy, Inc. is a company based in Pittsburgh, Pennsylvania, that specializes in developing software and training for home-based child care providers in the state. Founded in 2018, C.C. Busy focuses on automating documentation processes to alleviate the burden of paperwork that often distracts providers from their primary responsibility of caring for children. The company's platform leverages voice assistants to help providers log daily activities for each child, which can be shared with parents and regulatory bodies. Additionally, C.C. Busy offers capabilities to automate invoicing and generate reports for the Child and Adult Care Food Program. By streamlining these administrative tasks, C.C. Busy enables child care providers to enhance their efficiency, remain compliant with regulations, and maintain effective communication with parents.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

DBV-X, a new EU regulated marketplace for collateral and secured deposits, will go live in Europe later this year. Focused solely on funding and collateral needs, DBV-X will offer market participants cost-efficient and rapid access to a diverse range of counterparties and high-quality liquid assets. All participants sign a single standard legal agreement to join the platform and have full control over the products and counterparties used, thereby enabling a peer-to-peer market to flourish.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Luminex Trading & Analytics specializes in providing an equity trading platform designed to enhance the efficiency of institutional investors in sourcing block liquidity. The platform facilitates access to clean and natural block liquidity while significantly reducing trading costs. By engaging exclusively with venue-approved participants, Luminex ensures low-cost trading with minimal information leakage, thereby allowing traders to execute large block trades with reduced market impact. This focus on transparency and cost-effectiveness positions Luminex as a valuable resource for the institutional money management community.

Cutwater Asset Management is a client-focused and solutions-based investment advisor focused exclusively on fixed income investments. Cutwater's model combines world-class investment expertise and risk management capabilities with exceptional client service, in-depth consultation, and extensive interaction between clients and the investment team. Their clients include state and local governments, financial institutions, pension funds, unions, insurance companies, corporations and consultants. As one of the largest institutional fixed-income investment managers in the world, Cutwater’s model combines proven investment expertise and risk management capabilities with exceptional client service. Cutwater's investment philosophy is based on a set of fundamental tenets that define their approach to managing fixed income portfolios. The objective of their investment philosophy is to provide their clients with consistent, top quartile risk-adjusted portfolio performance through market cycles. On 2 January, 2015 Cutwater Asset Management was acquired by BNY Mellon. Cutwater is part of BNY Mellon's $1.6 trillion in assets multi-boutique investment business and is operated by Insight Investment, a leading European asset manager and one of BNY Mellon's premier investment firms.

FastMatch is an electronic communication network designed for foreign exchange trading. The company provides a trading platform that caters to both sell-side and buy-side market participants, including retail brokers, institutions, banks, hedge funds, and proprietary trading firms. FastMatch focuses on delivering access to significant pools of diversified liquidity with a strong emphasis on speed and transparency, ensuring that its customers benefit from optimal trading conditions.

3 Advisors is an independent investment counselling firm dedicated to the development, execution and maintenance of our clients' effective and independent portfolio strategies. They are a trusted advisor to both wealthy families and institutional clients and, through our work, have earned the reputation as Canada's independent investment counsellor of choice in this highly specialized field.

Allbridge offers enterprise wealth management services to its clients. The company's range of services include consolidated reporting, compliance, operations, data management, and distribution analytics. Furthermore, it offers business consulting services to its clients. Allbridge was founded in 1993 by Susan Stevens and is based in New Jersey.

PNC Global Investment Servicing provides processing, technology, and business intelligence services to asset managers, broker/dealers, and financial advisors. It offers fund accounting and administration, wealth management reporting, subaccounting, transfer agency and shareholder, marketing and distribution, managed account, integrated banking transaction, accounting and administration, custody and securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer support, financial planner support, health savings account, and bill payment and presentment services. PNC Global Investment Servicing was formerly a subsidiary of PNC Financial Services until being acquired by BNY Mellon in 2010.

Insight Fund I is a venture capital fund managed by Insight Investment Management (Global) Limited, a specialist asset manager based in London, United Kingdom. Established in 2002, Insight Investment focuses on providing tailored investment solutions for a diverse clientele, including pension funds, insurers, sovereign wealth funds, charities, and private investors. The fund invests primarily in China, leveraging the firm’s expertise in various asset classes such as equity, fixed income, and alternative investments. With a commitment to delivering consistent performance, Insight Investment employs a combination of in-house and external research to inform its investment strategies, ensuring alignment with the specific needs of its clients.

GlobeImmune, Inc. is a biopharmaceutical company based in Louisville, Colorado, dedicated to developing therapeutic products for cancer and infectious diseases through its proprietary Tarmogen platform. The company’s pipeline includes GS-4774, currently in Phase 2 trials for hepatitis B virus treatment, and various candidates targeting cancer, such as GI-6207 for medullary thyroid cancer, GI-6301 for tumors expressing the brachyury protein, and GI-4000 for resected pancreatic cancer. Additionally, GlobeImmune is advancing several candidates for infectious diseases, including GI-19000 for tuberculosis, GI-2010 for HIV, and GI-18000 for hepatitis D virus, currently in preclinical stages. The Tarmogen platform also includes products designed to address challenges in cancer therapy, such as preventing the emergence of mutated escape variants. The company has established strategic collaborations with Gilead Sciences and Celgene Corporation. Originally founded as Ceres Pharmaceuticals in 1995, GlobeImmune changed its name in 2001 to reflect its focus on innovative immunotherapy solutions.

Shoes For Crews has been the trusted leader in safety footwear to foodservice, hospitality, healthcare and industrial employees for over 30 years. Their mission is to help protect you from Slip and Fall accidents by providing the most comfortable and slip-resistant footwear available anywhere. They research, design, engineer and manufacture every shoe they sell to provide you the best in comfort, style, durability and slip-resistance. Take a walk in their shoes for 60 days. If you're not happy with your shoes for any reason, exchange your shoes for free or return them, no questions asked. Shoes For Crews® began producing slip-resistant footwear in 1984 and through superior outsole technology quickly became the industry leader. They have stayed on top by working hard to deliver you an unbeatable product at a great price. Your safety and satisfaction is their ultimate goal.

Online business-to-business integrated digital currency and barter web solution for sellers and buyers

Cycore AB, founded in 1996 and headquartered in Uppsala, Sweden, specializes in developing interactive 3D graphics software for e-business. The company's flagship product, Cult3D, is a multi-platform 3D rendering engine that enables businesses to create and display interactive 3D animations on websites and in electronic documentation. This technology is designed for various devices, including personal computers and handheld devices such as PDAs and smartphones. In addition to its core focus on 3D technologies for the Internet, Cycore also provides special effects software and animation solutions tailored for filmmakers, designers, and corporations globally. With additional offices in France, Germany, North America, and Asia, Cycore employs a diverse team dedicated to advancing the capabilities of 3D graphics in various applications.

Net Value Holdings is a virtual incubator focused on early-stage e-commerce businesses. Founded in 1998 and headquartered in San Francisco, with additional offices in New York, Boston, and Philadelphia, the company identifies promising e-commerce opportunities and provides support through a network of experienced executives, advisors, and essential services. Currently, Net Value Holdings has interests in nine Internet businesses at various stages of development. The firm's collaborative approach aims to foster growth and innovation in the e-commerce sector.