The Goldman Sachs Group

Mirae Asset is a global asset management firm headquartered in South Korea, established in 1997. The company has expanded its operations to 12 countries, including Australia, the United States, and various locations in Asia and Europe. Mirae Asset focuses on providing innovative investment solutions and insightful financial strategies to meet diverse client needs. Its service offerings encompass traditional equity and fixed income products, exchange-traded funds, and alternative strategies like hedge funds. The firm emphasizes a research-driven approach to asset management and maintains a commitment to high ethical standards, prioritizing client interests. By fostering teamwork and attracting top talent, Mirae Asset aims to create value and lasting profits while contributing positively to the communities it serves.

Elinvar GmbH is a Berlin-based technology company that offers a comprehensive Platform as a Service tailored for independent discretionary portfolio managers and private banks. Founded in 2016, Elinvar's integrated solution facilitates the digital transformation of asset and wealth management businesses by providing essential applications for client relationship management, online onboarding, portfolio management, and reporting. Its micro-services architecture allows for flexibility in adapting to technological advancements and regulatory changes. Elinvar also supports connections with third-party services, such as custodian banks and market data providers, ensuring a seamless digital experience for its partners. With the necessary regulatory licenses, Elinvar empowers its clients to enhance their business models and deliver customized digital offerings, ultimately benefiting their end clients through advanced analytics and individualized solutions.

Permira Advisers Ltd. is a private equity firm founded in 1985 and headquartered in London, United Kingdom, with additional offices across Europe, North America, and Asia. The firm specializes in making long-term investments in medium to large companies across various sectors, including technology, consumer goods, healthcare, industrial products and services, and financial services. Permira focuses on both majority control investments and strategic minority stakes, aiming to enhance the performance and drive sustainable growth of its portfolio companies. It targets enterprises with values up to €3 billion and typically invests between €500 million and €3 billion, with equity investments ranging from approximately €60 million to €700 million. The firm is known for its strategic approach to acquisitions, including public-to-private transactions, business services, and capital goods. Permira seeks to maintain its investments for five to twelve years, playing an active role as non-executive directors on the boards of its portfolio companies.

Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches.

Folio Financial, Inc. develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with our brokerage, clearing, and custody solutions. After serving as an SEC commissioner, Folio’s founder, Steven Wallman, set out to democratize investing in the late 1990s. His vision of making investing available to all has played out in a series of ongoing innovations with a common theme – access, automation, transparency, and flexibility. We’ve been ahead of the curve since our inception, pioneering technologies including fractional share investing, patented tax management tools, end-to-end online account opening and management, online proxy voting, online private placement investing, and the ability to create portfolios using security, sector, and social-issue filters. Folio’s businesses include Folio Institutional, focused on providing innovative solutions for RIAs and enterprises; Folio Investing and Folio First for self-directed retail investors; VIA Folio, an end-to-end investing platform for private investments available to both institutional and retail investors; First Affirmative Financial Network, the leading advisor network serving the responsible investment community; and The SRI Conference and Community, the nation’s premier conference on impact investing.

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.

DiligenceVault delivers a technology enabled environment to simplify and transform the process that an investor employs in investing with external managers. DiligenceVault creates a many-to-many ecosystem of institutional investors, investment managers, and intermediaries, leveraging data-driven decisions and process automation.

United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.

Standard & Poor's Investment Advisory Services (SPIAS), a division of S&P Global Market Intelligence, has been delivering non-discretionary investment advice since 1995. SPIAS specializes in multi-manager, equity, and fixed income strategies, serving as a sub-advisor to institutional investment managers. Additionally, it provides institutional-grade investment advice to financial intermediaries through model portfolios. Leveraging the extensive resources of S&P Global, a leading provider of credit ratings and analytics, SPIAS is equipped to develop tailored strategies that meet diverse investment objectives.

Nutmeg Saving and Investment Limited, commonly known as Nutmeg, is an online investment management firm based in London, United Kingdom. Established in 2011, Nutmeg provides clients with portfolio management services, helping them make informed investment decisions related to equities, corporate bonds, gilts, and gold. The company specializes in various investment vehicles, including ISAs and pensions, and is recognized as the first wealth manager in the UK to offer a six-year performance track record. Nutmeg aims to simplify money management for individuals through its intelligent and straightforward approach to investing.

Rocaton Investment Advisors, LLC is an investment advisory consulting firm that specializes in providing objective investment consulting and advisory services to institutional investors. Founded in 2002 by a team of experienced investment professionals, the firm offers a range of services including alternative investments, asset allocation, manager search, performance reporting, and risk analysis. Rocaton serves a diverse clientele, including defined benefit and contribution plans, insurance companies, endowments, foundations, hospitals, and high net worth families, spanning various industries such as automotive, retail, and media. The company is based in Norwalk, Connecticut, and is fully employee-owned, ensuring a dedicated focus on delivering independent investment advice.

Westbrook Partners is a privately-owned real estate investment management firm founded in April 1994 and headquartered in New York, with additional offices in several major cities, including Boston, Washington, DC, Palm Beach, San Francisco, London, Munich, Paris, and Tokyo. The firm focuses on value-added investment opportunities across various property types, including office, multi-family residential, hotel, retail, industrial, and single-family residential developments. Westbrook's team is responsible for all aspects of the investment process, including acquisition, value enhancement, financial accounting, and risk management, ensuring a comprehensive approach to real estate investment.

Veritas Capital is a private equity investment firm based in New York, founded in 1992. It focuses on investing in companies that deliver critical products and services, particularly in technology and technology-enabled solutions, to both government and commercial customers around the world. The firm has a diverse investment portfolio that includes sectors such as software, aerospace and defense, communications, education, energy, national security, healthcare, and government services. With over $8.8 billion in assets under management, Veritas Capital has played a significant role as a lead investor in transactions exceeding $8 billion in value since its inception.

Genesis Capital focuses on providing responsive, flexible and reliable personal service to highly qualified and experienced real estate developers who buy, renovate, and sell single family residential real estate and/or multi-family apartment buildings

Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches.

Littlejohn & Co., LLC is a private equity firm founded in 1996 and headquartered in Greenwich, Connecticut. It specializes in equity and debt investments, focusing on the middle market, particularly mid-sized companies with revenues between $150 million and $800 million. The firm targets underperforming, stressed, and distressed companies, seeking to implement financial restructuring and operational improvements. Littlejohn's investment strategies include buyouts, turnarounds, corporate carveouts, distressed securities, and performing credit, with a preference for sectors such as business services, aerospace and defense, automotive, energy, food and beverage, and industrials. The firm typically invests between $5 million and $250 million per transaction and prefers to take both majority and minority stakes in its portfolio companies. While primarily focusing on the United States, it also considers opportunities in Canada and Europe. Littlejohn aims to create long-term value through an active and disciplined approach to engineering change within its investments.

Pacific Global Advisors is a qualified professional asset manager that offers tailored investment and risk management solutions primarily for institutional investors, with an emphasis on corporate defined benefit pension plans. The firm comprises an interdisciplinary team with extensive expertise in asset-liability management, asset allocation, hedge implementation, collateral management, and pension risk transfer strategies. By focusing on the unique challenges faced by senior decision-makers, Pacific Global Advisors aims to enhance clarity and efficiency in pension plan management. Their services are designed to help clients mitigate financial risks associated with pension funds, ultimately striving for improved funded status while aligning with their clients' specific objectives.

Mellon Ventures specializes in investments in venture capital to later stage growth and buyouts. The firm invests through three groups: Financial and Business Services, Growth and Buyouts, and Technology. In Financial and Business Services, it typically invests in financial services industry with a focus on trade cycle processing, asset management, treasury management, information services, application services, transaction based services, and professional services and outsourcing. The firm prefers to invest in companies with revenues in excess of $3 million.

Wall Street on Demand, Inc. designs, develops, and hosts custom Websites, charts, reports, and financial tools for the financial services industry. It also provides alert services via the Web, email, wireless devices, fax, and postal mail. The company was founded in 1991 and is headquartered in Boulder, Colorado. Wall Street on Demand, Inc. previously operated as a subsidiary of Goldman Sachs Group, Inc.

Wall Street on Demand, Inc. designs, develops, and hosts custom Websites, charts, reports, and financial tools for the financial services industry. It also provides alert services via the Web, email, wireless devices, fax, and postal mail. The company was founded in 1991 and is headquartered in Boulder, Colorado. Wall Street on Demand, Inc. previously operated as a subsidiary of Goldman Sachs Group, Inc.

Business Logic has been building clear, powerful finance tools for the last 16 years. The world’s largest financial institutions work with us to help their customers understand, organize, and manage investments. We build products based on one idea - just because finance is complex doesn't mean its tools have to be.