JP Morgan Chase

Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.

Portman Ridge Finance is an investment company. They invest in senior secured term loans and mezzanine debt primarily in privately held middle market companies, asset management companies, and debt and subordinated securities.

CAC Specialty is an integrated insurance brokerage and investment banking firm that specializes in providing expert services across a wide range of insurance and alternative capital markets. The company offers a diverse array of solutions, including cyber liability, executive liability, environmental risk management, property and casualty insurance, and transactional liability. By leveraging its deep industry knowledge and placement capabilities, CAC Specialty assists businesses and clients in navigating complex risk challenges and enhancing value during mergers and acquisitions. Through its comprehensive approach, the firm aims to deliver tailored solutions that meet the specific needs of its clients in an evolving risk landscape.

Aumni is a data-driven investment analytics platform based in the United States, specifically designed for private capital markets, including venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Aumni utilizes a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights related to the economic positions and legal rights of investors by converting intricate deal data into a clear, complete, and accurate dataset. Additionally, Aumni conducts audits and analyses of transactions to ensure the completeness and accuracy of documentation, thereby enabling investors and venture firms to make informed decisions based on a comprehensive understanding of their investments. The company has successfully analyzed a vast array of private capital data, representing investors with over $1 trillion in assets under management.

Nutmeg, established in 2011 and headquartered in London, UK, is a pioneering online investment management service. It specializes in investments, ISAs, and pensions, offering a smart, secure, and straightforward approach to wealth management. The company's digital platform enables clients to access sophisticated global investment portfolios, keeping costs and charges low while boosting returns. With a six-year performance track record in the UK, Nutmeg is the first wealth manager of its kind, providing an intelligent and fair alternative to traditional investment management.

Triton Research LLC operates an intelligence platform designed to assist investors in analyzing private companies that are driving innovation. Established in 2012 and headquartered in New York, the platform facilitates deal sourcing and analysis, offering tools for idea generation, target selection, due diligence, and valuation. Additionally, Triton functions as a comparison engine for company data, categorizing companies into directly comparable segments and providing pertinent information to rank them effectively. This comprehensive approach aids investors in making informed decisions in the dynamic landscape of private enterprise.

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.

Midwood's mission is to restore and revitalize the fabric of major urban centers to improve the way people live, work and play through industry-leading design, planning and execution. For over 90 years Midwood has cultivated a diversified real estate portfolio comprised of retail, office, residential, mixed use and net leased properties. Founded in Midwood, Brooklyn in 1925 by Samuel Lemberg, the company has grown from a residential brokerage into a sophisticated investment and development platform that owns over 125 properties in 10 states and the District of Columbia comprising in excess of 3,500,000 square feet with a development pipeline of several million square feet. Today the company actively seeks to acquire investment and development opportunities in our primary markets of New York City, Boston, Philadelphia and Washington D.C.

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.

The Public Investment Fund (PIF) of Saudi Arabia, established in 1971 and based in Riyadh, is one of the largest sovereign wealth funds globally, playing a pivotal role in the nation’s economic transformation. PIF focuses on sustainable investments across a diverse portfolio that includes domestic, regional, and international assets in various sectors. The fund aims to localize modern technology and stimulate economic growth by financing strategically significant projects that align with the country’s development goals. PIF is actively expanding its international presence through strategic partnerships and initiatives, contributing to the broader objectives outlined in the Vision program, which seeks to diversify the economy and enhance its global competitiveness. The fund's assets are managed by a dedicated executive team, ensuring a cohesive approach to investment and development.

EF Hutton is a financial services firm established in 2020 and headquartered in New York City. The company specializes in investment banking and advisory services, offering a range of solutions including equity financing, debt financing, and private equity banking. EF Hutton assists clients with initial public offerings, acquisitions financing, and mergers, as well as providing fairness opinions and valuation analysis. The firm serves a diverse array of industries, including energy, financial services, information technology, clothing, transportation, agriculture, media, retail, healthcare, real estate, and restaurants. Through its comprehensive suite of services, EF Hutton aims to support businesses in their financial endeavors and strategic growth initiatives.

EF Hutton is a financial services firm established in 2020 and headquartered in New York City. The company specializes in investment banking and advisory services, offering a range of solutions including equity financing, debt financing, and private equity banking. EF Hutton assists clients with initial public offerings, acquisitions financing, and mergers, as well as providing fairness opinions and valuation analysis. The firm serves a diverse array of industries, including energy, financial services, information technology, clothing, transportation, agriculture, media, retail, healthcare, real estate, and restaurants. Through its comprehensive suite of services, EF Hutton aims to support businesses in their financial endeavors and strategic growth initiatives.

Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.

J.P. Morgan Cazenove is a prominent investment bank specializing in mergers & acquisitions, debt and equity placements, and equity research and distribution, with a base in the United Kingdom. Originally established as a joint venture between J.P. Morgan and Cazenove in 2005, it became a wholly owned subsidiary of J.P. Morgan in 2010. The firm offers a comprehensive Cash Equities platform to corporate, institutional, and hedge fund clients across Europe, the Middle East, and Africa. With a strong presence in the region for almost two centuries, J.P. Morgan Cazenove provides a range of financial services such as investment banking, risk management, trading, capital raising, custody, cash management, trustee services, investment management, private banking, and private equity. Headquartered in London, the company boasts an extensive client base and expertise in various financial products within the European, Middle Eastern, and African markets.

Bear Stearns & Co. Inc. was a global investment banking, securities trading, and brokerage firm founded in 1923 and headquartered in New York City. The company specialized in a range of financial services, including corporate finance, mergers and acquisitions, fixed income sales and trading, and asset management. Additionally, Bear Stearns offered trading and research, private client services, derivatives, foreign exchange, and futures trading. It catered to a diverse clientele, including governments, corporations, institutions, and individual investors. The firm had a significant international presence, with offices not only in the United States but also in major financial centers such as London, Beijing, Hong Kong, and Tokyo. In 2008, Bear Stearns was acquired by J.P. Morgan Securities LLC, marking the end of its independent operations.

Hambrecht & Quist, originally founded in 1968 by William Hambrecht and George Quist in California, was a prominent investment bank that specialized in the technology and internet sectors. The firm played a significant role in the initial public offerings (IPOs) of major companies, including Apple Computer, Genentech, and Adobe Systems during the 1980s, and later supported the IPOs of Netscape, MP3.com, and Amazon.com in the 1990s. In 1999, Hambrecht & Quist was acquired by Chase Manhattan Bank for $1.35 billion. Although it was initially intended to be rebranded as "Chase Securities West," the firm retained the "H&Q" name due to its strong brand recognition. Eventually, this division lost the H&Q name and became part of JPMorgan Chase. Today, the firm operates as Tekla Capital Management LLC, focusing on growth equities in the healthcare and life sciences sectors through its management of closed-end equity funds.