Goldman Sachs is a global investment banking, securities, and investment management firm headquartered in New York City. Established in 1869, it provides a wide range of financial services to corporations, financial institutions, governments, and high-net-worth individuals. The firm operates through several segments, including Investment Banking, which offers financial advisory services related to mergers and acquisitions, and underwriting services for public and private offerings. Its Institutional Client Services segment facilitates client transactions across various asset classes and provides services like securities lending. The Investing & Lending segment focuses on long-term loans and investments in debt and equity securities, while the Investment Management segment offers portfolio management and wealth advisory services. Additionally, Goldman Sachs engages in private equity investments across multiple sectors and geographies, reinforcing its position as a leading investor in both public and private markets.

Patrizia is an investment manager specializing in the European real estate market, with over 35 years of experience. The firm engages in the acquisition, management, repositioning, and sale of both residential and commercial properties through its licensed investment platforms. As a prominent partner for institutional and retail investors, Patrizia manages approximately EUR 40 billion in real estate assets, primarily for insurance companies, pension funds, sovereign funds, and cooperative banks. The firm operates across all major European countries, offering various investment strategies, including opportunistic and core funds focused on sectors such as residential and infrastructure. Patrizia's long-standing presence in the market underscores its reputation as a trusted business partner in real estate investments.

Foresight Group is an independent alternative asset manager based in London, United Kingdom, with over 30 years of experience in infrastructure and private equity investment. The firm specializes in environmental and solar infrastructure, managing more than £2.2 billion in assets on behalf of a diverse range of clients, including private individuals, family offices, pension funds, and institutional investors. Foresight offers various investment products, such as Listed Vehicles, Limited Partnerships, Venture Capital Trusts, and Enterprise Investment Schemes. Its investment strategy focuses on growth-stage companies across multiple sectors, including renewable energy, technology, healthcare, and advanced manufacturing, with a commitment to sustainable economic and social development. Foresight operates internationally, with offices located in the UK, USA, Italy, and Australia, and aims to generate long-term capital appreciation and increasing dividends for its investors.

Tristan Capital Partners is an independent real estate investment management firm based in London, recognized as a leader in the European market. With a team of 100 professionals across eight offices, the firm combines extensive experience with a strong reputation for execution and client service. Tristan Capital specializes in both public and private market real estate investment strategies throughout the UK and Continental Europe. Over the years, the core team has collaborated on eight funds, managing investments totaling €10.9 billion. Collectively, the staff possesses over €25 billion in European investment and asset portfolio management experience. The firm is distinguished by its ability to deliver capital and profits to clients through various market cycles.

Techstars Central LLC, founded in 2006 and based in Boulder, Colorado, operates as a startup accelerator and venture capital firm focused on supporting early-stage technology-oriented companies. It specializes in a mentorship-driven accelerator program, selecting ten startups each summer to participate in a three-month incubation period, offering funding of $120,000 in exchange for equity. Techstars invests primarily in sectors such as fintech, artificial intelligence, blockchain, augmented reality, and IoT, while avoiding investments in medical devices, healthcare technology, and local service-oriented businesses. In addition to its primary accelerator, Techstars has various specialized programs, including those focused on music, retail, mobility, and social impact, with global reach extending to regions such as Africa, Asia, and Latin America. The firm prefers taking minority stakes, typically between six and ten percent, without seeking board representation or investor rights. Techstars has built a robust network of entrepreneurs, mentors, and corporate partners to foster innovation and growth within its portfolio, which includes over 1,000 companies with a significant collective market capitalization.

Columbia Management Investment Advisers, LLC is a privately owned investment management firm based in Boston, Massachusetts, with additional offices across several states. Founded in 1972, the firm primarily serves investment companies but also caters to a diverse clientele that includes individuals, high net worth individuals, pension plans, charitable organizations, and sovereign wealth funds. Columbia Management specializes in launching and managing a range of investment products, including equity, fixed income, balanced mutual funds, hedge funds, multi-asset funds, and commodity funds. The firm invests in public equity and fixed income markets globally, focusing on identifying opportunities while managing associated risks. Columbia Management operates as a subsidiary of Ameriprise Financial, Inc.

Founded in 2015, Warburg-HIH Invest Real Estate (Warburg-HIH Invest) is a Hamburg-haedquartered firm targeting investments in commercial, residential and hospitality properties in the United States and Europe.

Carlyle Group, founded in 1987, is a global alternative asset manager primarily focused on private equity, real assets, and market strategies. With over $81 billion in equity capital under management, the firm operates across various investment sectors, including leveraged buyouts, venture capital, real estate, and leveraged finance. Carlyle employs more than 575 investment professionals across 21 countries, overseeing a diverse portfolio that includes companies employing over 286,000 individuals worldwide. The firm has established multiple specialized funds, targeting sectors such as information technology, healthcare, and consumer products in regions spanning North America, Europe, and Asia. Carlyle's investment approach emphasizes long-term value creation, aiming for substantial capital appreciation by partnering with businesses and management teams to maximize their potential. This extensive network and commitment to diverse asset classes enable Carlyle to attract a broad base of institutional and private investors globally.

Rexford Industrial Realty, based in Los Angeles, California, is a real estate investment trust specializing in the acquisition, ownership, and operation of industrial properties primarily in Southern California. Founded in 2001, the firm focuses on value-added opportunities within infill markets that are characterized by a scarcity of developable land. Its portfolio predominantly consists of light manufacturing and distribution warehouse facilities, with significant assets located in Los Angeles and San Diego. The company serves a diverse range of tenants, including those in the wholesale and retail sectors, light manufacturing, industrial equipment, and food and beverage industries.

PGIM is a prominent global investment management firm and a subsidiary of Prudential Financial, offering a diverse range of investment solutions to meet the financial needs of its clients. With expertise across various asset classes, including fixed income, equities, and real estate, PGIM manages over 100 funds globally, providing options such as closed-end funds, managed accounts, and target-date funds. PGIM Real Estate, the firm’s dedicated real estate investment division, has been active since 1970 and manages significant assets across different investment strategies, targeting core, core plus, value-add, and debt investments. The firm operates in key markets worldwide, including North America, Europe, and Asia Pacific, leveraging local expertise to navigate the real estate landscape. By combining risk management insights with innovative investment strategies, PGIM aims to help clients achieve their investment objectives in a complex global market.

Brookfield Asset Management is a prominent global alternative asset manager with a focus on real estate, renewable energy, infrastructure, and private equity. Established in 1899 and headquartered in Toronto and New York, the firm manages approximately $225 billion in assets. With a century-long history as an owner and operator of real assets, Brookfield provides a diverse range of public and private investment products and services. The company employs over 700 investment professionals and 30,000 operating employees across 20 countries, leveraging its extensive expertise to drive value for its investors.

Invesco is an independent investment management firm headquartered in Atlanta, Georgia, with a significant presence in New York and additional offices in several major cities worldwide. Established in 1981, it specializes in managing a diverse range of asset classes, including equity, fixed income, and alternative investments, totaling over $926 billion in assets under management. Invesco Private Capital, a subsidiary of Invesco, focuses on venture capital and private equity, engaging in both fund of funds and direct investments across various sectors and geographical regions, including the United States, Europe, and Asia. The firm is recognized for its disciplined investment approach and has built a reputation for excellence through its strategic partnerships and direct investments in early-stage ventures and established companies.

Fisher Funds operates as a specialist investment manager. Our passion is our profession and we can focus solely on delivering great investment returns and superb client service. Our entire team is charged with ensuring you have a successful investing experience so I invite you to take us up on that.

Starwood Capital Group is a private investment firm founded in 1991 and headquartered in Miami, Florida, with additional offices in Asia, Europe, North America, and South America. The firm specializes in direct investments across various asset classes, including private equity, real estate, and infrastructure, with a strong emphasis on opportunistic investing. Starwood Capital has invested approximately $11.8 billion in equity, focusing on sectors such as energy, hospitality, homebuilding, and luxury retail. The firm targets investments ranging from $5 million to $100 million in companies with sales up to $5 billion. Its real estate portfolio includes multi-family, office, retail, and industrial properties, as well as hotels and distressed assets. Starwood Capital employs a flexible investment approach, structuring its investments through equity, preferred equity, mezzanine debt, and senior debt to adapt to changing risk-return dynamics in the market.

leading global alternative asset manager

KKR is a global investment firm that specializes in managing a diverse range of alternative asset classes, including private equity, credit, energy, infrastructure, and real estate. Established in 1976 and headquartered in New York, KKR has expanded its operations internationally, with offices in major cities across North America, Europe, Asia, and the Middle East. The firm aims to achieve attractive investment returns by employing a disciplined investment strategy and leveraging the expertise of its team. KKR manages a variety of funds, including hedge funds and specialized investment funds, designed to meet the needs of various clients, such as insurance companies, pension plans, and government entities. Additionally, KKR engages in direct lending and mezzanine financing, utilizing a combination of fundamental and technical analysis to inform its investment decisions. The firm is dedicated to promoting growth within its portfolio companies and actively contributing to the communities in which it operates.

Charter Hall is an Australian real estate firm established in 1991, focused on managing unlisted property funds and syndicates for a diverse range of investors, including high net worth individuals. The company targets investment properties across various sectors, including office, retail, industrial, and social infrastructure, primarily within Europe and the Asia-Pacific region. Charter Hall also manages specific funds, such as the Charter Hall Prime Industrial Fund, which concentrates on industrial and logistics assets in Australia. With a solid foundation in property investment, Charter Hall is committed to delivering value to its investors through strategic acquisitions and management of its diverse portfolio.

Vontobel Asset Management is a global multi-boutique asset manager based in Basel, Switzerland, with a history dating back to 1924. The firm specializes in various investment strategies, including Quality Growth Equities, Multi-Asset Class, Fixed Income, Global Thematic Equities, and Alternatives, operating through independent boutiques that focus on specific areas of expertise. As of mid-2018, its investment portfolio comprised 33% multi-asset, 39% equity, and 29% fixed income. Vontobel is dedicated to expanding its Fixed Income boutique globally and enhancing its presence in the UK market. Additionally, Vontobel European Ventures, a venture capital fund located in Zurich, focuses on investments in the semiconductor and technology, media, and telecommunications sectors across Europe. In 2015, Vontobel Asset Management integrated Harcourt, which specializes in alternative investments, into its broader operational framework.

AEW Capital Management, founded in 1981, specializes in real estate investment management services for institutional investors globally. The firm manages a diverse range of investment portfolios across public and private property markets, focusing on various risk and return profiles. AEW provides customized investment strategies through separately managed accounts and a selection of commingled funds. The firm emphasizes fiduciary responsibility, ensuring disciplined asset management and robust risk management practices. AEW's offerings include opportunistic and value-added funds, such as the AEW Cold Storage Properties Fund and AEW Senior Housing Investors series, which target specific asset classes and sectors in the U.S. and internationally. With a commitment to being a trusted advisor, AEW aims to effectively meet the investment needs of its clients.

LaSalle Investment Management is a global real estate investment management firm that operates as a subsidiary of Jones Lang LaSalle Incorporated. Founded in 1980 and headquartered in Chicago, the firm manages a diverse portfolio of private and public property equity investments, with a client base that includes public and private pension funds, insurance companies, governments, endowments, and high-net-worth individuals. With nearly 700 employees across 18 countries, LaSalle specializes in international commercial real estate and has expertise in emerging markets. The firm employs a combination of quantitative and qualitative analysis alongside top-down and bottom-up investment strategies. LaSalle REIT, one of its core funds, is specifically focused on real estate investments in the United States.

Investcorp is an established investment firm that specializes in alternative investment products, including private equity, hedge funds, real estate, and venture capital. With a strong focus on growth dynamics from Gulf capital, the firm combines these with international management practices to achieve value creation and superior results. Investcorp has expanded its portfolio through strategic acquisitions, such as the purchase of 3i's debt management business, significantly increasing its assets under management. The firm operates globally, with divisions like Investcorp Credit Management, which focuses on senior secured corporate debt in Western Europe and the US. Additionally, Investcorp co-manages the Aberdeen Standard Investcorp Infrastructure Fund, which targets investments in sectors such as healthcare, education, and renewable energy within the Gulf region. The firm also manages several real estate debt funds, primarily investing in Asia, and has dedicated funds targeting business products and services in Europe.

AllianceBernstein is a prominent global investment management and research firm headquartered in New York City, with additional offices in various locations worldwide, including Australia, the United Kingdom, and Japan. The firm manages approximately $455 billion in assets for a diverse clientele, including institutional investors, pension funds, endowments, and individual clients. AllianceBernstein employs a range of investment strategies that encompass public equity, fixed income, and alternative investments, utilizing both fundamental and quantitative analysis. Its offerings include separate client-focused portfolios, mutual funds, and college savings and retirement products. The firm is recognized for its rigorous in-house research capabilities, which underpin its investment decisions across various asset classes, including equities, fixed income, and real estate securities. Founded in 1971, AllianceBernstein aims to advance clients' interests through a comprehensive suite of investment solutions.

With a long tradition of prudent investing, ADIA’s decisions are based solely on its economic objectives of delivering sustained long-term financial returns. ADIA does not seek to manage or take an operational role in the companies in which it invests.

Oppenheimer & Co. is a middle-market investment bank and full-service broker-dealer that offers a wide range of financial services to high-net-worth individuals, businesses, and institutional clients. Established in 1881 and headquartered in New York, the firm provides brokerage services for both exchange-traded and over-the-counter securities, as well as money market instruments, options, futures contracts, and municipal bonds. Its wealth management services encompass financial planning, asset management, and discretionary portfolio management. Oppenheimer also engages in investment banking activities, offering strategic advisory services, capital markets products, and support for mergers and acquisitions. Additional services include institutional equity and fixed income trading, research, and proprietary trading. The company serves a diverse clientele, including corporate executives, public and private businesses, and domestic and international investors, positioning itself as a comprehensive financial services provider in the Americas, Europe, the Middle East, and Asia.

Advent International is a prominent global private equity firm that specializes in investment advisory services. Founded in 1984 and headquartered in Massachusetts, United States, the firm has established a significant international presence with offices across four continents. Advent International focuses on buyouts and growth equity investments, primarily in five core sectors. Since launching its private equity strategy in 1989, the firm has invested approximately $44 billion in over 345 companies across 41 countries, managing assets totaling around $36 billion as of late 2018. Advent International aims to partner with well-positioned companies and their management teams to foster sustained revenue and earnings growth, leveraging its extensive experience and integrated team of investment professionals.

CapMan is a prominent Nordic private asset management and investment firm founded in 1989, with a focus on private equity, real estate, and infrastructure. With over 30 years of experience, CapMan has established a strong presence in the Nordic region and Russia, managing a diverse portfolio that spans various industries. The firm aims to enhance the value of unlisted businesses by fostering better organization and financial stability, which contributes to economic growth and societal well-being. CapMan operates through two primary divisions: CapMan Private Equity, which includes funds like the Growth Equity and Mezzanine funds, and CapMan Real Estate, which focuses on core and value-added real estate investments. The firm targets investments in sectors such as technology, retail, and residential properties, emphasizing the importance of quality environments and utilities for thriving communities. Through its international networks, CapMan seeks to create sustainable value for its investors while supporting innovation and job creation in the regions it serves.

BEOS is a prominent asset manager and project developer based in Berlin, established in 1997. The firm specializes in managing and developing corporate real estate, focusing on commercial, residential, and mixed-use properties across Germany. With a strong emphasis on strategic asset management, BEOS aims to enhance the value of its real estate portfolio while meeting the diverse needs of its clients and stakeholders.

BMO Real Estate Partners is an entrepreneurial, institutionally-partnered force in commercial property and manages a global portfolio on behalf of a wide range of individuals, professional investors, property trusts and institutional clients.

CORESTATE Capital Group is a real estate investment manager and co-investor, established in 2006 and headquartered in Frankfurt, Germany. The firm operates as an integrated investment and management platform, providing innovative and sustainable investment solutions to enhance clients' asset portfolios. CORESTATE combines extensive real estate expertise with strong market insights and a focus on mega trends and ESG principles. Its offerings include investment and fund management, as well as real estate management services. The group manages various funds, including opportunistic and core funds that primarily target multifamily and residential assets in Germany, aiming to achieve optimal performance and sustainable returns for its clients.

Norges Bank Investment Management is the asset management division of the Norwegian central bank, managing the Government Pension Fund Global and certain foreign exchange reserves. Established in 1998, it focuses on maximizing returns within the investment guidelines established by the Ministry of Finance. The investment portfolio is diversified across various asset classes, with approximately 69.1% allocated to equity investments, 28.2% to fixed income, and 2.8% to unlisted real estate. Norges Bank Investment Management emphasizes active management and ownership, aiming to protect the long-term financial interests of future generations in Norway.

Almanac Realty Investors is a real estate investment advisor that focuses on making growth capital investments in private and public companies operating in the North American real estate sector. The firm has committed over $5 billion to 42 companies, typically structuring its investments as convertible preferred or convertible debt securities, as well as common equity. Located in New York, Almanac manages multiple real estate debt funds, including Almanac Realty Securities VII and VIII, which target investments in various asset classes such as senior housing, multi-family, office, retail, and industrial sectors. In February 2020, Almanac was acquired by Neuberger Berman, enhancing its portfolio by adding $4 billion in assets under management while allowing Almanac to maintain its leadership and investment independence within Neuberger Berman's alternatives division.

La Française is a privately owned investment management firm based in Paris, France. Established in 2006, it primarily serves institutional investors such as insurance companies, banks, and pension funds, as well as corporations, financial advisors, and wealth management clients. The firm specializes in managing tailored equity and fixed income portfolios and offers mutual funds, including funds of hedge funds. Its investment strategy encompasses public equity, fixed income, and alternative investment markets on a global scale. As a fund of funds manager, La Française is dedicated to providing diverse investment solutions across various asset classes.

CBRE Global Investors, founded in 1972 and based in Los Angeles, is a prominent real estate investment firm that provides investment management and advisory services. The firm manages a diverse investment portfolio, which includes private real estate (79.81%), listed real estate (12.50%), infrastructure (5.77%), and private equity (1.92%). In November 2019, CBRE Global Investors expanded its capabilities by acquiring Laxfield Capital, integrating it into its EMEA platform. This acquisition enhanced the firm's ability to deliver comprehensive real asset investment management services to its clients.

IL&FS Investment Managers, established in 1989, is an Indian firm based in Mumbai that specializes in managing investments across various sectors, including equity, debt, infrastructure, and real estate in the Asia-Pacific region and Western Europe. The firm operates the IL&FS India Infrastructure Fund, which focuses on opportunistic investments in the infrastructure sector, particularly in emerging markets such as India, Japan, South Korea, and Australia. This fund also extends its investment scope to renewable energy and water and waste management assets, aiming to capitalize on growth opportunities within these critical areas.

KGAL GmbH & Co. KG is an investment holding firm investing through its subsidiaries in real estate, infrastructure, and aviation sector. KGAL GmbH & Co. KG was formerly known as KG Allgemeine Leasing GmbH & Co. It previously operated as a real estate leasing company. KGAL GmbH & Co. KG was founded on August 27, 1968 and is headquartered in Grünwald, Germany adn additional office in Stuttgart, Germany.

Gramercy Europe is a prominent investor and asset manager specializing in the acquisition and management of income-producing industrial real estate in Europe. The firm focuses on core-plus opportunities, primarily within the logistics sector, and targets high-quality tenants in major markets. In April 2019, Gramercy Europe was re-formed following the acquisition of a majority stake by Clarion Partners, enhancing its capacity to manage and grow its portfolio in the competitive European real estate market. Through strategic investments, Gramercy Europe aims to deliver value and stability to its investors while capitalizing on the growing demand for logistics facilities across the region.

W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in the acquisition and management of operationally-critical commercial real estate. Established in 1973, it boasts a diversified portfolio of over 1,200 net lease properties, totaling approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on long-term sale-leaseback and build-to-suit financing arrangements for single-tenant properties, including industrial, warehouse, office, retail, and self-storage facilities. With a history of nearly five decades, W.P. Carey emphasizes stability and growth through long-term leases with creditworthy tenants, enabling the generation of consistent cash flows and rising dividend income for its investors. The company's operations are divided into Real Estate and Investment Management segments, with the majority of its income derived from lease revenues.

Cazenove Capital is a leading provider of personalised wealth management services to private clients, family offices, trusts, companies and pension plans. As a long-established wealth manager with an absolute focus on preserving and growing their clients’ wealth, what matters most to their clients, matters most to them. Private individuals, family offices, trusts, businesses and pension plans all rely on them to provide them with bespoke, discretionary and advisory investment services. Skilled in investment management, wealth planning and banking services – they also offer discretionary fund management to external advisers and their clients, and they are a leading charity fund manager in the UK. Their experience of navigating complex markets and adapting to change, helps them balance risk and reward. The investment expertise they call upon as part of a truly global asset manager, combined with their long-standing experience of advising clients, is what sets them apart.

Oaktree Capital Group, LLC is a global investment management firm headquartered in Los Angeles, California, specializing in alternative investments across various asset classes. The firm primarily focuses on distressed debt, corporate debt, real estate, private equity, listed equities, and control investing. Oaktree seeks to make control investments in undervalued companies across diverse industries, often targeting special situations and middle-market firms. The firm emphasizes risk management and aims for consistent performance by leveraging its expertise in less efficient markets. In addition to its corporate private equity activities, Oaktree invests significantly in credit strategies, including high-yield bonds and leveraged loans, while also exploring opportunities in the electric power and utility sectors. The firm manages a range of investment vehicles, including closed-end, open-end, and evergreen funds, and operates as a subsidiary of Brookfield Asset Management Inc. Oaktree Capital Group was incorporated in May 2007, building upon a foundation established by its founders in 1995.

Brookfield Properties is a global commercial real estate owner, operator, and investor headquartered in New York. The firm specializes in a diverse range of property types, including office, retail, hospitality, residential, and mixed-use developments. With a portfolio of over 300 properties totaling approximately 250 million square feet, as well as interests in nearly 19,800 multi-family units and substantial industrial space, Brookfield Properties operates across North America, Europe, Australia, and Brazil. The company focuses on enhancing tenant experiences while maximizing operational and investment performance. It integrates advanced technologies to promote innovation and sustainability within its properties, positively impacting tenants, business partners, and the surrounding communities. Founded in 1924, Brookfield Properties is part of Brookfield Asset Management, which provides comprehensive development and portfolio management capabilities.

Asset Value Investors is a money management firm established in 1985 to manage the assets of British Empire Securities and General Trust. Asset Value Investors was established in 1985 to manage the assets of British Empire Trust plc (British Empire), then a £6 million London listed investment company. A group of UK institutional and private US investors supported a 4 for 1 rights offering to enlarge British Empire to £30 million.

Cording Real Estate Group, founded in 1989, is a vertically integrated real estate business operating in Northern Europe. The company specializes in a range of in-house services, including portfolio management, financial management, asset management, property management, and development management. Through its comprehensive approach, Cording Real Estate Group aims to effectively manage and develop real estate assets, ensuring optimal performance and value for its clients.

Angelo Gordon is a privately-held registered investment advisor established in 1988, specializing in alternative investments. The firm manages approximately $36 billion and is dedicated to generating absolute returns with low volatility by identifying inefficiencies in selected markets and pursuing unique investment opportunities. Angelo Gordon offers a diverse array of absolute return strategies tailored for both institutional and high net worth clients. The firm’s success is attributed to its extensive research, a talented team, and a risk-averse investment philosophy that has consistently delivered positive results across various market conditions. With decades of experience, Angelo Gordon is committed to transforming its insights and strategies into profitable and stable business ventures.

OMERS Administration Corp. is a privately owned pension fund based in Toronto, Ontario, providing services to approximately 470,000 municipal employees and retirees across Ontario. Established in 1962, OMERS administers a range of retirement and death benefit programs to ensure the financial security of its members. The fund manages a diversified portfolio that includes investments in public equities, fixed income securities, and alternative assets, as well as real estate. OMERS focuses on value stocks for its equity portfolio and invests in a variety of fixed income instruments, including federal and provincial bonds, mortgages, and investment-grade corporate bonds. The firm also engages in global investments through its subsidiaries, OMERS Infrastructure and OMERS Private Equity, which target high-quality private equity and infrastructure assets in partnership with experienced management teams, aiming to generate sustainable returns for its members. OMERS has additional offices in key financial hubs, including New York, London, and Sydney.

Gresham House Asset Management Limited is a specialist alternative asset manager based in London, United Kingdom, with additional offices in Dumfries, Perth, and Oxford. Founded in 1857, the firm focuses on providing a range of investment solutions, including funds, direct investments, and tailored opportunities across various sectors such as financial services, healthcare, technology, and renewable energy. It engages in both public equity investments in European and UK markets and private equity markets, targeting mid to late-stage companies. Gresham House typically invests in private companies, preferring equity investments ranging from approximately $5.68 million to $365.20 million, with a focus on companies that have a minimum sales threshold of $5.68 million and an enterprise value between $11.36 million and $113.57 million. The firm aims to deliver sustainable financial returns while fostering long-term partnerships with a diverse client base that includes individual investors, financial advisers, institutional investors, and charities.

UBS Asset Management is a privately owned investment manager. The firm provides alternative and quantitative investments, global real estate, global investment solutions, infrastructure & private equity and fund services in core markets. It also manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity and fixed income markets across the globe. It employs combination of fundamental and quantitative analysis stock picking approach to create its portfolio. The firm also makes its investments in the alternative investments markets such as investments in real estate and the currency markets. It conducts in-house research to make its investments. The firm is based in Zurich, Switzerland with additional offices in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Paris, Singapore, Sydney, Hong Kong, and Tokyo. It was formerly known as UBS Global Asset Management. UBS Asset Management operates as a subsidiary of UBS Group AG.

Sandpiper Asset Management, Inc is a principal investment firm based in Vancouver, Canada.

Invesco Management Group, Inc. is a privately owned investment manager. It provides its services to individuals and institutions. The firm manages equity, fixed income, money market, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm manages domestic, international, and global equity mutual funds; and taxable and tax-free fixed income mutual funds. It also manages sector focused equity mutual funds. The firm invests in growth and value stocks of small-cap, mid-cap, and large-cap companies employing a fundamental analysis to create its equity portfolios. It invests in government securities, municipal securities, and corporate issues to create its fixed income portfolios. The firm utilizes a combination of its equity and fixed income fund strategies to manage its balanced funds. Through its subsidiaries, AIM Investments manages a variety of investment portfolios, retail funds, variable annuity funds, institutional funds, contractual plans, sub-advised funds, separately managed accounts, and other private asset management portfolios. AIM Management Group Inc. was formerly a subsidiary of INVESCO Asset Management Limited. AIM Investments was founded in 1976 and is based in Houston, Texas with additional offices in Oak Brook, Illinois, Denver, Colorado; San Francisco, California; London, United Kingdom; and Austin, Texas. As of February 28, 1997, AIM Management Group Inc. is a subsidiary of Invesco Plc (LSE: IVZ).

Mercer Advisors Inc. is a privately owned investment management firm based in Santa Barbara, California, established in 1985. It specializes in providing comprehensive wealth management services, including investment management, financial planning, estate planning, tax management, and retirement plan services. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and government entities. With nearly $6 billion in assets under management, Mercer Advisors manages client-focused portfolios that encompass public equity and fixed income investments globally. The firm emphasizes investments in dividend-paying stocks for its equity portfolios and focuses on investment-grade fixed-income instruments and high-yield bonds for its fixed income allocations. As one of the largest Registered Investment Advisors in the United States, Mercer Advisors is dedicated to delivering fee-only financial solutions tailored to the unique needs of its clients.

SOSV is a global venture capital firm founded in 1995 and headquartered in Princeton, New Jersey. Specializing in seed-to-growth stage investments, SOSV operates multiple accelerator programs worldwide, including HAX for hardware, IndieBio and RebelBio for life sciences, Chinaccelerator and MOX for cross-border internet ventures, Food-X for innovative food solutions, and dlab for blockchain technology. The firm focuses on investments in revolutionary deep technologies aimed at improving human and planetary health, as well as cross-border markets, particularly in Asia. SOSV invests in approximately 150 startups annually, providing support through its resources to accelerate product development and scaling. Over its two-decade history, SOSV has established a strong reputation, consistently ranking among the top venture capital firms globally.