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.

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.

SEI Investments is a global provider of asset management, investment processing, and investment operations solutions, established in 1968 and headquartered in Oaks, Pennsylvania. The firm serves a diverse clientele, including wealth managers, institutional investors, and high-net-worth individuals, by offering a comprehensive range of wealth solutions. These services encompass fund administration, portfolio and fund accounting, as well as trustee and custodial services tailored for various investment vehicles, including private equity and mutual funds. Additionally, SEI operates internationally, with a presence in markets such as Canada, Hong Kong, Ireland, the Netherlands, the United Kingdom, and South Africa. Through its innovative global operating platform, SEI aims to enhance clients' success by addressing their emerging needs and delivering relevant business solutions.

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.

J.P. Morgan is a prominent player in the financial services industry, providing a wide range of solutions to clients in over 100 countries. With a rich history spanning more than 200 years, the firm prioritizes its clients' interests in all its operations. J.P. Morgan Asset Management stands out as a leading asset manager, catering to individuals, advisors, and institutions globally. The firm offers diverse investment strategies across various asset classes, bolstered by its substantial assets under management. Additionally, J.P. Morgan Ventures Energy Corporation specializes in commodity risk management solutions. The firm also manages several funds, including those focused on buyouts in the healthcare sector and opportunistic investments in infrastructure across multiple regions, including North America and Europe.

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.

HighTower is a advisor-owned financial services company. HighTower Advisors are free of those conflicts typically found in traditional brokerage firms. They are totally independent, yet fully supported in both viewing the financial lives of our clients more completely and working with them more effectively.

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.

Sequoia Capital is a prominent venture capital firm founded in 1972 and based in Menlo Park, California. The firm specializes in investing across various stages of startups, including seed, early, and growth stages, and focuses on sectors such as technology, healthcare, financial services, internet, and mobile. Sequoia typically invests between $100,000 and $1 million in seed companies, $1 million to $10 million in early-stage ventures, and $10 million to $100 million in growth investments. The firm operates globally, with significant activities in regions like Israel, China, and India, where it partners with dynamic founders to build successful companies. Sequoia's extensive portfolio includes notable firms and offers valuable insights and resources, benefiting from decades of experience in the venture capital landscape.

Westwood International Advisors Inc. is a privately owned investment manager based in Toronto, Canada, with a focus on managing equity mutual funds and investment strategies for institutional investors, private wealth clients, and financial intermediaries. Founded in 2012, the firm specializes in public equity markets, particularly in emerging market countries, and operates in conjunction with teams located in Dallas, Texas. Westwood's investment management includes a range of equity strategies, such as U.S., Global, and Emerging Markets, alongside specialized portfolios. The firm is committed to providing competitive investment returns and exceptional client service, adhering to time-tested investment disciplines. As a subsidiary of Westwood Holdings Group, Westwood also engages in advisory services for corporate and public retirement plans, endowments, and foundations, while offering trust and custodial services to its clients.

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.

Plug and Play, founded in 2006 and based in Sunnyvale, California, operates as a business accelerator and venture capital firm that focuses on early-stage and seed investments in technology startups. The firm runs 12 industry-specific accelerator programs annually, connecting startups with corporate partners and investors to foster collaboration and growth. Plug and Play's investment strategy encompasses a wide range of sectors, including fintech, health and wellness, travel, cybersecurity, and sustainability, allowing it to support diverse startups from any country. The firm provides various resources, including funding, mentorship, office space, and networking opportunities, and has a global presence with offices in North America, Europe, and Asia. Plug and Play has a strong track record, having helped numerous startups secure over $9 billion in funding since its inception. Its programs aim to refine business models and facilitate introductions to potential investors, ultimately contributing to the growth of the startup ecosystem.

EP Wealth Advisors, Inc. is an employee-owned investment management firm that primarily serves high-net-worth individuals, along with charitable organizations, trusts, estates, corporations, and pension plans. Founded in 1985 and headquartered in Torrance, California, with additional offices in several cities, the firm offers a comprehensive range of services, including investment management and financial planning. EP Wealth Advisors invests across various asset classes, including public equity, fixed income, and alternative investments, utilizing a blend of technical and fundamental analysis. The firm’s investment strategy incorporates a diverse portfolio that spans multiple sectors such as staples, energy, financials, healthcare, industrials, and real estate. Its fixed income investments feature a variety of securities, including corporate bonds, mortgage-backed securities, and municipal portfolios. EP Wealth Advisors emphasizes a fee-only structure, ensuring transparency and alignment with client interests. The firm enhances its investment strategies through both in-house and external research, aiming to deliver tailored financial solutions to its clients.

Hellman & Friedman LLC is a private equity firm founded in 1984, with offices in San Francisco, New York, and London. The firm specializes in making large-scale equity investments in both public and private companies across various sectors, including financial services, healthcare, retail, consumer products, energy, industrials, vertical software, and digital media. Hellman & Friedman focuses on companies with strong market positions and seeks to support their management teams by providing long-term capital. The firm typically invests between $50 million and $1.2 billion and may take controlling or influential minority stakes in its portfolio companies. It prefers to engage with businesses undergoing transitions, such as those looking to institutionalize or go public. Over its history, Hellman & Friedman has raised over $25 billion in committed capital and has invested in more than 75 companies, establishing a reputation as a flexible capital partner with a distinctive investment philosophy.

GAMCO Investors Inc. is a diversified global financial services company that primarily serves high net worth individuals, pension plans, charitable organizations, and government entities. Founded in 1977 and headquartered in Rye, New York, with additional offices across the United States, the firm specializes in managing separate equity portfolios, mutual funds, and hedge funds. GAMCO employs a fundamental research approach with a bottom-up stock selection strategy, focusing on value stocks across large-cap, mid-cap, and small-cap companies. The firm benchmarks its investments against recognized indices while also incorporating socially responsible investment strategies. The company's success is rooted in its rigorous research-driven culture and a commitment to delivering superior risk-adjusted returns.

Credit Suisse is a Swiss financial institution founded in 1856, offering a comprehensive range of banking services through its various divisions. The company operates globally across several segments, including Global Markets, International Wealth Management, Investment Banking, and the Swiss Universal Bank. It specializes in providing over-the-counter derivative products, securities trading, investment research, and advisory services related to mergers and acquisitions, corporate restructuring, and capital raising activities. Credit Suisse also has a private equity arm that focuses on investments in buyouts, venture capital, and mezzanine financing, primarily in Europe and North America. This division invests across various sectors, including clean energy, life sciences, and financial services, typically committing substantial equity capital to middle market firms. Additionally, Credit Suisse is engaged in private equity fund investments and offers specialized services in real estate and structured equity investments. The firm is headquartered in Zurich, Switzerland, and operates various international offices, including significant locations in London and New York.

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.

Sarasin & Partners LLP is a privately owned investment manager. The firm provides its services to private clients, charities, pension funds, insurance companies, family offices, independent financial advisers, multi-managers, and other institutions. It manages separate client-focused equity and fixed income portfolios. The firm also launches and manages equity, fixed income, and balanced mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in real estate, quasi-public sector bonds, and alternative assets. It employs a combination of quantitative and fundamental analysis with top-down and bottom-up approach to create its portfolio. The firm uses both an in-house and external research to make its investments. It was founded in 1983 and is based in London with an additional branch in Dublin, Ireland. Sarasin & Partners LLP operates as a subsidiary of Bank J. Safra Sarasin AG.

UBS AG is a prominent global financial services firm that operates in wealth management, investment banking, and asset management. With a strong presence in various markets, UBS provides a wide array of services to individuals, families, institutions, and corporations. Its Global Asset Management division offers traditional and alternative investment solutions, including hedge funds, private equity, real estate, and infrastructure investments, catering to private clients and institutional investors. UBS also provides advisory and financial solutions through its investment banking arm, which is one of the leading firms in capital markets. The firm's wealth management services are designed to meet the needs of high net worth individuals, leveraging its extensive network and expertise to deliver tailored investment strategies. UBS operates in multiple countries, ensuring a diversified approach to asset management while maintaining a commitment to client service and performance.

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.

BlackRock is a global investment management corporation headquartered in New York City, specializing in a diverse array of asset classes and investment strategies. The firm manages equity, fixed income, and balanced mutual funds, along with hedge funds and exchange-traded funds. BlackRock also provides investment advisory services and engages in private equity and venture capital through its subsidiaries, focusing on direct investments and fund of funds across various sectors, including natural resources. The firm caters to a wide range of clients, from large institutions to individual investors, aiming to help them achieve their financial goals. With a commitment to transparency and client service, BlackRock has become the largest asset manager in the world, overseeing trillions of dollars in assets. Its global presence is supported by offices in key financial hubs, allowing it to address the unique needs of clients across different regions.

Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

Fiera Capital Corporation is a Canadian investment management firm founded in 2002 and based in Montréal, with additional offices in Toronto, Calgary, and Vancouver. The firm provides a range of investment solutions to institutional investors, mutual funds, charitable organizations, and private clients across North America, Europe, and select markets in Asia. Fiera Capital manages client-focused equity, fixed income, and balanced portfolios, as well as mutual funds and income trusts. Its investment strategy primarily targets small-cap growth and value stocks, while also engaging in large-cap investments, income trusts, and preferred shares. The firm emphasizes responsible investing by integrating environmental, social, and governance (ESG) considerations and applying ethical filters to its investment decisions. Fiera Capital employs both fundamental and quantitative analysis, utilizing a top-down macroeconomic approach for fixed income investments. Additionally, it explores alternative investments, including long/short equity strategies, and focuses on social infrastructure projects like affordable housing and renewable energy.

500 Global, formerly known as 500 Startups, is a venture capital firm and incubator based in Mountain View, California, founded in 2010. The firm specializes in seed investments, primarily focusing on early-stage technology and financial services startups across various sectors, including biotech, e-commerce, fintech, and digital healthcare. 500 Global operates a four-month accelerator program, where it typically invests between $0.05 million and $1 million for a 5 to 10 percent equity stake in companies with at least $100,000 in monthly revenue. The firm targets a global market, with particular emphasis on regions such as the Middle East, Asia, Europe, and Latin America. Since its inception, it has invested in over 2,200 startups and supports the growth of innovation ecosystems through educational programs and partnerships. 500 Global also prioritizes investments in companies led by minority founders, reflecting its commitment to diverse entrepreneurial leadership.

Ulu Ventures is a venture capital firm based in Palo Alto, California, specializing in seed-stage and early-stage investments in technology companies. Founded in 2008, the firm primarily targets opportunities in sectors such as enterprise IT, educational technology, legal informatics, and internet-enabled services. Ulu Ventures focuses on investments in the Bay Area, leveraging the market opportunities created by the Stanford and Silicon Valley communities. The firm typically co-invests with other investors, aiming for cumulative investments between $500,000 and $1 million. Ulu Ventures utilizes a disciplined decision-making process that emphasizes risk-reward trade-offs and logical principles of portfolio construction, distinguishing itself from other venture capital firms. Its investment strategy includes a preference for companies with viable exit strategies in subsequent stages of growth.

TA Associates, established in 1968 and headquartered in Boston, Massachusetts, is one of the oldest and largest private equity firms globally. The firm focuses on investing in private companies across various sectors, including business services, consumer products, financial services, technology, and healthcare. With a commitment to supporting management teams in building their businesses, TA Associates has developed a diverse portfolio of approximately 380 current and former companies. The firm expanded its reach by opening offices in Silicon Valley, London, Mumbai, and Hong Kong, allowing it to engage in buyouts, growth equity, and recapitalizations, as well as private debt investments since 2000. Through its strategic approach, TA Associates aims to provide steady support to its portfolio companies throughout economic cycles.

Torch Capital is a brand-focused investment firm built to shepherd the next generation of industry-changing mission-driven consumer companies. The firm invests in consumer platforms, products, and services from healthcare, FinTech, and food and beverage, to digital media, e-commerce, and marketplaces. Torch Capital was founded in 2018 and is headquartered in New York.

Mariner Holdings, LLC is an employee-owned investment management firm based in Cincinnati, Ohio, that specializes in providing a wide range of financial services, including retirement planning, estate planning, financial planning, insurance planning, and charitable giving. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Mariner Holdings manages client-focused portfolios across equity, fixed income, and alternative investments, employing both quantitative and fundamental analysis to guide its investment strategies. The firm invests in the U.S. public equity and fixed income markets, focusing on growth and value stocks across various company sizes, as well as high-quality corporate bonds, U.S. treasuries, and municipal bonds. Additionally, it explores alternative investments such as real estate investment trusts, commodities, and high-yield bonds. Established in 1995, Mariner Holdings aims to deliver innovative, client-focused solutions that instill confidence in its clients, allowing them to concentrate on their core priorities.

The Riverside Company is a prominent global private equity firm established in 1988, headquartered in New York. It specializes in making control and non-control investments in growth-stage businesses valued at up to $400 million. With a diverse portfolio that includes over 80 companies, Riverside has completed more than 480 transactions across various sectors, including business services, consumer brands, education and training, franchising, healthcare, software, information technology, and specialty manufacturing. The firm operates internationally, with investment activities spanning the United States, Canada, Europe, Japan, South Korea, Australia, and New Zealand.

Canaccord Genuity operates as a global full-service investment bank that specializes in growth companies, offering a range of financial services to institutional and corporate clients. The firm provides investment banking, advisory services, and research, as well as sales and trading across various sectors, including mining, energy, technology, and healthcare. Canaccord Genuity Wealth Management, a subsidiary of Canaccord Genuity Group Inc., delivers tailored wealth management solutions and brokerage services to individual investors, private clients, and charities in key markets such as Canada, Australia, the UK, and Europe. With a focus on meeting the unique needs of its clients, the firm leverages its global network to identify investment opportunities and develop long-term strategies, while also providing near-term solutions for wealth management clients.

FJ Labs is a U.S.-based investment firm established in 2015 by Fabrice Grinda. The firm operates with a stage-agnostic approach, primarily targeting marketplaces and consumer-facing startups. FJ Labs focuses its investments on seed and Series A rounds, with a financial commitment ranging from $50,000 to $5,000,000. The firm has invested in a variety of notable companies, including Alibaba Group, beepi, BrightRoll, Betterment, and ADORE ME.

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.

Seedcamp is a London-based venture capital investment firm founded in 2007, focusing on early-stage investments in technology sectors, including fintech and healthcare. The firm identifies and invests in exceptional founders tackling significant global challenges through innovative solutions. Over its decade-long history, Seedcamp has invested in more than 260 startups, including notable companies like TransferWise, Revolut, and UiPath. With a strategy designed to fast-track founders' visions, Seedcamp provides access to essential capital, a supportive community, and a vast global network built on extensive experience in nurturing talent. The companies backed by Seedcamp have collectively raised over $1 billion in further funding, demonstrating the firm's impact on the startup ecosystem in Europe and beyond.

Affiliated Managers Group, Inc. is a U.S.-based asset management company established in 1993, specializing in investment management services for mutual funds, institutional clients, and high-net-worth individuals. The firm partners with boutique investment management firms, providing advisory services and leveraging its scale to enhance growth and operational capabilities. Affiliated Managers Group offers a diverse range of investment products across various asset classes, including equities, fixed income, and alternative investments, and serves clients through multiple distribution channels. The company manages assets for foundations, endowments, and corporate retirement plans, utilizing a framework that aligns its interests with those of its affiliate partners. With a focus on operational autonomy for its affiliates, Affiliated Managers Group has grown its assets under management significantly, catering to both retail and institutional clients worldwide.

Warburg Pincus is a prominent private equity and venture capital firm based in New York, established in 1966. The firm specializes in investing across all stages of a company's lifecycle, from startups to mature businesses, and engages in various investment strategies including growth equity, management buyouts, and special situations. With over $45 billion in assets under management, Warburg Pincus maintains a diverse portfolio of more than 165 companies globally. The firm targets investments in sectors such as energy, financial services, healthcare, consumer products, technology, and real estate, with a focus on acquiring undervalued and middle-market companies. It typically invests between $20 million and $1 billion and seeks to partner with management teams to build sustainable value. Warburg Pincus has raised 17 private equity funds and has invested over $68 billion across more than 825 companies in over 40 countries, reflecting its extensive experience and global reach. The firm's operations are supported by offices in various major cities worldwide.

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.

Main Management, LLC is an employee owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations, institutional investors, trusts companies, Taft Hartley funds, pension funds, foundations, charitable trusts, family offices, investment advisors, and 401(k) retirement plans. The firm manages separate client-focused equity, balanced, and multi-asset portfolios. It invests in public equity, fixed income, and alternative markets across the globe. The firm also invests in exchange traded funds, exchange traded notes, and options. For its equity portfolios, it invests in stocks of large-cap companies in the United States and also across the globe except the United States. For its multi-asset portfolios, the firm invests in short term debt and currencies across the globe. For its balanced portfolios, it invests in U.S. treasury bonds and sovereign debt. The firm employs long only and hedging strategies to make its investments. It employs fundamental and quantitative analysis, with a focus on top-down and bottom-up research to make its investments. The firm benchmarks the performance of its portfolios against the S&P 500 Index, MSCI All Country World Index, Barclays Aggregate Bond Index, MSCI All Country World ex US index, HFRX Absolute Return Index, Bank of America USD LIBOR 3 month Constant Maturity, CBOE BXM, and S&P 500 TR Index. It obtains external research to complement its in-house research to make its investments. Main Management, LLC was founded in April 2002 and is based in San Francisco, California.

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.

Enhanced Capital Partners, founded in 1999 and headquartered in New York, is a national investment firm that specializes in equity and debt investments in small and mid-sized companies across the United States. With over $400 million under management, the firm employs a flexible investment strategy aimed at promoting the growth and expansion of businesses. Enhanced Capital focuses on various sectors, including healthcare technology and technology, media, and telecommunications. As a subsidiary of P10 Holdings, it seeks to maximize the growth potential of companies poised for rapid development through its practical investment approach.

Boston Private is a premier Wealth Management and Private Banking organization that owns affiliates in New England, New York, Los Angeles and the San Francisco Bay Area. The Company positions its affiliates to serve the high net worth marketplace with high quality products and services of unique appeal to private clients.

CIBC, or the Canadian Imperial Bank of Commerce, has been offering banking services to Canadians since 1867. It operates a vast network of over 1,000 branches and more than 4,000 ATMs, providing various banking options including phone, internet, and mobile services. CIBC encompasses several subsidiaries, including CIBC Asset Management Inc., which specializes in managing investment portfolios for high net worth individuals and institutional clients. This subsidiary offers a range of services, including equity, fixed-income, and balanced mutual funds, as well as hedge fund management. CIBC Capital Partners focuses on venture capital and private equity investments, primarily in mid to late-stage companies across diverse sectors. CIBC World Markets serves as the investment banking arm, providing services in equity and debt capital markets, mergers and acquisitions, and other advisory roles. Headquartered in Toronto, Canada, CIBC also has a presence in several international locations, enhancing its ability to serve clients globally.

Morgan Stanley is a multinational financial services firm that provides a wide range of services to corporations, governments, financial institutions, and individuals across various regions, including Europe, the Middle East, Africa, the Americas, and Asia. The firm is involved in capital raising, financial advisory services, corporate lending, and investment activities, offering underwriting for debt and equity securities, as well as advice on mergers, acquisitions, and restructurings. Additionally, Morgan Stanley operates several private equity and venture capital subsidiaries, focusing on middle-market investments in sectors such as energy, technology, healthcare, and infrastructure. These subsidiaries engage in management buyouts, corporate carve-outs, and growth equity investments, aiming to enhance portfolio company value through operational improvements and strategic acquisitions. The firm also has a significant wealth management division, serving a diverse range of clients, from individual investors to large corporations. Established in 1986 and headquartered in New York, Morgan Stanley emphasizes active capital management across public and private markets to deliver results for its clients.

Royal Bank of Canada (RBC) operates through various financial services, including RBC Capital Partners and RBC Capital Markets. RBC Capital Partners focuses on private equity and venture capital investments across different stages of company development, specifically targeting technology, life sciences, and telecommunications sectors. The firm also engages in mezzanine and subordinated debt investments in diverse industries such as manufacturing, business services, and healthcare. RBC Capital Markets serves as an investment bank, delivering a range of products and services to institutions, corporations, and governments in over 160 countries, supported by a workforce of nearly 3,000 professionals across 75 offices. Founded in 1869, RBC is a significant player in the financial sector, boasting over $612 billion in assets and high credit ratings from major rating agencies. This comprehensive approach positions RBC as a leading provider of financial services in Canada and beyond.

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.

Franklin Templeton is a global investment management organization headquartered in San Mateo, California, with a presence in 35 countries and clients in over 150. Originally founded in 1947 as Franklin Distributors, the firm specializes in a range of investment products, including conservatively managed mutual funds, with notable strengths in bond funds, international funds, and value funds. It operates under multiple brand names, including Franklin, Templeton, Mutual Series, and Fiduciary Trust. Franklin Templeton provides comprehensive investment and advisory services to individual investors, corporations, and financial institutions, focusing on delivering exceptional risk-adjusted returns and personalized service. The firm also manages specialized funds, such as those targeting the cryptocurrency and real estate sectors, reflecting its commitment to adapting to evolving market trends and client needs. With over seven decades of experience, Franklin Templeton aims to leverage its investment expertise and global reach to benefit its diverse clientele.

The Mather Group is a fiduciary-only wealth management firm that caters to affluent and ultra-affluent families and individuals. The firm specializes in a range of services, including tax planning, investment strategy formulation, estate planning, risk management, and retirement preparation. By focusing on high-net-worth clients, The Mather Group aims to assist them in planning for retirement, minimizing tax liabilities, generating investment returns, and making informed financial decisions.

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.

Coinbase, Inc. is an online platform that enables merchants, consumers, and traders to engage in transactions with digital currencies, including bitcoin, Ethereum, and Litecoin. Founded in 2012 and based in San Francisco, California, Coinbase allows users to create their own digital wallets and facilitates buying and selling of cryptocurrencies by connecting to bank accounts. The platform also offers various tools for merchant payment processing, supporting numerous popular websites. In addition to its core services, Coinbase Ventures, the company's investment arm, focuses on investing in early-stage cryptocurrency and blockchain startups, further contributing to the growth of the digital finance ecosystem.

We believe in a more transparent and trustworthy world. We focus on adding value to emerging technology & blockchain projects with real world applications. We invest in and venture build top-tier startups. We consult leading blockchain companies and prominent organizations on emerging technologies. We support seasoned and first-time entrepreneurs across the key business functions with a hands-on intensive go-to market venture program. We empower some of the most promising entrepreneurs with the resources to make their vision a reality.