Bank of America

Luma Financial Technologies is an independent financial technology company based in Cincinnati, Ohio, founded in 2018. It specializes in providing a multi-issue platform that supports banks, brokers, and dealers with an order entry system for structured products and annuities. Luma's platform enhances the capabilities of financial advisors by offering tools for learning, buying, creating, and tracking these investment products. It features automated tracking and performance reporting, management of custom structures, and various selling resources. Additionally, Luma emphasizes education and training, helping advisors improve their sales and marketing efforts to deliver optimal purchasing options to their clients. The company also offers post-sales support to ensure advisors and clients maximize their investment strategies throughout the product lifecycle.

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.

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.

Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Harvestone Group is a global commodity merchant specializing in the biofuels sector. The company collaborates with a network of producers that have a combined production capacity of 1.0 billion gallons, alongside strategic investors in the energy and agriculture industries. Harvestone operates across the entire supply chain, engaging in production, marketing, storage, distribution, and trading of biofuels. Additionally, the company invests in physical assets that are intended to generate lasting value. By offering services such as ethanol marketing, logistics, and merchant trading, Harvestone aims to provide effective solutions while maintaining a strong commitment to accountability and continuous improvement.

Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

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.

CrossBoundary is a New York-based investment advisory firm established in 2011, specializing in frontier markets. It offers services such as capital raising, strategic advisory, due diligence, and market assessment to a diverse range of clients, including governments, development finance institutions, and private equity firms. In 2014, the firm founded CrossBoundary Energy, an investment firm based in Nairobi, Kenya, focusing on infrastructure investments, particularly solar power for African businesses. CrossBoundary Energy provides financing for distributed solar projects ranging from 100kW to 10MW, aiming to facilitate the transition from diesel to renewable energy generation.

Merrill Lynch, established in 1914, is a prominent global financial services firm headquartered in New York. It specializes in wealth management, offering services such as financial advice, investment programs, and retirement planning. The firm also provides corporate finance and investment banking services, including early venture capital investments in technology, telecommunications, and healthcare sectors, typically ranging from $10 million to $15 million. Merrill Lynch Canada Inc. operates as a global investment bank in Canada.

TheMarkets.com is a provider of financial research services catering to over 2,000 institutional investment management firms globally. The platform offers web-based investment research, broker research, and earnings models and estimates, facilitating informed decision-making for institutional investors and corporations. Its ownership includes prominent financial institutions such as Bank of America Securities, Citi, Credit Suisse, Deutsche Bank, and Goldman Sachs, among others. By delivering comprehensive research and workflow solutions, TheMarkets.com supports the investment community in navigating complex financial markets.

U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial manaement tools, liquidity services, custom credit, real estate finance). At U.S. Trust, they have a long and rich history of helping clients achieve their own unique objectives. Since 1853, they've been committed to listening, building long-term relationships, and helping individuals and their families realize the opportunities they create for themselves, their children, businesses, communities and future generations.

FleetBoston Financial Group, formerly FleetBoston Financial Corp., served as the holding company for Fleet National Bank. The company provided a range of financial services including personal banking, commercial banking, investment management, international banking, and capital markets services. Personal financial services offered consumer banking, small business support, and credit card services, while national commercial financial services included specialized finance and national banking solutions. With a focus on both individual and corporate clients, FleetBoston Financial Group aimed to provide comprehensive and diverse financial solutions to meet the needs of its customers.