The Carlyle Group

Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

SESAMm is a fintech company specializing in big data and artificial intelligence for investment. It uses natural language processing and machine learning to analyze billions of web articles and messages, providing analytics and investment signals to major hedge funds, banks, and asset management clients worldwide.

Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

CBAM Partners is an alternative investment management firm founded in 2016 by Don Young, Mike Damaso, and Jay Garrett, and is part of the Eldridge Industries portfolio. The firm is registered with the SEC and manages over $8.9 billion in assets. CBAM specializes in identifying investment opportunities across the credit spectrum for institutional clients, offering services through separately managed accounts, collateralized loan obligations, and private funds. The firm focuses on investments across the capital structure, ranging from senior secured debt to common equity, and is dedicated to providing efficient and timely financing solutions to 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.

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.

Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

SESAMm is a fintech company specializing in big data and artificial intelligence for investment. It uses natural language processing and machine learning to analyze billions of web articles and messages, providing analytics and investment signals to major hedge funds, banks, and asset management clients worldwide.

Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

Calastone operates a global network facilitating mutual fund transactions. Established in 2007, it offers services like order routing, settlement, reconciliation, and digital automation. With clients worldwide, Calastone processes £200 billion monthly, aiming to increase accessibility and value for investors.

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.

Leaders Romans Group is a provider of comprehensive property-related services, catering to a diverse clientele that includes individual property owners and corporate organizations. The company specializes in residential property lettings, sales, and associated professional services such as planning and surveying. By offering tailored solutions, Leaders Romans Group supports clients throughout the entire property transaction process, from land acquisition and new home development to mortgage advice. Their expertise ensures that both individual clients and national housebuilders receive the necessary guidance to navigate the complexities of the real estate market effectively.

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.

Livingstone Technologies assists large, complex organizations worldwide in understanding and managing their software consumption and liabilities. It minimizes costs and optimizes visibility through its proprietary LUCE technology and the world's largest team of software licensing experts.

Mazarine Energy B.V., established in 2013 by Edward van Kersbergen, is an independent oil and gas exploration and production company headquartered in The Hague, Netherlands. It operates projects in North Africa and Western Australia, with a significant presence in Central Tunisia where its subsidiary secured operatorship of a permit within months of founding, subsequently discovering hydrocarbons in two drilled wells. Led by an experienced team with strong industry ties, Mazarine Energy focuses on low-risk, near-term conventional exploration opportunities to efficiently serve the oil and gas sector.

Athena Art Finance Corp. is a specialty finance company based in New York that provides loans secured by fine art collections in the global art market. The company specializes in offering non-recourse and competitive asset-based loans, acquisition financing, and bridge loans, enabling clients to access the equity value of their artwork without the need for sale or consignment. Athena Art Finance operates a full-service platform that encompasses debt origination, portfolio management, and the distribution of art-backed credit risk. The firm is backed by prominent private equity sponsors, including The Carlyle Group and Pictet Group, and is supported by a team of advisers with expertise in financial services, loan management, and art collecting.

TCW is a global investment management firm with over four decades of experience. It offers a wide range of products across fixed-income, equities, emerging markets, and alternative investments. Serving institutional clients such as pension plans, financial institutions, and high net worth individuals, TCW manages one of the largest mutual fund complexes in the U.S.

Founded in 1986, SS&C Technologies is a global provider of investment management software and services. It offers solutions for accounting, portfolio management, risk assessment, fund administration, and more, serving over 5000 financial services organizations worldwide that manage trillions in assets.

Trema Group, founded in 1992 and headquartered in London, specializes in treasury and asset management software tailored for corporations and financial institutions. The company's flagship products, TremaSuite and TremaOne, provide comprehensive solutions that encompass transaction and risk management, cash management, commercial loan management, portfolio and performance management, and accounting. TremaOne is particularly noted for its end-to-end integration and automation capabilities, facilitating a seamless connection across various treasury processes. By offering a modular and open system, Trema Group enables its clients to achieve enhanced visibility, control, and compliance in their treasury and asset management operations. With additional offices in Europe and North America, the company serves a diverse range of blue-chip customers, ensuring they can effectively manage their financial functions across all business areas.

Matrics is a provider of RFID technology and visibility solutions for supply chain, asset management and security. Patented wireless tracking technologies provide users with the most reliable and cost-effective solutions to provide the comprehensive visibility of assets throughout an enterprise.

Matrics is a provider of RFID technology and visibility solutions for supply chain, asset management and security. Patented wireless tracking technologies provide users with the most reliable and cost-effective solutions to provide the comprehensive visibility of assets throughout an enterprise.

bfinance is an independent financial services firm based in the UK, established in 1999. The company offers tailored advice and solutions to a diverse range of clients, including corporate and public pension funds, insurance firms, endowments, sovereign wealth funds, public treasury funds, and family offices across the globe. Its expertise encompasses all traditional and alternative asset classes, allowing bfinance to assist clients in developing, implementing, and managing effective investment programs, as well as financing and treasury solutions. The firm has provided high-quality, customized advisory services to over 300 sophisticated investing institutions, which collectively manage more than $1 trillion in assets across more than 25 countries. Renowned for its innovative approaches in research, reporting, and investment manager selection, bfinance adapts its services to meet the evolving needs of its clients.