Franklin Templeton

Established in 1980, privately held Lodha Group is India's No 1 real estate developer and amongst the world's select multinational real estate developers with presence in India and the United Kingdom. The company is one of the most profitable players in India and the largest by sales for three consecutive years. It achieved net sales of INR 7,790 Cr for FY 14-15 and INR 7,520 Cr for FY 13-14 with INR 8,092 Cr in FY 12-13 and INR 3,911 Cr in FY 11-12. The Group is currently developing an estimated 43 million sq ft of prime real estate with the largest land reserves in MMR, and has 28 ongoing projects across London, Mumbai, Pune and Hyderabad and expanding in Bangalore. The group has the largest land bank of over 6,200 acres with an estimated saleable area of ~553 million sq ft. In FY 14-15 alone the company delivered 5.7 million square feet and 5,500 units across projects. The group plans to deliver more than 11.8 million sq ft in FY 15-16. Lodha’s vision of ‘Building a Better Life’ extends across markets with several landmark developments to its credit including World One – the world's tallest residential tower, and Palava City – the first Greenfield smart city in the country. The group has brought some of the top global names including Armani/Casa, Trump, Philippe Starck, Jade Jagger, Kelly Hoppen, Greg Norman and Pei Cobb Freed to India. The Group has recorded the biggest land deal in India till date, buying a plot for INR 4,053 Cr from the Mumbai Metropolitan Region Development Authority (MMRDA) in 2010, where it is developing New Cuffe Parade, a world-class mixed use development set to become the new city centre of Mumbai. The group has acquired other notable land parcels in Mumbai such as the 88-acre land parcel in the Thane region; the 17 acres Mumbai Textile Mills parcel for ~INR 2,727 Cr from DLF, and the famous Washington House property on Altamount Road from the American government.

This year, Putnam celebrates 75 years of managing money for individual and institutional investors. Inspired by balance, the firm has practiced an active, risk-conscious approach to pursuing client mandates since the launch of The George Putnam Balanced Fund in 1937. Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. The global asset manager and retirement plan provider distributes those services largely through intermediaries via its offices and strategic alliances in North America, Europe, and Asia.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

Lexington Partners is a prominent independent manager of secondary private equity and co-investment funds, headquartered in New York, New York. Established in 1994, the firm specializes in sourcing and acquiring investment fund interests, working with a diverse range of investors, including public and corporate pension funds, sovereign wealth funds, insurance companies, financial institutions, endowments, foundations, and family offices from over 40 countries. Since its inception, Lexington Partners has organized 20 secondary funds and 10 co-investment pools, amassing a total capital of $55 billion. The firm operates as a Registered Investment Adviser, focusing on providing liquidity solutions in the private equity market.

O'Shaughnessy Asset Management is an investment management firm founded in 1987 and located in Stamford, Connecticut. The company specializes in offering a diverse range of investment strategies and management services, focusing on equity portfolios that cater to various client needs. It serves institutional investors, individual investors, and high-net-worth clients, providing tailored financial advisory and investment solutions that encompass micro-cap to large-cap value strategies. O'Shaughnessy Asset Management is committed to delivering effective investment management and advisory services to its clientele.

Flipkart is an e-commerce marketplace based in Bengaluru, India, offering over 30 million products across more than 70 categories, including electronics, home appliances, and personal care items. Founded in 2007 by Binny and Sachin Bansal, the platform has grown to serve 75 million registered users and generates over 10 million daily visits. Flipkart efficiently handles approximately 8 million shipments per month, a figure that continues to rise. The company is also the parent of Flipkart Ventures, which invests in early-stage companies. In 2018, Flipkart was acquired by Walmart, further strengthening its position in the competitive e-commerce landscape. With a workforce of around 33,000 employees, Flipkart remains a significant player in the Indian online retail market.

Alto Solutions, Inc. operates an online platform that facilitates the management of self-directed individual retirement accounts (IRAs). The company offers various IRA products, including Alto IRA, which allows users to invest in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Its Checkbook+ IRA provides customers with check-writing control, enhancing the management of real estate investments. Additionally, Alto CryptoIRA connects users directly to Coinbase for cryptocurrency trading. The platform features a user-friendly dashboard for managing accounts and investments, and assists investors in determining their eligibility for different types of investments while identifying financial trust companies for asset custody. Serving a diverse clientele that includes wealth managers, registered investment advisors, real estate owners, and entrepreneurs, Alto Solutions aims to democratize access to alternative asset investing. Founded in 2015 and based in Nashville, Tennessee, the company was previously known as Saltvest, Inc.

Propel(x), Inc. is an online investment platform that connects investors with early-stage companies in the life sciences, computer sciences, energy, clean technology, and materials sectors. Founded in 2014 and based in Palo Alto, California, Propel(x) focuses on facilitating investments in startups centered around scientific discovery and innovative technologies. The platform enables investors to interact with industry experts, startup executives, and customers, which helps clarify complex technologies and accelerates fundraising efforts for emerging companies. Propel(x) aims to support the growth of pioneering ventures that contribute to significant advancements in various fields.

Athena Capital Advisors is an independent investment advisor and wealth management firm. Athena offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services.

Bambu is a digital wealth technology provider headquartered in Singapore, specializing in solutions for financial institutions. Founded in 2016, the company offers a range of products under the Intelligent Advisor, White-Label Robo, and Portfolio Builder brands. Its cloud-based platform utilizes proprietary algorithms and machine learning tools to simplify saving and investing for clients. Bambu's technology enables financial institutions, including banks, family offices, insurance companies, and asset managers, to create personalized investment portfolios and risk profiles for their clients. The company serves over 20 financial institutions globally and has established a presence in the United Kingdom and the United States, along with representatives in the EMEA region.

Edinburgh Partners is an employee-owned investment manager based in Edinburgh, United Kingdom. The firm specializes in fund management services, providing investment research and portfolio management to a diverse clientele that includes banking institutions, investment companies, pension plans, and government entities. Edinburgh Partners manages separate client-focused equity portfolios and offers equity and balanced mutual funds, as well as hedge funds. The firm invests globally in public equity and hedging markets, with a focus on global, international, EAFE, and European equities. Its investment strategy is rooted in fundamental analysis and employs a contrarian approach to maximize returns for its clients.

K2 Advisors is a hedge fund investment advisory firm founded in 1994 and based in Stamford, Connecticut. Initially managing less than US$10 million, K2 has grown to become one of the largest multi-billion dollar firms in the industry. The firm specializes in providing integrated hedge fund product solutions to a diverse clientele of institutional and high net worth investors, including corporations, pension funds, insurance companies, foundations, and endowments. K2's investment philosophy emphasizes prudent capital allocation and rigorous risk management, aiming to generate steady asymmetric returns across various economic conditions. The firm employs a variety of hedge fund strategies designed to exhibit lower volatility and reduced correlation to broader capital markets. Its offerings include custom-tailored discretionary and non-discretionary investment programs, commingled funds of hedge funds, and comprehensive hedge fund investment advisory services. K2 Advisors is now part of Franklin Templeton Investments, following an acquisition of a majority interest in K2 Advisors Holdings.

Bissett & Associates Investment Management ltd

Winfield & Company, a San Mateo, California-based investment firm, and moved Franklin's offices from New York to California. The combined organization had close to $250 million in assets under management and approximately 60 employees.