Kudu Investment Management

GenTrust is an SEC Registered Investment Adviser that offers investment and wealth management services. Established in 2011, the firm manages over $1 billion in assets across its affiliates. GenTrust was created by merging a team of experienced financial advisors with a group of investment experts who previously handled significant funds for major institutional investors. The company's goal is to provide honest independent advice combined with a risk management approach typically reserved for large institutions. GenTrust is fully owned by its management team, ensuring a focus on client interests. For more details, visit the Our Team page on their website.

Gramercy Funds Management LLC, founded in 1998 by Robert Koenigsberger, is a hedge fund manager based in Greenwich, Connecticut, with additional offices in London, Hong Kong, Singapore, Mexico City, and Silicon Valley. The firm specializes in emerging markets, providing investment solutions that encompass both alternative and long-only strategies. Gramercy is known for its expertise in distressed debt, but it has adapted its investment approach to include a broader range of instruments as the market has evolved. With a strong emphasis on fundamental analysis and bottom-up stock selection, the firm manages client-focused portfolios for a diverse clientele, including pension plans, foundations, and high-net-worth individuals. Gramercy’s investment professionals possess extensive experience in emerging markets, supported by a dedicated research team that enhances their decision-making capabilities through deep local insights and market knowledge.

Radcliffe Capital Management is an investment management firm that specializes in investment management advice, strategies, and credit reporting services.

Founded in 2005 and headquartered in Toronto, Third Eye Capital is a Canadian firm that provides asset‑based financing to companies that are underserved by traditional lenders. With nearly $5 billion in lending commitments across more than 125 portfolio investments, the firm offers a range of debt products—including term loans, revolving credit lines, growth capital, first‑lien and distress debt—as well as restructuring services. It serves a broad spectrum of sectors such as energy, alternative energy, mining, technology, media, software, healthcare, retail, e‑commerce, food and beverage, and construction services. By engaging closely with a company’s key assets, Third Eye Capital bridges the gap between perceived value and actual worth, delivering capital and expertise that help portfolio companies grow and thrive.

Founded in 1999, Douglass Winthrop Advisors is an employee-owned investment manager based in New York City with additional offices across the United States. The firm provides personalized investment services to individuals, families, trusts, and endowments, managing both equity and balanced portfolios. They primarily invest in global public equities and U.S. fixed income markets, focusing on value stocks and various bond types. Douglass Winthrop Advisors employs a combination of fundamental and quantitative analysis for investments.

Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.

Creation Investments Capital Management, LLC is a private equity and venture capital firm founded in 2007 and headquartered in Chicago, with additional offices in Dallas, Mexico City, and Bangalore. The firm specializes in making growth equity investments in emerging markets, focusing on high-potential financial services providers, including microfinance institutions, small-and-medium enterprise lenders, and emerging market banks. It also engages in buyout transactions of more mature financial institutions transitioning from NGO ownership. Creation Investments targets sectors such as fintech, insurance, payments, and other financial services that cater to the unbanked and underbanked populations. The firm seeks to invest between $2 million and $30 million, often preferring a majority stake in its portfolio companies. With a commitment to generating both financial and social returns, Creation Investments aims to enhance the lives of individuals at the bottom of the economic pyramid and reduce poverty in developing regions.