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Craigs Investment Partners Limited is a prominent investment advisory and management firm based in Tauranga, New Zealand, with a network of 19 locations across the country. Established in 1984, the firm specializes in providing tailored investment solutions to a diverse clientele, including private individuals, corporations, trusts, institutions, and government entities. In addition to investment management, Craigs offers share brokerage and retirement services, emphasizing a client-centric approach. The firm conducts in-house research to inform its investment strategies, focusing on both public equity and fixed income markets worldwide. Previously known as ABN AMRO Craigs, the company has established itself as one of New Zealand's largest investment managers, reinforcing its commitment to delivering comprehensive financial services.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

The Caprock Group is a multi-family office located in Boise, Idaho, established in 2005. The firm focuses on managing the entire balance sheet of affluent families, providing long-term planning and asset management services that help organize and structure their financial affairs. By acting as an outsourced Chief Investment Officer and Chief Financial Officer, it develops customized and strategic financial solutions tailored for high-net-worth individuals and families. The Caprock Group invests in advanced technology and prioritizes transparent performance reporting, allowing clients to gain a clear understanding of their financial landscape. The firm specializes in a variety of investment areas, including alternative assets, private equity, venture capital, hedge funds, and private wealth management, with its executive management team overseeing asset management.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.

BetaShares is one of Australia’s leading and award-winning managers of Exchange Traded Funds (ETFs) – simple, low cost and transparent investment products that are traded on the Australian Stock Exchange (ASX). We offer one of the largest and most diverse range of ETFs in Australia, providing investors with access to funds that cover Australian and International shares, fixed income, cash, currencies, commodities and alternative strategies. Our goal is to expand the range of intelligent investment solutions for investors and help them meet their financial goals. As at 30 June 2017, BetaShares manages over $4.5 billion in assets. BetaShares is a member of the Mirae Asset Global Investments Group, one of Asia’s largest asset management firms. As at December 2016, Mirae manages approximately US $100 billion globally.

Exeter Property Group was founded in 2006 by a seasoned team with a long history and shared investment philosophy. Drawing on over 25 years of experience throughout multiple real estate market cycles, Exeter’s principals believe that superior returns are generated from aggregating diversified portfolios of properties that meet tenants’ needs for value proposition and functionality, and consequently provide investors with a high level of cash flow as well as value-add growth and capital appreciation potential. Exeter implements this tenant-focused property strategy from its regional offices across the U.S., allowing us to select and operate real estate in a direct and highly engaged manner.

Merian Global Investors formed in June 2018 when its management team, together with funds operated by the global growth private equity firm, TA Associates, acquired the “single-strategy” investment capabilities of Old Mutual Global Investors. As an independent firm, they are committed to continuing to build a successful, specialized asset management business. Central to the future of their business is a belief that their clients appreciate the value of active investment management when it delivers what they reasonably expect. Their strategy is to seek to attract and retain talented investment professionals, who are experts in their particular fields, and to provide them with the operational, risk management and distribution environment and support they need in order to thrive, yet without encumbering them with a blunt “house view” imposed by a chief investment officer.

Founded in 1991, Confluence is a global leader in fund administration automation. Confluence helps investment management companies gain unprecedented control by automating every step of the fund administration process including the collection, creation, confirmation, and delivery of investment product data. Results are lower costs, reduced risk, decreased reporting turnaround times, and the scalability to automate more processes without additional resources. Confluence solutions are used by 40 percent of the leading global investment managers, and more than 60 percent of U.S. mutual funds. The Unity platform from Confluence addresses a wide range of problems from performance measurement to customized reporting for a full array of domestic and international managed investment products, including mutual funds, funds of funds, collective funds, separate accounts, and variable products, as well as hedge funds and other alternative investments. Major fund companies such as the Principal Financial Group, T. Rowe Price, and Russell Investments; and service providers such as U.S. Bancorp Fund Services rely on Confluence

Fisher Funds is a specialist investment manager based in Auckland, New Zealand, established in 1998. The firm focuses on delivering strong investment returns by investing in high-quality businesses. It aims to make investing enjoyable and understandable for New Zealand investors, ensuring that clients have a successful investing experience. The investment management team oversees the firm's assets, emphasizing excellent client service and a commitment to demystifying the investment process.

Yarra Capital Management is a leading active and independent Australian fund manager with a strong heritage in the local market.

Maintenance Connection Inc. is a developer of web-based computerized maintenance management software (CMMS) that serves organizations globally. Founded in 1999 and based in Davis, California, the company offers a comprehensive suite of solutions designed to streamline facility maintenance and asset management. Its software enables users to efficiently track work orders, manage assets, conduct preventive maintenance, and organize inventory. Additional features include reporting capabilities, maintenance scheduling, and mobile access, along with various implementation options such as cloud and on-premise solutions. Maintenance Connection's offerings cater to a diverse range of industries, including manufacturing, healthcare, education, and government, helping clients reduce equipment downtime, improve labor productivity, and lower overall maintenance costs through effective asset management.

Russell Investment Management Ltd. is a privately owned investment manager based in Sydney, Australia. The firm caters to institutional investors, financial advisers, and individual clients by offering a range of services that include advice, investments, and implementation. It specializes in managing equity, fixed income, balanced, and multi-asset mutual funds, investing across global public equity and fixed income markets. Russell Investments is noted for its actively managed multi-asset portfolios and leverages its expertise in capital market insights, manager research, asset allocation, and portfolio implementation to assist clients in achieving their investment goals. The firm operates as a subsidiary of Russell Investment Group Pty Ltd.

NorthStar exists to innovate and develop products and services, strengthen their partners, and provide tools and resources to empower investment advisors. With over 650 employees and $300 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.

Söderberg & Partners is a wealth management firm headquartered in Stockholm, Sweden, founded in 2004. The company specializes in advising and distributing insurance and financial products, including pension plans and fund investments. It offers a range of services to institutions, municipalities, and counties concerning pension assets and other forms of asset management. The firm has developed its own internal systems, supported by a sizable IT department, which provide clients with a comprehensive overview of their financial and pension situations, while also facilitating the work of their advisors and administrators.

Prometheus Platform is a suite of six integrated solutions deployable on mobile or desktop in the cloud or on-premise that natively extend and enhance the functionality of your EAM, ERP, or CMMS and update data in real-time. The Planning & Scheduling module is a software suite loaded with time-saving features and intelligent tools like configurable heat-maps, drag and drop scheduling, mass change, auto-level, and it enables a proactive maintenance strategy and improves efficiency. The Mobile module is a native mobile app for iOS, Android, Windows that offers an intuitive user interface and online/offline capabilities. The app connects maintenance technicians in the field with your EAM, ERP or CMMS. In real-time, technicians can perform a range of key asset management functions, including work order execution, routes and inspections, and inventory management. The Permitting & Isolations module is an ePTW solution that drastically reduces the inefficiencies, frustrations, compliance issues, and potential dangers of paper permitting, while also managing isolations/LOTO (lock-out-tag-out), risk assessments, and more. The ePAS Mobile application within the module works online or offline allowing your users to continue safe work practices, no matter what the connectivity. The Reporting & Analytics module quickly reveals actionable insights from real-time reports of company-wide curated metrics. These reports reveal crucial information to identify pain-points and drive improvement in your company’s asset management strategy. This module includes a dedicated Prometheus Data Analyst who is available to configure your reporting and assist with reporting strategy. The Turnaround & Outage Management module provides a single command center for the full lifecycle of your Shutdown, Turnaround, or Outage from planning through to execution and review. Manage scope and materials, track planning progress, improve communication, and collect real-time progress updates from the field. The Master Data Governance module gathers data from across the Prometheus Platform (and your EAM/ERP/CMMS) and cleanses/standardizes it for actionable insights. Ideal for new EAM implementations and for mergers and acquisitions, Master Data Governance ensures your single source of truth for your data is accurate.

Stadion Money Management, LLC, a Watkinsville, GA-based investment management firm.

Evanston Capital Management, LLC (“ECM”) is an alternative investment management firm focused on providing multi-manager hedge fund programs for institutional and high net worth investors. Formed in 2002, ECM manages a variety of strategies emphasizing more concentrated portfolios, and ECM seeks to identify portfolio managers in which ECM has gained high conviction. ECM manages commingled funds and offers customized solutions to clients looking to tailor their hedge fund program. ECM has approximately 300 institutional investor relationships and approximately $4.8 billion in assets under management as of May 1, 2014.

Keeley Asset Management Corp. is dedicated exclusively to active value investing in small and mid-cap value investing.

First Eagle Investments is a financial services firm headquartered in New York City, offering a range of investment management services through its subsidiary, First Eagle Investment Management, LLC. Established in 1864, the company caters to both institutional and individual clients, focusing on prudent stewardship of assets and emphasizing absolute returns with a commitment to downside protection. In addition to investment management, First Eagle provides custom financial solutions, including personal loans and credit cards, as well as savings options. As a Community Development Financial Institution, the company is dedicated to promoting racial equality and fostering an inclusive economic environment.

Jupiter Fund Management Plc is a publicly owned investment management firm based in London, United Kingdom. Founded in 1985, it started as a specialist investment boutique and has since evolved into a comprehensive asset management group. Jupiter manages a diverse range of investment products, including mutual funds, hedge funds, and customized client portfolios. The firm focuses on investing in public equity markets across the UK, Europe, and global emerging markets, as well as in fixed income markets and absolute return strategies. With a commitment to delivering long-term outperformance, Jupiter has attracted both retail and institutional investors through its active approach to asset management.

SmartStream is a global software and managed services provider that in challenging markets conditions has outpaced its rivals in the financial markets sector, creating an impressive base of more than 1,500 customers. This includes more than 70 of the world’s top 100 banks alongside the world’s leading asset managers, custodians and broker dealers.

Advisory Research, Inc. is a privately owned investment management firm based in Chicago, Illinois, founded in 1974. The firm specializes in providing investment services to a diverse clientele, including high-net-worth individuals, institutions, endowments, foundations, corporations, and government entities. It manages separate client-focused equity portfolios and offers private funds, including equity mutual funds and hedge funds. Advisory Research primarily invests in value stocks across various market capitalizations, focusing on micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis and bottom-up stock picking approach, conducting in-house research to inform its investment decisions. By delivering actively managed investment strategies and personalized client service, Advisory Research aims to achieve competitive risk-adjusted returns while fostering a collaborative culture among its investment professionals. The firm operates as a subsidiary of Ostara Inc.

Numeric Investors LLC is a privately owned investment manager based in Boston, Massachusetts, founded in 1989. The firm offers investment services to a diverse clientele, including high net worth individuals, corporate pension plans, charitable institutions, and international funds. Numeric Investors specializes in managing client-focused equity portfolios, equity mutual funds, and hedge funds, investing globally in public equity markets. Its investment strategy focuses on both growth and value stocks across small-cap, mid-cap, and large-cap companies. The firm utilizes a combination of fundamental and quantitative analysis to construct its portfolios, with a strong emphasis on research to identify new alpha-generating opportunities and optimize trading costs. Numeric Investors has established asset capacity limitations to ensure that its growth does not compromise the excess returns it aims to achieve for clients.

Founded in 1991, Clinton Group is a SEC Registered Investment Advisor that invests globally across multiple alternative investment strategies. The firm has successfully adapted to the changing global investment environment and prospered through two decades of challenging market conditions. This long-term track record rests on a breadth of expertise, an agile investment strategy and a deep infrastructure.