AIC

Sponsors

Lead Sponsor

StepStone

StepStone is a global private markets specialist overseeing over US$255 billion of private capital allocations, including more than US$51 billion of assets under management. The Firm creates customized portfolios for the world’s most sophisticated investors using a highly disciplined research-focused approach that prudently integrates primaries, secondaries, and co-investments. We represent some of the world’s most sophisticated public and corporate pension plans, sovereign wealth funds, endowments, family offices and foundations.

For more information about our organization, please visit https://www.stepstoneglobal.com.

Gold Sponsors

AdamsStreet

Adams Street Partners

Adams Street Partners is a global private equity investment management firm that offers comprehensive solutions for its investors.  As one of the leading independent, employee-owned firms, Adams Street has established a reputation for strong performance, an extensive knowledge base and a disciplined investment approach that values quality over quantity.  Our mission is to be the premier private equity investment manager in the world by sustaining world-class investment performance and the confidence of our investors through our deep understanding of the global private equity marketplace and exemplary client service.

For more information about our organization, please visit https://www.adamsstreetpartners.com.

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AlpInvest Partners

AlpInvest Partners is a global private equity investment management organization.

Since its founding in 1999, AlpInvest has invested across the private equity spectrum, and today includes large and middle market buyout, growth capital, and venture capital, as well as mezzanine and distressed debt, in the United States, Europe, Asia Pacific, emerging markets and other non-traditional markets. AlpInvest’s activities cover a range of private equity investing, including primary fund commitments, co-investments, and secondary investments. The firm’s investments span the range of private equity, with commitments to more than 600 buyout, venture capital, growth capital, and distressed funds managed by more than 300 sponsors. As of December 30, 2017, AlpInvest managed over $44 billion of client assets on a discretionary basis.

AlpInvest operates as part of Carlyle’s Investment Solutions segment. Investment Solutions helps clients meet their objectives through tailored portfolio construction and implementation. The Investment Solutions platform gives investors access to the large and complex universe of alternative investment strategies—private equity and real estate—on a global basis. AlpInvest offers customized private equity investment solutions to investors through separately managed accounts and commingled product.

For more information about our organization, please visit https://www.alpinvest.com.

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APG Asset Management

APG Asset Management (AM) invests and grows the pension capital for over 4.5 million Dutch pension participants. We help to ensure they can enjoy their future income in a sustainable world. As a leading, global, long-term, responsible investor, we tap the expertise of approximately 700 financial professionals across offices in Amsterdam, Heerlen, Hong Kong, and New York. To learn more, visit https://www.apg.nl/en/asset-management.

BroadVail

BroadVail Capital Partners

BroadVail Capital Partners is a private equity and advisory firm based in Houston, Texas, and focused on the commercial real estate (“CRE”) sector. BroadVail is led by co-founders and managing partners Brett Hetherwick, James Tramuto and Robert Zorich, who bring diverse CRE expertise in investment banking, investment management and principal ownership. BroadVail’s team of five investment professionals has more than 40 years of combined experience across multiple asset classes including office, hospitality, multifamily, student housing, retail, self storage, industrial and healthcare.

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EY

EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. For more information about our organization, please visit ey.com.

HarbourVest

HarbourVest

HarbourVest is an independent, global private markets investment specialist with 36 years of experience and more than $58 billion in assets under management, as of March 31, 2019. The Firm’s powerful global platform offers clients investment opportunities through primary fund investments, secondary investments, and direct co-investments in commingled funds or separately managed accounts. HarbourVest has more than 500 employees, including more than 125 investment professionals across Asia, Europe, and the Americas. This global team has committed more than $35 billion to newly-formed funds, completed over $19 billion in secondary purchases, and invested over $9 billion directly in operating companies. Partnering with HarbourVest, clients have access to customized solutions, longstanding relationships, actionable insights, and proven results.

For more information about our organization, please visit https://www.harbourvest.com.

Landmark Partners

Landmark Partners specializes in secondary market transactions of private equity and real estate investments, with approximately U.S. $15 billion of committed capital, as of December 31, 2014. Founded in 1989, the firm has one of the longest track records in the industry and is a leading source of liquidity to owners of interests in real estate, venture, mezzanine and buyout limited partnerships. Landmark has completed 460 transactions in its 25-year history and acquired interests in over 1,700 partnerships, managed by over 650 general partners. Landmark is headquartered in Simsbury, Connecticut and has offices in Boston, New York and London. or more information about our organization, please visit www.landmarkpartners.com.

Northern Trust

Northern Trust is a leading global provider of asset servicing and related services. We have experience helping some of the world’s largest and most complex organizations handle their asset servicing needs, offering guidance and insight with personalized service. We work with corporate and government retirement funds, nonprofit organizations, fund managers, sovereign wealth funds, insurance companies and other institutional investors around the globe.

Our ongoing investment in technology allows us to provide our clients with the solutions they need to operate their businesses more efficiently. We couple this with a client-centered approach to provide a powerful combination of service, technology and expertise.

Visit NorthernTrust.com or follow us on LinkedIn.

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PGIM

At PGIM Investments, we consider it a great privilege and responsibility to help investors participate in opportunities across global markets while meeting their toughest investment challenges. We’re part of PGIM, the global investment management business of Prudential Financial, Inc.—a top-10 investment manager globally with more than $1 trillion in assets under management (AUM).3 This scale and investment experience allow us to deliver PGIM Funds—actively managed investment solutions designed to meet the needs of investors around the globe. For more information, please visit www.pgim.com .

Plexus Capital

Plexus Capital focuses on investments and partnerships with middle market businesses that need capital for growth.  Whether the need for capital is driven by new market opportunities, a transition of ownership or strategic acquisitions, the Plexus team has the capital and experience you need.  With $550 million under management, investments in more than 50 businesses, and experience managing through all economic cycles, we have proven ourselves to be patient investors with the experience it takes to succeed.

For more information about our organization, please visit http://plexuscap.com.

UAI

UAI Foundation

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Zurich

Zurich Alternative Asset Management Group is Zurich Insurance Group’s dedicated alternative asset management platform. The firm invests solely on behalf of Zurich affiliates worldwide, providing asset allocation, investment selection and investment management across hedge funds, private equity and U.S. real estate.

For more information about our organization, please visit www.zaam.com.

Silver Sponsors

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AIF Global

AIF is an independent economic think tank focusing on institutional investment policy. Its mission is to foster the exchange of best ideas, practices and information among institutional asset owners globally to help them achieve their investment objectives. The AIF Global Foundation is a not-for-profit foundation through which AIF Global provides funding to support important investments research by leading finance academics.

For additional information, please visit https://aifglobal.org/

Bronze Sponsors

JPMorgan

J.P. Morgan Securities LLC

Private Bank:
J.P. Morgan Private Bank provides customized financial advice and solutions to help wealthy clients and their families invest, borrow and bank with intent. Leveraging global capabilities in investing, philanthropy, family office management, credit, fiduciary services and special advisory services, the Private Bank brings clients’ investments and financial assets together into one comprehensive strategy to help them achieve their goals and secure the legacy they envision. The Private Bank manages more than $1.4 trillion in assets. More information about J.P. Morgan Private Bank is available at www.jpmorgan.com/privatebank.

Asset Management:
J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with $1.9 trillion under management (as of September 30, 2019). Our investment professionals (portfolio managers, quantitative analysts, risk management, senior management and economists) around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the needs of our clients.

JPMAM has been managing defined benefit plans since 1944 and our Global Institutional business brings comprehensive global investment services – including asset management, pension analytics, asset-liability management and active risk budgeting strategies – to corporate and public institutions, endowments, foundations, not-for-profit organizations and governments worldwide.

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Natixis

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms3 with more than $1 trillion assets under management4 (€921.5 billion). For more information, please visit www.natixis.com

RCP

RCP Partners

Founded in 2001, RCP Advisors, a federally registered investment adviser, is a private equity investment management firm that provides access to North American lower middle market private equity fund managers through funds-of-funds, secondary funds, and co-investment funds. Additionally, the Firm provides advisory and research services. RCP is headquartered in Chicago, Illinois with a satellite office in Newport Beach, California. RCP’s market knowledge, investment process, and deep and long-standing relationships within the private equity community are integral to accessing and selecting what RCP believes to be the most successful fund managers. With $8.3+ billion in committed capital and 50 full-time professionals as of November 25, 2019, RCP believes that it is one of the largest, most experienced and respected fund sponsors focused on the lower middle market segment of the North American private equity market.

For more information about our organization, please visit https://www.rcpadvisors.com.

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SOLIC Capital

SOLIC Capital Advisors, LLC (“SCA”) is a leading specialty investment bank providing merger & acquisition, restructuring, capital placement and valuation advisory services to companies, lenders, institutional investors, the legal community and other creditor constituencies. SCA professionals have successfully led nearly 600 mandates, involving in excess of $150 billion in capitalization, across a wide array of industry sectors, creating significant stakeholder value. SCA is a subsidiary of SOLIC Holdings, LLC which includes: SOLIC Capital Advisors (financial advisory), SOLIC Capital Partners (principal investing), SOLIC Capital, LLC (FINRA registered Broker/Dealer), and SOLIC Capital Management (asset management services). Investment banking, private placement, merger, acquisition and divestiture broker-dealer services offered through SOLIC Capital, LLC. Member FINRA/SIPC. To learn more, please visit www.soliccapital.com.

Group Sponsors

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Echo Health Ventures

Echo Health Ventures invests to build and grow tomorrow’s great health care companies. We are a joint collaboration of Cambia Health Solutions and Mosaic Health Solutions, working closely with our parent companies to accelerate portfolio companies’ growth and bring their innovations to scale nationally. For additional information, please visit www.echohealthventures.com

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IHS Markit

IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.

For more information about our organization, please visit https://ihsmarkit.com.

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Nelson Mullins

Established in 1897, Nelson Mullins has more than 500 attorneys and other professionals with offices in California, Colorado, the District of Columbia, Florida, Georgia, Massachusetts, New York, North Carolina, South Carolina, Tennessee, and West Virginia. For more information on the Firm, go to www.nelsonmullins.com. For additional information, contact Jan Easterling, Nelson Mullins Communications Coordinator, at 800.237.2000, ext. 9794.

For more information, please visit https://www.nelsonmullins.com.

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Purrington Moody Weil

Purrington Moody Weil is a corporate law firm with offices in New York and North Carolina. We offer our clients a sophisticated transactional practice with a special focus on the private equity and investment fund industry. Our attorneys have developed a high level of expertise across a wide variety of domestic and international transactions and have accumulated extensive experience with investment managers, entrepreneurial companies and large, transaction-intensive law firms. This experience affords us a comprehensive understanding of our clients’ needs and enables us to provide our clients with superior legal representation.

For more information about our organization, please visit https://www.pmw-legal.com.

Schell Bray

Schell Bray PLLC

Schell Bray concentrates its practice in the business law area. Attorneys in the firm represent private equity funds and their sponsors, investors and start-up entities through every stage of their business cycle, from formation to exit transactions. Our services cover mergers and acquisitions, debt and equity financings, venture capital, private equity fund creation and dissolution, technology, securities law compliance, and tax and regulatory issues. Our clients are engaged in a broad range of industries, including real estate, energy, technology, manufacturing and radio and other media. We frequently act as outside general counsel for our clients and regularly interact with a client’s ownership and its management team.

For more information about our organization, please visit https://schellbray.com.

Media Sponsors

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CAIA

CAIA Founded in 2002, the Chartered Alternative Investment Analyst (CAIA) Association is the global authority in alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized finance credential and the gateway to a network of more than 11,000 alternative investment leaders in more than 95 countries. Please visit www.caia.org for more information.

Contact Us

Contact Caroline Pugh at
Caroline_Pugh@kenan-flagler.unc.edu
for more details about sponsorship opportunities. For more information see the 2020 Sponsorship Information Sheet.

Become a Sponsor

 

INSTITUTE FOR PRIVATE CAPITAL

The Institute for Private Capital improves public understanding of the role of private capital in the global economy. Academic and industry experts work together to generate new knowledge about private capital markets based on objective academic research.

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