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 www.stepstoneglobal.com.

Adams Street Partners

Adams Street Partners is a global private markets investment manager with investments in more than thirty countries across five continents. The firm is 100% employee-owned and has over $52 billion in assets under management. Adams Street strives to generate actionable investment insights across market cycles by drawing on 50 years of private markets experience, proprietary intelligence, and trusted relationships. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, and Tokyo.

For more information, visit www.adamsstreetpartners.com.

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.

Ares Management

Baillie Gifford

Baillie Gifford is an investment management firm founded in 1908 as a private Partnership to invest in growth businesses. Our structure and focus remain to this day as we seek out the most exceptional growth companies in both the public and private markets with whom we can be long-term owners and partners. Our reputation as supportive, long-term investors with extensive experience of investing on both sides of the artificial IPO divide makes companies want to have Baillie Gifford on their shareholder register.

For more information, please visit: www.bailliegifford.com

BlackRock

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

BlackRock is the world’s largest asset manager with total assets under management (AUM) of $10 trillion as of December 31, 2021. The company provides a comprehensive range of investment, risk management and advisory services for institutions, intermediaries, foundations, and individuals around the globe. The firm employs approximately 13,000 talented professionals and maintains offices in more than 30 countries around the world.

For more information, please visit www.blackrock.com.

BroadVail Capital Partners

BroadVail Capital Partners is a private equity firm that partners with best-in-class management teams to build institutional real estate investment platforms. Since inception in 2014, BroadVail has partnered with and grown six institutional real estate platforms across the U.S. in the Affordable Housing, Self-Storage, Medical Office/Lab and Life Science, Industrial, Student Housing and Build-to-Rent Single Family rental sectors. Currently, BroadVail has over $800 million in AUM and $3 billion in total real estate capitalization through its portfolio companies with asset-level investments in over 40 MSAs across the country. BroadVail is an extremely active partner providing capital solutions, strategic guidance, risk management, data analytics and portfolio management expertise to its companies.

For more information, please visit broadvail.com.

Burgiss

Burgiss is a global, market-leading provider of data and analytics solutions for investors. With over 30 years of expertise in alternative investments, we offer unrivaled data, analytics, and transparency that enable asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. Burgiss’ solutions serve 1,000+ clients in more than 30 countries, delivering data that represents over $15 trillion in assets.

With offices throughout the Americas, EMEA, and Asia Pacific, we leverage our network and expertise so that we can service our clients by focusing on their varying needs across regions.

Further information is available at www.burgiss.com.

EY

In a world of unprecedented change, EY believes a better working world means helping clients solve big, complex industry issues and capitalize on opportunities to grow, optimize, and protect their businesses. From start-ups to Fortune 500 companies, EY teams work with clients – from strategy through execution – to help them design better outcomes and realize long-lasting results. A global mind-set, diversity, and collaborative culture inspire EY consultants to ask better questions. They work with their clients, as well as an ecosystem of internal and external seasoned professionals, to help create innovative answers. Together, EY teams help businesses work better.

For more information about our organization, please visit ey.com.

Goldman Sachs

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

For more information, please visit www.goldmansachs.com.

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 www.harbourvest.com.

Manulife Investment Management

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 17 countries and territories. Our private markets strategies include private equity and credit, real estate, infrastructure, timber, and agriculture. Responsible stewardship is integral to our business and culture, and we seek to be a global leader in creating long-term, sustainable, value for our stakeholders.

For more information about our organization, please visit: manulifeim.com/privatemarkets

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyse key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

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.

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 plexuscap.com.

Trilantic

Trilantic Capital Management L.P. (“Trilantic North America”) is a leading middle market private equity firm that makes strategic, founder-aligned investments with flexible investment structures. Our approach is based on integrity, transparency and partnership, enabling rapidly growing businesses to achieve transformative growth. Our growth capital and expertise strengthen businesses and create value through thoughtful and collaborative post-acquisition involvement. Since our inception, we have managed six (6) private equity fund families with aggregate capital commitments of $9.9B. Our target investments are primarily in the business services and consumer sectors.

For more information, please visit: trilanticnorthamerica.com.

UAI Foundation

Uai Foundation is a private foundation based in Research Triangle Park, NC that was founded in 2008.

Vanguard

Founded in 1975, Vanguard is one of the world’s leading investment management companies. The firm offers investments, advice, and retirement services to individual investors, institutions, and financial professionals. Based in Valley Forge, Pennsylvania, Vanguard has offices worldwide and managed $8.1 trillion on behalf of 30 million clients as of January 31, 2022. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

For more information, visit vanguard.com.

Vista Equity Partners

Vista Equity Partners exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on Twitter, @Vista_Equity.

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.

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 aifglobal.org.

Flexstone

Established in 2018, Flexstone Partners SAS (“Flexstone”) is a majority owned affiliate of Natixis Investment Managers (US$1.4 trillion in assets under management and one of the world’s largest asset managers), and provides global institutional investors with investment management and advisory services across global private markets. Flexstone manages $10 billion in assets and offers clients bespoke, global private markets solutions through Customized Investment Solutions, and Secondary and Co-Investment funds focused on lower, middle market buyouts, growth equity, and emerging managers in the US, Europe and Asia.

With 50 professionals based in New York, Paris, Geneva, and Singapore, Flexstone’s global team serves the distinct needs of our clients worldwide. The team has diverse backgrounds, deep market experience, and private markets expertise, and is immersed in the world’s most compelling markets across North America, Europe, and Asia.

For more information about our organization, please visit flexstonepartners.com

Fundamental

Fundamental is a leading alternative asset manager dedicated to frequently recurring, but often overlooked or misunderstood, opportunities surrounding municipal and other public purpose assets. The firm employs a disciplined, credit-intensive investment process with a focus on cash flowing projects that meet vital community needs. Fundamental leverages their decades of experience to navigate inefficient and fragmented markets, underwrite complex and idiosyncratic deals, and invest across capital structures, sectors and geographies in order to consistently generate value across market cycles. With a focus on cash-flowing, asset-based investments in essential service verticals, Fundamental aims to provide consistent total returns, downside protection and less correlation to traditional markets. The firm’s investments are often in assets that are essential to the community, including affordable and workforce housing, alternative energy, senior care, infrastructure, and transitional housing. In their stewardship of those assets, Fundamental recognizes the close connection between enhancing the communities in which they are located and enhancing the value of their portfolio.

The firm’s flagship opportunistic strategy, Fundamental Partners, employs private equity-style control and high yielding private credit practices to exploit the pockets of inefficiency, distress, illiquidity and structural complexity often found in their marketplace. Additionally, Fundamental’s renewable energy investment arm, Fundamental Renewables, is focused on providing flexible capital solutions for the development, construction and operation of renewable energy projects. By leveraging their robust networks and specialized underwriting expertise, the team can provide custom solutions for complex transactions that are not easily or efficiently financed through traditional lending channels.

For more information, please visit www.fundamental.com.

QHP Capital

QHP focuses on providing strategic capital and partnering with management teams to build leading healthcare companies in the middle market. We focus on tech-enabled life sciences and pharma service companies that help reduce the total cost of care, fulfill unmet medical needs, diminish unnecessary procedures, improve efficiency, and elevate patient quality of life. We work to transform these companies into larger, better positioned, and more valuable enterprises. We partner with management teams and draw on our strategic platform to create exceptional value in growing life science and pharma services businesses.

For more information, please visit :www.qhpcapital.com.

Dechert LLP

Dechert is a leading global law firm with 21 offices around the world. We advise on matters and transactions of the greatest complexity, bringing energy, creativity and efficient management of legal issues to deliver commercial and practical advice for clients. We have some of the world’s leading lawyers advising on both domestic and cross-border matters. The firm is frequently retained to work on the most challenging transactions and disputes, and prides itself on its ability to deliver premium legal services and sound business judgement to its clients.

For more information, please visit: www.dechert.com

Oak Hill Advisors

OHA is a leading alternative investment firm with $57 billion of capital under management across its private, distressed, special situations, liquid, structured credit and real asset strategies. OHA has generated attractive risk-adjusted returns over its more than 30-year history by specializing in performing and distressed credit-related investments in North America, Europe and other geographies. OHA employs more than 350 people globally and is headquartered in New York, with primary offices in London, Sydney, Hong Kong, Luxembourg and Fort Worth.

For further information about OHA, please visit oakhilladvisors.com

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.

CAIA Association

The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes.

To learn more about the CAIA Association and how to become part of the organization’s mission, please visit caia.org.

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