StepStone

StepStone Group Inc. is a global private markets investment firm focused on providing customized investment solutions and advisory, data and administrative services to its clients. As of December 31, 2023, StepStone was responsible for approximately $659 billion of total capital, including $149 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private market portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

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

AlpInvest

AlpInvest, a subsidiary of Carlyle (NASDAQ: CG), is a leading global private equity investor with $77 billion of assets under management and more than 450 investors as of December 2023. It has invested with 350 managers and committed approximately $96 billion across primary commitments to private equity funds, secondary transactions and co-investments. AlpInvest employs more than 230 people in New York, Amsterdam, Hong Kong, London, and Singapore.

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

Arctos

Arctos is a private investment firm that provides bespoke growth capital and liquidity solutions, differentiated thought partnership, and value creation advice to sports franchises (Arctos Sports) and alternative asset managers, their funds, and portfolio companies (Arctos Keystone). Founded in 2019, Arctos serves as a catalyst for innovation and business transformation for its portfolio companies and its markets. The firm’s proprietary approach is anchored by its unique quantitative research and data science platform, Arctos Insights. Arctos has a team of more than 60 investment and operational professionals with investment and operating expertise across industries, geographies, and economic cycles. The firm is headquartered in Dallas, with office locations in New York, and London.

For more information, visit www.arctospartners.com or Arctos’ company page on LinkedIn.

Ares Management

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 $1.5 billion in AUM and $4.8 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.

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.

Fidelity Investments

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.1 trillion, including discretionary assets of $5.9 trillion as of December 31, 2024, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

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 firm with over 42 years of experience and more than $138 billion of assets under management as of September 30, 2024. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 245 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $61 billion to newly-formed funds, completed over $59 billion in secondary purchases, and invested over $43 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

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

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.

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

PGIM

PGIM is the global asset management business of Prudential Financial, Inc. (PFI). PFI has a history that dates back over 145 years and through more than 30 market cycles.  With 46 offices in 18 different countries, our more than 1,450+ investment professionals are located in key financial centers around the world.

As a leading global asset manager, with $1.22 trillion in assets under management, PGIM is built on a foundation of strength, stability and disciplined risk management. Our firm is comprised of autonomous asset management businesses, each specializing in a particular asset class with a focused investment approach. This gives our clients diversified solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate, private credit and other alternatives.

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.

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 tens of millions of individual investors around the globe – directly, through workplace plans, and through financial intermediaries. 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.

Davis Polk

Davis Polk & Wardwell LLP is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 175 years, and our global, forward-looking focus is supported by offices strategically located in the world’s key financial centers and political capitals. More than 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions.

Leaders in asset management turn to us for high-quality, bespoke solutions to their most complex formation, transactional and regulatory matters. Clients benefit from our deep knowledge on the full range of fund formation issues and market practice, including investor relations, tax, structuring, seeding, deal execution, credit arrangements and compensation.

For more information, please visit davispolk.com.

Ospraie Management

Ospraie Management, LLC is an investment management firm focused on (i) directional investing in commodities globally, (ii) the acquisition and management of real assets in agriculture, metals, mining, energy, processing, basic materials, logistics, energy transition and other related sectors, and (iii) investing in agricultural technology companies.   The original Ospraie Fund was founded by Dwight Anderson in 1999, when he was a portfolio manager with Tudor Investment Corporation. In January 2004, Mr. Anderson formed Ospraie Management, LLC, a fully independent firm, to manage the original Ospraie Fund and other investment accounts. Mr. Anderson has over 35 years’ experience investing in these markets. Ospraie’s investment approach is based on extensive and detailed fundamental research, industry expertise and a global network of basic industry and commodity contacts.

EJF Capital

EJF Capital LLC (“EJF”) is a global alternative asset management firm focused primarily on regulatory event-driven investing within the financial sector. EJF was founded by Manny Friedman and Neal Wilson in 2005 and is headquartered just outside of Washington, D.C., with an additional office in London. EJF manages approximately $5.4 billion of private equity assets, hedge fund assets, and separately managed accounts, which includes $2.9 billion of CDO assets through its affiliates. EJF’s approach combines investment expertise across the capital structure with a corporate finance focus to unearth creative solutions for investing in complex, mispriced securities and other assets.

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

Flexstone

Established in 2005, by way of predecessor firms, Flexstone Partners SAS (“Flexstone”) is a majority owned affiliate of Natixis Investment Managers (US$1+ 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 $10.6 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 55+ 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, renewable energy, senior care, and infrastructure. 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 and construction 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.

J.P. Morgan

J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with $3.3 trillion (as of September 30, 2024) under management. 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.

Whatever your investment objective, our goal is to help you achieve it. Let’s solve it.

J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: jpmorgan.com/institutional

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.

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