Sponsors

21shares is one of the world’s leading cryptocurrency exchange traded product providers and offers the largest suite of crypto ETPs in the market. The company was founded to make cryptocurrency more accessible to investors, and to bridge the gap between traditional finance and decentralized finance. 21shares listed the world’s first physically-backed crypto ETP in 2018, building a seven-year track record of creating crypto exchange-traded funds that are listed on some of the biggest, most liquid securities exchanges globally. Backed by a specialised research team, proprietary technology, and deep capital markets expertise, 21Shares delivers innovative, simple and cost-efficient investment solutions.

We have protection against systematic risk down to a science. Our models are based on the immutable facts of the market — historical performance and black-and-white math. As a result, we get out of the market before significant losses and (more importantly) get back in when we can capitalize on positive market movement. The result is less volatile portfolio performance and asset growth for your clients.
• Deliver investment strategies with robust asset allocation and diversification
• Employ proprietary risk mitigation and volatility management methodologies
• Limit market uncertainty while fostering long-term investment growth
• Enable balance between protection and market participation
Founded in 2000 with over $4B in AUM and serve over 10,000 clients.

Cap Six Advisors is an independent investment management firm specializing in active, long-only U.S. equity strategies delivered through separately managed accounts. Our disciplined, data-driven approach combines proprietary research intelligence, advanced analytics, custom-built portfolio construction and risk management technology, continuous tax optimization, and seasoned human judgment to create high-conviction, risk-aware portfolios.

We partner with advisors through three flexible paths: turnkey SMA strategies ready for implementation, custom portfolio development aligned to your philosophy and client objectives, and model delivery partnerships that enhance your in-house models with our research and risk management tools. Every portfolio is managed with a commitment to maximizing conviction, minimizing risk, and mitigating taxes, helping advisors deliver stronger and more consistent outcomes for clients across market cycles.

CNL is a private alternatives investment management firm focused on the Democratization of Investing® that offers individual investors a differentiated private equity strategy — CNL Strategic Capital. As a company that seeks to own high-quality and durable private companies, CNL Strategic Capital is managed by two experienced investment management firms: CNL Financial Group, an investment management firm with over 50 years of history, and Levine Leichtman Capital Partners, an institutional asset manager with a 40-year history.

With a current portfolio of over $1B AUM, CNL Strategic Capital offers the potential for meaningful returns and diversity outside of the publicly traded markets and lower risk attributes than traditional private equity.

For more than 30 years, Flagship Healthcare Properties, LLC (Flagship) has been the industry’s leading commercial healthcare real estate company in the United States. Flagship is focused on the healthcare sector, delivering excellent service to healthcare decision-makers and physicians to help them provide the best possible care for their patients. The company’s portfolio includes medical outpatient facilities, surgery centers and additional medical centers. Currently, Flagship manages approximately 8.4 million square feet of healthcare real estate across more than 385 properties. Flagship also serves as the manager of its private REIT, Flagship Healthcare Trust, Inc., which was established in 2018.

Flyer Financial Technologies delivers cloud-based trading tools that help you execute your investment strategy faster. As a leading provider of portfolio trading tools, connectivity, and infrastructure for the wealth management industry, FlyerFT automates the portfolio trade management lifecycle with Co-Pilot, an order management system, and the Flyer Trading Network, a multi-asset trading network. The platform unifies access to major custodians and brokers while providing intelligent Graphical User Interfaces (GUIs) and Application Programming Interface (APIs) for managing portfolios, positions, orders, trades, and allocations.

I Squared is a leading independent global infrastructure investor with $50 billion in assets under management. I Squared is known for developing and building investment platforms in infrastructure projects that start small and grow big. I Squared uses its extensive global insights and deep local intelligence to solve complex problems, foster smarter businesses, serve local communities, and invest in a more sustainable future to provide essential services to millions of people around the world. Headquartered in Miami, I Squared employs 350 people and has offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney, and Taipei. The firm operates a diverse portfolio of over 95 companies in 81 countries with over 66,000 employees in a variety of sectors including utilities, energy, digital infrastructure, transport, environmental infrastructure, and social infrastructure. You can find out more by visiting: www.isquaredcapital.com.

At Lincoln Financial Investment, we deliver innovative, differentiated private markets strategies designed to help advisors meet client objectives and navigate evolving market opportunities.

Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2024, approximately 17 million customers trust our guidance and solutions across four core businesses: investments, annuities, life insurance, group protection, and retirement plan services. The company reported $321 billion in end-of-period account balances, net of reinsurance, as of that date.

Headquartered in Radnor, PA, Lincoln Financial is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancialInvestments.com.

Founded in 2013, LYNK Capital provides strategic real estate investment opportunities, allowing investors to grow their portfolios and reduce reliance on stock market fluctuations. Our General Partners, with extensive banking and mortgage lending experience, previously managed over $1 billion in annual loan volume. This expertise enables us to create a better, more personalized real estate investment experience based on trust, expertise, and shared success.

Midland Advisory

As part of Midland National® Life Insurance Company, Midland Advisory is committed to providing registered investment advisors RIAs) with solutions that help mitigate risk and offer opportunity. We understand your commitment to your clients and to your advisory practice. With 115 years of business under our belt, Midland National’s continued and consistent financial strength is a result of our conservative and disciplined investment strategy, our private ownership structure, and doing what’s right for our distribution partners, policy owners, and communities. Midland National is a leading financial services and insurance provider that offers fixed index, multi-year guaranteed, and contingent deferred annuities for financial advisors and their clients through Midland Advisory.

Midland National

Midland National® Life Insurance Company is an employee-owned company with an established history and innovative spirit that keeps it on the leading edge of the insurance industry. For 30+ years, Midland National has earned an A+ rating from AM Best based on its financial strength. Midland National’s unique Direct Distribution model means it can offer superior customer value through competitive products and experienced producers who don't need the support of a marketing organization for all or part of their business. As a result, Midland National provides industry-leading service, quality compensation and access to a portfolio of innovative annuity products.

Osterweis Capital Management was founded in 1983 to serve the portfolio management needs of high net worth individuals. We believe the best way to protect and grow assets is through carefully selected, high conviction portfolios that can capture upside while helping to protect on the downside. We manage $8 billion in assets between our equity and fixed income investment strategies, which are available through mutual funds and separate accounts.

Quants is a financial technology and wealth management company specialized in risk management with derivative overlays for over a decade, and operates its own SaaS platform and a hedge fund. The company is preparing to release new investment indices, and launch a family of exchange-traded funds for better risk-adjusted returns.

Redbrick LMD is a vertically integrated real estate investment, management and development company, with a primary concentration in the Washington, DC metropolitan area. We specialize in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. We are one of the largest private landowners of Opportunity Zones in DC and are intently focused on sustainability, health, wellness, and connection to community and the outdoors.

Ren is a driving force that powers people, ideas, and institutions for good. As the leading independent philanthropic solutions provider in North America, Ren delivers the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy. Elite financial services firms, nonprofit organizations, and community foundations rely on Ren to support more than $125 Billion of assets through their planned giving programs, including charitable trusts, donor-advised funds, pooled income funds, endowments, and private foundations.

Sound Income Strategies is a Registered Investment Advisory firm with more than $3 billion in assets under management. Our team of CFAs and portfolio managers actively manage client portfolios of individual, income-generating securities, with the goal of maximizing income first and opportunities for growth second. Sound Income Strategies’ income-oriented business model has been proven to help advisors boost client retention during down markets.

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm with $301.6 billion in total client assets under management as of June 30, 2025. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Voya Investment Management delivers actively managed public and private market solutions that drive differentiated outcomes for clients worldwide. Our team of 300+ investment professionals manages $360 billion in assets as of June 30, 2025. We excel at partnering with clients to understand their needs and address challenges in innovative ways, drawing on extensive expertise across fixed income, equity, multi-asset, and alternative strategies.​