Pennsylvania RIA Summit Sponsors


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.

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We are “client first” asset management firm with a 20+ year legacy of active management navigating through numerous economic and market cycles. We believe a successful investment program relies on getting to know our clients’ needs, desires and personal vision and constructing and monitoring an investment portfolio that reflects them. Our investing philosophy revolves around diligent research that looks to unearth underappreciated growth opportunities. Our majority woman-owned firm excels at risk-managed emerging growth and momentum equity investing, equity income investing, and balanced portfolios.

Throughout the firm, we maintain integrity and respect for one another—approaching client services with an individual and multi-generational focus to support our client's financial goals.

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Gladstone Group is a nationwide firm serving the wealth and investment management community. The firm specializes in M&A advisory, strategic consulting, valuations, and talent search, with a focus exclusively on financial services. With over 960 completed engagements spanning M&A transactions, valuations, and executive placements, Gladstone Group provides sophisticated solutions to registered investment advisors (RIAs), family offices, asset managers, financial technology companies, banks, insurance companies, and private equity firms. The firm runs the industry's forward-looking M&A research study, The Gladstone Prognosticator™, and hosts an annual M&A conference in Philadelphia. For more information, visit https://gstoneinc.com/.

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Kingbird Investment Management is a vertically integrated real estate investment manager. We act as a fiduciary to deploy and manage private real estate capital on behalf of the Ferré Rangel family office, third-party family office, qualified client and institutional investors. We take a disciplined, research-driven approach to identifying the strongest risk-adjusted investment opportunities and constructing real estate investment portfolios, prioritizing durable income, capital preservation, and downside protection, while also striving to effect positive social change on substantial yet underserved demographics. We invest across the capital structure to mitigate risk and capture upside potential. Our diverse team comprises seasoned professionals across offices in the US and Puerto Rico.

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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. Visit MidlandNational.com/Direct for more information.

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MLG Capital is a vertically integrated real estate investment firm with offices in Milwaukee, Dallas, Denver, and Sarasota. Our offerings include a private fund series that focuses on a value-add multifamily strategy, complemented by select industrial and retail assets. We are currently raising $450 million for Fund VII. In addition, MLG pioneered the Legacy Fund, a tax-deferred solution built around Section 721 property contributions. This offering is designed to address many of the limitations associated with DSTs and UPREITs — particularly for ultra-high-net-worth investors.

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National Philanthropic Trust (NPT) is the largest independent, multi-national donor-advised fund (DAF) provider, serving financial service firms, RIAs, single- and multi-family offices, and philanthropists. Since our founding in 1996, we have raised more than $80 billion in charitable contributions and currently manage more than $57 billion in charitable assets. We offer private-label DAF programs and deliver tailored solutions that integrate seamlessly into your clients’ financial strategies, providing flexibility in asset class, concentration, and holding period. Our nationwide team of seasoned Regional Directors, in-house philanthropic consultants, and dedicated service teams helps advisors unlock more giving, simplify the complex, and guide toward meaningful, lasting philanthropy.

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PGIM is the 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 42 offices in 19 different countries and jurisdictions, our more than 1,400+ investment professionals are located in key financial centers around the world.

As a leading global asset manager, with $1.39 trillion in assets under management, PGIM is built on a foundation of strength, stability and disciplined risk management, striving to deliver industry-leading strategies and solutions to clients. 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, and alternatives.

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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.

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