Sponsors

Privacore Capital is an open-architecture provider, trusted partner, manager, and distributor for alternative investment products tailored to the Private Wealth Market. The Firm’s strong leadership team has over 30 years on average of investment experience. They are industry experts with proven track records of building dynamic alternatives-focused businesses and products. The leadership is supported by a growing team of seasoned professionals with extensive experience in alternatives, sales, and distribution. Privacore specializes in the design, launch, and management of 3rd party and proprietary funds. They are an affiliate of Janus Henderson. https://privacorecapital.com/

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.

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.

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with $654 billion. We are globally connected with a team of approximately 550 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.

Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity and active fixed income. Founded in 2019, Easterly’s goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, infrastructure and an institutional and wealth distribution team. For more information, visit easterlyam.com.

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.

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.

Founded in 1999, Phoenix Realty Group (“PRG”) is a private equity real estate firm that acquires and builds multifamily real estate across the United States. The firm has executed 120 multifamily acquisitions exceeding $5 billion in gross real estate value while generating an average 18% cumulative net IRR to investors over the past 25 years. PRG typically employs a value-added investment strategy aimed at acquiring both market rate and affordable multifamily residential properties and transforming them into more valuable assets. The investment strategy is executed through the firm’s proprietary closed-end funds and programmatic joint ventures, targeting assets with both current income and value creation potential.

THL Partners (www.THL.com) is a premier private equity firm investing in middle-market growth companies exclusively within three sectors: Healthcare, Financial Technology & Services, and Technology & Business Solutions. THL couples deep sector expertise through an Identified Sector Opportunity (“ISO”) process with dedicated internal operating resources from its Strategic Resource Group (“SRG”) to transform and build great companies of lasting value in partnership with management. The Firm’s domain expertise and resources help to build great companies with an aim to accelerate growth, improve operations and drive long-term sustainable value. Since 1974, THL has raised more than $35 billion of equity capital, invested in over 170 companies and completed more than 600 add-on acquisitions representing an aggregate enterprise value at acquisition of over $250 billion.

Virtus Investment Partners (NYSE: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment products and services from our investment managers, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at virtus.com.

Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.