Sponsors

Crossfield Strategic Partners specializes in advanced strategies, including premium finance and tax-efficient structuring to help our clients create liquidity and secure long-term protection, without disrupting their broader portfolios.
As an independent boutique insurance agency, Crossfield Strategic Partners brings a disciplined approach to designing sophisticated solutions for high-net-worth individuals, families, and business owners.

The O'Donnell Group is an institutional-quality industrial real estate investment firm founded in 1972 with over 54 years of specialized experience in acquiring, developing, leasing, and managing high-performing industrial properties.

We focus on value-add infill industrial assets — strategically located distribution warehouses and logistics facilities in dense urban markets with proximity to population centers, seaports, and airports. Our disciplined strategy targets undervalued properties in the $15–$35M range, capitalizing on below-market rents, repositioning opportunities, and assets below replacement cost.

With 24.25 million square feet developed across 96 projects in 38 cities coast-to-coast, we have delivered exceptional results. Since 1996, our investments have generated an average property-level IRR of +50% and 3.0x equity multiple.

Led by a seasoned team with deep expertise in market analysis, underwriting, and hands-on asset management, The O’Donnell Group is committed to transparency, sustainability, and long-term value creation for our investors. We identify historic buying opportunities in structurally supply-constrained infill markets to produce resilient, sticky cash flows and superior risk-adjusted returns.

Second Alpha is a private equity firm focused on secondary and secondary-linked direct investments in growth-equity stage companies. The need for interim liquidity from founders, executives, angel investors, VCs and institutional investors has grown substantially over the years as companies have stayed private longer. Second Alpha offers capital solutions that allow shareholders to achieve liquidity prior to a company sale or IPO. Second Alpha works directly with companies to alleviate shareholder liquidity needs and bring its extensive industry knowledge to support the company in achieving its strategic goals.

Second Alpha is opportunistic within technology and focuses on the US and Canada. The firm was founded in 2012 and is investing the remaining capital of its fifth fund of $170M and recently held a first close of $80M for its sixth fund, targeting $300M. Investments range in size from approximately $10-25M, and the firm targets approximately 15-20 unique portfolio companies per fund. Investments include Prove Identity, Strava, and tvScientific (exited to Pinterest).

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 specialized research team, proprietary technology, and deep capital markets expertise, 21Shares delivers innovative, simple and cost-efficient investment solutions.

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.

Catalyst Capital Advisors is an innovative investment manager whose mission is to deliver differentiated alternative investment solutions which play an integral role in the portfolio construction process. Markets are complex and everchanging, and as Harry Marokowitz once said, “Diversification is the only free lunch”. Catalyst partners with leaders in the hedge fund and credit space to bring their strategies to market in efficient, accessible structures.

The Catalyst/Millburn Hedge Strategy Fund (MBXIX) has nearly three decades of consistent track record. The Fund is managed by Millburn, who is an experienced investment manager, with roots in process-driven investing dating back to 1971. Through its 55+ year history, Millburn has deployed continual product innovation and adaptation. By providing access to over 150 global markets, Millburn offers investors access to diversified strategies that are complimentary to client portfolios.

The Catalyst/Perini Strategic Income Fund (CSIOX) is an asset-based finance and private commercial lending focused interval fund, designed to provide investors with high current income, enhanced returns, and low correlation to core asset classes. Perini Capital is a value-oriented credit investor founded in 2011 with an expertise in private loan and structured credit valuation and trading. It is our belief that high cash flow securities and loans mitigate long-term horizon risk and allow us to define lower bound return targets without a reliance on an exit price. We have a deep understanding of illiquid, complex, and credit sensitive securities and loans that offer higher risk premium relative to the risk involved.

Colossus Strategic Holdings is a private credit firm specializing in first-lien residential mortgage notes and bridge lending across U.S. and Canadian markets. The firm earned its track record on the harder end of the credit spectrum — acquiring, rehabilitating, and resolving portfolios of non-performing notes — and has carried that same discipline into performing bridge loans backed by real property and first-lien collateral.

Founded by Phil Brodeur and advising partner Todd Billings, Colossus works with accredited investors, family offices, and the RIA and CPA networks that serve them. Its strategy emphasizes senior-secured positions, disciplined credit selection, and asset-backed collateral — built for investors seeking measured, income-oriented exposure to private real estate credit.

Egnyte combines the power of cloud content management, data security, and AI into one intelligent content platform. More than 22,000 customers trust Egnyte to improve employee productivity, automate business processes, and safeguard critical data, in addition to offering specialized content intelligence and automation solutions across industries, including financial services. For more information, visit www.egnyte.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.

InCap Group is a premier investment bank that focuses exclusively on the securities businesses – wealth management, asset management and securities brokerage. The firm was founded in 2006 and has provided services to firms in those industries since its inception. Services that we provide include merger and acquisition advice (sell-side and buy-side), valuations, capital raising and strategic consulting. We are based in Baltimore and have bankers in New York City, Boston and Baltimore. Our senior bankers have multiple decades of investment banking experience on Wall Street and elsewhere.

AI-Powered Document Intelligence and Workflow Automation for Wealth Management. Use LEA to get labor-intensive jobs done so you can convert prospects, onboard new clients, and transition advisors and investors onto your platform. LEA Embeds into your existing tools and systems to make them work better, not the other way around. Trusted by the best (Pure Financial, Farther Finance), SOC II Type 1 and Type 2 compliant, no data used for AI model training.

Macquarie Asset Management is a leading global asset manager, trusted by institutions, governments, foundations and individuals to manage approximately $A720b in assets. Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 19,700+ in 31 markets and is listed on the Australian Securities Exchange.

PeakSide Capital Partners is a multifamily investment firm dedicated to acquiring and operating strategically selected apartment communities in growth-oriented markets across the United States. Combining decades of real estate, construction, and Fortune 500 operational leadership experience, our team employs a disciplined, institutional-grade investment process focused on capital preservation, operational excellence, and long-term value creation. We target opportunities where thoughtful asset management, strategic capital improvements, and market fundamentals can drive meaningful increases in net operating income and asset value. For RIAs, family offices, and sophisticated investors seeking diversification beyond traditional stocks and bonds, PeakSide provides access to professionally managed real estate investments designed to generate attractive risk-adjusted returns, tax-efficient cash flow, and wealth-building opportunities backed by tangible assets. Our philosophy is simple: align interests, protect capital, and create lasting value through disciplined execution and transparent stewardship.

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.

Red Shield LP, an emerging investment management firm which focuses on value investing, exploiting temporary market mispricing caused by erratic market behavior and emotional dislocations. Red Shield LP combines entrepreneurial operating experience, disciplined investment strategy, and institutional-grade risk management to pursue long-term capital appreciation through concentrated U.S. equity investments.
Red Shield's Investment strategy is concentrated (20–25 positions), risk-managed, and has generated audited returns of >50%since inception with controlled drawdowns. Our philosophy is four principles, one standard. These principles are:
concentrated conviction, disciplined entry, capital preservation first, and full transparency. We welcome an opportunity to share our materials if the strategy may be relevant to your alternatives allocation process.

SmartStop Self Storage REIT, Inc. (NYSE: SMA) is a self-managed, fully integrated self-storage REIT focused on the ownership, operation, and management of self-storage properties across the U.S. and Canada. Headquartered in Ladera Ranch, California, SmartStop combines institutional real estate expertise, a national operating platform, and a technology-driven approach to self-storage management.
In addition to its public REIT platform, SmartStop sponsors and manages a range of private real estate investment offerings, including DST/1031 exchange programs, preferred equity offerings, and private REITs. Through these offerings, SmartStop provides financial professionals and their clients access to self-storage real estate strategies designed to meet a variety of income, tax-deferral, and long-term real estate investment objectives.

StoredTech is a leading managed IT services provider with over 16 years of experience helping organizations use technology with confidence. We partner with businesses to simplify IT, strengthen security, and create dependable systems that support growth, not slow it down.

By managing day‑to‑day IT support, cloud services, network infrastructure, and cybersecurity, StoredTech removes the burden of technology management from internal teams. Our proactive approach helps prevent issues before they impact operations, reduce downtime, and improve productivity across the organization. Clients can stay focused on running their business while we handle the technology behind the scenes.

What truly sets StoredTech apart is our commitment to client success. We take the time to understand each organization’s goals, challenges, and risk tolerance, then tailor solutions that align with how they operate, not a one‑size‑fits‑all model. Our team acts as an extension of our clients’ businesses, providing responsive support, clear communication, and trusted guidance.

The value we bring goes beyond technology. We deliver peace of mind, predictable IT costs, improved security posture, and the confidence that systems will work when they’re needed most. With StoredTech, organizations gain a long‑term partner who delivers security you can trust and support you can count on. Visit storedtech.com to learn more.