Investment Companies Worldwide

The Vistria Group is building a new kind of private investment firm that seeks to deliver both financial returns and societal impact. It invests in essential industries like healthcare, knowledge and learning, and financial services that deliver value for investors as well as communities, employees, and consumers. The Vistria Group works as a true partner with its portfolio companies, drawing on its deep sector knowledge, operational expertise, unique network, diverse team, and impact orientation to achieve transformational growth.

Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.

BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/

CenterSquare is a global investment manager focused on actively managed real estate strategies. As specialists in real assets, CenterSquare executes investment strategies to enhance the performance and resiliency of our clients’ investment portfolios. CenterSquare’s management team holds an average of 30+ years of experience, with expertise across real assets and the liquidity spectrum. CenterSquare is owned by a partnership between its management team and private equity partner Lovell Minnick Partners, and is headquartered in Philadelphia with affiliate offices in New York, Los Angeles, London and Singapore. As of June 30, 2025, CenterSquare and its subsidiaries manages approximately $15 billion in assets on behalf of some of the world's most well-known institutional and private investors. Centersquare Investment Advisors UK Ltd (FRN 982754) is an Appointed Representative of Sturgeon Ventures LLP (FRN 452811) which is authorised and regulated by the Financial Conduct Authority in the UK.

Quantbot Technologies, LP is an investment adviser registered with the SEC. During the financial crisis of 2008, our founders realized the unique edge they had over the competition due to years of experience generating quantitative trading strategies and working with cutting-edge technology. Driven by a passion for quantitative finance, the firm began in 2009 in New York City, managing a global portfolio using quantitative strategies that are continually developed by our skilled teams of researchers and data analysts. Our offices expand globally to ensure that strategies can trade 24/7, with Quantbot Technologies Ltd in London representing the European market, and Quantbot Technologies Ltd in Hong Kong and Singapore serving the Asian market. Quantbot’s commitment to maintaining a global presence also allows each team to benefit from the unique and diverse perspectives of others from around the world.

PDT, which stands for Process Driven Trading, was founded by Peter Muller in 1993 as a proprietary trading group within Morgan Stanley. In 2013, after establishing a 19-year track record finding inefficiencies in financial markets, the group spun out of Morgan Stanley to become an independent investment management firm, PDT Partners. Today we are a leader in the field of quantitative finance, known for our rigorous scientific, systematic, and model-driven approach to investing, with multiple billions in assets under management. Peter Muller, Founder and CEO, and a small group of managing partners lead around 200 scientists, engineers, and professionals in New York and London.

Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock Selection Model®, the proprietary technology used by the Firm in managing quantitative equity portfolios. Please visit the company's website at www.lacapm.com for a complete company description.

WHO WE ARE Trive Capital is a Dallas, TX based private equity firm with more than $8 billion of regulatory assets under management. Trive focuses on investing equity and debt in what it sees as strategically viable middle-market companies with the potential for transformational upside through operational improvement. We seek to maximize returns through a hands-on partnership that calls for identifying and implementing value creation ideas. TRIVE BACKGROUND We partner with talented management teams to identify transformational opportunities and deploy best business practices. Since 1998, Trive's team members have successfully sourced, executed and managed more than 250 transactions across a range of industries, representing over $10 billion in aggregate revenue. COHESIVE AND MULTIFACETED TEAM The firm's leadership team has worked extensively together during the past ten years at both Trive and predecessor firms. Trive has assembled a team with multifaceted skills in principal investing, investment banking, strategic consulting, restructuring, general management and corporate finance. It is this diverse collection of knowledge and experience in both finance and operations that positions the firm to serve as a valuable strategic resource for the management teams and companies we support. WHY PARTNER WITH TRIVE CAPITAL? The cornerstone of Trive's philosophy is to develop collaborative partnerships with management teams to drive value and tackle challenges. The firm takes a long term perspective to investing, as we understand great businesses are not built overnight and value is created over multiple economic cycles. We recognize every situation is unique and look to find the optimal strategy to enhance and transform businesses. Our rigorous approach and flexibility allow us to move quickly and take advantage of developing opportunities.

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies. PanAgora’s approach combines the firm’s fundamental investment philosophy and original research with an advanced quantitative framework. These elements come together in an open, collaborative environment that builds upon the intellectual versatility of its team and leverages their complementary strengths — essential to serving the evolving objectives of institutional investors worldwide. PanAgora was founded in 1989 and is based in Boston, MA. Shareholders include the Firm’s employees and Great-West Life of Canada, a member of the Power Financial Corporation Group of Companies.

Patriarch Partners, LLC, is a holding company with investments in more than 75 companies across 14 industry sectors. Founded by Lynn Tilton in 2000, Patriarch was built upon a proprietary patented financial model designed to manage and monetize the distressed portfolios of financial institutions. Patriarch focuses on the acquisition and invigoration of undervalued iconic American brands where time, capital and sound strategy can rescue a business and restore value, creating and preserving jobs in America. The firm is devoted to rebuilding America one company at a time, one job at a time. Since 2000, through affiliated investment funds, Tilton has had ownership in and restructured more than 200 companies with combined revenues in excess of $100 billion, representing more than 675,000 jobs. Current investments include Dura Automotive, Spiegel Catalogs, MD Helicopters, Rand McNally, and Stila Cosmetics. Tilton’s platform is the largest woman-owned business in the country. The firm’s belief system and strategy in value investing does not waver or change with market fluctuations. It takes time, stability, liquidity and an appropriate capital structure to rebuild businesses. Challenging conditions often mean the need to improve operations from the ground up; the situations require equal concentration and adeptness between financial engineering and operational execution. Patriarch Partners Management Group, established in 2005, is a team of seasoned and connected global professionals strategically placed among portfolio companies to fortify management and to unearth and implement necessary efficiencies, new technologies and unique strategies.

Founded in 2010, Warwick Investment Group is a SEC-registered investment advisor, managing funds that invest globally in natural resources and real estate. Warwick has an established track record in strategic consolidation in these sectors, having completed more than 4,000 transactions since inception. The firm has ~130 team members and advisors across offices in Oklahoma City, Dallas, New York and London, investing across private equity funds, special purpose vehicles and open-ended structures. The firm also manages capital for pension funds in 8 of the 50 states. The firm aims to generate attractive investment returns across market cycles. Warwick’s in-house data science team works hand-in-hand with Warwick’s sector investment teams over the life cycle of an investment, leveraging innovative technologies to identify market opportunities and optimize investment portfolios. Warwick’s data science team specializes in statistics, econometrics, network analytics and machine learning. Warwick’s real estate platforms specialize in identifying investment opportunities in markets with favorable tailwinds and attractive, risk-adjusted returns. Through consolidation strategies and development, the firm generates alpha through stable and growing yields, inflation protection and value-add returns. Warwick’s energy and natural resources platforms specialize in geology, engineering and investment within each space.

Ellington Management Group is an investment management firm dedicated to generating attractive risk-adjusted total returns for institutional investors by positioning itself at the forefront of data-driven investing. The firm’s core competencies include deep expertise in diversified credit, mortgage, and fixed income markets. Founded in 1994, today Ellington employs over 160 people across offices in Connecticut, New York, and London.

Patient Square Capital is a dedicated health care investment firm with approximately $13 billion in assets under management as of March 31, 2025. The firm partners with best-in-class management teams whose products, services and technologies improve health. Patient Square utilizes deep industry expertise, a broad network of relationships and a partnership approach to make investments in companies grow and thrive. Patient Square invests in businesses that strive to improve patient lives, strengthen communities, and create a healthier world.

Brightstar Capital Partners is a middle-market private equity firm with more than $5bn AUM focused on control-oriented investments in business services, industrials, technology, media & telecom, and financial services companies. Brightstar combines hands-on operational value creation with the disciplined deployment of artificial intelligence to support execution, productivity, and decision-making across its portfolio.

GTIS Partners is a global real estate investment firm in the Americas, headquartered in New York with offices in São Paulo, San Francisco, Los Angeles, Atlanta, Charlotte, Phoenix, Houston and Munich. The firm was founded in 2005 and is managed by President and Founder Tom Shapiro, and Partners Thomas Feldstein, João Teixeira, Rob Vahradian, Peter Ciganik, Maristella Val Diniz, Ed McDowell and Robert McCall. The firm manages $4.9 billion in gross assets and is active across a wide range of real estate sectors including single family and multifamily housing, office, industrial/logistics and hospitality as well as opportunity zone investments. The firm invests at various points in the capital structure including credit, common equity and structured equity. In the US, GTIS has invested in over 230 assets across nearly 50 unique markets including growth areas such as Miami, Phoenix, Dallas, Houston, Denver, Atlanta, Tampa and Charlotte. In Brazil, GTIS is among the largest real estate private equity firms with holdings including office, residential, logistics, and hospitality investments. Marquee assets developed by GTIS Partners in São Paulo include the Infinity office building and Palácio Tangará, a five-star resort style hotel. For more information, please visit www.gtispartners.com.

Loews Corporation is a diversified company with a mix of public and private subsidiaries: CNA Financial Corporation (NYSE: CNA), Boardwalk Pipelines, Loews Hotels & Co. and Altium Packaging. For more information please visit www.loews.com. At Loews, we don’t show movies, at least not anymore, and we can’t help with your home improvement needs – but we can offer you a distinctive opportunity to join one of the largest diversified companies in the world. As with any great company, our success is directly linked to the strength of our team. We work closely with our employees to create a progressive, informal and rewarding work environment in which they can thrive and succeed. Our team of corporate employees perform a wide range of functions, working together to provide strategic direction and services to Loews and our four subsidiaries. From Accounting and Audit to Information Technology and Investment professionals, our diverse team has experience across many industries and disciplines. Competitive compensation and world-class benefit offerings complement the rewarding career experiences only available at Loews. www.loews.jobs

BNY Investments Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, BNY Investments Mellon’s dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, widely recognized as pioneering developers and champions of indexing. BNY Investments Mellon manages money for many of the world’s most sophisticated clients, proving that index investing requires an active mindset.

Mariner is powered by significant investing experience and anchored by a strong commitment to risk management. An investment advisory firm founded in 1992, Mariner specializes in alternative asset management, providing investment solutions across a broad range of markets to sophisticated investors.

We believe that passionate individuals are the driving force behind progress, inspiring others along the way. By being heartfelt, we foster a culture of candor and trust, creating an environment where people feel free. When our people are free, they can fully explore their unique talents and creativity. This freedom to innovate leads to unique and differentiated approaches to investing which, in turn, can lead to outsized returns in this fiercely competitive industry. We are dedicated to delivering differentiated portfolios, providing exceptional client service, and building lasting relationships with our clients. We challenge conventional investment wisdom by pushing the boundaries of creativity in the industry, while actively cultivating a vibrant company culture that elevates all the talented individuals who drive our success.

Orion Resource Partners is a global alternative investment firm dedicated to creating investment solutions for metals and materials critical to sustainable economic growth. Our in-depth sector knowledge, global operations, and extensive network uniquely position us to create tailored investment solutions across the liquidity spectrum for our institutional partners.

Westfield Capital Management is an independent, employee-owned investment firm specializing in U.S. growth equity strategies across the market capitalization spectrum. Since our founding in 1989, we’ve remained dedicated to identifying underappreciated growth at reasonable valuations—a philosophy rooted in deep fundamental research and carried out through disciplined, team-based execution. Our high-conviction portfolios are built by experienced career analysts who apply sector-specific expertise and collaborative insight. We serve a diverse institutional client base—including public pension plans, corporations, endowments, and sub-advisory partners—offering strategies across small, mid, large, and all cap growth, as well as specialized approaches like Dividend Growth and Health Care. Our structure fosters alignment and accountability. Employee ownership drives long-term thinking, while our culture of curiosity, transparency, and continuous improvement ensures we stay focused on delivering consistent performance through changing market environments. At Westfield, we don’t just invest in companies—we invest in relationships, process, and outcomes that stand the test of time. LinkedIn is the only external platform on which Westfield and its employees operate business. For social media disclosures, please visit: https://www.westfieldcapital.com/social-media-disclosures/

Aperture believes certain managers can consistently beat their benchmarks. We are rethinking active management. Our carefully selected managers and the strategies they run utilize fee and compensation structures designed to align our incentives with yours. Aperture is a response to the widespread use of fixed fees in active asset management, which reward managers regardless of whether they produce outperformance for their clients. Aperture was founded in 2018 by Peter Kraus, former CEO of AllianceBernstein and Co-Head of Investment Management at Goldman Sachs, and by Generali, one of the largest insurance companies in the world. Generali contributed up to $4BN in investment capital for individual strategies utilizing performance-linked fees intended to create better, fairer outcomes for investors. Important Information: https://apertureinvestors.com/social-media

Forum Investment Group is a private real estate investment management firm specializing in the multifamily sector with an investment platform that offers institutions and financial intermediaries access to multifamily debt, private credit, and equity investment exposure.

The Boston University Finance and Investment Club (BUFC) is a student-run $1.1M AUM long-only equity portfolio designed to provide students with hands-on finance, equity analysis, and portfolio management experience. It serves as an experiential and practical application of the club’s curriculum and the broader undergraduate finance program at the Questrom School of Business. The BUFC Student Management Investment Fund’s investment philosophy focuses on pursuing investment opportunities in the Small-to-Mid Cap equity market. We define our initial investment universe as domestic equities with a market capitalization(s) between $500 million and $5 billion. The research approach is primarily targeted for bottom-up security selection, although members are first taught industry analysis before employing the club’s focus on fundamental security selection. The Fund employs fundamental trend analysis, trading multiple valuations, discounted cash flow valuation, and risk management techniques through beta-targeting to pursue investment opportunities. We encourage all interested members to visit our website at www.bufcinvest.com and sign up for our mailing list to learn more about getting involved. If you have any questions, please contact us at buinvest@bu.edu.

Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited, offering shared resources, financial stability, and support. Our investment advisory services include mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s five investment teams can provide you fixed income, active equity, and multi-asset solutions. We'd be happy to discuss our solutions and services in more detail.

New Mountain Capital (“New Mountain”) is an alternative investment manager with private equity, credit and net lease strategies. New Mountain’s aggregate assets under management total ~$50 billion across all investment strategies.* Since inception, New Mountain has raised over $27 billion of committed capital across six private equity funds. New Mountain was founded in 1999 by Steven B. Klinsky and today has ~245 employees, ~145 of which are investment professionals. New Mountain’s efforts emphasize intensive fundamental research and a focus on growth and investor “value added,” rather than reliance on excessive risk, as the best path to high and consistent long-term returns. New Mountain has proactively developed particular research and operational expertise in carefully selected “defensive growth” niches of healthcare, health tech, life science supplies/biomanufacturing, “must have” information and data, digital marketing & transformation, infrastructure services/field services, specialized software, defensive growth consumer/products, financial services / technologies and technology-enabled business services. New Mountain Capital works systematically to establish expertise in additional sectors over time. * Includes asset valuations and remaining commitments (if applicable) as of December 31, 2023 and undrawn capital as of December 31, 2023. Pro forma for capital committed as of April 1, 2024)

Castleton Commodities International is at the cutting edge of energy trading and infrastructure asset investing backed by the best minds in the industry and powered by deep fundamental research and advanced analytics. We recognize the importance of providing sustainable and reliable energy. To explore available opportunities, please visit the CCI website at www.cci.com.

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London. With approximately $39 billion of assets under management* and more than 400 employees, Audax is a leading capital partner for middle market companies, operating through three distinct business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website www.audaxgroup.com. Beware of fraudulent recruitment scams posing as Audax Group or another Audax entity. These scams often involve fake job offers that request payment or personal information. Legitimate job opportunities with Audax will never require any form of payment or request sensitive financial or personal details. Additionally, Audax does not hire remote workers nor does it make offers of employment to candidates who have not gone through a detailed selection process consisting of meetings and interviews. To verify the legitimacy of job offers, always refer to the Audax official career website. Any communication regarding job applications will come from verified email addresses (i.e., ending in "@audaxgroup.com” or “@audaxprivateequity.com” or “@audaxprivatedebt.com”) and will not involve payment requests. *As of December 31, 2023

A Itaú Asset Management é a gestora de fundos de investimentos do Itaú Unibanco. Somos a maior gestora privada do Brasil, atendendo há mais de 60 anos, os mais diversos perfis de clientes. Os resultados são fruto de estratégias de investimento construídas com base em pesquisa e sofisticação de análise. Contamos com aproximadamente 240 colaboradores distribuidores entre nossos escritórios no Brasil, Buenos Aires, Santiago e Nova York.

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. 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. Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com. Important disclosures: vcm.com/social-media-guidelines-and-disclosures Mutual funds distributed, and brokerage services provided, by Victory Capital Services, Inc. (VCS). Advisory Services offered by Victory Capital Management Inc., an affiliate of VCS.

PPM America, Inc. (PPM) is a client-focused investment manager. PPM has the experience and resources to provide our clients with investment solutions across markets, including fixed income, private equity and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities. Important disclosures: As a general policy, PPM does not respond to posts or inquiries made through any social media platform. You may contact PPM at social@ppmamerica.com. PPM disclosures: https://www.ppmamerica.com/social

Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. With offices in Los Angeles, Newport Beach, Boston and Sarasota, our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including structured products. Four of the Aristotle Affiliates are PRI Signatories. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. Aristotle’s corporate leadership team oversees a centralized support infrastructure to ensure that its distinct teams of investment professionals are able to focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as compliance, trading, operations, client communication, marketing and distribution. The term “Aristotle” as a stand-alone refers to Aristotle Capital Management and its affiliates. Aristotle represents a group of affiliated investment advisers that provides equity and fixed income management solutions across a unified platform. Aristotle Capital Management, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Investment Services, LLC and Aristotle Pacific Capital, LLC are independent investment advisers registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser, including their investment strategies, fees and objectives, can be found in their respective Form ADV Part 2, which is available upon request.

First New York is a multi-strategy investment firm. Since its inception in 1986, First New York has been a preferred destination for portfolio managers seeking to partner in an opportunistic environment with a history of success. For over three decades, First New York has identified portfolio managers and third party managers for its own account who implement strategies in equities, derivatives, fixed income, currencies, commodities and futures across global markets. First New York provides experienced portfolio managers with infrastructure and capital to deploy their strategies.

Capula Investment Management LLP is a global investment manager focused on innovative strategies that aim to exhibit low or negative correlation to traditional equity and fixed income markets. Headquartered in London, the firm manages absolute return, enhanced fixed income, macro and crisis alpha strategies. Capula is authorised and regulated by the Financial Conduct Authority.

Thrivent has offered investment products since 1970. The investment adviser for our funds is Thrivent Asset Management, LLC (TAM), a subsidiary of Thrivent. A membership-owned fraternal organization, Thrivent has provided holistic financial services and dedication to serving our clients for more than 100 years. For more information, visit thriventfunds.com. Financial professionals can contact us at 800-521-5308 or sales@thriventfunds.com. View our social media guidelines and privacy policy at https://www.thrivent.com/socialmedia/privacy-and-social-media.html. INVESTING INVOLVES RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL. THE PROSPECTUS AND SUMMARY PROSPECTUS CONTAIN MORE COMPLETE INFORMATION ON THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES OF THE FUND, AND OTHER INFORMATION, WHICH INVESTORS SHOULD READ AND CONSIDER CAREFULLY BEFORE INVESTING. PROSPECTUSES AND SUMMARY PROSPECTUSES ARE AVAILABLE AT THRIVENTFUNDS.COM OR BY CALLING 800-521-5308. Thrivent Distributors, LLC, a registered broker-dealer and member FINRA, is the distributor for Thrivent Mutual Funds and Thrivent Variable Portfolios. ALPS Distributors, Inc., member FINRA, is the distributor for Thrivent ETFs. Thrivent Distributors, LLC is the marketing agent for Thrivent ETFs. Asset management services for the Thrivent Mutual Funds and Thrivent ETFs are provided by Thrivent Asset Management, LLC, an SEC-registered investment adviser. Thrivent Asset Management, LLC also provides sponsors of managed accounts with non-discretionary investment advice in the form of model portfolios and separately managed accounts. Thrivent Variable Portfolios are advised by Thrivent, an SEC-registered investment adviser. Thrivent Distributors, LLC and Thrivent Asset Management, LLC are both subsidiaries of Thrivent, the marketing name for Thrivent Financial for Lutherans. ALPS Distributors, Inc. is not affiliated with Thrivent or any of its subsidiaries.

Caxton Associates, founded in 1983, is a global trading and investment firm with offices in New York, London, Monaco, Singapore and Dubai. Caxton Associates’ primary business is to manage client and proprietary capital through a suite of products designed to fit the specific needs of investors. Employing a multi-portfolio manager framework, Caxton excels in discretionary global macro investing, leveraging its diversified expertise across asset classes and markets.

RBC Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations. Working in close partnership with each client’s trusted advisor, our knowledgeable investment professionals develop an insightful “personal benchmark” that is unique to each client. This personal benchmark becomes the blueprint for the portfolio’s strategy and performance. RBC Rochdale’s approach allows clients and their advisors to focus on what really matters for long-term investment success while navigating the ever-changing economic environment. Visit our website to learn more about our history, investment philosophy, and the investment professionals who provide customized and proactive portfolio management capabilities for every private client. Want to work with us? Visit our careers page: careers.cnb.com/jobs?keywords=City%20National%20Rochdale RBC Rochdale, LLC. is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. Non-Deposit Investment Products: are not FDIC insured * are not Bank Guaranteed * may lose value.

Focus Partners Advisor Solutions is committed to enhancing the wealth management experience for financial advisors and their clients. While providing robust back-office management, research-driven investment models, and best practices, Focus Partners Advisor Solutions is more than a traditional TAMP, offering a competitive toolbox of comprehensive, personalized services. We strategically design scalable solutions to support every stage of a firm’s lifecycle, enabling advisors to dedicate more time and care to clients while setting a strong foundation for sustainable growth.

Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Artia Global Partners LP is a multidisciplinary investment firm focused on long-term, global healthcare opportunities. Artia Global is registered as an investment adviser with the U.S. Securities and Exchange Commission.

Activus Capital Partners is a network-driven fund focused on buying and operating small businesses that generate $5 million to $50 million in revenue. We're backed by professional athletes, entrepreneurial investors, and subject matter experts with deep experience building and growing great companies. Visit www.activuscapital.com to learn more.

Willow Oak Partners is a boutique private equity firm based in Charlotte, NC focused on operationally-intensive real estate. Willow Oak is currently investing Red Ride Car Wash Fund, a 2023 fund raised to profit from opportunities in car wash acquisitions, Willow Oak’s current sole area of focus.

Mitchell Anthony Capital Management is a premier independent Investment management firm that has been delivering superior investment results for nearly 30 years. At MACM, we provide superior investment management with dynamic investment solutions. With in-house research and extensive experience managing equity & asset allocation strategies we have a unique performance oriented offering. MACM was formerly known as Concord Investment Counsel.

Cornerstone Private Asset Trust Company is an independent boutique trust and retirement services firm based in South Dakota. We provide a superior level of customized, wealth-management services to high-net-worth individuals, business owners and corporations throughout the United States. Our team of highly skilled and dedicated professionals offer: TRUST SERVICES We work with clients to ensure the wealth they worked so hard to build is transferred seamlessly to the next generation. Because we are an independent trust company, we can provide many services other trust firms cannot. Cornerstone can serve as a trustee for any type of trust, personal or corporate. In addition, we serve as agents for individual trustees or other corporate trusts; conservators for those unable to manage their own affairs; personal representatives; and, executors of estates. We walk alongside beneficiaries, providing comprehensive education on the financial resources set aside for their benefit, and assist them as the grantors’ dreams for their family are realized years later. RETIREMENT PLANNING SERVICES We know the primary goal of a business owner is to successfully operate and grow the business. Cornerstone provides a personal approach to learn about the company, research high-quality investment options, and develop creative and tailored retirement plans designed to best meet the needs of the business and its employees. We routinely develop customized 401(k) plans, Simple IRA plans, and Individual Solo (k) plans for companies. Cornerstone helps business owners by serving as directed trustees on retirement plans, and significantly reducing the owner’s fiduciary risk. PUT YOUR TRUST IN SOUTH DAKOTA South Dakota is considered one of the top states to set up a trust because of the favorable trust laws. No matter where you live, you can take advantage of the benefits and flexibility afforded with a South Dakota trust. For more information, visit: www.cornerstone.net.

Standard Normal is a Manhattan-based alternative investment firm managing two hedge funds focused on energy trading and uncorrelated investment strategies. Our expertise spans quantitative modeling, fundamental analysis, and portfolio diversification, enabling us to capitalize on inefficiencies in financial and energy markets. Our Funds Normal Zero One LP – A quantitative and fundamental energy trading fund, actively buying and selling electricity transmission rights across deregulated U.S. energy markets. We use predictive modeling to identify arbitrage opportunities in clean energy production, transmission, and storage. Normal Zero Two LP – An alternative fund of hedge funds, providing diversified exposure to uncorrelated asset classes, including currencies, commodities, options, and sector-specific strategies, with an emphasis on low volatility and portfolio diversification. At Standard Normal, we combine deep market expertise, proprietary risk management, and data-driven investment strategies to navigate complex markets. Whether in energy trading or multi-asset investing, our approach is designed to capture high-value opportunities while effectively managing risk in a rapidly evolving financial landscape. Headquarters: Manhattan, NY Website: www.standardnormal.com

Miri Capital Management LLC is a boutique investment fund manager, headquartered in Boston, MA with offices in Tacoma, WA and Portland, ME. Miri Capital manages an investment fund primarily for institutional investors, focused on smaller capitalization listed companies in emerging and developed markets of Asia, Europe, Latin America, and Africa. Miri Capital utilizes a value approach, generally focusing on technology, communication services, service industrials, and financial services companies. Miri Capital employs a “Consultavist” program, in which we generally seek to provide recommendations and analysis to our portfolio companies intended to enhance shareholder value.

BDI Partners, headquartered in Raleigh, NC, is a lower-middle market investment firm that partners with private companies providing services, products, and technologies that support the Built Environment in the United States and Canada. This universe includes design and engineering firms, specialty and trade contractors, operations and maintenance providers, and building products and materials firms. We seek to partner with high quality, entrepreneur and family-owned companies who share our desire to build great enterprises that make a positive impact on their employees, customers, communities, and the Built Environment. By focusing exclusively on one industry, the Built Environment, we deliver a specialized approach to each investment, providing our partner companies expertise in strategy, operations, human capital, and financing to help them navigate change, build their infrastructure, and grow both organically and through acquisitions. Target investments include control positions in entrepreneur and family-owned businesses with revenue between $5 million and $60+ million and EBITDA between $1 million and $7+ million. We will review additional opportunities, selectively. For additional information, please visit www.bdipartners.com

PHILOSOPHY INVESTMENT PHILOSOPHY We believe companies become more valuable over time as they grow their sales, earnings, cash flow and book values. Investors benefit from this increased value when stocks are purchased and sold at the right price. INVESTMENT STRATEGY We find companies that have demonstrated the ability to grow sales, earnings, cash flows and book values on a consistent basis over multiple economic cycles. We then value these businesses using a discounted cash flow model and buy these companies when the market price provides a margin of safety and sufficient upside potential.

http://www.qtroninvestments.com Qtron Investments is a quantitative equity boutique that serves institutional clients in the Global Equity space. The name Qtron originates from science. Qtron Investments is rooted in research and technological innovations. It is built on three pillars. First, the goal of Outperformance; this is the passion and expertise of its founders. They love to beat the market. Second, Transparency is instilled throughout Qtron; this keeps investors in the know. And finally, Cost-efficiency - Qtron’s business model is based on cloud computing and a resources-on-demand approach. It allows passing savings to investors. Creativity is connecting things. The world of Qtron features Fundamental Boosting. The company’s investment engine injects fundamental intuition back into the quantitative process. It is mathematics, yes, plus subtle understandings of human psychology, market reflexivity, and financial ecosystems. Our people are our business. We crave a happy, innovative environment. Our corporate culture stimulates discoveries and ways to solve challenges. Our researchers are driven by passion; they work with vast amount of data as they are assisted by extraordinary computing power. At Qtron, we are looking for professionals with intellectual curiosity, responsibility, and devotion. Thinkers are encouraged to apply. The firm is headquartered in Boston. The information presented in this profile is offered for recruiting purposes only and should not be used for any other purpose. As such, Qtron’s use of LinkedIn is not an offer to, or solicitation of, any potential clients or investors for the provision by Qtron Investments LLC of management, or any other related services. No information posted by Qtron Investments LLC should be construed as investment advice, or as an offer to sell, or a solicitation of an offer to buy, any security or other instrument. All trademarks, logos, and information are property of Qtron Investments LLC. All rights reserved.

Celesium Capital is a dynamic private equity firm headquartered in Houston, TX. We are focused on growth-oriented and value-added investments primarily in technology, healthcare and real estate