Lead Sponsor

Amundi Pioneer Asset Management

Amundi Pioneer Asset Management (Amundi Pioneer) references the U.S. business of Amundi, Europe’s largest asset manager by assets under management and among the top ten global asset managers. Amundi Pioneer was formed in July 2017 as part of Amundi’s acquisition of Pioneer Investments, and includes the operations of Amundi Pioneer Asset Management USA, Inc. based in Boston and Durham, NC. Boston is one of Amundi’s six main investment hubs and incorporates the capabilities of the regional hub in Durham, formerly known as Amundi Smith Breeden, LLC.  Effective January 1, 2018, Amundi Smith Breeden merged with and into one of the Boston-based investment advisers, Amundi Pioneer Institutional Asset Management, Inc. Amundi Pioneer relies on its extensive experience and close partnerships with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe, and Asia-Pacific to offer a wide range of innovative investment solutions, combined with high-quality service. Amundi Pioneer Asset Management, Inc. (formerly, Pioneer Investment Management, Inc.) is an investment adviser subsidiary of Amundi Pioneer Asset Management USA, Inc.

Gold Sponsors

Adams Street Partners

Adams Street Partners

Adams Street Partners is a global private equity investment management firm that offers comprehensive solutions for its investors.  As one of the leading independent, employee-owned firms, Adams Street has established a reputation for strong performance, an extensive knowledge base and a disciplined investment approach that values quality over quantity.  Our mission is to be the premier private equity investment manager in the world by sustaining world-class investment performance and the confidence of our investors through our deep understanding of the global private equity marketplace and exemplary client service.

AIF Global

AIF brings the best investment ideas, practices and information to institutional investors through in person roundtable discussions in global money centers and webinars and bespoke presentations delivered to investors online live and on demand.

Landmark Partners

Landmark Partners specializes in secondary market transactions of private equity and real estate investments, with approximately U.S. $15 billion of committed capital, as of December 31, 2014. Founded in 1989, the firm has one of the longest track records in the industry and is a leading source of liquidity to owners of interests in real estate, venture, mezzanine and buyout limited partnerships. Landmark has completed 460 transactions in its 25-year history and acquired interests in over 1,700 partnerships, managed by over 650 general partners. Landmark is headquartered in Simsbury, Connecticut and has offices in Boston, New York and London.

Northern Trust

Northern Trust is a leading global provider of asset servicing and related services. We have experience helping some of the world’s largest and most complex organizations handle their asset servicing needs, offering guidance and insight with personalized service. We work with corporate and government retirement funds, nonprofit organizations, fund managers, sovereign wealth funds, insurance companies and other institutional investors around the globe.

Our ongoing investment in technology allows us to provide our clients with the solutions they need to operate their businesses more efficiently. We couple this with a client-centered approach to provide a powerful combination of service, technology and expertise.

Visit or follow us on LinkedIn.

Plexus Capital

Plexus Capital focuses on investments and partnerships with middle market businesses that need capital for growth.  Whether the need for capital is driven by new market opportunities, a transition of ownership or strategic acquisitions, the Plexus team has the capital and experience you need.  With $550 million under management, investments in more than 50 businesses, and experience managing through all economic cycles, we have proven ourselves to be patient investors with the experience it takes to succeed.

UAI Foundation

The UAI Foundation is a North Carolina-based non-profit that supports research in finance. The foundation has provided seed donations to support the Private Equity Research Consortium and the Institute for Private Capital at the University of North Carolina at Chapel Hill.

Wells Fargo

Wells Fargo is a provider of banking, mortgage, investing, credit card, insurance, and consumer and commercial financial services. For additional information, please visit: Wells Fargo Investment Institute

Silver Sponsors

Center for Excellence in Investment Management

Center for Excellence in Investment Management (CIM) provides resources that facilitate knowledge creation and dissemination throughout the ever-expanding frontiers of finance. CIM helps students, researchers, and practitioners keep pace with the rapidly evolving financial services industry through a variety of programs, publications, and outreach.

Frank Hawkins Kenan Institute of Private Enterprise

Since 1985, the Frank Hawkins Kenan Institute of Private Enterprise has encouraged cooperative efforts among privately owned businesses, higher education and government. More than a “think tank,” we find ways to connect people and organizations, create opportunities and resources, and accelerate the achievements of our partners. Our work currently centers on helping innovative entrepreneurs, supporting North Carolina economic development, and building bridges with other educational institutions for research activities.

Waterfall Asset Management

Waterfall Asset Management is an SEC-registered specialist credit advisor focused on High Yield Asset Backed Security (ABS) and loan investments. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early leaders of the ABS industry, and who have 60+ combined years of proven ABS/Loan trading, banking and servicing experience. Capasse and Ross started the ABS Group at Merrill Lynch in the 1980s and conducted the first ABS issuances for many of the more than 40+ ABS sectors in which Waterfall invests. Waterfall has approximately $6.6 billion* in assets under management. Waterfall utilizes a relative value approach to investing in structured credit and loan products. Leveraging the extensive experience of its founding partners and talented portfolio managers, the firm sources, analyzes, and purchases ABS and loan investments across multiple sectors globally in an effort to seek an attractive risk/return profile. This multi-sector specialization in both ABS and loans enables Waterfall to seek to provide its clients with attractive, competitive returns that are generally uncorrelated to most traditional investment sectors.

Waterfall Asset Management’s headquarter offices are located in New York City.
*Estimated as of Jan. 1, 2017

Bronze Sponsors

APG Asset Management US Inc.

APG Asset Management invests €469 billion (November 2017) in pension capital globally across a wide range of asset classes. We employ 700 professionals in the Netherlands, USA, and Asia who invest the pension assets of over 40,000 Dutch employers across a number of sectors and cover 4.5 million participants. We do not provide advisory services to persons in the United States.

Cartesian Re

Cartesian Re

Cartesian Re invests in insurance-linked securities in order to generate attractive risk-adjusted returns that are demonstrably uncorrelated with traditional asset classes.


Ipreo is a leading global provider of financial services technology, data, and analytical services, supporting all participants in the capital-raising process including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers. Ipreo’s Private Capital Markets’ solutions are the premier choice for the private capital industry to address growing pressures for transparency and regulatory compliance. Our full range of products offers solutions for portfolio assessment, valuations, investor reporting, operating metrics, or investment performance. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1,000 employees serving clients in every major financial hub around the world

Morgan Creek

Morgan Creek Capital Management

Morgan Creek Capital Management, LLC is a SEC-registered investment adviser providing investment management services to institutions and wealthy families. We provide a customized investment solution to clients in need of a targeted investment program, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. We provide asset allocation, manager selection, and portfolio construction.

Morgan Stanley Alternative Investment Partners

Morgan Stanley Investment Management (MSIM) seeks to deliver investment solutions that address the needs of each of our clients by drawing upon our strong investing acumen, the extensive global network of Morgan Stanley and a deep pool of investment support resources. Our alternative investment capabilities span both public and private markets for retail and institutional investors, and are the chief focus of three of our six investment capability groups: Private Credit & Equity, Real Assets and Solutions & Multi-Asset. MSIM offers among the broadest range of alternative investment strategies in the industry with stable leadership across the platform and bespoke portfolio construction capabilities within and across liquid & illiquid alternative asset classes. MSIM has $95Bn in assets under management and advisement in alternative investment strategies as of September 30, 2016.

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RCP Advisors

Founded in 2001, RCP Advisors is a private equity investment firm that provides access to lower middle market private equity fund managers through funds-of-funds, secondary funds, co-investment funds, an SBIC fund-of-funds, a buyout-focused “small and emerging manager” fund-of-funds, advisory services, and investment research services. With more than $6.5 billion in committed capital and 46 full-time professionals as of February 23, 2018, RCP believes that it is one of the largest fund sponsors exclusively focused on the lower middle market segment of the North American private equity market.


StepStone is a global private markets specialist overseeing over US$75 billion of private capital allocations, including approximately US$14 billion of assets under management. The Firm creates customized portfolios for the world’s most sophisticated investors using a highly disciplined research-focused approach that prudently integrates primaries, secondaries, and co-investments. We represent some of the world’s most sophisticated public and corporate pension plans, sovereign wealth funds, endowments, family offices and foundations.

Group Sponsors

Echo Health Ventures

From offices in Durham, Portland and Seattle, Echo Health Ventures invests in, builds and grows tomorrow’s great health care companies. We work with our portfolio companies to accelerate their innovations to scale nationally.

As stage-agnostic investors, we are committed to a new approach to strategic investing – an approach that brings more than capital to the table, an approach focused on developing deep, high-value relationships with our portfolio companies. Visit us at or connect with us on Twitter @HealthEcho.

Eton Advisors Group LLC

Eton Advisors Group LLC is an independent wealth advisory boutique dedicated to being your trusted advisor in a complex financial world. We partner with high quality specialist providers to bring a full service offering to our clients. Bank of New York Mellon serves as our custodian and CTC Consulting provides us with investment research and scale.

Goldman Sachs

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base.

J.P. Morgan

J.P. Morgan

J.P. Morgan is a global leader in financial services, offering solutions to the world’s most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations around the world. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.

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Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of our multi-affiliate model, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms.

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Nelson Mullins Riley & Scarborough LLP

Nelson Mullins Riley & Scarborough LLP offers the strength and resources of attorneys and professional staff experienced in a range of services. We provide advice and counsel in litigation, corporate, economic development, securities, finance, intellectual property, government relations, regulatory, and other needs of clients ranging from private individuals to large businesses, including many publicly held companies. Established in 1897, Nelson Mullins has more than 575 attorneys and other professionals with offices in 10 states and Washington, DC. For more information on the Firm, go to


Purrington Moody Weil LLP

Purrington Moody Weil is a corporate law firm with offices in New York and North Carolina. We offer our clients a sophisticated transactional practice with a special focus on the private equity and investment fund industry. Our attorneys have developed a high level of expertise across a wide variety of domestic and international transactions and have accumulated extensive experience with investment managers, entrepreneurial companies and large, transaction-intensive law firms.

Robinson Bradshaw

Robinson Bradshaw provides a full range of legal services to private investment funds and their managers, corporate and public pension plans, funds of funds, universities, family offices and other investment managers and institutional investors across the country. We received national rankings for Private Funds/Hedge Funds and Venture Capital Law in U.S. News’ 2018 “Best Law Firms” report. Our attorneys represent general partners in the formation of buyout funds, venture capital funds, hedge funds, mezzanine funds, SBICs, offshore funds, real estate funds, captive funds, separate accounts, funds of funds and other products. We also handle control acquisitions, debt and equity growth financings and venture capital investments for these clients. On the investor side, we represent institutions in virtually every type of private fund investment, as well as separate accounts, managed account platforms, co-investments, derivatives and trading agreements. Our attorneys also represent numerous strategic investors, including various corporate venture capital programs, in connection with their portfolio company investments. Due to our experience representing both providers and recipients of capital, we offer clients a detailed knowledge of the market from multiple perspectives.

Schell Bray PLLC

Schell Bray PLLC was founded in 1987 in Greensboro, NC, to practice in the areas of business law and related fields, with the commitment to rendering legal services of the highest quality on a timely basis at a fair cost. We take pride in this commitment and in the capabilities of our firm in those areas where we have chosen to concentrate our practice.

Media Sponsors

CAIA Association

The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. The CAIA Association is known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 8,400 AI leaders. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®. For more information, please visit

CFA Society North Carolina

CFA Society North Carolina

CFA Society North Carolina is an association of over 1100 investment professionals, over 95% of whom hold he Chartered Financial Analyst designation.  Our membership is comprised of portfolio managers, security analysts, investment advisors and other financial professionals.  Our mission is to advance the North Carolina investment community by promoting the highest level of ethical standards and professional excellence through thought leadership and exchange of ideas.  Our society connects members to investment professionals throughout the global network of over 145 societies in 70 countries.  For more information, visit

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The Investment Institute

The Investment Institute (TII) is dedicated to educating our participants on the latest developments and trends in the financial marketplace to sharpen the understanding of critical factors impacting both long and short-term investment ideas leading to better investment returns. TII was created to bring investment professionals together for face-to-face conversation, debate, and problem-solving with the goal of providing a unique educational and networking community. We have been at the forefront of connecting senior investment decision-makers together from leading endowments, foundations, pension funds, family offices, RIAs, consultants, asset management firms and other financial institutions. TII has an outstanding reputation for providing their clients with a comfortable, friendly, non-sales type of atmosphere, fostering an environment to learn, build trust and develop long-standing relationships with like-minded investors and managers in the community.

Contact Us

Contact Jessica Amato at for more details about sponsorship opportunities. For more information see the 2017 Sponsorship Information Sheet.

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The Institute for Private Capital improves public understanding of the role of private capital in the global economy. Academic and industry experts work together to generate new knowledge about private capital markets based on objective academic research.