StepStone

StepStone Group Inc. is a global private markets investment firm focused on providing customized investment solutions and advisory, data and administrative services to its clients. As of December 31, 2023, StepStone was responsible for approximately $659 billion of total capital, including $149 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private market portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

For more information about our organization, please visit www.stepstoneglobal.com.

Adams Street Partners

Adams Street Partners is a global private markets investment manager with investments in more than thirty countries across five continents. The firm is 100% employee-owned and has over $52 billion in assets under management. Adams Street strives to generate actionable investment insights across market cycles by drawing on 50 years of private markets experience, proprietary intelligence, and trusted relationships. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, and Tokyo.

For more information, visit www.adamsstreetpartners.com.

AlpInvest

AlpInvest, a subsidiary of Carlyle (NASDAQ: CG), is a leading global private equity investor with $77 billion of assets under management and more than 450 investors as of December 2023. It has invested with 350 managers and committed approximately $96 billion across primary commitments to private equity funds, secondary transactions and co-investments. AlpInvest employs more than 230 people in New York, Amsterdam, Hong Kong, London, and Singapore.

For more information, please visit www.carlyle.com.

Ares Management

Baillie Gifford

Baillie Gifford is an investment management firm founded in 1908 as a private Partnership to invest in growth businesses. Our structure and focus remain to this day as we seek out the most exceptional growth companies in both the public and private markets with whom we can be long-term owners and partners. Our reputation as supportive, long-term investors with extensive experience of investing on both sides of the artificial IPO divide makes companies want to have Baillie Gifford on their shareholder register.

For more information, please visit: www.bailliegifford.com

BroadVail Capital Partners

BroadVail Capital Partners is a private equity firm that partners with best-in-class management teams to build institutional real estate investment platforms. Since inception in 2014, BroadVail has partnered with and grown six institutional real estate platforms across the U.S. in the Affordable Housing, Self-Storage, Medical Office/Lab and Life Science, Industrial, Student Housing and Build-to-Rent Single Family rental sectors. Currently, BroadVail has over $800 million in AUM and $3 billion in total real estate capitalization through its portfolio companies with asset-level investments in over 40 MSAs across the country. BroadVail is an extremely active partner providing capital solutions, strategic guidance, risk management, data analytics and portfolio management expertise to its companies.

For more information, please visit broadvail.com.

EY

In a world of unprecedented change, EY believes a better working world means helping clients solve big, complex industry issues and capitalize on opportunities to grow, optimize, and protect their businesses. From start-ups to Fortune 500 companies, EY teams work with clients – from strategy through execution – to help them design better outcomes and realize long-lasting results. A global mind-set, diversity, and collaborative culture inspire EY consultants to ask better questions. They work with their clients, as well as an ecosystem of internal and external seasoned professionals, to help create innovative answers. Together, EY teams help businesses work better.

For more information about our organization, please visit ey.com.

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 that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

For more information, please visit www.goldmansachs.com.

HarbourVest

HarbourVest is an independent, global private markets firm with 40 years of experience and more than $117 billion of assets under management as of September 30, 2023. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,150 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $58 billion to newly-formed funds, completed over $50 billion in secondary purchases, and invested over $37 billion in directly operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

For more information about our organization, please visit www.harbourvest.com.

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyse key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

For more information, please visit: www.msci.com.

PGIM

PGIM is the global 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 46 offices in 18 different countries, our more than 1,450+ investment professionals are located in key financial centers around the world.

As a leading global asset manager, with $1.22 trillion in assets under management, PGIM is built on a foundation of strength, stability and disciplined risk management. 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, private credit and other alternatives.

For more information, please visit www.pgim.com.

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.

For more information about our organization, please visit plexuscap.com.

UAI Foundation

Uai Foundation is a private foundation based in Research Triangle Park, NC that was founded in 2008.

Vanguard

Founded in 1975, Vanguard is one of the world’s leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe – directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

For more information, visit vanguard.com.

Vista Equity Partners

Vista Equity Partners exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on Twitter, @Vista_Equity.

Zurich

Zurich Alternative Asset Management Group is Zurich Insurance Group’s dedicated alternative asset management platform. The firm invests solely on behalf of Zurich affiliates worldwide, providing asset allocation, investment selection and investment management across hedge funds, private equity and U.S. real estate.

For more information about our organization, please visit www.zaam.com.

17Capital

17Capital is the go-to global source of strategic finance for investors in private equity. It specializes in providing non-dilutive capital to high-quality private equity management companies, funds, and institutional investors as part of their toolkit for value creation and portfolio management.

17Capital offers portfolio finance across the capital structure, providing a broad range of financing options. Investments are structured to support clients’ objectives, while keeping the interests of GPs and LPs aligned.

Since inception, 17Capital has raised over $12 billion and has deployed $13 billion across 100+ investments. In July 2022, 17Capital announced the completion of Oaktree’s acquisition of a majority interest in 17Capital. The partnership will give 17Capital access to Oaktree’s deep global network. Following the closing of the transaction, 17Capital, will continue to operate as an independent business, with its own product offerings and investment, marketing, and support teams.

For more information, please visit www.17capital.com.

AIF Global

AIF is an independent economic think tank focusing on institutional investment policy. Its mission is to foster the exchange of best ideas, practices and information among institutional asset owners globally to help them achieve their investment objectives. The AIF Global Foundation is a not-for-profit foundation through which AIF Global provides funding to support important investments research by leading finance academics.

For additional information, please visit aifglobal.org.

Akram & Associates

Akram & Associates is a trusted adviser to alternative fund managers – the cornerstone of our business. Our laser focus on this industry allows us to provide highly specialized accounting and tax services that are accurate and affordable. Our team of professionals is well versed in the nuances of hedge fund, private equity fund, venture capital fund, CTA and family office entity structures and strategies, positioning Akram & Associates as an expert resource to both emerging managers and sophisticated managers overseeing multiple funds. Always one step ahead of the evolving needs of our clients, we stay informed of the latest accounting and regulatory reporting developments and are constantly re-evaluating our service offerings. As the demand for strong governance, compliance, infrastructure and operations continues to increase, our team of experienced accounting professionals and broad service offering for the alternative investments industry helps our clients build a solid foundation to achieve peak performance. Our specialized services include, but are not limited to: Audit & Assurance for alternative investments firms, Consulting Services for Family Offices and businesses, Tax Services for Hedge Funds, other investment fund types, and the ultra-wealthy, and Tax Planning.

Please visit our website at aifundservices.com.

Flexstone

Established in 2005, by way of predecessor firms, Flexstone Partners SAS (“Flexstone”) is a majority owned affiliate of Natixis Investment Managers (US$1+ trillion in assets under management and one of the world’s largest asset managers), and provides global institutional investors with investment management and advisory services across global private markets. Flexstone manages $10.4 billion in assets and offers clients bespoke, global private markets solutions through Customized Investment Solutions, and Secondary and Co-Investment funds focused on lower, middle market buyouts, growth equity, and emerging managers in the US, Europe and Asia.

With 50+ professionals based in New York, Paris, Geneva, and Singapore, Flexstone’s global team serves the distinct needs of our clients worldwide. The team has diverse backgrounds, deep market experience, and private markets expertise, and is immersed in the world’s most compelling markets across North America, Europe, and Asia.

For more information about our organization, please visit flexstonepartners.com

Manulife Investment Management

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 19 countries and territories. Our private markets strategies include private equity and credit, real estate, infrastructure, timber, and agriculture. Responsible stewardship is integral to our business and culture, and we seek to be a global leader in creating long-term, sustainable, value for our stakeholders.

For more information about our organization, please visit: manulifeim.com/privatemarkets

Fundamental

Fundamental is a leading alternative asset manager dedicated to frequently recurring, but often overlooked or misunderstood, opportunities surrounding municipal and other public purpose assets. The firm employs a disciplined, credit-intensive investment process with a focus on cash flowing projects that meet vital community needs. Fundamental leverages their decades of experience to navigate inefficient and fragmented markets, underwrite complex and idiosyncratic deals, and invest across capital structures, sectors and geographies in order to consistently generate value across market cycles. With a focus on cash-flowing, asset-based investments in essential service verticals, Fundamental aims to provide consistent total returns, downside protection and less correlation to traditional markets. The firm’s investments are often in assets that are essential to the community, including affordable and workforce housing, renewable energy, senior care, and infrastructure. In their stewardship of those assets, Fundamental recognizes the close connection between enhancing the communities in which they are located and enhancing the value of their portfolio.

The firm’s flagship opportunistic strategy, Fundamental Partners, employs private equity-style control and high yielding private credit practices to exploit the pockets of inefficiency, distress, illiquidity and structural complexity often found in their marketplace. Additionally, Fundamental’s renewable energy investment arm, Fundamental Renewables, is focused on providing flexible capital solutions for the development and construction of renewable energy projects. By leveraging their robust networks and specialized underwriting expertise, the team can provide custom solutions for complex transactions that are not easily or efficiently financed through traditional lending channels.

For more information, please visit www.fundamental.com.

J.P. Morgan Chase

J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions with $2.5 trillion under management (as of January 2024). Our investment professionals (portfolio managers, quantitative analysts, risk management, senior management and economists) around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the needs of our clients.

J.P. Morgan Asset Management has been managing defined benefit plans since 1944 and our Global Institutional business brings comprehensive global investment services – including asset management, pension analytics, asset-liability management and active risk budgeting strategies – to corporate and public institutions, endowments, foundations, not-for-profit organizations and governments worldwide.

J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: jpmorgan.com/institutional

Purrington Moody Weil

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. This experience affords us a comprehensive understanding of our clients’ needs and enables us to provide our clients with superior legal representation.

For more information about our organization, please visit https://www.pmw-legal.com.

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