Who's attending

Baker Tilly x Anchin is a leading accounting, tax, and advisory firm serving businesses, investment funds, and high-net-worth individuals and families. Combining Anchin’s century-long legacy with Baker Tilly’s extensive national and global network, the firm delivers specialized expertise, strategic insight, and personalized service across a wide range of industries. The Financial Services Practice serves more than 400 fund groups, including hedge funds, private equity firms, venture capital funds, broker-dealers, and family offices. By providing tailored tax, assurance, and advisory solutions, Baker Tilly x Anchin helps clients navigate complex regulatory requirements, address evolving business challenges, and capitalize on opportunities for growth. Clients benefit from a collaborative, relationship-driven approach backed by the resources, capabilities, and industry knowledge of one of the nation's leading advisory, tax, and assurance firms.

Greenberg Traurig, LLP has more than 2,850 attorneys across 49 locations in the United States, Europe, the Middle East, Latin America, and Asia. The firm’s broad geographic and practice range enables the delivery of innovative and strategic legal services across borders and industries. Recognized as a 2024 BTI “Leading Edge Law Firm” for anticipating and meeting client needs, Greenberg Traurig is consistently ranked among the top firms on the Am Law Global 100 and NLJ 500. Greenberg Traurig is also known for its philanthropic giving, culture, innovation, and pro bono work. Web: www.gtlaw.com.

IQ-EQ is a global, top-tier investor services group with an unrivalled offering to meet the administration, compliance and reporting needs of the private markets investment sector worldwide. 

Our people-first, technology-powered services are underpinned by a Group-wide commitment to sustainability and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.  

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of well-honed technical expertise and strong relationships based on deep understanding. We’re driven by our Group purpose, to power people and possibilities.   

We employ 5,900+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. Our global client base includes fund managers, pension and sovereign wealth funds, family offices and multinational companies, and we work with 13 of the world’s top 15 private equity firms. 

Described as “Wall Street’s best-kept secret” (The Legal 500: United States), Kleinberg Kaplan is a premier boutique law firm that provides practical, business-minded legal counsel to investors, entrepreneurs and other industry leaders. With a national and international reputation for representation of private funds, the firm serves an impressive roster of clients, including investment funds and companies at all stages of their life cycles, as well as a wide variety of real estate investors, family offices and high-net-worth individuals. Kleinberg Kaplan provides a full-service platform that combines extensive Big Law experience with the personalized attention of a boutique firm, true teamwork and an entrepreneurial culture attuned to investments, building businesses and transforming ideas into successful companies. 

Kleinberg Kaplan 

500 Fifth Avenue 

New York, New York 10110 

212-986-6000 

Metal is the deal intelligence platform for Private Equity. Built on a knowledge graph that structures a firm's deal history, relationships, and decisions, Metal embeds that context into every stage of the deal lifecycle, from sourcing through exit. Every deal compounds into sharper conviction, better pattern recognition, and a differentiated edge in competitive processes. Metal is trusted by leading firms including Clearlake Capital, Berkshire Partners, and Blue Wolf Capital. 

Contact：[email protected] 

Ranked #1 in an independent survey, NAV Fund Services is a privately-owned fund administrator with a strong reputation for cost-effective and reliable fund administration solutions. NAV has achieved 32 years of year-over-year growth solely via client referrals and maintains a remarkable 99% client retention rate. We are among the top 10 global hedge fund administrators by number of funds, servicing more than 310billion AUA. 

https://www.navconsulting.net 

Contact Details: 

NAV Fund Services 

1 Trans Am Plaza Drive, 

Suite 400 

Oakbrook Terrace, 

IL 60181 

Engineered in Switzerland by private markets experts, qashqade’s allocation management platform helps GPs, LPs and fund administrators handle increasingly complex allocation workflows with accuracy, transparency and confidence. 

Designed for CFOs, COOs, and their teams, qashqade deals comfortably with any asset class and fund structure. Unlike other providers, we deliver lasting infrastructure, built to support increasingly complex operations, as you evolve and grow.  

Our platform automates and validates allocation and fee calculations across all capital flows. By replacing manual, spreadsheet-driven processes with a purpose-built engine, qashqade delivers clarity, certainty and stability in an error-free and fully auditable environment.  

Because qashqade directly follows the actual economics defined in LPAs, every return of capital, hurdle, catch-up and carried interest calculation is processed in the correct contractual sequence, ensuring outcomes match what was agreed. This enforces a robust, diligent process and guarantees that results reflect the underlying fund documentation. 

qashqade serves a global client base from offices in Zurich, New York, London and Budapest.  

SS&C Technologies enables alternative asset managers and investors to scale and focus on core competencies while streamlining and creating efficiencies across investment and fund operations. We provide global operations services, fund administration and technology to today’s largest fund managers as well as have deep experience supporting new and emerging fund managers. Entrusted with $2 trillion in assets under administration, we serve a worldwide clientele and cover a full range of alternative investments, including hedge funds, private equity, funds of funds, real estate, real assets and direct investments.

UMB Fund Services is a national leader in registered and alternative investment fund administration, providing a broad array of award-winning services for mutual funds and alternative investments. Our credentialed team helps clients navigate today’s asset-servicing challenges with innovative solutions for servicing your mutual fund, alternative fund, collective fund, registered closed-end fund or exchange-listed fund. UMB Fund Services offers fund accounting, administration, tax, investor services, transfer agency, custody, distribution and more. Learn why our outstanding service, leading-edge technology and the stability of a highly capitalized parent make us the right choice for you, at umb.com/fundservices. 

Founded in 1931, Weil has provided legal services to the largest public companies, private equity firms and financial institutions for more than 90 years. Widely recognized by those covering the legal profession, Weil’s lawyers regularly advise clients globally on their most complex Litigation, Corporate, Restructuring, and Tax, Executive Compensation & Benefits matters. Weil has been a pioneer in establishing a geographic footprint that has allowed the Firm to partner with clients wherever they do business.