Sponsors

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.

Dasseti is a global leader in investment data management, supporting institutional investors and asset managers across 44 countries. Our platforms, Dasseti COLLECT, Dasseti ENGAGE and Harvest by Dasseti, are transforming the exchange of due diligence and investor communication data across the private markets ecosystem. 

Dasseti COLLECT equips LPs and consultants with powerful tools to streamline due diligence, manager monitoring, and ESG data analysis. With embedded AI features, Dasseti COLLECT helps allocators move faster, uncover risk, and centralize insights across the investment lifecycle. 

Dasseti ENGAGE empowers GPs and investor relations teams to respond to RFPs, DDQs, and consultant databases with precision and speed. Sidekick, Dasseti’s embedded AI assistant, delivers consistent, auditable responses by leveraging source documents and proprietary content banks, all within a secure, compliant environment. 

Harvest is Dasseti’s AI-powered ESG platform that transforms complex, unreliable sustainability data into clear, trusted investment intelligence, delivered in minutes, not days. 

Backed by Nasdaq, Dasseti supports a network of over 17,000 managers and $34 trillion in AUM across 2m data points annually.

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 

Sana Agents brings private capital firms a safe, enterprise-grade agentic AI platform that accelerates diligence, portfolio value creation, and investor relations. Sana Agents connects to your data rooms, CRM, and documents to answer complex questions, draft materials, and automate workflows—from screening and memo prep to board reporting—while respecting permissions and guardrails. Deploy specialized agents for deal, ops, finance, and compliance teams; orchestrate them securely across your stack; and measure impact with transparent controls. Built for speed, accuracy, and governance, Sana Agents helps deal teams move faster and portfolio companies operate smarter—without compromising confidentiality. Meet our team in New York to see more.

Founded in 1978, Trident Trust is a leading independent provider of corporate, trust and fund administration services to the financial services sector worldwide, employing over 1,100 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East. Our global fund services team provides specialist industry expertise and cutting-edge technology, combined with personal service and a commitment to long-term relationships, to over 700 alternative asset funds worldwide. We truly understand the intricate needs of GPs and LPs, built on our long history in the private equity space servicing fund structures ranging from small start-up vehicles to near billion dollar funds, and targeting a wide range of sectors including: consumer, infrastructure, natural resources, pharma and biotech, power, real estate, technology, telecoms, and transport.

Private Equity | Trust and Fund Services | Trident Trust

Affinity is the leading relationship intelligence platform for private equity, helping firms unlock proprietary deal flow, strengthen intermediary relationships, and drive value creation. By automatically capturing interactions, enriching firm and market data, and providing clear visibility into every stage of the deal process, Affinity enables PE teams to source smarter, execute with precision, and accelerate portfolio impact—all with rapid deployment and seamless adoption.

Blueflame AI is the agentic AI platform purpose-built for financial services. We help top investment firms and dealmakers move faster and make smarter decisions by combining deep domain expertise, intelligent automation, and unified data access. From deal sourcing and due diligence to market research and fundraising, Blueflame streamlines complex workflows and delivers AI-powered insights tailored to the way financial professionals work. For more information visit www.blueflame.ai.

Debevoise & Plimpton LLP is a premier law firm with market-leading practices and a global perspective. More than 900 lawyers work in nine offices across three continents, within integrated global practices, serving clients around the world. 

The firm’s global strength in private equity is reflected in its European team, which works on some of the continent’s most complex deals and fundraisings. 

Debevoise is one of very few firms to have senior U.S. and locally qualified corporate, fund formation, tax and finance practitioners in Europe. 

The European team draws upon its strength and expertise in each jurisdiction as well as that of the global Debevoise network. It operates on a collaborative and interdisciplinary basis permitting it to remain at the cutting edge of current market practice. Through working closely with colleagues in the U.S. and Asia our lawyers offer a global perspective, and access to high-level legal advice throughout the world.

Equity Shift is a trusted provider revolutionizing the private markets by transforming how companies manage ownership, governance, and transactions. Our patented BITE® platform eliminates the complexity of private market operations by automating the entire process—from identity verification and KYC/AML compliance to transaction execution, payment processing and settlements, and ownership updates. By digitizing traditionally manual workflows, we empower companies, investors, brokers and RIAs, attorneys, and employee-owners to realize the full potential of their private market assets with unprecedented speed, security, and transparency. With our advanced technology, we enable companies to operate with confidence and efficiency while maintaining control and oversight throughout the process lifecycle.

Equity Shift is a registered broker-dealer regulated by FINRA and operates an ATS regulated by the SEC. Unlike other private marketplace services, our platform is managed by issuers and has no listing requirements. Learn more at equityshift.com.

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. 

Juniper Square is the fund operations partner to more than 2,000 private markets GPs worldwide. Our unified platform connects software, data, and fund administration services to help firms scale faster, streamline operations, and enhance the investor experience. Juniper Square’s technology brings LPs and GPs together, and powers everything from fundraising and onboarding to treasury, reporting, and business intelligence. Today, more than 40,000 funds, 650,000 LP accounts, and $1 trillion in LP capital are managed through Juniper Square.

Contact Us
Kevin Rippon, Head of Marketing at Juniper Square
[email protected]
 

At Linedata, we’re helping scores of funds to scale, adapt, and transform to maximize their opportunities and competitive edge. Our Global Services offering of outsourcing and co-sourcing solutions leverages leading technology platforms, AI/ML, and public cloud to transform how our clients operate. Our service engagements leverage the expertise of highly trained professionals and two decades of industry best practices developed across the credit, hedge, private equity, and traditional asset management market. 

Our services portfolio includes: 

· Investment Data Analytics, from cognitive investment data management to financial analysis, portfolio monitoring, model validation, and risk and reporting. 

· Middle and Back Office Services, including turnkey reconciliation, fund accounting, and expense and vendor management, with credit fund-specific expertise. 

· Advisory Services, from business and technology consulting to software development, application support, and data warehouse solutions. 

· Managed Technology Services, with public and private cloud and cybersecurity solutions that address the security and compliance needs of regulated firms. 

Mphasis, a global technology and digital services firm, partners with private equity firms and their portfolio companies to deliver transformation at scale. Through five core offerings - Cyber Resilience, AI and Data-driven Diligence and Value Creation, Autonomous IT Operations, Product Innovation, Revenue and Service Optimization - Mphasis combines deep industry expertise with advanced AI, cloud, design thinking and engineering capabilities to accelerate digital transformation, mitigate risk, and enhance enterprise value and EBITDA, across the investment lifecycle.

Novata is a sustainability management platform and advisory practice that empowers businesses to achieve their sustainability goals. Novata makes it easy for private markets to navigate the evolving sustainability landscape; collect, analyse, and report on the metrics that matter; and connect their sustainability strategy to meaningful outcomes. Novata’s industry-leading technology offers flexible tools to meet increasing market and regulatory demands, while Novata Advisory provides expert support for strategy, performance management, carbon accounting, reporting, risk resilience, and regulatory readiness 

Orrick serves the Technology & Innovation, Energy & Infrastructure and Finance sectors globally. Clients worldwide call on our teams for seamless transactional execution, winning litigation strategies and forward-looking regulatory solutions. We offer particular strength in helping innovators address opportunities and risks arising from the convergence of tech with finance, energy and life sciences. And we aim to bring distinctive quality, teamwork and value to the table – and innovate in everything we do.

Clients turn to Proskauer when a matter demands excellence and innovation. With 800+ lawyers in key financial centers around the world, we are known for the pragmatic and commercial approach we bring to a full spectrum of transactional and contentious practices. Since 1875, Proskauer has helped define — and helped clients navigate — nearly every emergent field of law. We are committed to excellence as a best-in-class, trusted advisor to prestigious clients as they navigate complex challenges and seek to capitalize on market opportunities. Today, much of that work happens at the intersection of private capital and global finance. We work seamlessly across practices, industries and jurisdictions with asset managers, private equity and venture capital firms, Fortune 500 and FTSE companies, major sports leagues, entertainment industry legends and other industry-redefining companies. Over our 150-year history, the issues may have changed, but one constant is that our work continues to shape the future.

Proskauer 
 Eleven Times Square
 New York, NY 10036
 t: +1.212.969.3000

Founded in 2021, Rogo is an enterprise-grade AI platform designed for investment banks, private-equity firms, and hedge funds. The platform, trusted by over 60 Wall Street institutions, integrates with partners such as OpenAI, Google Gemini, S&P Global, and FactSet, and is building the first AI financial analyst. Rogo has raised $90 million from investors including J.P. Morgan, Thrive Capital, Khosla Ventures, Tiger Global, BoxGroup, and others. The company's AI models, fine-tuned by finance professionals, combine internal client research with filings, analyst reports, and premium datasets, automating tasks such as investment diligence, market research, comps benchmarking, memo drafting, and presentation-deck generation. Rogo provides comprehensive citations, audit trails, and customized security, enabling teams to accelerate decision-making and deal execution.

Seward & Kissel is home to one of the largest investment management practices and is recognized for its work with private investment funds, including U.S. and offshore open and closed end funds. Our clients represent some of the largest institutional private fund managers, as well as middle market and emerging fund sponsors across all asset classes and strategies. 

Bringing to bear the full services of the Firm, we are at the forefront of the legal, regulatory, and business trends affecting private equity sponsors. Our extensive private fund, taxation and transaction experience allows us to work with our clients throughout all phases of a fund’s life cycle – from fund structuring through the acquisition, maintenance, and disposition of investments.

Our attorneys have significant experience working with fund sponsors on fund-related matters as well as transaction teams. The Firm regularly advises clients with respect to numerous types of investment opportunities, including co-investments, leveraged buyouts, structured finance deals, distressed debt transactions, secondary transactions, and other business transactions.

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. 

Vector AIS delivers institutional-grade fund administration for private market managers through a unified combination of our advanced technology, Valence, seasoned talent, and refined operational processes. 

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.

Egan-Jones Ratings was founded in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Ratings Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones is also certified by the European Securities and Markets Authority (ESMA). 

EisnerAmper is among one of the nation’s largest business consulting firms in the world, with a dedicated and well-established Financial Services Practice that provides audit, tax, advisory, and outsourcing services to hedge funds, private equity funds, venture capital funds, funds of funds, mutual funds, regulated investment companies, management and general partner entities, and institutional investors, including many of the original firms in the space. Clients rely on our team to navigate regulatory and compliance requirements and to help facilitate new growth opportunities. For more information, please visit www.eisneramper.com/fs.

LemonEdge, a state-of-the-art accounting engine purpose-built for private market firms battling complexity and searching for efficiency.

Nasdaq eVestment brings transparency and efficiency to the global institutional market, equipping asset managers, asset owners, and consultants to make data-driven decisions, deploy their resources more proactively and ultimately realize better outcomes. 

Suntera Fund Services, a Suntera Global company, is a leading fund administration provider to global private equity, private credit, venture capital, and real estate investment managers. Leveraging its extensive experience servicing private funds, Suntera Fund Services aims to deliver clients high-touch, technology-enabled solutions to efficiently scale their middle and back-office so they can focus on strategic initiatives. Suntera Fund Services' services include fund administration, loan administration and loan agency services. With offices strategically located in the United States, Cayman Islands and Europe, Suntera Fund Services prides itself on providing in-time-zone service to meet its clients' evolving needs. Learn more about Suntera Fund Services by visiting https://www.suntera.com/funds-overview. 

Atlas Technica is a leading Managed Services Provider and strategic partner serving the technological needs of the alternative investment industry. Founded in 2016 to provide the best customer service experience possible for their clients, and to use best-in-class public cloud technology to do so. There's a clear need among hedge funds and other alternative investment firms for an IT provider that will put service first. Our mission is to shoulder the burden of IT management, user support, and cybersecurity compliance so you don't have to. Headquartered in NYC, Atlas Technica has additional offices in London, Los Angeles and Fort Lauderdale

Contact info:

Adam Menkes

Chief Revenue Officer

646-442-9454

[email protected]

At Brownloop, we replace incremental gains with exponential outcomes, redefining how private equity firms reimagine their workflows across teams.

Kairos, our intelligence platform for Private Equity teams drives 40% faster deals, slashes manual work by 60%, and delivers 360° portfolio insights. Leading GPs call Kairos their “unfair advantage”.

Connect with us at the summit for live demos of the intelligence layer purpose-built for private equity workflows

Elteni is a trusted cybersecurity partner dedicated to helping organizations build resilience against evolving digital threats. We provide a full spectrum of security services—including risk assessments, penetration testing, phishing simulations, policy development, dark web and DNS monitoring, and third-party risk management—tailored to meet the needs of each client. Our approach goes beyond “check-the-box” compliance, focusing on practical, measurable improvements that protect critical assets and support long-term business objectives. With expertise across NIST, CIS, and other leading security frameworks, we translate technical risks into actionable insights that executives and boards can understand. Elteni serves clients across industries, with a particular depth in regulated sectors like financial services, where security, trust, and compliance are paramount. Whether as a strategic advisor or a hands-on security partner, Elteni empowers organizations to strengthen defenses, reduce risk, and maintain confidence in an increasingly complex cyber landscape.

FINBOURNE is reshaping investment management for the modern data era. Our cloud-native platform connects data, workflows, and insights across the investment lifecycle — from enterprise data management to investment operations and fund servicing. Built for performance, scale, and transparency, we help the world’s leading financial institutions grow revenue, cut costs, and manage risk with confidence.  Trusted by global leaders including Fidelity International, London Stock Exchange Group, Baillie Gifford, and Northern Trust, FINBOURNE operates across the UK, Europe, North America, Asia, and Australia.

Skydog helps alternative asset managers and their portfolio companies get more from Salesforce, HubSpot, and other CRM tools that power capital raising, investor relations, deal management, and portfolio oversight. Our team works hands-on to simplify processes, improve reporting, and make systems actually work for the business. By bridging the gap between strategy and execution, Skydog helps firms move faster, work smarter, and create lasting value.

100 Women in Finance is a global nonprofit membership organization established in 2001, committed to strengthening the global finance industry by empowering women to achieve their professional potential at every career stage. The organization’s membership spans 30+ locations worldwide and is fueled by a network of over 600 global volunteers and corporate partners who collaborate to deliver education, peer engagement, and impact initiatives. Guided by Vision 30/40, 100 Women in Finance aspires to shape the future of leadership in finance, aiming for women to hold 30% of senior investment and executive roles by 2040. Visit 100women.org to learn more.