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.

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.

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.

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. 

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.

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.

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. 

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.

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

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.