Sponsors

Dasseti, now part of Nasdaq, provides purpose-built technology for the investment management industry. 

Dasseti COLLECT helps allocators streamline manager research, due diligence and ongoing monitoring through automated data collection, centralized information and AI-powered analysis. 

Dasseti ENGAGE helps investment managers streamline RFPs, DDQs and investor communications, using AI and centralized content and data to respond faster and support fundraising and ongoing investor engagement. 

HARVEST by Dasseti helps private markets firms streamline sustainability data collection, portfolio monitoring and ESG reporting, improving data quality and reducing the manual effort involved in managing portfolio company information. 

Together, Dasseti’s solutions help investment organizations reduce manual processes, improve access to information and make better-informed decisions across the investment lifecycle. 

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.

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 

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 

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. 

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.

Equity Shift is a software platform that digitally automates the issuance, management, and secondary trading of private equity assets. Our software and services redefine how private market leaders – from large institutional private equity firms to individual stakeholders – purchase, hold, and sell private securities. 

Our patented BITE® Platform combines financial, legal, and regulatory technologies into a unified and vertically integrated workspace, that is also the technology infrastructure interconnecting private issuers, brokers, advisors, counsel, and investors.  

Equity Shift is a FINRA/SIPC Member that operates a digital Alternative Trading System (ATS) registered with the SEC. Equity Shift is SOC2 Type 2 and GDPR compliant.  

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. 

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] 

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.  

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. 

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. 

Paul, Weiss, Rifkind, Wharton & Garrison LLP is a global law firm of more than 1,500 lawyers focused on helping clients navigate their most complex legal and business challenges. Known for the depth and excellence of its corporate, litigation and restructuring practices, Paul, Weiss works collaboratively to deliver commercial and innovative solutions, supported by a firmwide commitment to developing and empowering exceptional legal talent and an unwavering dedication to client service. The world’s largest and most important public and private corporations, asset managers and financial institutions look to the firm for advice. 

PwC is one of the world's leading professional services networks, with more than 360,000 people across 136 countries, providing assurance, advisory, tax and legal services to private businesses, financial institutions, and many of the world's largest multinational companies. 

PwC's Corporate Finance specialists advise organisations on M&A, capital raising, and strategic transactions, supported by transaction services teams delivering financial, commercial, and operational due diligence. PwC's valuation professionals support organisations well beyond the deal itself. They provide independent valuations for financial reporting - including purchase price allocations, impairment testing, and fair value of investments - as well as for tax, restructuring, and dispute purposes. 

By combining local market knowledge with the reach of the global PwC network, PwC brings the right expertise to each engagement, with a strong focus on quality, independence, and client service. 

https://www.pwc.com/ky 

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. 

Thrive delivers global technology outsourcing for cybersecurity, Cloud, networking, and other complex IT requirements. Thrive’s NextGen platform enables customers to increase business efficiencies through standardization, scalability, and automation, delivering oversized technology returns on investment (ROI). They accomplish this with advisory services, vCISO, vCIO, consulting, project implementation, solution architects, and a best-in-class subscription-based technology platform. Thrive delivers exceptional high-touch service through its POD approach of subject matter experts and global 24x7x365 SOC, NOC, and centralized services teams.  

Learn more at www.thrivenextgen.com or follow us on LinkedIn. 

Comcast Business is a leading provider of advanced technology solutions, helping businesses of all sizes adapt, evolve, and thrive in an ever-changing digital landscape. 

 With a comprehensive suite of solutions including connectivity, networking, cybersecurity, and managed services, Comcast Business continues to evolve its approach with a focus on serving its customers with the best solutions. 

CSC® is a leading provider of global business administration and compliance solutions, offering industry-leading expertise and unmatched global reach to alternative fund managers and capital markets participants. CSC delivers a comprehensive suite of services, including fund administration, SPV and corporate services, trust and agency support, and regulatory compliance for private and public market transactions and complex fund strategies. 

As the trusted partner of choice for more than 75% of the PEI 300 and 90% of the Fortune 500®, CSC helps clients navigate operational, regulatory, and transactional complexities across more than 140 jurisdictions and a broad range of asset classes.   

Privately held and professionally managed since 1899, we combine global reach, local expertise, and innovative solutions to help our clients succeed.  

We are the business behind business®. Learn more at cscglobal.com.   

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.

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

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).