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Goldman Sachs is a global financial institution with over $2.8 trillion in assets under supervision. With divisions spanning investment banking, global markets, asset management, and consumer and wealth management, Goldman Sachs serves a broad range of clients, including corporations, governments, and individuals in over 40 countries.
Wells Fargo is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Operating across banking, investment, and mortgage sectors, Wells Fargo serves individuals, small businesses, and large corporations through a broad range of financial products and services in more than 30 countries.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.  With assets under administration of $11.1 trillion, including discretionary assets of $4.2 trillion as of March 31, 2023, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs over 70,000 associates who are focused on the long-term success of our customers.
Morgan Stanley is a global financial services firm with over $1.5 trillion in assets under management. Operating through institutional securities, wealth management, and investment management divisions, Morgan Stanley delivers advisory, capital markets, and investment solutions to corporations, governments, institutions, and individuals worldwide.
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JPMorgan Chase & Co. is a leading global financial services firm with over $4 trillion in assets. Through its four business segments—Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management—JPMorgan serves millions of customers and some of the world’s most prominent corporations and institutions across more than 100 markets.
Aristeia Capital is an SEC-registered alternative asset manager with $12–15 billion in discretionary AUM. Focused on relative‑value credit strategies, the firm uses fundamental research, proprietary modeling, and hedging to pursue absolute returns across corporate credit markets. Founded in 1997 and based in Greenwich, Connecticut (with a New York office), Aristeia manages pooled vehicles, dedicated funds, and SMAs for institutional and qualified investors.
The Carlyle Group is a global investment firm managing approximately $453 billion in assets. With a presence in over 29 offices across four continents, Carlyle operates through three business segments—Global Private Equity, Global Credit, and Investment Solutions (via AlpInvest)—providing capital and strategic expertise to portfolio companies and institutional clients worldwide.
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American Securities is a U.S.-based private equity firm managing over $27 billion in capital commitments. Focused on partnering with North American companies across a range of industries, the firm provides long-term capital and strategic support to help portfolio companies grow and strengthen their market position.
D. E. Shaw & Co. is a global investment and technology firm, renowned for its quantitative approach. With approximately $65 billion in investment capital, the firm blends advanced computing, deep research, and disciplined risk management to uncover unique opportunities across public and private markets. A collaborative partner for institutional investors, D. E. Shaw combines scientific rigor with creative problem-solving to drive consistent, long-term performance.
Bain Capital is a global private investment firm with approximately $180 billion in assets under management. Spanning private equity, credit, real estate, and public equity strategies, Bain Capital partners with a wide range of institutional investors, corporations, and individuals across more than 20 offices worldwide.
EQT is a global private equity and investment organization with approximately €273 billion in assets under management. Operating through Private Capital and Real Assets segments, EQT invests in companies across Europe, North America, and Asia-Pacific, supporting portfolio growth through active ownership and strategic guidance.
Barings is a global investment management firm with over $406 billion in assets under management. Specializing in public and private fixed income, real assets, and private equity, Barings serves institutional investors and clients worldwide, providing innovative solutions backed by deep market insight and a long-term investment perspective.
Evercore is a leading independent investment banking advisory firm providing strategic counsel on mergers and acquisitions, restructurings, capital raising, and other financial matters. With a global presence and a reputation for trusted, conflict-free advice, Evercore serves corporations, financial sponsors, institutions, and governments across a wide range of industries.
Brigade Capital Management is a global asset management firm with approximately $25 billion in assets under management. Focused on credit investment strategies, Brigade specializes in high-yield bonds, leveraged loans, structured credit, and distressed debt, serving institutional investors with a disciplined, research-driven approach across global credit markets.
Farallon Capital Management is a global asset management firm focused on event-driven investing across credit, equity, and real estate. Serving institutional clients, Farallon combines deep research with disciplined risk management to generate long-term value.
Altamont Capital Partners is a private equity firm focused on long-term investments in middle-market companies undergoing strategic or operational change. With over $4 billion in capital, Altamont partners closely with management teams across sectors including healthcare, consumer, and business services to drive growth and transformation.
Franklin Templeton is a global investment management firm offering strategies across equities, fixed income, multi-asset, and alternatives. With a presence in over 30 countries, the firm serves individual and institutional investors worldwide through its specialized investment teams.
Advent International is a global private equity firm specializing in finance. Their expertise and partnership approach drive long-term value & growth, with a focus on sustainability and making a positive impact.
Jane Street is renowned finance & trading firm in NYC. Leveraging top tech, data & strategies, Jane Street trades a variety of instruments. Emphasizing risk & trading innovation, Jane Street has a solid rep for generating profits. Led by skilled professionals, Jane Street excels in finance industry.
Arsenal Capital Partners, renowned private equity firm investing in specialty industries. Known for value creation and long-term partnerships driving growth and transformation.
KKR is a world-class investment firm known for its innovative strategies across private equity, credit, infrastructure, and real estate. As a trusted partner, KKR brings deep industry expertise, a global network, and a hands-on approach to driving exceptional growth and long-term value.
Lazard is a premier global financial advisory and asset management firm, known for delivering independent, strategic guidance to corporations, governments, and institutions worldwide. With a legacy of excellence, Lazard is a trusted partner for navigating complex transactions and creating long-term value.
LLR Partners is a growth-oriented private equity firm investing in technology and healthcare companies in the lower middle market. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7 billion across seven funds, including its latest $2.45 billion flagship fund. The firm backs companies with $25–$150 million of equity and partners through both majority and minority stakes, leveraging an in‑house value‑creation team to support operational growth and strategic acceleration .
Acadian Asset Management: active management, quant strategy, data analytics, attr. risk-adj. ret., robust research, market inefficiency, disciplined portfolio construction, client-centric solutions, committed to excellence.
​Moelis & Company is a global independent investment bank renowned for its strategic advisory expertise in mergers & acquisitions, recapitalizations, restructurings, and capital markets. Founded in 2007 and operating from 23 offices worldwide, Moelis & Company has advised on over $5 trillion in transactions, delivering focused, conflict-free counsel to corporations, governments, and financial sponsors.
Neuberger Berman is a leading employee-owned investment firm offering strategies across equities, fixed income, private equity, and alternatives. Known for its deep research and client-first approach, the firm delivers tailored investment solutions that drive long-term performance.
Palestra Capital Management is a New York–based hedge fund specializing in long and short equity strategies driven by deep, fundamental research. Founded by Jeremy Schiffman and Andrew Immerman, Palestra manages several private pooled funds and partners with high-net-worth and institutional investors to seek attractive risk-adjusted returns through disciplined stock selection .
Perella Weinberg Partners (PWP) is a global, independent financial advisory firm partnering with corporations, governments, and financial sponsors on strategic M&A, restructuring, capital markets, and shareholder matters. Founded in 2006, PWP operates from a network of offices across North America and Europe and is led by CEO Andrew Bednar . The firm is known for its thoughtful, conflict-free advice and a dedication to achieving clients’ highest-priority objectives.
PGIM is the global asset management division of Prudential Financial, offering specialist investment expertise across fixed income, equities, real estate, private credit, and alternatives. With over $1.3 trillion in assets under management, PGIM's multi-affiliate structure enables deep, focused strategies delivered through a global network of experts. As your partner, PGIM brings strength, stability, and a disciplined, client-centric approach to achieving long-term investment outcomes.
Putnam Investments is a global investment leader offering active equity, fixed income, and sustainable strategies tailored to the unique needs of institutional and retail clients. As a trusted partner, Putnam combines rigorous fundamental research with nimble, client-first service—delivering custom solutions, mutual funds, and dedicated accounts designed to support long-term financial goals.
Roark Capital is a leading private equity firm specializing in franchise and multi-location consumer and service businesses. With approximately $38–40 billion in assets under management, Roark is a trusted growth partner to well-known brands like Subway, Dunkin’, Arby’s, and Cinnabon. The firm’s collaborative, stakeholder-driven approach supports sustained expansion, operational excellence, and long-term success.
Select Equity Group is a New York–based, employee-owned investment firm that manages over $40 billion across long-only and long/short equity strategies. They leverage rigorous, independent research and disciplined, focused investing to identify high-quality businesses. With a client-first ethos, Select Equity Group delivers tailored investment solutions to endowments, pensions, family offices, and high-net-worth individuals.
At UBS, we provide financial advice and solutions to private, institutional and corporate clients worldwide, as well as private clients in Switzerland. We’re the world’s largest and only truly global wealth manager. Headquartered in Zurich, Switzerland, we’re present in all major financial centers worldwide. Being a Swiss global bank means that our roots are in Switzerland, but we demonstrate our strengths through our global network. As an employer of choice, it’s our job to build and sustain an innovative, engaging and inclusive workplace that brings out the best in our employees, wherever they are on their career journey. We’re here to help you achieve more, learn more and take your career further than you ever imagined possible. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team and endless opportunities to grow. We also know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. We’re UBS.
Sentinel Capital Partners is a top-tier, mid-market private equity firm based in New York. As a trusted partner, Sentinel makes majority and structured equity investments in U.S. and Canadian businesses—helping management teams drive growth through operational support, strategic direction, and value-building initiatives. The firm leverages deep expertise in sectors such as industrials, healthcare, consumer, and business services, and is known for its collaborative, hands-on approach.
Sixth Street Partners is a premier global investment firm providing flexible, long-dated capital solutions across private capital, growth, credit, real estate, infrastructure, and public markets. With approximately $75–100 billion in assets, Sixth Street is a trusted partner to management teams—supporting strategic goals through creative, cross-platform expertise, operational collaboration, and deep sector knowledge .
Taconic Capital Advisors is a global alternative investment manager that partners with investors to pursue event-driven, multi-strategy opportunities across credit, equities, and real assets. With approximately $8 billion in assets under management, Taconic brings disciplined risk management, deep fundamental research, and creative thinking to uncover value in complex markets .
TD Securities is a global investment bank and capital markets platform, providing advisory services, trading, and financing solutions to corporations, governments, and institutions. Backed by the strength of TD Bank Group, TD Securities delivers integrated expertise in corporate banking, M&A, debt & equity markets, global transaction banking, ESG, and research—offering clients a trusted, full-service partner with global reach and award-winning execution .
Vanguard is a globally trusted, investor-owned asset management firm renowned for its low-cost index and active investment products. With a client-first philosophy and over $10 trillion in assets, Vanguard offers a comprehensive suite of solutions spanning mutual funds, ETFs, advisory services, and wealth planning—backed by deep research, transparency, and disciplined innovation .
Warburg Pincus is a global private equity firm and pioneer in growth investing, serving as a trusted partner to management teams. With around $87 billion in assets and over 220 active portfolio companies, the firm brings deep sector expertise and strategic capital to support long-term growth. Operating from New York and offices worldwide, Warburg Pincus invests across sectors including technology, healthcare, financial services, energy, and real estate.
Alpine Investors is a leading private equity firm known for its bold, people-first approach to investing. With deep expertise in software and services, Alpine partners with companies to unlock growth through leadership development, operational excellence, and a values-driven culture. Their innovative model and long-term vision make them a standout partner in driving transformative success.
Wolfe Research is a leading independent sell‑side research and capital markets advisory firm. With a tight-knit team of top-ranked analysts, they cover hundreds of companies across industries using deep fundamental, macro, and quantitative insights. Wolfe partners with institutional clients and financial advisors, offering high-touch research, equity and debt underwriting, and advanced portfolio analytics—backed by a reputation for integrity, expertise, and client dedication.
