Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 400 partners and over 2400 employees across the U.S. For more information, please visit citrincooperman.com, and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

qashqade AG is a FinTech start-up focused on providing a SaaS software solution for all players in the Alternative Asset industry including its investors (LPs). qashqade provides a latest-technology tool with the flexibility to define, simulate and calculate the most complex carry calculation therefore replacing Excel throughout the process. This enables the user to increase the efficiency and stability of the calculations and still having a simple user-friendly, easy-to-use interface. qashqade brings the GP and the LP closer to each other and allows them to invest their time more efficiently.

EWM Global is the FinTech you need to know. For 20 years, we’ve been leading the innovation and digital transformation of incentive and performance compensation for private capital firms, asset managers, banks and insurers across the world.   We empower our clients – which include some of the largest global financial services firms – to recruit, motivate, reward and retain their most valuable employees by providing them an unparalleled level of access, connection and transparency to their incentives and rewards.   At the same time, EWM Global’s technology and account management teams mitigate the numerous risks associated with the all-too-common one-or-two person, spreadsheet-based approach to managing these highly sensitive and critical plans, and offer our clients meaningful and auditable representations of their own data.   All of this is achieved inside a highly secure yet intuitive environment that is available 24/7 to participants and administrators, and that is constantly evolving to stay ahead of the unique needs of our global clientele.  

Abacus Group is a leading provider of hosted IT solutions and services focused on helping alternative investment firms by providing an enterprise technology platform specifically designed for the unique needs of the financial services industry. The innovative and award-winning Abacus Cloud platform allows investment managers to source all technology needs as a service, offering the capacity to scale on demand to meet current and future cybersecurity, storage and compliance requirements.

Concertiv is the leading provider of outsourced procurement services for mid-market financial services firms. Founded in 2015, Concertiv leverages its industry expertise, vendor network, and proprietary technology to improve vendor management for 75+ mid-market firms. Concertiv’s procurement-as-a-services enables its clients to reduce vendor spend, improve administrative efficiency, and make better decisions as they manage an ever-growing vendor network.

Yardi is a leading Prop and Fin Tech innovator providing connected solutions for the real estate industry. We deliver products that support the entire real estate investment lifecycle in a single connected solution, providing full transparency from investor to lease. Real Estate investments grow on Yardi.

Proteus provides an alternative investment platform solution. Proteus is a solution provider for both GPs and LPs. For GPs, Proteus can deploy a technology-enabled evergreen feeder fund platform which streamlines, automates, and alleviates the operational challenges of distributing private funds and co-investments to HNW investors. Proteus’ solution significantly reduces the operational burden for fund sponsors, advisors and investors and enhances the fund sponsor's relationship with their wealth advisory partners by supporting investments from Qualified Purchasers, Qualified Clients, and Accredited Investors.  For LPs, the platform offers access to institutional-quality investment opportunities, including private funds, alternative investment model portfolios, and sub-asset class pools which invest across the alternative investment strategy spectrum. In addition, wealth advisors and their clients use the platform to research alternative investment managers and investments, review due diligence materials and construct custom portfolios, thereby minimizing hurdles and inefficiencies that have plagued alternative investors for decades. Proteus’ fully integrated platform is an enterprise solution providing portfolio construction tools, integrated & compliant portfolio accounting, and consolidated K-1s.

Kroll provides proprietary data, technology and insights to help our clients stay ahead of complex demands related to risk, governance and growth. Our solutions deliver a powerful competitive advantage, enabling faster, smarter and more sustainable decisions. With 5,000 experts around the world, we create value and impact for our clients and communities. Our expertise spans our clients’ full business life cycle, providing a unique and powerful perspective forged by the diversity of our skill sets and backgrounds, coupled with the geographic reach and experience that comes from being a market leader. Wherever you are, we can help along the way.

Broadridge, a global Fintech leader with $6 billion in revenue, provides technology, operations, and data analytics solutions to the financial services industry. We help drive business transformation for our clients, including asset managers, with solutions for enriching engagement, navigating risk, optimizing efficiency and growing revenue.

With increasing capital allocation in private debt and CLOs, the need for portfolio management, operational automation and risk mitigation inevitably follows. Broadridge supports private debt and CLO managers with our integrated, front-to-back investment management solutions.

• Capture, calculate and analyze the borrower’s KPIs
• Monitor pipeline and improve credit selection - combine analyst reports, cash flow forecasts, financial statements, etc.
• Create reusable covenant rules including single-factor, compound and complex filtering for financial, operating activity, cash flow, reporting/disclosure, collateral, seniority, and other covenants
• Track upcoming and past due activity
• Integrate third-party data services with fund data and integrate into customizable dashboards, the compliance engine, and the reporting platform
• Minimize mistakes by streamlining approvals and next action steps

PE Front Office is the only comprehensive and integrated suite of products developed with a focus on the front and middle office processes for alternative investment management – Private Credit/Debt, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Limited Partners, and Fund Admins. PE Front Office suite includes Deal Pipeline, Investment Management, Portfolio Monitoring, Investor Management, Investor Portal, Fund Administration supported by CRM, Reports & Analytics, Risk & Compliance, and Document Management. These solutions drive efficiency and transparency and help investment professionals make highly informed decisions. Currently, PE Front Office is servicing 100+ customers across 15 countries including the USA, Canada, UK, Switzerland, Italy, The Netherlands, Belgium, Malta, South Africa, Nigeria, Kenya, Japan, Singapore, Hong Kong, and India.

EWM Global is the FinTech you need to know. For 20 years, we’ve been leading the innovation and digital transformation of incentive and performance compensation for private capital firms, asset managers, banks and insurers across the world.   We empower our clients – which include some of the largest global financial services firms – to recruit, motivate, reward and retain their most valuable employees by providing them an unparalleled level of access, connection and transparency to their incentives and rewards.   At the same time, EWM Global’s technology and account management teams mitigate the numerous risks associated with the all-too-common one-or-two person, spreadsheet-based approach to managing these highly sensitive and critical plans, and offer our clients meaningful and auditable representations of their own data.   All of this is achieved inside a highly secure yet intuitive environment that is available 24/7 to participants and administrators, and that is constantly evolving to stay ahead of the unique needs of our global clientele.  

Macquarie Credit Markets provides creative solutions to institutional investors looking to settle specific credit assets into private debt funds with defined timing constraints, addressing liquidity needs and certainty of closing.  Use cases include: extending existing capital call/leverage facility capacity, smoothing capital calls, bridge for co-investment/syndication to LP co-invests, affiliates or third parties, fund financing optimization, hedging FX exposures on foreign investments and facilitating allocations of deals to new funds (pre-close). Macquarie is a global financial services group operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment. The diversity of our operations, combined with a strong capital position and robust risk management framework, has contributed to our 52-year record of unbroken profitability.