Balance Point is an alternative investment manager focused on the lower middle market. With approximately $2.1 billion in total capital commitments, Balance Point invests debt and equity capital in select lower middle market companies across a variety of investment vehicles. Balance Point takes a long-term, partnership approach to investing and is committed to building lasting…
Elteni is the premiere cybersecurity consulting firm to the financial services industry. Elteni helps businesses defend against cyber threats, protect data, and reduce security risks. Our advisory and consulting services provided by a team of technologists, security experts, ethical hackers, privacy and compliance professionals enables businesses to transform the way they manage their information security…
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…
Calculum is a Fintech Data-as-a-Service (DaaS) company, leveraging advanced analytics and Artificial Intelligence (AI) to help companies improve working capital efficiency and increase cash flow. Headquartered in Miami, Calculum’s ADA Platform is the first AI-powered platform providing procurement, finance and treasury insights on optimizing supplier payment terms based on market and competitor data. The web-based…
Willow Tree is a fast-growing private credit alternatives firm focused primarily on investing in North American, senior secured, floating rate middle market loans. The firm is headquartered in New York with satellite offices in Miami and Dallas. Willow Tree was formed in 2017 by industry veterans Timothy Lower and James Roche and, together with its…
Clear Haven Capital Management, LLC is an Investment Manager specializing in Asset-Backed Specialty Finance across the public and private credit markets. The firm launched in 2012, is headquartered in NYC and has a seasoned team with over six decades of experience investing in and financing portfolios of assets across consumer finance, real estate, small business…
Flow is an Investor Lifecycle Management Platform for private market funds. We simplify raising and managing funds by integrating your network into one platform and automating workflows between stakeholders. With Flow, you can deliver a best-in-class experience for your limited partners while improving operational efficiency across the full fund lifecycle. Flow is trusted by over 265…
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…
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…
Founded on the principles of integrity, discipline, and ingenuity, Preston Capital was built with the distinctive purpose of sourcing and managing diversified pools of life settlements and other longevity-contingent assets. Leveraging the firm’s institutional platform and the collective depth and breadth of the team’s industry expertise, Preston’s mission is to deliver exceptional risk-adjusted returns for…