Texas Alternatives Conference 2025 - Sponsors
March 5, 2025 - March 6, 2025
Conference
Four Seasons Hotel
Austin, TX
Sponsors
Platinum Sponsors
Anchorage Capital Advisors, L.P. (“Anchorage”) is an investment firm with $24.0 billion in AUM that was formed in 2022 as the successor organization to Anchorage Capital Group, L.L.C. Led by Co-CIOs and Managing Principals Yale Baron and Thibault Gournay, Anchorage focuses on a wide range of assets across the credit spectrum and throughout a company’s capital structure, including performing loans and bonds, distressed debt, special situations, and structured credit. We primarily invest in both U.S. and Europe and seek to capture attractive opportunities across the corporate credit spectrum.
Axonic Capital is a $4.5 billion commercial real estate (“CRE”) and structured credit asset manager, headquartered in New York City. Our business model is providing niche opportunistic investment solutions from an experienced team with expertise in creating unique advantages through our horizontally integrated platform. Over the course of our 14-year track record the firm has made over $25 billion in CRE investments to date.
Bayview is a broad-based asset-backed finance manager with ~$20 billion in AUM. Bayview was founded in 1993 as an advisor to large financial institutions on valuing, hedging, and trading Mortgage Servicing Rights (MSRs) and has evolved into a fully integrated investment manager focusing on mortgage and consumer credit. Bayview’s expertise spans every aspect of the credit value chain, including the origination and acquisition of residential, consumer, and commercial loans, special servicing, securitizations, securities trading, special situations investing, and the acquisition, management, and origination of MSRs. Bayview is headquartered in Coral Gables, Florida, with over 1,800 employees globally.
Biospring Partners is a growth equity firm investing at the intersection of healthcare and technology. Biospring leverages its deep expertise to support B2B pharmaceutical services, tools, and software companies driving innovation across the life sciences industry.
Cinctive Capital Management ("Cinctive") is a multi-manager investment platform. Headquartered in New York City's Hudson Yards, Cinctive was founded by alternative investment industry veterans Richard Schimel and Larry Sapanski to introduce what we believe to be a new, evolved version of the multi-manager model. The firm's portfolio management teams incorporate proprietary quantitative tools backed by a detailed approach to risk management. Cinctive is a solutions-based firm dedicated to its mission of aiming to deliver the highest quality returns to its clients.
FJ Capital Management is a US financial sector specialist based in McLean, VA with $967 million under management. The firm was founded in 2007 to take advantage of the opportunities created by consolidation, disintermediation, and disruptors across the sector. We believe the 10-person investment team utilizes a highly differentiated, deep fundamental approach to generate alpha. The senior investment team has over 100 years of combined experience covering the U.S. Financials and is led by industry veteran and CIO Martin Friedman.
Juniper Square is dedicated to transforming the private markets investing experience. The company provides a full range of modern, connected fund technologies and services for over 2,100 private markets GPs across fundraising, reporting, fund administration, treasury, compliance, and business intelligence. Today, over $1 trillion of assets and 600,000+ LP accounts are managed through Juniper Square software and fund administration services.
Napier Park, a First Eagle Investments Company, is a $24.9bn alternative asset management firm focused on investment opportunities in specialized credit. Napier Park’s business is divided into three areas. The first, Credit Funds is primarily focused on investments which can potentially deliver excess returns created by the impact of illiquidity in credit markets. Credit Fund strategies cover the major US and European alternative credit markets with a total AUM of $6.3bn. The second, related, business area is the Primary CLO Management business in both the US and Europe with $16.9bn under management. The third business function is referred to as Real Assets and focuses on essential-use transportation and industrial equipment assets strategies with $1.7bn of capital.
Orchard Global is a private and alternative credit manager with approximately US$8bn in AUM. Orchard Global's specialization is complex, higher barrier to entry, performing credit offering transformational solutions to banks, asset managers, non-sponsor borrowers, and others. We started in the 2008 financial crisis, bringing third party capital to bank regulatory capital solutions. Developing a reputation for certainty of execution among the GSIBs, those same banks turn to Orchard Global as a trusted partner to provide capital solutions to their non-sponsor borrower clients. From there, Orchard Global expanded into CLO equity and debt trading and litigation finance, leveraging its expertise in credit analysis and structuring. Orchard Global later added credit derivatives trading to capture dislocations and perceived value in U.S. and European credit markets and enhance the solutions it offers its clients and counterparties. Today, more than 130 people at Orchard Global work from six global offices. www.orchardglobal.com
Offering equity and credit investment solutions, Polen Capital is a global investment firm managing approximately $60 billion in assets (as of December 31, 2024) for institutions, financial advisors, and individuals seeking high-quality, active, concentrated strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Credit, with offices in Boca Raton, Fla., Boston, London, Abu Dhabi and Hong Kong. Since 1989, Polen has built a distinctive culture and is committed to being a firm of opportunity, attracting and developing exceptional professionals aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past nine consecutive years. For more information, visit www.polencapital.com or follow us on LinkedIn.
Founded in 2015, SummitTX is an open architecture multi-manager, multi-strategy hedge fund manager. SummitTX manages $3 billion across three investment solutions harnessing the same investment process and portfolio. Each solution has a unique risk/reward profile. SummitTX currently utilizes 1) Fundamental, 2) Tactical, 3) Quantitative, and 4) Capital Markets investment strategies.
Caroline Cooley, Chief Investment Officer and Managing Partner, leads the investment team and business overall. Neilson Arbour is the Deputy Chief Investment Officer. SummitTX is headquartered in Fort Worth, Texas, and has a significant presence in New York. For more information, please visit www.SummitTXCapital.com.
Through TPG’s family office roots, entrepreneurial heritage, and Texas and West Coast base, we have developed a differentiated approach to alternative investments based on innovation, organic growth, and a culture of openness and collaboration. We have developed a distinct position in the industry, with a broadly diversified set of investment strategies, including private equity, impact, credit, real estate, and market solutions. The TPG Angelo Gordon platform has nearly 35 years of experience investing across a broad range of credit and real estate strategies. We seek alternative investment opportunities, investing in inefficient markets, that will deliver consistent absolute returns for clients. Our investment approach relies on disciplined portfolio construction backed by rigorous research and a strong focus on capital preservation.
Silver Sponsors
Citadel is one of the world’s leading alternative investment managers. Citadel manages the capital of prominent investors from around the world including retirement programs, endowments and foundations, and sovereign wealth funds. For more information, visit Citadel.com.
KPMG LLP is the US firm of the KPMG global organization of independent professional services firms. KPMG offers Audit, Tax and Advisory services to help businesses enhance their performance, identify risk and compliance opportunities, devise strategic initiatives, and increase overall value. With a dedicated Alternative Investments practice, KPMG boasts over 1,900 professionals who work closely with clients to drive innovation and improve efficiency. For over 110 years, KPMG has remained dedicated to serving clients and communities in North Texas, earning a reputation as a trusted advisor through its commitment to integrity and reliability.
LGT Capital Partners is a global alternatives asset manager with over $100 billion of assets under management and 700 institutional clients around the world. They are served by over 800 professionals who combine global know-how with specialist local investment expertise across a wide range of investment programs focusing on private markets, diversifying strategies, and multi-alternatives. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has 15 offices globally with investment hubs in North America, Europe, and Asia-Pacific.
Oxford Data Plan is an alternative data provider that covers 200+ stocks globally. Oxford Data Plan’s trackers predict KPIs (revenue, orders, customers) using proprietary and exclusive data sources. Our data is delivered to our clients daily allowing almost real-time insights into a company's performance. Oxford Data Plan also provides Forecasts and Deep Sector Analyses that are specific to each sub-sector. We track some of the most traded stocks in the world including Google and Meta.
Oxford Data Plan runs a proprietary Global Consumer Receipt Panel and an exclusive Transaction Data Panel (20m+ users) covering the US, UK, Europe and South Korea to cover B2C companies. In addition, Oxford Data Plan runs several industry panels that enables us to cover B2B companies.
Siepe is a leading provider of cutting-edge technology and service solutions tailored to high-yield, private credit and alternative investment managers. Through its cloud-based platform, Siepe offers flexible front, middle and back-office solutions to streamline workflows, scale processes, and transform data into an asset to gain perspective. Siepe’s seasoned specialists provide extensive industry knowledge and support every step of the way. Siepe has a proven track record of supporting top-tier CLO managers, BDCs, private credit funds, structured product investors, and more. The platform leverages technology to reduce risk, gain scalability, and provide a seamless experience for portfolio managers, traders, analysts, and operations to access their data in a centralized format. For more information, visit siepe.com.
TrustServe is a professional services fund administrator dedicated to alternative investment funds and family offices. TrustServe services clients across various asset classes and strategies including private equity, real estate, private credit, venture capital, hedge and commodity pools. We are a client-centric organization with an employee-first culture that leverages innovative technology and is led by a senior management team with extensive industry experience. Our mission is to become one of the world’s most loved & trusted fund administrators. For more information on TrustServe, please visit www.trustserve.net.
In today’s dynamic marketplace, alternative investment firms need leading service providers to ensure delivery of audit, tax and advisory services through knowledge, appropriate technical advice and timely execution of services. With over 40 years of experience, Withum brings clients the benefits of a larger organization without sacrificing the attention and personal service that one expects from a local firm. With office locations in major cities and financial centers across the country, our team of professionals can help you meet the challenges of starting or managing your fund.
For more information regarding sponsorship, please contact Taylor Katzovitz conferences@managedfunds.org.
Contact
Registration for this event is by invitation only. To request an invitation, please email conferences@managedfunds.org
