Coatue is a global investment management firm, focused on investing in innovation and technology. Coatue has offices in New York, Menlo Park, London and Hong Kong. Coatue was founded in 1999 by Philippe Laffont, who continues to manage the Adviser today. Coatue assesses companies across their lifecycles, investing from early-stage venture, to growth stage, to structured capital, and into large publicly traded companies driving disruptive technology trends. This full-lifecycle approach is intended to enable Coatue to capture opportunities across a company’s capital structure, from innovation-driven early-stage ventures to established public companies.
Platnium Sponsor
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.
Carlson Capital is an alternative investment management firm founded in 1993 by Clint Carlson. Through the combination of fundamental investment talent, a highly disciplined decision-making process, and proprietary quantitative analytics tools developed using 25 years of data, Carlson seeks to deliver superior risk-adjusted returns to its investors. It has proven particularly adept at managing risk and protecting capital in difficult markets. The firm’s experience, deep resources, values, and an investment process continually refined over three decades (the Discrete Alpha process), make Carlson what it is today. The current product offerings include the Black Diamond fund, consisting of the Equity Relative Value (EqRV) strategy, Corporate Catalyst strategy, and cross-asset macro investments; the EqRV™ strategy is also offered in a portable alpha format to investors.
Carlyle is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $474 billion of assets under management as of September 30, 2025, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,400 people in 27 offices across four continents.
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
Gold Sponsor
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.
Silver Sponsor
Agile Legal provides small and mid-size fund managers with fractional, back-office legal support. For more than 12 years, Agile Legal has been helping fund managers meet compliance and regulatory requirements while reducing legal spending. Through an innovative, subscription-based model, Agile Legal delivers a scalable solution for ongoing compliance, legal projects, and a broad range of legal issues fund managers face. Agile integrates its team of legal professionals from big law firms and in-house legal departments with a disciplined and efficient legal project management approach facilitated by its innovative, back-end technology.
Balyasny Asset Management L.P. is a global institutional investment firm dedicated to delivering consistent, uncorrelated absolute returns in all market environments. The fund started with an Equities Long/Short strategy and has developed over time into a multi-strategy, multi-PM model, which reflects a blend of strategies including Equities Long/Short, Fixed Income & Macro, Commodities, Multi-Asset Arbitrage, and Systematic investing. Since 2001, we have believed that consistent high, absolute returns with lower volatility are achievable by blending various, distinctly different investment approaches and income streams.
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.
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.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.
Founded in 2015, SummitTX Capital is an open architecture multi-manager equity market neutral hedge fund manager. Summit manages approximately $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. In addition, Summit employs an Office of the CIO portfolio implementing upsizing, alpha capture, and hedging/portfolio overlays to manage market and factor exposures.
Bronze Sponsor
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.
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.