Strategic partner

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 175 years, and our global, forward-looking focus is supported by offices strategically located in the world’s key financial centers and political capitals. More than 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions.

For more information, visit  www.davispolk.com.

Strategic partner

For over 50 years, Ocorian has been a trusted partner to asset managers and asset owners, supporting the full lifecycle of their investments, and providing full portfolio company support via a global network of expert teams.

Today, we help alternative asset managers deliver outcomes to their investors by handling their operational and regulatory complexity through outsourced CFO solutions, fund administration, regulatory compliance advisory, and tax & corporate services.

Whether launching a first-time fund, scaling a mature platform, or navigating complex cross-border fundraising and capital deployment, we act as an extension of our clients’ teams – combining specialist expertise, global scale and innovative technology-led solutions to simplify complexity.

That’s why over 8,500 clients worldwide – including asset managers, financial institutions, corporates, family offices, and high-net-worth individuals – rely on Ocorian to help them go further, faster, and crucially, have more time.

Expertise – Specialist, tech-enabled solutions across the full asset lifecycle

Trust – A long-term partner, known for discretion and reliability

Scale – 30+ global offices ensuring seamless service wherever you operate

For more information, visit  www.ocorian.com.

Lead sponsor

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We help asset managers streamline their regulatory and investor communications; scale portfolios, trading, and operations; strengthen client relationships; and achieve growth with AI-powered insights and market intelligence. 

Our technology and operations platforms support $1.5T in assets across public and private markets, generate two billion regulatory fund communications per year and look across $100 trillion in global assets. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

For more information, visit  www.broadridge.com.

Lead sponsor

For more information, visit  www.klgates.com.

Lead sponsor

For more information, visit  www.oliverwyman.com.

Lead sponsor

RavenPack is the leading provider of insights and technology for data-driven companies, trusted by the world’s top hedge funds, banks, and asset managers. In 2024, it launched Bigdata.com, an agentic AI platform that unites premium, unique, and real-time financial datasets with powerful search. Professionals can gain instant insights with ready-to-use AI agents or build their own to accelerate research, automate workflows, and enhance returns. Backed by more than two decades of RavenPack’s AI expertise, Bigdata.com is redefining how financial professionals leverage AI to unlock smarter, faster decisions. 

For more information, visit  www.ravenpack.com.

Lead sponsor

Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern, AI-enabled platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup."

For more information, visit  www.ridgelineapps.com.

Lead sponsor

As one of the original market participants, Weil’s Private Equity practice has remained a pioneer of the industry since advising many of the first private equity sponsors over 30 years ago. From becoming the first U.S. firm to support private equity clients in Europe and Asia, to more recent expansions into Los Angeles and San Francisco, Weil remains at the forefront of innovation, ready to serve clients wherever they operate. Today, Weil is uniquely positioned in the market, advising clients across the private equity spectrum—from first-time funds to the largest global sponsors—while continuing to deliver the commercial, sophisticated counsel that has defined, and will continue to define, its market-leading reputation.

For more information, visit  www.weil.com.

Industry partner

The Investment Company Institute (ICI) is the leading association representing regulated investment funds. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Its members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia and other jurisdictions. Its members manage $43.8 trillion in the United States, serving more than more than 125 million investors. Members manage an additional $8.1 trillion in regulated fund assets managed outside the United States. ICI also represents its members in their capacity as investment advisers to collective investment trusts (CITs) and retail separately managed accounts (SMAs). ICI has offices in Washington DC, Brussels, and London.

For more information, visit  www.ici.org.

Evening reception sponsor

For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide. To do this, our performance-driven investors seek long-term results by leveraging deep, independent research and rigorous risk analysis. With the resources, foresight, and flexibility to look far and wide for value in broad and narrow markets, Loomis Sayles has remained a trusted partner to its clients since 1926. Loomis Sayles proudly manages $425.4 billion* in assets on behalf of clients worldwide (as of 30 September 2025).

*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($52.0 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

For more information, visit  www.loomissayles.com.

Associate sponsor

Dinari is the leading tokenized U.S. public equities provider, with a mission to enable investors to do more with their portfolios. With Dinari's dShares™, financial services providers ranging from neobanks to Web3 wallets can offer their customers seamless access to U.S. public markets without sacrificing shareholder rights, economic benefits, and regulatory compliance.

For more information, visit  dinari.com.

Associate sponsor

FINBOURNE Technology structurally reduces the cost of investing by modernizing financial data infrastructure. Our cloud-native platform unifies data across public and private assets, connecting workflows and insights throughout the investment lifecycle—without disrupting existing systems. Trusted by global leaders including Fidelity International, Alchelyst, and Northern Trust, FINBOURNE eliminates data silos and inconsistencies, and provides a trusted, scalable, real-time data foundation. This enables firms to simplify operations, safely retire legacy systems, and prepare for the next wave of audit-ready, AI-driven innovation. 

For more information, visit  www.finbourne.com.

Associate sponsor

FundGuard is the AI-powered, cloud-native investment accounting platform redefining how asset managers and fund administrators operate. By unifying support for all asset classes, books of record, investment products, and jurisdictions on a single platform, FundGuard drives digital transformation, operational automation, AI-based insights, and resilient, cloud-native scalability. 

Trusted by global financial institutions, FundGuard empowers firms to scale with confidence, operate with precision, and stay ahead of what’s next. The company is backed by strategic partners including Citi and State Street, and by leading venture firms such as Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8. 

For more information, visit  www.fundguard.com.

Exhibitor sponsor

Founded in London with offices in New York and Milan, MDOTM Ltd is the global provider of AI-driven investment solutions for Banks, Insurance, Asset and Wealth Management companies. Its proprietary platform, Sphere, supports banks, insurers, asset managers, and wealth managers worldwide with three core solutions: AI-driven Insights: Enhancing tactical and strategic asset allocation decisions; Portfolio Studio: Building and rebalancing portfolios efficiently at scale; Storyfolio: Automating and personalizing portfolio reporting using Analytical and Generative AI. In 2024, Sphere was awarded “Best AI Platform for Asset & Wealth Management” and “Best AI Solution Provider for Asset & Wealth Management” at the Global Business & Finance Awards.

For more information, visit  www.mdotm.ai.

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