Global strategic partner

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. 

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. 

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multidisciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. 

All in to shape the future with confidence.

For more information, visit  www.ey.com. To view EY's privacy policy, visit: www.ey.com/en_gl/legal-and-privacy/privacy-statement. 

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. To view Davis Polk's privacy policy, visit: www.davispolk.com/privacy-notice. 

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. To view Ocorian's privacy policy, visit: www.ocorian.com/sites/default/files/2022-12/OFM%20-%20Information%20on%20Data%20Privacy%20Notice%20-%20WebVersion%202021-11.pdf. 

Strategic partner

Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates is dedicated to delivering novel solutions to legal challenges, enabling clients to achieve their business goals. We are known for our innovative and creative approach in guiding clients through their most complex transactions, litigation/controversy issues and regulatory matters, as well as the open, collaborative relationships we build with clients, including corporations; financial and governmental entities; small, entrepreneurial companies; and cultural, educational and charitable institutions. Our attorneys, who reflect a broad range of experiences and perspectives, collaborate seamlessly across our 21 offices in the world’s major financial centers.

For more information, visit  www.skadden.com/. To view Skadden's privacy policy, visit: www.skadden.com/privacy-notice-for-business-contacts. 

Lead sponsor

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

For more information, visit  www.broadridge.com. To view Broadridge's privacy policy, visit: www.broadridge.com/legal/privacy-statement-english. 

Lead sponsor

For more information, visit  www.klgates.com. To view K&L Gates' privacy policy, visit: www.klgates.com/privacy-policy/. 

Lead sponsor

Oliver Wyman, a Marsh (NYSE: MRSH) business, is a management consulting firm driven by deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments. Marsh is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

For more information, visit  www.oliverwyman.com. To view Oliver Wyman's privacy policy, visit: www.oliverwyman.com/policies/us-privacy-notice.html/. 

Lead sponsor

RavenPack is a leading provider of data and AI infrastructure for financial institutions, with a 20+ year track record serving the world's most sophisticated hedge funds, banks, and asset managers. RavenPack operates two core products: RavenPack EDGE, its alpha and risk analytics platform, and Bigdata.com, its AI grounding and search platform. 

For more information, visit  www.ravenpack.com. To view Ravenpack's privacy policy, visit: www.ravenpack.com/privacy. 

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.To view Ridgeline's privacy policy, visit: ridgeline.ai/legal/privacy-policy. 

Lead sponsor

Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Trusted by approximately 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. 

For more information, visit  www.seismic.com. To view Seismic's privacy policy, visit: www.seismic.com/legal/policies/privacy-policy/. 

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. To view Weil's privacy policy, visit: www.weil.com/about-weil/privacy-policy. 

Associate sponsor

Arch is the operating system for private markets. We streamline the entire lifecycle of alternatives—collecting K-1s and statements, automating capital calls, and delivering real-time reporting—all in one secure platform. We serve more than 590 asset allocators and advisory firms representing over $475 billion in alternative assets, helping teams save valuable team time while gaining hard-to-access insights through automated analysis. We recently raised $52M in Series B funding, led by Oak HC/FT, to expand our product suite and bring modern infrastructure to private markets.

For more information, visit  arch.co. To view Arch's privacy policy, visit: arch.co/legal.html#privacy-policy. 

Associate sponsor

For more information, visit  auquan.com. To view Arch's privacy policy, visit: www.auquan.com/privacy. 

Associate sponsor

Here is our company description: Clearwater Analytics is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater Analytics' single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater Analytics supports over $10 trillion in assets globally.

For more information, visit cwan.com. To view Clearwater Analytics' privacy policy, visit: cwan.com/privacy-policy. 

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. To view Dinari's privacy policy, visit: dinari.com/privacy. 

Associate sponsor

FINBOURNE Technology solves foundational challenges of fragmented systems, data quality issues, and inflexible legacy architecture that create operational risk and slow innovation. Our platform provides cloud-native data infrastructure that unifies investment management operations with complete lineage and bi-temporal accuracy.

FINBOURNE delivers a single, real-time view across all asset classes. From portfolio and order management to IBOR, accounting, and reconciliation, FINBOURNE connects front-to-back workflows and integrates bi-directionally with your existing ecosystem.

Modernize incrementally, retire technical debt strategically, and make your data audit-ready and intelligence-ready when you need it. Leading firms including HSBC, Northern Trust, and Baillie Gifford rely on FINBOURNE to eliminate data silos and accelerate time-to-market.

For more information, visit  www.finbourne.com. To view Finbourne's privacy policy, visit: www.finbourne.com/terms-conditions/privacy-policy/. 

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. To view FundGuard's privacy policy, visit: www.fundguard.com/privacy/. 

Associate sponsor

Morningstar provides products and services that connect people to the investing information and tools they need to further our mission of empowering investor success. 

Morningstar Direct gives you the data and capabilities you need, tailored to the way you work. It’s a global investment analysis platform that connects Morningstar’s data and institutional research with private and third-party content, rigorous analytics, data science capabilities, and productivity tools. Morningstar Direct helps you do your job faster and more efficiently than ever.

For more information, visit  morningstar.com. To view Morningstar's privacy policy, visit: morningstar.com/company/privacy-center. 

Associate sponsor

MSCI (NYSE: MSCI Inc.) strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

For more information, visit  www.msci.com. To view MSCI's privacy policy, visit: www.msci.com/legal/privacy-notice. 

Associate sponsor

At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. 

For more information, visit  www.spglobal.com. To view S&P Dow Jones Indices's privacy policy, visit: spglobal.com/en/privacy/privacy-policy-english. 

Associate sponsor

Simpson Thacher’s pre-eminent Registered Funds Practice represents a deeper and wider set of registered fund sponsors and products than any other law firm and regularly advises on products at the forefront of the registered funds market innovation. Simpson Thacher regularly represents the world’s leading asset management firms in the formation of BDCs, interval funds, non-traded/private REITs, registered secondaries funds, interval funds, and the next generation of alternative wealth vehicles, among numerous other products. As one of the early pioneers in the registered funds space, Simpson Thacher has solidified its reputation for not only providing world-class legal counsel but acting as a strategic advisor to its clients thanks to its unmatched product awareness, visibility and its forward-thinking approach. The Firm was established in 1884 and has approximately 2,000 lawyers. Headquartered in New York with offices in Beijing, Boston, Brussels, Hong Kong, Houston, London, Los Angeles, Luxembourg, Palo Alto, San Francisco, São Paulo, Tokyo and Washington, D.C., the Firm provides coordinated legal advice and transactional capability to clients around the globe.

For more information, visit  www.simpsonthacher.com. To view Simpson Thacher's privacy policy, visit: www.stblaw.com/other/privacy-notice. 

Associate sponsor

Unqork empowers enterprises to accelerate growth by rapidly building, testing, and running AI-powered applications. Trusted by the world’s largest organizations in highly regulated industries, applications built on Unqork’s platform become more secure over time while significantly reducing technical debt, so businesses can focus on innovation rather than maintenance. Unqork’s customers include Goldman Sachs, Marsh, BlackRock, and the U.S. Department of Health and Human Services.

To learn more, visit: www.unqork.com. To view Unqork's privacy policy, visit: unqork.com/privacy/. 

Associate sponsor

Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments; advices and retirement services; and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $10 trillion* on behalf of more than 50 million clients*. Vanguard operates under an investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

*Note: all figures as of March 31, 2025.

**Investor-owned means that Vanguard is owned by its funds, which are owned by Vanguard's fund shareholders.

To learn more, visit: investor.vanguard.com/. To view Vanguard's privacy policy, visit: investor.vanguard.com/privacy-center/online-privacy-notice. 

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. To view ICI's privacy policy, visit: www.ici.org/privacy-policy. 

Networking sponsor

National Financial Services LLC (“NFS”), Fidelity Brokerage Services LLC (“FBS”), and Fidelity Family Office Services, a division of FBS, provide clearing, custody, and other brokerage and technology services; Fidelity Distributors Company LLC provides institutional investment management solutions including investment products; Fidelity Institutional Wealth Adviser LLC provides advisory services; and Fidelity Capital Markets, a division of NFS, provides institutional trading services. The institutional clients of these Fidelity businesses include registered investment advisers, broker-dealers, family offices, asset managers, and other financial intermediaries.

For more information, visit  fidelity.com. To view Fidelity's privacy policy, visit: www.fidelity.com/privacy/overview. 

Lunch sponsor

RBC Capital Markets is a trusted global financial partner serving major corporations and institutions across North America, Europe, and Asia Pacific. As part of Royal Bank of Canada (founded 1864), it's among the world's largest and highest-rated banks, offering expert capital markets and banking services.

To learn more, visit:  www.rbccm.com. To view RBC Capital Market's privacy policy, visit: www.rbc.com/privacysecurity. 

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. To view Loomis, Sayles & Company's privacy policy, visit: www.loomissayles.com/privacy-policy. 

Barista sponsor

Deloitte is committed to being the professional services organization of choice for investment management firms, and is an industry leader in providing audit, tax, and a broad range of advisory and consulting services. 

Combining trusted experience, next-gen technologies, and an industry-leading depth of knowledge, we work together to guide clients as they transform their capabilities to drive lasting impact and competitive advantage 

Working with Deloitte, investment management firms can do more than adapt to a changing industry—they can own the markets of tomorrow. 

For more information, visit  www.deloitte.com. To view Deloitte's privacy policy, visit: www.deloitte.com/global/en/legal/privacy. 

Exhibitor sponsor

Allego is the market-leading revenue enablement platform that teams love, trust, and recommend. Across the customer lifecycle, Allego helps teams close deals, hit revenue goals, and stay aligned through change by making the next best action clear. Learning, content, coaching, digital selling, and secure, practical AI come together inside everyday workflows, driving consistent execution in complex selling environments. Recognized as a Leader in the Gartner Magic Quadrant for Revenue Enablement Platforms and ranked number one on G2 for Ease of Use and Customer Satisfaction, Allego delivers measurable impact, including shorter sales cycles, higher win rates, and lasting customer loyalty.

For more information, visit  www.allego.com. To view Allego's privacy policy, visit: www.allego.com/privacy-policy. 

Exhibitor sponsor

Founded in London with offices in New York and Milan, MDOTM Ltd is a global provider of AI-driven investment solutions for asset and wealth managers, banks and insurance companies. Its proprietary AI investment platform, Sphere, is designed for human-AI collaboration and supports investment teams through three core solutions: AI-Driven Insights, which analyzes market and macroeconomic data to identify evolving market regimes and generate forward-looking insights across asset classes; Portfolio Studio, which translates AI-generated insights and users’ own market views into portfolio construction, customization and rebalancing tools to build and manage portfolios efficiently at scale; and StoryFolio, which leverages generative AI to automate and personalize portfolio commentary and client reporting. In 2026, MDOTM raised a $27 million growth equity round led by Expedition Growth Capital to accelerate the global expansion of Sphere and support growing demand from leading financial institutions. Today, Sphere supports over $100 billion in AUM across more than 60 financial institutions in the US, UK and Europe.

For more information, visit  www.mdotm.ai. To view MDOTM's privacy policy, visit: iubenda.com/privacy-policy. 

Exhibitor sponsor

STP Investment Services is a global fintech and investment operations firm providing comprehensive middle-office, back-office, fund administration, and compliance solutions to investment managers, family offices, wealth managers, institutional investors, and plan sponsors. Combining innovative technology with deep industry expertise, STP delivers a strategic, end-to-end view across operational functions that helps firms scale efficiently, improve transparency, and focus on growth. Through a service-first approach built on partnership, process excellence, and technology, STP empowers clients to navigate complexity and achieve their most important business objectives.

For more information, visit  stpis.com. To view STP's privacy policy, visit: stpis.com/privacy-policy. 

Supporting Partner

One trusted source, organization-wide intelligence.

FT Professional is the Financial Times' corporate subscription option, amplifying the advantage of our journalism through tailored intelligence and seamless workflow integration. Trusted by thousands of organizations across the globe, FT Professional enables faster, smarter decisions. To join them, visit https://professional.ft.com/en-gb/services/professional-subscriptions/

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