Manning & Napier

Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.

Credit Union of Southern California

At CU SoCal, we believe we are more than a place to save and borrow money. We're a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they’re looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.

Green Street

Green Street is the preeminent provider of actionable commercial real estate research, news, data, analytics, and advisory services in the U.S., Canada and Europe. For more nearly 40 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private real estate markets, helping investors, banks, lenders, and other industry participants optimize investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics through a SaaS platform. To learn more, please visit www.greenstreet.com. While Green Street offers some regulated products and services, global Research, Data and Analytics products along with Green Street’s global News publications are not provided as an investment advisor nor in the capacity of a fiduciary. Important Green Street Disclosure: www.greenstreet.com/disclosure.

Derivative Path

Derivative Path is an industry-leading team of capital markets and technology experts dedicated to empowering institutions of all sizes to manage a variety of risks and improve profitability. Our sophisticated, cloud-based platform presents scalable solutions that enable our clients to enhance interest rate, FX, and commodity derivatives programs, as well as international payments. For more information on Derivative Path’s expertise and advanced technology for the capital markets landscape, visit us at derivativepath.com.

Fundbox

Fundbox is the pioneer of embedded working capital solutions for SMBs, leading the charge in best-in-class embedded finance offerings since 2015. Fundbox empowers the small business economy by offering fast, simple access to working capital through the digital tools businesses already use. Fundbox has partnered with leading SMB platforms to help over 125,000 small businesses unlock growth with fast, simple access to over $5B of capital. -Named one of CNBC's Top 250 fintechs in 2024 -Honored as an Inc.com B2B Power Partner in 2024 -Inc. 5000 list of the fastest-growing private companies in America -Winner of the AI Breakthrough Awards