Curi RMB Capital

At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com. This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.

bgf

BGF is the most active and influential investor in small and mid-sized businesses in the UK. An established and independent company, we have £2.5bn to support a range of growing companies – early-stage, growth-stage and quoted – across every region and sector in the UK and Ireland. BGF is a minority, non-controlling equity partner with a patient outlook, based on shared, long-term goals with the management teams we back. With a 150+ strong team, BGF offers an unparalleled international network of business leaders, sector experts and board-level non-executives. We also provide in-house support, including chair and senior executive selection and appointments. BGF UK: http://www.bgf.co.uk BGF Ireland: https://www.bgfireland.ie/

Alcentra

Founded in 2002, Alcentra is one of the largest European-headquartered alternative credit managers. Across all its investment strategies the firm employs a disciplined, value-orientated approach to evaluating individual investments and constructing portfolios. In 2022, Alcentra was acquired by Franklin Templeton and integrated with Benefit Street Partners (“BSP”). Together, the BSP-Alcentra platform is one of the largest alternative credit managers globally, with a multi-strategy approach targeting attractive opportunities in the global credit markets. The combined platform manages over $75 billion in assets under management (AUM) and has expertise in Senior Secured Loans, Private Credit, Structured Credit, Special Situations, High Yield Bonds, Multi-Strategy Credit, and Commercial Real Estate. Our highly experienced global team work across asset classes, business sectors and geographies, bringing significant expertise and a deep understanding of corporate debt to the firm’s strategies. BSP-Alcentra is a wholly owned subsidiary of Franklin Resources, Inc. (Franklin Templeton) which is one of the world’s largest independent investment managers with over $1.5 trillion in total assets under management.

Hedge and Sachs Financials INC

Hedge & Sachs is more than a company; we're your financial partner on a journey to prosperity. Our team comprises seasoned professionals, each renowned for their depth of knowledge and extensive experience across diverse investment disciplines. We unite time-tested strategies with cutting-edge technologies, always in pursuit of opportunities that deliver sustainable growth for our clients. We specialize in managing funds through investment vehicles. What We Do: At Hedge & Sachs, our focus revolves around guiding people, businesses, and institutions in building, preserving, and managing their wealth. We work tirelessly to help you pursue your financial goals. Our portfolio of services encompasses: Wealth Management: Tailoring your investment strategies to match your unique risk appetite. Investment Banking: Comprehensive solutions, including M&A advisory, capital raising, and risk management, tailored to corporations, institutions, and governments. Strategic Advisory Services: Analyzing market trends, assessing industry disruptions, and developing robust business strategies. Global Reach and Expertise: Operating on a global scale, Hedge & Sachs possesses in-depth knowledge of international markets, regulatory environments, and industry-specific challenges. Client-Centric Approach: Prioritizing our clients' goals, providing personalized attention and tailored solutions to meet their unique requirements. Our relentless commitment to excellence forms the bedrock of Hedge & Sachs. We pride ourselves on being your partners in financial success. Our services are not just about managing wealth; they're about shaping your financial future, building a legacy, and helping you achieve your aspirations. We strive to empower you to navigate the world of finance with confidence.

Local Pensions Partnership Investments

LPPI manages around £27 billion of assets on behalf of Local Government Pension Scheme fund clients - diligently, cost effectively and responsibly, and with an emphasis on sustainable long-term risk-adjusted returns. Our dedicated in-house team of more than 75 qualified investment personnel is supported by professional support staff, providing a deep and well-rounded understanding of how to help investors achieve their desired, long-term investment outcomes, with a strong sustainable focus. Underpinning LPPI’s investment management and advisory services are a number of supportive teams within risk management, due diligence, operations, legal and compliance. Together these teams provide integrated day-to-day governance and oversight. LPPI’s partnership philosophy ensures all monies generated are used for the mutual benefit of clients and shareholders. This guiding philosophy ensures we are completely aligned to the needs of our partners. As LPPI acts as both asset owner and asset manager, our concern for sustainability informs how, where and what we invest in, on behalf of client pension funds and how we act as responsible stewards. Local Pensions Partnership Investments, part of the LPP Group, is an in-house investment business authorised and regulated by the Financial Conduct Authority.