2025 SPONSORS

Website: https://www.factset.com/

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 216,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible, next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. 

Website: https://www.advent.com/

SS&C Advent, a business unit of SS&C, helps over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices— to grow their businesses, minimize risk, and thrive. For more than 30 years, we have been delivering unparalleled precision and ahead-of-the curve solutions, including performance and reporting solutions that deliver timely, precise, and actionable insights. Find out how you can take advantage of our industry-leading solutions and managed services to support your business goals. Contact info@advent.com or visit www.advent.com to learn more.

Website: https://firstrate.com/

With more than three decades of experience, First Rate’s flexible and intelligent solutions focus on solving the evolving demands of the wealth management industry. We are a global growth oriented business on a mission to impact our coworkers, clients and communities in the regions in which we operate. First Rate is a privately held company trailblazing the WealthTech industry with data aggregation, performance calculation, client reporting, and data analytics. Our innovative solutions and insights enable wealth managers to grow their business by providing strategic value to their investors.

Website: https://www.alkymi.io/

Alkymi is the end-to-end solution for managing your private markets data processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how the private markets industry accesses their data—empowering firms to service more clients, quickly pivot investment strategies, and review deals faster. Transform your unstructured documents into standardized, interactive data sets with Alkymi’s cutting-edge AI and machine learning. Visit us at www.alkymi.io.

Website: https://longspeakadvisory.com/

Website: https://cascadecompliance.com/

Cascade Investment Compliance & Verification is passionate about connecting people to best practices.  Whether your firm needs practical solutions for the SEC Marketing Rule or the Global Investment Performance Standards (GIPS®), we want to help.  Our team has decades of experience, and we are passionate about providing exceptional client service, promoting industry best practices, and offering expert guidance and education to our clients.