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.neoxam.com/

NeoXam is a leading financial software company, delivering solutions and services for 160+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $20 trillion worth of assets per day and serving over 10,000 users. Through its combined talents and transparent approach, NeoXam helps buy- and sell-side players address the continuous changes in the financial market industry, to grow and better serve their clients. NeoXam has staff of more than 700, is headquartered in Paris and has 20 offices across the globe.

Website: https://meradia.com/

Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. Our extensive portfolio includes institutional asset managers, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies.

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/

Longs Peak is a purpose and values-driven company. It is our mission to make investment performance information more transparent and reliable—empowering investors to make better, more informed investment decisions.

At the onset, we were looking to help smaller investment managers by giving them access to professional performance experts and tools typically only available to very large firms. We know that our work enables emerging managers to compete with the big guys and helps facilitate their growth. We strive to be our clients’ most valued outsource partner and to be known for our exceptional client service. But we know that providing exceptional client service means that we must first create a culture that lives by the ideals we are trying to create for our clients. A place where incredibly talented individuals are empowered to put their best work into the hands of clients that truly value what we do. As a firm, we recognize that our greatest asset is people – both those we work with and those we work for. We continue to evolve into something that represents the needs of both of these groups and hope someday a GIPS Report is provided to every prospective investor in the world.

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.