Sponsors

Peapack Private is recognized as a market leader within the metro New York region offering boutique banking solutions, which are deeply rooted in the tradition of building relationships and offering client-centric, single point of contact private banking. They provide a range of value-added banking services and innovative wealth, commercial, personal, and investment banking solutions to clients and the community. The Company prides itself on balancing personal interactions with self-service technology, always prioritizing what is best for their clients. Peapack Private is proud to uphold the core principles and culture established in 1921, which have been key to their longevity and success.

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Essential Fund Services International, LLC (“EFSI”) is an independently owned, SOC 1 compliant, full-service fund administration firm based in New York. We provide investment management firms with a comprehensive suite of fund administration services in a cost-effective structure. With more than $10bn in assets under administration, EFSI works with managers that employ a range of investment styles, including hedge funds, private credit, private equity, real estate and venture capital, in both domestic U.S. and offshore fund structures. The center of EFSI’s service incorporates resilient technology and an accomplished staff, providing clients a tailor-made service with exhaustive transparency. Our services include accounting, reporting and administrative services to private investment funds and managed accounts; capital introduction services; and advisory and outsourced COO/CFO services. EFSI enables the investment manager to focus more closely on their investment strategy, comfortable in the knowledge that the critical administrative functions that are necessary for them to succeed are in the hands of skilled, accomplished and seasoned professionals. EFSI differentiates itself by providing clients with a high quality, “hands-on” approach, as compared to a “one size fits all” solution. EFSI acts as a partner to our clients, supporting them throughout the lifecycle of their funds and the complexities and challenges unique to their business so that they spend more time doing what they do best – deliver alpha to their investors.

Since 2010, Inti has crafted bespoke alternative investment solutions, empowering pension consultants, fund-of-funds, select wealth managers, and family offices. Inti has also extended their expertise to alternative asset managers, advising on best practices. In 2023, Inti shifted focus and launched Inti Advisors to work exclusively with the wealth management space, bringing our team’s specialized expertise and services in alternative investments to directly benefit wealth managers and the clients they work with. Inti serves the wealth management space, seeking to empower their clients with long-term investment success. Through our expertise in sourcing, selecting & conducting due diligence on individual managers, and comprehensive platform buildout, we help wealth managers make informed decisions that drive exceptional client outcomes - and a best fit for their wealth management business. This enables them to strengthen their value proposition to end clients and thrive in the competitive wealth management landscape.

Uncorrelated, the ecosystem for alternatives, has launched U-Alts, a diligence-enabled alternative investment platform for its growing network of LP investors and the fund managers they evaluate, as private wealth accelerates its move into alternatives. What U-Alts Does: Curated, diligenced managers. Every manager on the platform goes through independent investment and operational due diligence by the Uncorrelated team, producing a standardized, investor-facing report — approved funds carry the "U-Alts Listed" mark. Our focus: differentiated, niche, and capacity-constrained strategies underrepresented in larger allocator channels. The alternative investment landscape. Private equity, venture capital, private credit, hedge funds, real assets, crypto, commodities and more. Evaluate on your terms. Manager profiles, short-form videos, and tiered data-room access — NDAs and investor qualification handled in the platform. Subscribe without the paperwork chase. Subscription documents digitized with e-signature, with proceeds wired directly to the fund or administrator — no intermediate vehicle, no escrow. Working with an adviser? They can prepare everything; final execution always stays with you. Reporting in one place. Capital accounts, performance, distributions, and tax documents (K-1s) in one branded portal, connected to fund administrators where available.

EN Capital is a Capital Advisory firm with offices in the mainland US, Puerto Rico and Mexico City. We offer strategic capital guidance to help businesses thrive in today's dynamic capital environment.

Akram & Associates is a boutique CPA firm dedicated exclusively to the alternative investment industry. We provide audit, tax, and advisory services to emerging and established hedge funds, private equity funds, venture capital funds, digital asset funds, private credit funds, real estate funds, family offices, and investment advisers across a wide range of domestic and offshore structures. Beyond annual compliance, we partner with managers throughout the fund lifecycle—from launch planning and operational guidance to financial statement audits, tax compliance, investor reporting, and ongoing strategic support. Our clients value direct access to senior professionals, responsive service, and a consistent engagement team that understands the unique challenges of growing an investment management business.

Who We Are With bold growth, Fox Rothschild brings together 1,000 attorneys coast to coast. We offer the reach and resources of a national law firm combined with the personal touch and connections of a boutique firm. ​Our Mission Solving problems is our top priority. We invest the time to get to know you and understand your needs. We work hard to win every client’s loyalty. We do that by providing creative solutions and excellent client service. ​​Our Core Values Think Forward. We scan th​e horizon and translate complexity to clarity. We prioritize innovation as an essential component in helping businesses solve legal problems and achieve their objectives. ​Drive Results.​ We take your problem and make it our own. We listen. Then we map out a strategy that aligns with your goals. ​​​To Us, It’s Personal. ​​Our relationships run deeper than just doing business. We are invested in your concerns, and we celebrate your success. This firm was founded on a culture of collaboration that continues to set us apart.

As one of the largest South-Asian owned law firms in the United States that is a minority-owned enterprise certified by the National Minority Supplier Development Council, AV-rated by Martindale Hubbell, and an early member of the National Association of Minority and Women Owned Law Firms----KPPB LAW helps business thrive. Founded in 2003 by four lawyers of South-Asian descent, Sonjui Kumar , Kirtan Patel , Roy Banerjee , and Nick Prabhu , Atlanta-based KPPB LAW today is a team of 25 attorneys with talented support staff in six states. We are multilingual and advise U.S. businesses of all sizes across a variety of industries on business transactions, litigation, and we also guide foreign businesses with interests in the United States. View all our legal services and stay connected to the KPPB LAW team. www.kppblaw.com

STP Investment Services is an award-winning technology-enabled services company that provides middle, back-office, and compliance solutions to investment managers, hedge and private equity funds, family offices, wealth managers, and asset owners. STP’s end-to-end investment operations, Blueprint technology, and expertise provide a partnership to clients that enables them to grow revenue while optimizing processes and protect their business. STP provides a range of services with capabilities to process all asset classes and meet ever-evolving regulatory requirements.

Del Gatto Capital Group is the leading non-bank, collateral-backed lender to the global diamond and jewelry industry, with offices in London and New York. The firm was founded in 2018 by Christopher Del Gatto, CEO, and R. Andres Lucas, CCO. Chris is a Graduate Gemologist, a former diamond cutter and a co-founder of CIRCA, with more than 30 years in the diamond trade. Andres brings over 25 years in hedge funds and alternative asset management. Through the Del Gatto Finance Group, the firm provides short-term financing to established diamond and jewelry wholesalers. This addresses a persistent financing gap left by bank retrenchment from the sector. Loans are structured as roughly six-month sale-and-repurchase agreements under English law, at conservative loan-to-values. Del Gatto takes legal title to and physical possession of the collateral. The collateral, which includes investment-grade natural diamonds, fine jewelry and luxury watches, is independently valued and held in institutional custody at Ferrari Express.

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Spearhead Administrative Services (“Spearhead”), LLC is a premier administrator within Private Placement Life Insurance markets. Its platform provides Investment Managers a robust and cost-efficient investment chassis that is compliant for both Private Placement Life Insurance (“PPLI”) and Private Placement Variable Annuity (“PPVA”) contracts, which allows them to deliver bespoke investment solutions to their clients. Spearhead currently administers both Separate Managed Account ("SMA") and Insurance Dedicated Fund ("IDF") structures through the largest onshore and offshore life insurance companies in the Private Placement Life Insurance marketplace. Spearhead is headquartered in Greenville, DE.

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With over 20 years of operational expertise and more than 8 million accounts, holding nearly $70 billion in assets under custody across 47,000+ unique alternative assets, Inspira is widely recognized as an industry leader in the Institutional Fund Custody and Self-Directed IRA (SDIRA) space. Additionally, we are always looking to add alternative investment sponsors to our growing Alts platform while expanding our advisory relationships which include RIAs, broker-dealers, independent advisors, and family offices nationwide. Discover how Inspira Financial can help you gain a strategic advantage with our custody solutions serving investment sponsors, advisors, fund managers, and individual investors interested in alternative investments. Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.). Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.

Riveles Wahab is a boutique law firm representing hedge and private equity funds, investment managers, startups, creative businesses, technology companies, and other ventures. We are dedicated to providing sophisticated, strategic and responsive counsel delivered in an efficient and cost-effective manner. Our attorneys thrive on finding innovative, high-value solutions to our clients’ unique challenges and watching their ventures succeed.

Berkower LLC provides start-up consulting, auditing and tax preparation services to nearly 2,000 private investment companies, offshore funds, commodity pools, fund of funds, and private equity funds throughout the United States and Offshore.

These entities invest in a wide array of financial instruments including equities, options, debt and mortgage backed securities, repos, distressed securities, international securities, commodities, cryptocurrencies, energy related instruments, real estate, loan participations and asset based lending, special situations and private equity/ venture capital investments.

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Since 2011, TAAUS Secure Technologies has specialized in the design, implementation and management of defensible environments around the globe. Our mission is simple: Bridge the gap between complex regulatory requirements and operational resilience. By combining decades of systems and network engineering expertise with an elite technology ecosystem, TAAUS ensures that security is not an obstacle to growth, but the foundation for it.

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Triada Networks is a cybersecurity and managed IT firm serving SEC-regulated investment managers, including RIAs, private equity firms, hedge funds, and alternative asset managers. Founded in 2008 by CISSP Raffi Jamgotchian, a former technology leader inside investment firms, Triada treats cybersecurity as a compliance and trust deliverable, not a fear-based product.

Triada aligns each firm's technology with regulatory expectations under Reg S-P, the Advisers Act compliance and books-and-records rules, and NYDFS Part 500. The result is audit-ready documentation, resilient operations, and clear answers when regulators, LPs, or investors ask how data is protected.

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Established for over 25 years and backed by decades of combined industry experience, A&C Advisors provides expert advice, guidance, and ongoing support across fund structuring, independent fund governance and nationwide corporate entity management to investment managers, private equity sponsors, and institutional investors.

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Lantern Point Labs (LPL) is a Connecticut-based 501(c)(3) and a business services company that hires students and recent graduates, trains them as Associates, and pairs them with experienced industry advisors. Together they develop and manage mission-critical projects for growing companies and organizations, across sales systems and CRM, marketing and content, workflow automation and go-to-market strategy.

Waypoint, LPL’s project management platform, turns each project into a clear plan and keeps it on track. LPL's team keeps current with AI tools and implements them into client work, so clients gain that capability without sourcing it themselves. Associates leave with real results and the professional habits to lead in any career, and LPL holds a 72% career placement rate. Founded out of the Fairfield University startup program, LPL has run 11 client engagements with 50 Associates from 15 universities since 2024.

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New York Alternative Investment Roundtable is a non-profit organization committed to delivering insights, promoting best practices, and advancing careers in the alternative investment industry. We host events featuring a diverse set of thought – provoking speakers, which provide our members the opportunity to discover insights, envision innovation, and build key relationships.

In addition to industry topics, New York Alternative Investment Roundtable highlights New York City area philanthropies to expose members to organizations they may be interested in becoming involved with or supporting. The Roundtable’s membership consists of investors, fund managers, analysts, and other industry professionals who regularly meet to discuss current issues within the industry and to connect with peers.

Mission: Leading The Industry Forward

New York Alternative Investment Roundtable seeks to lead the alternative investment profession by creating a forum for thought leadership, enabling members to become stewards of the industry.

As a nonprofit, independent organization, we play a role in being champions of the alternative investment industry. New York Alternative Investment Roundtable members serve as mentors in their community by sharing their interests and knowledge within the alternatives industry.

Vision: An Alternatives-Focused Ecosystem

New York Alternative Investment Roundtable seeks to support alternatives-focused investors’ ability to prosper by creating an ecosystem that connects innovative thinkers and institutions together through discussion. We also help improve career progression for investment professionals by promoting interactions essential to building relationships between members and the broader investment community.

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Spitzer Data is a dynamic, interactive dataset of M&A deals, past and present, across North America, Europe and the Asia-Pacific region. You can run live break prices and closing chances, track events with our calendar and aggregated newsfeed, generate suggested trading valuations and offer premiums, get timeline estimates for regulators around the world, explore our M&A database, and search our advisory league tables. Contact kara.sullivan@ctfn.news to learn more.

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AGR is a partner-led accounting firm built on independence, integrity, and personal connection. With offices in New York and California, every client relationship is guided by a seasoned CPA partner who understands your goals, your industry, and the importance of timely, thoughtful solutions. Whether advising high-net-worth individuals, funds, or businesses, we combine technical expertise with practical insight to build trust and long-term value.

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Krypton Fund Services (‘Krypton’) is a boutique fund services company with the sole aspiration of providing client service with distinction. Our core business is Client Focus with service and accountability as our framework. We pride ourselves on a client-centric approach with a bespoke product providing an alternative to the predictable cookie-cutter solution.

Our platform provides regulatory reporting, fund administration, registrar and transfer agency, project management and setup. We offer this service to a wide range of family offices, investment funds, private and special purpose vehicles operating predominantly in the alternative investment arena.

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Tannenbaum Helpern conducts a leading financial services, private investment funds and capital markets practice covering virtually every type of specialized capital formation and investment management issue. The Firm’s integrated team applies experience and insight to develop effective, innovative and practical solutions for its clients. We are counsel to numerous domestic and foreign investment advisers, collective investment vehicles and other professionals, enabling them to provide similarly effective and practical advice to their clients.

Our goal is to deliver efficient service in connection with both initial and ongoing investment structuring using U.S. and foreign entities and configurations. Our practice group effectively integrates securities, tax and commodities laws, navigating the complex regulatory framework among the Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), National Futures Association (NFA) and Financial Industry Regulatory Authority (FINRA). We pair this regulatory knowledge with deep industry insight and an understanding of relevant political developments, working cross functionally to represent clients in transactional matters, collective investments, litigation, arbitration, regulatory issues and family office solutions. We are also mindful of potential estate planning and tax considerations while structuring products for our clients.

Our Investment Management Practice’s Experience Encompasses:

Private investment funds : Structuring of domestic and overseas collective investment vehicles, hedge funds, venture capital funds, structured finance arrangements, real estate funds, funds of funds, credit funds and private equity funds.

Corporate : Merger and acquisition transactions, credit agreements, operating agreements, divestiture and seed arrangements; consolidations.

Documentation : Preparation and negotiation of private placement and other offering documentation for onshore and offshore investment funds and ancillary contracts for investment advisers, administrators, sponsors and others.

Regulatory : Registration of investment advisers, SEC audits and advice with respect to SEC, CFTC, NFA, FINRA, registrations, tax matters, private letter relief and enforcement proceedings, ERISA, broker-dealer services and various compliance services; blue sky.

Executive compensation : ERISA, employment agreements and innovative profit-sharing arrangements for executives and portfolio managers.

Trust and estates; Family offices : Estate planning and succession planning for investment principals, GRATS, private foundations, installment sales and family partnerships. Assisting family offices in establishing internal structures to be more efficient and responsive to the family’s needs while remaining in compliance with regulatory developments.

Dispute resolution : Litigation, mediation and arbitration services.

Investigations : Defense of SEC, CFTC and FINRA investigations, subpoenas and aggressive regulatory actions.

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