Firms

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

J.P. Morgan is part of JPMorgan Chase & Co., a global financial services firm. 

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

Headquartered in Baltimore, Maryland, we provide an array of mutual funds, sub advisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.

At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

Helping those who help others find confidence in retirement is in our mission. TIAA was founded 100+ years ago to help teachers retire. Today, our reach extends beyond education to healthcare and cultural fields. And we stand hand-in-hand with 5M+ clients to help fortify their money so they can ignite their dreams. 

Founded in 1992, Cerberus is a global leader in alternative investing with approximately $60 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. 

Founded in 1980, GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $24 billion in over 270 companies, and the firm currently manages over $26 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach.

Franklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton.

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.

Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.

Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm. 

Founded in 1993, Greystar provides world-class service in the residential rental housing industry. Our innovative vertically integrated business model integrates the management, development and investment disciplines of the rental housing industry on international, regional and local levels. This unique approach and our commitment to hiring the best professionals have resulted in record growth, making us one of the most respected and trusted global real estate companies.

Because our vertically integrated business model includes both investment and service-oriented businesses, we’re able to maintain a constant presence in local markets and create value in all phases of the real estate cycle. Our international platform provides economies of scale, financial sophistication, institutional quality reporting and tremendous capital relationships, while our city offices provide local market expertise and execution.

Supported by a global team of 20,000+ employees, Greystar’s experienced and cross-functional executive team boasts on average over 23 years of industry experience and provides a diverse perspective throughout the investment process.

Over the years, Greystar has learned what’s important to people when it comes to a place to call home. That’s why we continually strive to provide beautiful living environments and innovative services that enhance the living experience. We take great pride in knowing that our homes are inviting places for residents to celebrate life’s important moments. 

For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives.

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients.

We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge.

This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. 

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.

Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. 

Centerview Partners is a financial advisory and private equity boutique founded on the belief that in an increasingly competitive world, management teams desire to work with a trusted and respected advisor and/or private equity partner deeply knowledgeable about specific issues and opportunities - on a global basis - affecting their companies' strategies, operations and organic and external growth prospects. 

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. 

Evercore is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East and Asia. 

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage nearly $96B1 in high-performing assets across residential, logistics, retail, office, and mixed-use strategies. Our local teams serve 480 properties totaling nearly 241 million square feet globally. We are committed to a net zero carbon target by 2040 without buying offsets. 

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. 

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors. 

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing. 

Founded in 2013 by Milton Berlinski, Peter Aberg and Alexander Chulack, Reverence Capital Partners is a private investment firm focused on the middle-market of the financial services industry. Over the course of their careers, our founders have been active advisors and investors in the financial services space, have advised on hundreds of transactions across financial services and, collectively, have invested billions of dollars on behalf of institutional and high net worth investors.

RCP focuses on a broad spectrum of middle-market financial services companies, in both private and public securities. We target control and influence-oriented minority investments, but remain flexible on the form and structure of the ultimate investment 

Founded in 1996, Carmel Partners is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, and opportunistically, debt.

Carmel seeks superior risk-adjusted returns across varying market cycles, executed through its vertically integrated platform in supply-constrained, high barrier-to-entry markets in the U.S.

Since the firm’s founding, Carmel has bought and renovated or developed, or is in the process of renovating or developing, more than 43,000 apartment units with an estimated value in excess of $13.5 billion. Headquartered in San Francisco, Carmel has offices in Los Angeles, New York, Seattle, Denver and Washington, D.C. 

Founded in 1982, The Sterling Group, L.P. is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies. Typical enterprise values of these companies range from $100 million to $750 million. Sterling has sponsored the buyout of over 55 platform companies and numerous add-on acquisitions for a total transaction value greater than $10 billion.

Sterling partners with management teams to grow and build winning businesses in the industrial sector. Nearly 80% of Sterling’s past partnerships have been with family businesses and corporate carve-outs. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. 

Polen Capital is a global leader in quality growth and high yield investing.  For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. We deliver distinctive growth and income solutions, building high conviction concentrated, competitively advantaged, active portfolios with the potential to compound and outperform over the long-term. 

We have a culture of results, and a belief in going beyond what’s expected for our clients and the communities we serve. Polen Capital was named by Pensions & Investments as a “Best Places to Work in Money Management” each year for the past seven years. 

Carlyle is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $373 billion of assets under management as of December 31, 2022, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 2,100 people in 29 offices across five continents. 

Harris Williams is a global investment bank specializing in M&A advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise, and relationships across industries and geographies to uncover the unique story of each company. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes through M&A. 

Thompson Street Capital Partners (“TSCP”) is a middle-market private equity firm that helps transform already-exceptional businesses into market leaders. Based in St. Louis, Missouri, we invest globally in the Life Sciences & Healthcare, Software & Technology, and Business & Consumer Services and Products sectors. We partner with management teams to increase value by accelerating growth, both organically and via complementary acquisitions. 

Partners Group is a leading global private markets firm with USD 135 billion in assets under management and more than 1,800 professionals across 20 offices worldwide.

We seek to generate superior returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. As a committed, responsible investor, we aim to deliver lasting, positive impact for all our stakeholders. We provide an innovative range of bespoke client solutions to over 900 institutional investors, sovereign wealth funds, family offices and private individuals globally. 

Kohlberg & Company, L.L.C. (“Kohlberg”) is a leading U.S. private equity firm which acquires middle market companies (valued from $200 million to $2 billion). Since its inception in 1987, the Firm has organized nine private equity funds, through which it has raised $10 billion of committed capital. The Firm has completed 81 platform investments and approximately 200 add-on acquisitions, with an aggregate transaction value of approximately $20 billion. Kohlberg invests in companies where it can work in partnership with senior management to identify growth opportunities and implement fundamental operating and strategic changes, resulting in substantial increases in revenue and cash flow. Kohlberg’s use of moderate amounts of debt financing in acquiring companies affords the financial flexibility necessary to attain these corporate objectives. The Firm has been the lead investor and controlling shareholder in all of its fund investments. 

Alumni joining us for this event representing the following firms.

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. 

We are the new standard of venture investing. We serve exceptional underrepresented minority founders.

Proclivity Systems is a predictive analytics company that builds and operates electronic marketplaces spanning various industries. It's flagship platform, LayerRx, is the first and largest electronic marketplace specially designed for the highly regulated and security-centric buying and selling of data and digital advertising and in the pharmaceutical/healthcare industry. Initially focused on creating a fully automated, transparent, and data-secure trading marketplace for the healthcare professional (HCP) market, LayerRx now has over 130 brands that are able to reach verified HCPs with unprecedented reach and scale across 550+ endemic digital supplier properties, 10,000+ non-endemic supplier properties and a vast array of digital channels including mobile/desktop browser, email, mobile app, video, and search. This expansive marketplace also enables multiple data providers (TRx, NRx, claims, etc.) to securely license their data in real-time to facilitate advanced targeting of HCPs and their associated patients (DTC) in a fully HIPAA-compliant manner. 

BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more.

With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S.