Private Markets Forum 2024

April 15 - 17, 2024
Four Seasons Hotel, Montréal QC

Gold Sponsors

AXA Investment Managers


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Aviva Investors


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Schroders


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Silver Sponsors

Arjun Infrastructure
Partners

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Ardian

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Antin Infrastructure
Partners

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BMO Asset
Management

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CIBC Mellon

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Fiera Capital

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Fiera Private Debt

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GCM Grosvenor


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Hamilton Lane



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HarbourVest



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J.P. Morgan Asset Management


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Polen Capital


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Quinbrook Infrastructure Partner

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RISE Properties Trust


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SLC Management


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Trez Capital


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Woodbourne


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Ninepoint Partners and Nuveen Real Estate

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Keynote Intro Sponsor

Cortland Credit


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Networking Break Sponsor

Pictet Asset Management

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Cocktail Reception Sponsor

Fidelity Canada Institutional

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Welcome Reception Sponsor

TPG

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Why sponsor

Showcase your firm’s thought leadership in front of key decision makers from institutional investors

Engage clients, understand emerging needs and customize solutions

Connect with prospects and clients through in-person setting and build lasting business relationships

Enhance brand awareness through pre-event and on-site marketing exposures

To discuss and secure your firm’s sponsorship, please inquire

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At AXA Investment Managers (“AXA IM”) our purpose is to act for human progress by investing for what matters. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. Our ambition is to be the world’s leading responsible asset manager. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted with more than €887 billion in assets.

Working as part of the AXA Group, a world leader in financial protection, our team of over 2,400 people around the world combine a range of specialist skills and experience to best serve the needs of our clients. The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients’ partnerships with us, and what drives our people.

AXA IM Prime (“Prime”) is the Private Markets Enabler and Hedge Funds platform of AXA IM. Through partnerships with best-in-class Private Fund Managers and Institutions, AXA IM Prime provides a comprehensive range of commingled and tailormade investment solutions designed to meet the needs of a broad range of investors and support long-term sustainable growth. We offer diversified sources of Private Market returns through primaries, secondaries, co-investments, as well as NAV financing and GP* minority stakes solutions across private equity, infrastructure equity, private debt and hedge funds. AXA IM Prime oversees circa €30bn** of assets.

(*) NAV: Net Asset value, GP : General Partners

(**) Sources: AXA IM as of 31 October 2022

Aviva Investors is a global asset manager with over £218 bn* of AUM managed in real asset, fixed income, equity, multi-asset and alternative investments in 12 countries. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities in ESG helps us to be better investors and delivering the investment results our clients expect.

The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 30 September 2023 

Schroders Capital is the private markets investment division of Schroders, one of the world’s leading asset managers. It offers investors a local approach to investing across a broad range of private asset strategies, supported by a global perspective.

Schroders Capital is a business built to provide investors with access to a broad range of private asset investment opportunities, portfolio building blocks and customised private asset strategies. Its team has been operating in private markets for over two decades, focusing on achieving best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private asset mandates. The team aims to achieve sustainable returns through a rigorous approach and in alignment with a culture characterised by performance, collaboration and integrity.

With over $65 billion* assets under management, Schroders Capital offers a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitized products and asset-based finance, private debt, insurance-linked securities and BlueOrchard (Impact Specialists).

Arjun Infrastructure Partners is a European asset management firm dedicated to identifying, executing, and managing mid-market real infrastructure investments. The firm’s focus is on core/core-plus infrastructure investments across renewables, regulated assets, contracted transportation, digital and social infrastructure.

Founded in 2015, Arjun manages 22 assets/platforms through managed accounts and commingled funds on behalf of prominent institutional investors. The overall portfolio managed by Arjun represents c. €5.7 billion of capital. Our team of 37 professionals has extensive operational and financial experience.

We offer a proven ability to source bilateral investment opportunities and have a strong focus on sustainability as part of our long-term, responsible asset management approach.

Ardian is a world-leading private investment house that operates globally from a network of 19 offices and manages or advises $164 billion of assets on behalf of more than 1,610 clients globally. Our broad expertise, spanning Private Equity, Real Assets and Credit, enables us to offer a wide range of investment opportunities and is complemented by tailored investment solutions: Ardian Customized Solutions and Private Wealth Solutions.

Ardian’s main shareholding group is its employees, and we place great emphasis on developing our people and fostering a collaborative culture based on collective intelligence. Our 1,070+ employees, spread across Europe, the
Americas, the United Arab Emirates and Asia, are strongly committed to the principles of Responsible Investment and are determined to make finance a force for good in society. Our goal is to deliver excellent investment performance combined with high ethical standards and social responsibility.

At Ardian, we invest all of ourselves in building companies that last.

Antin Infrastructure Partners is a leading private equity firm focused on infrastructure. With over €30 billion in assets under management across its Flagship, Mid Cap and NextGen investment strategies, Antin targets investments in the energy and environment, digital, transport and social infrastructure sectors. With offices in Paris, London, New York, Singapore, Seoul and Luxembourg, Antin employs over 220 professionals dedicated to growing, improving and transforming infrastructure businesses while delivering long-term value to portfolio companies and investors. Majority owned by its partners, Antin is listed on Euronext Paris (Ticker: ANTIN – ISIN: FR0014005AL0).

BMO Asset Management is a multi-asset management business in Canada with over $158 billion on behalf of an array of Canadian clients. As a wholly owned subsidiary of BMO Financial Group, BMO AM enjoys the solid backing of a world class financial institution with a strong financial position. The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Indigenous trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).
The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Aboriginal trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at December 29, 2023, CIBC Mellon had more than C$2.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.

Fiera Capital Corporation is an independent asset management firm with a growing global presence. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. At Fiera Capital, we recognize that the investment landscape is constantly evolving. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of every client, anywhere in the world. We have the ambition to extend our reach globally and the determination to provide the best solutions with excellence. As a public company, we seek to adhere to the highest governance and risk management standards and operate with transparency and integrity to create value for our customers and our shareholders over the long term.

Fiera Private Debt, a subsidiary of Fiera Capital Corporation offers investment solutions to a wide range of investors through three private debt strategies.

Our Corporate Private Debt Funds offer portfolios of directly originated senior secured loans made to mid-market companies for acquisitions, refinancing, growth capital, management buyouts, expansions capex or project financing.

GCM Grosvenor(Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $76 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies. The firm has specialized in alternatives for more than 50 years and is dedicated to delivering value for clients by leveraging its cross-asset class and flexible investment platform.

GCM Grosvenor’s experienced team of approximately 540 professionals serves a global client base of institutional and high net worth investors. The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney.

GCM Grosvenor manages approximately $6 billion in real estate investments through a flexible investment platform to provide differentiated exposure for our clients’ real estate portfolios. Our dedicated team leverages broad connectivity throughout the real estate industry to source opportunistic middle market investments, in conjunction with both established real estate operators and investors launching new platforms. The team leverages its experience across property types, regions, and the capital stack to find creative ways to execute investments including via co-investments, joint ventures, and seeding arrangements.

For more information, visit: gcmgrosvenor.com. 

Our purpose is simple: To provide enhanced financial well-being for those who depend on us. We do that by delivering tailored, solutions-oriented private markets exposure with superior investment returns and industry-leading client service. We’re an organization built on over 30 years of client-centricity, candor and authenticity and powered by intellectual rigor and data-driven insight.
Throughout that time, our commitment to serving those who depend on us has remained steadfast, and our focus on growth and transformation – that is, taking advantage of the opportunities afforded by this maturing asset class – has strengthened. Today, we serve 1,550+ institutional and private wealth investors around the world.

HarbourVest is an independent, global private markets firm with 40 years of experience and more than $112 billion of assets under management as of June 30, 2023. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,150 employees, including more than 220 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $58 billion to newly-formed funds, completed over $49 billion in secondary purchases, and invested over $35 billion in directly operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

At J.P. Morgan Asset Management, we believe investors deserve an expert global partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to help build stronger portfolios and solve their toughest challenges. Our perspective draws on knowledge earned over a century of investing through every market cycle. Today, with market intelligence trusted the world over, we offer deep, actionable insights. From our vantage point, we strive to see correlations others miss and seize opportunities that our global, connected view can deliver. Through our fully ESG-integrated investment platform, enhanced investment stewardship, and range of ESG-focused strategies, we invest for sustainable return in a sustainable world. Our clients trust us to manage $2.9 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve. To make the most of retirements. To help protect endowments. To strengthen returns. To enjoy hard-earned success. To any challenge our clients face, we say, Let’s Solve It. 

Offering equity and credit investment solutions, Polen Capital is a global investment firm managing approximately $61 billion in assets (as of September 30, 2023) for institutions, financial advisors, and individuals seeking high-quality, active, concentrated strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Credit, with offices in Boca Raton, Fla., Boston, London, and Hong Kong. Since 1989, Polen has built a distinctive culture aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past eight consecutive years. For more information, visit www.polencapital.com or follow us on LinkedIn.

Quinbrook Infrastructure Partners is a ‘value add’ investment manager with a specialist focus on the energy transformation, across low carbon and renewable energy supply, storage, grid stability, data centre, industrial and supply chain decarbonisation and related assets and businesses.

Since 2012, the RISE REIT has provided tax efficient exposure (return of capital) to the US Pacific Northwest apartment markets, for Canadian investors. The Firm was founded by Dave Kirzinger, who has a 30+ year career in multi-family real estate. Dave played professional sports and is a Stanford MBA. RISE manages approximately $2.8 billion CAD in apartment assets across both wholly-owned and joint ventures with global institutions. RISE REIT Unitholders & Partners include direct investors, advisors, portfolio managers, family offices, banks & insurance companies and other sources of investment capital. Fund assets are approximately $400 million CAD. RISE owns and manages 36 apartments in the metro/surrounding areas of Seattle, WA & Portland, OR – both cities home to a diversified set of technology, service, manufacturing & healthcare employers. We believe RISE stands out in our industry based on our philosophy & practice to: remain a significant lead investor in our target markets, take measures to value assets realistically, alignment with unitholders, maintain a healthy conservative balance sheet, and to demonstrate institutional-level transparency & accountability to our global joint venture partners and unitholders. Dave Kirzinger, MBA Founder & Board Chair of RISE is based in Victoria, BC and our CEO Barrett Sigmund, MBA is based in Seattle alongside our acquisition, operations, financing and other investment related groups. RISE Sales & Investor Relations teams are based in Toronto.

Figures quoted in the company description are as of January 15, 2024 and are subject to change over time. Units of the RISE REIT are sold by Offering Memorandum.

SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We help our clients optimize their asset allocation profile and meet their long-term income and capital appreciation objectives by leveraging our insights and deep capabilities in fixed income, alternatives and real assets through five specialty managers: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners and Advisors Asset Management.
Crescent is a global credit investment manager with over $40 billion of assets under management as of September 30, 2023. For over 30 years, the firm has focused on below investment grade credit through strategies that invest in marketable and privately originated debt securities including senior bank loans, high yield bonds, as well as private senior, unitranche and junior debt securities. Crescent is headquartered in Los Angeles with offices in New York, Boston, Chicago and London with more than 200 employees globally. For more information about Crescent, visit www.crescentcap.com.
As of September 30, 2023, SLC Management has assets under management of C$358 billion and Advisors Asset Management represents an additional approximately C$48 billion in assets under administration. For more information, visit www.slcmanagement.com.

Trez Capital | Delivering Results for Investors & Borrowers for more than 25 years.

Trez Capital is one of the leading private commercial real estate financiers in Canada and the United States. Founded by Morley Greene in 1997, Trez Capital has built a reputation for providing innovative financing for commercial properties in major centres throughout Canada and the U.S. We have earned the trust of a growing network of borrowers, partners and investors, including some of Canada’s largest pension funds, by applying rigorous institutional-grade underwriting to generate attractive yields and stable sources of income.

We offer private and institutional investors strategies to invest in a variety of mortgage funds, syndication offerings and real estate joint-venture investments. From debt to equity, open-ended trusts, closed-ended L.P.s, separately managed portfolios, and syndications across the capital stack, Trez Capital is an expert in finding the right opportunities for our investors.

We continually seek to uncover the most favourable investment opportunities for our investors. This means we don’t follow a ‘pack mentality’ when we’re looking for real estate-based investment opportunities to bring to market. We often find extremely attractive investment prospects in areas that others have overlooked. 

Woodbourne is a leading investor, operator and developer of purpose-built multifamily, seniors’ housing, student housing, self-storage and other niche real estate assets located predominantly in urban areas across Canada. Woodbourne invests on behalf of a broad base of institutional investors across the globe, including public and private pension funds, endowments, foundations, and funds of funds. Woodbourne has invested in over 100 transactions diversified across nine Canadian provinces.

Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, with the goal of lowering overall portfolio risk. Ninepoint Institutional Partners, a division of Ninepoint Partners LP, works with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other Institutional investors to provide comprehensive alternative investment management solutions. With $7.5 billion (CAD) in assets and institutional contracts, we are among the largest independent asset management firms in Canada.

Ninepoint is the Canadian partner of Nuveen Real Estate and recently launched the Nuveen-Ninepoint Global Real Estate Fund LP, a private real estate offering for Canadian institutional investors. The multi-strategy fund invests in established real estate mandates managed by Nuveen across the industrial, multifamily, retail and workplace/office sectors.


Nuveen Real Estate is one of the largest investment managers in the world with $149 billion of assets under management. Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing. With more than 85 years of real estate investing experience and more than 800 employees* located across 30+ cities throughout the United States, Europe and Asia Pacific, the platform offers unparalleled geographic reach, which is married with deep sector expertise. For further information, please visit us at nuveen.com/realestate.

*Includes more than 395+ real estate investment professionals, supported by a further 400+ Nuveen employees. Source: Nuveen, 30 Sept 2023

Cortland Credit is a leading Canadian asset manager focused on short-term private debt. We provide financing solutions to established companies across Canada, the US and Western Europe looking to scale and develop their business.

Our expertise and collective experience in the field allow us to leverage deep origination networks and operate across the spectrum of borrowers, evaluating opportunities on a case-by-case basis. Our conservative underwriting is underpinned by strong collateral support and detailed oversight of our borrower’s operations, giving assurance to ourselves and our investors of the protection of their capital. At Cortland, we focus on senior-secured, floating rate loans that are generally less than 1 year in term, as we believe this asset class offers the best risk-adjusted returns available in private debt markets. The strategy attracts most of its AUM from Canadian institutions that use this strategy for diversification, yield enhancement and duration mitigation.

Pictet Asset Management – Who we are

Pictet Asset Management (Pictet AM) is a specialist asset manager offering investment solutions and services to investors worldwide. We are part of the Pictet Group, founded in Geneva in 1805 and with 30 offices around the world. Pictet opened its Montreal office 50 years ago in 1974 and Pictet AM has been providing both discretionary and advisory investment management services on a global scale, including in Canada, to a wide range of institutional clients since 1980. As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We do this by building responsible partnerships with our clients and the companies in which we invest.

As an independent asset manager, Pictet AM was overseeing CAD 361 billion as of 31 December 2023. Our business is investment led and centred around a long-term perspective with a dedication to client service. Our aim is to be the investment partner of choice to our clients. This means giving them our undivided attention, offering pioneering strategies, and being committed to excellence.

Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. Our strategic capabilities are focused around Thematics, Emerging Markets, European Private Assets and Hedge Funds.

Thematics & Specialist Equities – Innovation and megatrends

Since the 1990s, our innovative thematic equity strategies have offered investors the opportunity to capitalise on the most powerful trends shaping our world. This approach has evolved into high-impact solutions investing in the transition to a sustainable future.

Emerging Markets – Deep and broad knowledge

As early entrants (mid 1980’s) into emerging markets we combine deep market knowledge with a disciplined approach to risk. We have created a diverse range of bond, equity and absolute return strategies that aim to help investors capitalise on the dynamism of the emerging world.

European Private Assets

Whether in European Real Estate, Private Equity or Private Debt, our private asset franchise effectively utilizes Pictet’s extensive network of 19 offices across Europe and solid reputation with clients. This allows the investment teams to identify and engage in appealing off-market transactions and referrals. These transactions, and our dedicated local teams, bring substantial value to our European private market strategies.

Hedge Funds- Uncorrelated and risk-focused

Focus on consistent, uncorrelated returns throughout cycles. Each strategy is managed by a highly focused and well-supported portfolio team. We offer multi-strategy solutions as well as single-strategy strategies that span both equities and fixed income in market-neutral, directional, relative-value and event-driven strategies. We have demonstrated uncommon strength in defensive strategies. For more information, visit assetmanagement.pictet

Social media handles
Linkedin: Pictet Asset Management
Twitter: @PictetAM

Contact Information
François Forget fforget@pictet.com
(514) 518-8587
Laila Danechi ldanechi@pictet.com
(514) 294-2345

Date as 31 January 2024

Disclaimer: This marketing document is issued by Pictet Asset Management. Any investment incurs risks, including the risk of not getting back amounts initially invested. The information or data contained in this document does not constitute an offer or solicitation to buy, sell or subscribe for securities or other financial instruments. Pictet AM Inc is registered as an Exempt Market Dealer in Canada and is authorized to conduct marketing activities on behalf of Pictet Asset Management Limited (Pictet AM Ltd), Pictet Asset Management SA (Pictet AM SA) and Pictet Alternative Advisors (PAA). 

Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions. Philosophy and Approach The cornerstone of our investment philosophy is the belief that outstanding research drives results. We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients’ interests. Research Excellence We have the experience to develop the investment solutions that are right for you.

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $222 billion of assets under management and investment and operational teams around the world. TPG invests across six multi-strategy platforms: Capital, Growth, Impact, TPG Angelo Gordon, Real Estate, and Market Solutions. Our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.