New England LP Summit Sponsors
Presenting Sponsors
CIBC Asset Management (CIBC AM) has more than 5 decades of experience managing portfolios for institutional clients both in North America, as well as Asia, Europe and Australia. In the US specifically, we have over $4B in AUM with several institutional plans including a top 3 US public pension plan and a top 10 corporate DB plan, both invested in our flagship liquid alternative, further demonstrating that we bring unique capabilities to bear to our clients. We are fortunate to combine the flexibility and focus of a boutique firm with the robustness and resources of a large financial institution. Our investment capabilities include fixed income, equities, multi-asset and currency management, both domestic and globally focused.
CIBC has established itself as a leader in the carbon management ecosystem through early investments and strategic initiatives. As a founding member of Carbonplace, a global carbon credit transaction platform, and host of the CIBC Carbon Summit—one of the few events in North America connecting developers, policy makers, and investors to address challenges in scaling carbon reduction and removal solutions—we have established a leading network in this space. This expertise and industry connectedness uniquely positions CIBC AM to add value for institutional investors and stakeholders and accelerate a critical industry supporting the climate transition with our Carbon Solutions Private Debt strategy.
Founded in 2004, RA Capital Management is a multi-stage investment manager dedicated to evidence-based investing in public and private healthcare, life sciences, and planetary health companies. RA Capital creates and funds innovative companies, from private seed rounds to public follow-on financings, allowing management teams to drive value creation from inception through commercialization and beyond. RA Capital's knowledge engine is guided by its TechAtlas internal research division, and Raven, RA Capital's healthcare incubator, offers entrepreneurs and innovators a collaborative and comprehensive platform to explore the novel and the re-imagined. RA Capital has more than 150 employees and over $10 billion in assets under management.
Sponsors
At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with $654 billion. We are globally connected with a team of approximately 550 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.
Costanoa is an early-stage venture firm leading rounds from pre-Seed through Series B. Founded in 2012 with $2.3B of AUM, we build high-conviction, high-ownership portfolios of companies led by extraordinary founders in Applied AI, AI Infrastructure, Cybersecurity, National Security, and Fintech.
Recently named to Time Magazine's Top Venture Funds, Costanoa has four funds currently in Cambridge Associates' top quartile (one is top decile). We succeed as a small and collaborative team of hands-on company builders, taking a consistent, disciplined approach to strategy, sectors, deployment, and pricing. Our goal is to be the most value-added investor founders have ever seen.
We’ve added three new unicorns this year—Vannevar, Cyberhaven, and Assured—with strong momentum across our funds. We will launch Fund VI and Opportunity Fund IV this fall.
EJF Capital LLC is a global alternative asset management firm headquartered just outside of Washington, D.C., with an additional office in London. As of June 30, 2025, EJF manages approximately $5.5 billion, including $2.9 billion in CDO assets through affiliates, across a diverse group of alternative asset strategies. Since its founding in 2005 by Manny Friedman and Neal Wilson, the firm has focused on investment opportunities driven by regulatory change. To learn more, please visit http://ejfcap.com and please read additional Risks and Limitations located here.
Fisher Investments is a leading independent investment adviser managing over $277 billion (as of June 30, 2024). FI and its subsidiaries consist of three business units – Fisher Investments Institutional Group, Fisher Investments US Private Client Group and Fisher Investments Private Client Group International. These groups serve a global client base of diverse investors including corporations, public and multi-employer pension funds, foundations and endowments, high-net-worth individuals, insurance companies, healthcare organizations, and governments.
Hardman Johnston is an independent, global equity boutique investing in high quality growth companies at value prices. We follow a clear investment philosophy and disciplined process which results in high conviction portfolios designed to deliver consistent, long term performance in excess of benchmarks. Our firm has been built around our approach. We are 100% employee owned in order to fully align the interests of client and firm. We are global in our coverage to maximize the opportunity set. We are disciplined in our stock selection, and we are focused on in-depth fundamental research. Our investment approach has been consistently applied for over three decades, and our clients have benefitted from the long-term results. The Firm is committed to remaining independent and 100% employee owned.
Owned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritize the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic, environmental, and social benefits to the community.
Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, Milan, Warsaw, New York, Houston, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets. For more information, visit ifminvestors.com
Osyte was founded by a team of portfolio managers, quantitative researchers, OCIOs and enterprise technology entrepreneurs. We enable better investment outcomes through people plus technology collaboration in institutional asset allocation. Osyte is an investment allocation solution that enables data management, portfolio management, asset allocation modeling, rebalancing, and portfolio analytics on a single integrated technology platform. We empower OCIOs, CIOs, and portfolio managers who manage multi-asset, multi-manager portfolios, to better understand their portfolio risks/exposures, make better/faster investment allocation decisions and implement those decisions in a systematic way with risk management and audit controls.
Based in Aliso Viejo, California, Preston Capital was founded in 2014 with a distinctive purpose: to source and manage diversified pools of life settlements and other longevity-contingent investments. The firm’s principals have been working and investing together for more than 20 years, and collectively with the Preston team, have nearly 300 years of combined experience in life settlements. This experience includes the acquisition, disposition, financing, valuation, and management of life settlements in both the secondary and tertiary markets. Today, with over $4.6 billion in assets under management, Preston is the exclusive asset manager of life settlements for some of the most sophisticated institutional investors in the world. Leveraging its institutional platform and the collective depth and breadth of the team’s industry expertise, Preston seeks to deliver exceptional, non-correlated returns through a dedicated focus on longevity-contingent investment strategies.
Prospect Capital, founded in 1988, is an ~$11 billion private debt and private equity manager. Prospect has a 37-year history managing private assets for investors with an emphasis on preserving capital and providing attractive current income and total returns. Prospect’s core investment strategies include middle-market direct lending, buyouts, structured credit, and real estate.
For real estate, Prospect is now focusing its multifamily practice (the firm has done $3.5B in multifamily equity deals, including preferred equity) on debt investing as well. Prospect recently launched a real estate credit open-ended fund offering and is waiving fees for life for further investors in the seed round which will likely run through the remainder of the year – the fund has already acquired two seed assets.
At the Midwest LP Summit, Joe Ryu (Managing Director) and Jeff Fanning (Vice President) will be attending and welcome the opportunity to discuss Prospect’s real estate platform further with you.
RBC Global Asset Management (RBC GAM) strives to provide clients an unrivaled experience of investment and service excellence, offering a comprehensive range of solutions and services. We operate as a global firm of specialized investment teams with more than $484 billion* under management. In addition to broad-based capabilities in equities, liquidity management and alternatives, our BlueBay fixed income platform seeks to embody the best aspects of alternative and traditional fixed income investing. We manage more than $130 billion* across a full spectrum of active fixed income strategies—all of which are designed to generate alpha within a capital preservation context. Our platform spans multiple investment dimensions and leverages our collective skill set to create differentiated portfolios. Through this approach, we seek to meet our clients’ risk/return objectives for a specific asset class while providing additional diversification across their overall portfolio.
For four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.37 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/23.
†This figure is presented as of June 30, 2024 and includes ETF AUM of $1,393.92 billion USD of which approximately $69.35 billion USD is in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.