Midwest LP Summit Sponsors
Presenting Sponsors
The TPlus3 Fund is a hedge fund with no fees formed to provide stable income that beats money market returns and has much lower risk than corporate bond or credit funds. The fund keeps investor capital in short term T-bills. This ensures fixed income returns. The additional 3% is backstopped by the General Partner. The backstop is a 10% last out capital contribution from MBX limited to $100MM.
The Plus2 Fund is a hedge fund formed to beat the market by two percent compounded annually. The fund keeps investor capital in SPY or equivalent for full equity participation with S&P 500 and an additional 2% per year fixed income. The 2% is backstopped by a 10% last out capital contribution from MBX limited to $100MM.
Sponsors
For over 40 years, AAM has been a trusted resource for financial professionals. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life.
Coastal Ridge is a vertically integrated real estate investment firm executing on core, core-plus, value-add, and ground-up development strategies in the rented residential sector. Coastal Ridge has $5.6B of managed assets with an established track record of identifying undervalued and underutilized properties across the risk spectrum and creating value through the application of extensive hands-on management over the real estate investment life cycle.
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.
Crown MedRealty Partners is a healthcare real estate investment firm specializing in the acquisition and long-term ownership of stabilized medical office buildings. With over $700 million in assets acquired over the past decade, Crown has built a performance-driven platform focused exclusively on medical office—an asset class known for its durability, essential use, and resistance to economic volatility.
Our portfolio consists of strategically located, income-generating properties leased to leading physician groups and health systems across the United States. We target markets with strong demographic trends, growing outpatient demand, and limited near-term supply risk.
Crown’s fully integrated platform manages sourcing, underwriting, and asset management in-house, enabling consistent execution and institutional-quality reporting. Our investment philosophy emphasizes capital preservation, predictable cash flow, and tenant stability, offering a compelling alternative to traditional real estate sectors.
With deep industry expertise and a disciplined approach, Crown MedRealty delivers stable, income-focused performance through healthcare properties that serve as critical infrastructure within their communities.
EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of more than three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT has EUR 273 billion in total assets under management (EUR 142 billion in fee-generating assets under management) as of 31 March 2025, within two business segments – Private Capital and Real Assets.
With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does.
The EQT AB Group comprises EQT AB (publ) and its direct and indirect subsidiaries, which include general partners and fund managers of EQT funds as well as entities advising EQT funds. EQT has offices in more than 25 countries across Europe, Asia and the Americas and has more than 1,900 employees.
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.
Generate Capital is a sustainable infrastructure investment and operating platform. Since 2014, Generate has invested more than $8 billion across its core sectors: power, mobility, digital infrastructure, industrial decarbonization, water & agriculture, and waste. Backed by a 250+ person team with deep cross-sector expertise, the firm combines flexible capital with in-house asset management to enhance infrastructure resilience and accelerate decarbonization. Generate’s integrated platform is built to manage complexity and unlock value in underserved segments while delivering compelling outcomes for investors and communities.
Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features more than 100 ETF strategies and over $40bn in AUM. While distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com.
Highbridge Capital Management (“HCM” or “Highbridge”) is a global alternative investment management firm founded in 1992. Since its inception, the company has developed a diversified investment platform that includes hedge funds, drawdown vehicles, and co-investments. Highbridge is a differentiated, credit and volatility focused platform with the flexibility to invest opportunistically across the capital structure and liquidity spectrum. The Firm currently manages $4+ billion of capital and seeks to generate attractive risk-adjusted returns for sophisticated investors, including financial institutions, public and corporate pension funds, sovereign wealth funds, endowments, foundations and family offices. The firm is based in New York with a research presence in London.
Founded in 2012, Kimmeridge is a $5.5 billion AUM asset manager focused exclusively on the energy sector. We look to deliver best-in-class performance by focusing on investments at the front of the cost curve and effectuating change in the public markets. We have three main fund strategies: Flagship Private Equity, Kimmeridge Energy Engagement Partners (KEEP) and Kimmeridge Carbon Solutions.
KEEP was launched in early 2020 to reposition E&Ps for the energy transition and generate differentiated returns for LP’s. Our investment philosophy is based on identifying dislocated energy companies with assets at the front of the cost curve where activism can effectuate change. We use a capital call structure to invest in public equites, allowing us to take advantage of inherent volatility in the sector.
Matterhorn Capital Partners, LP (“Matterhorn”) is a niche, evergreen direct lending/private credit fund targeting consistent, high-yield income with an unlevered net return objective of 10–14%. The Fund strategically invests across two primary credit verticals—corporate debt and structured real estate credit—selecting opportunities based on the most attractive risk-adjusted returns available. Since its inception in 2020, the Fund has delivered an annualized net return of 12.6%. Matterhorn places a strong emphasis on downside protection, employing rigorous underwriting, stress testing, robust collateral packages, and conservative structuring in making its short-duration loans. Focusing on the underserved lower middle market, Matterhorn directly originates loans under $30 million through a proprietary sourcing network characterized by limited competition and high-quality deal flow. The strategy is led by the firm’s founder and portfolio manager, who previously managed a similar credit mandate with proprietary capital at a global financial institution, supported by a senior team with deep experience across investment banking, real estate, restructuring, asset management, and fund operations.
Mercato is an institutional growth firm investing in high-potential and high-growth companies across undercapitalized markets in North America. Mercato partners with exceptional founders in underserved and underappreciated regions overlooked by coastal investors, providing not only capital, but also operational guidance, revenue acceleration, governance support, and access to a powerful network to help scaling businesses continue to grow and expand their impact. For almost two decades, Mercato has found, funded, and supported high-growth companies to help them achieve transformative growth and long-term value for investors. Mercato's focus on founder alignment earned it a coveted spot on Inc.'s 2024 Founder Friendly Investors list.
Mercato Partners: Investing in better-from overlooked markets to outsized outcomes. For more information, please visit www.mercatopartners.com
Our mission is to inspire advisors and clients to dream bigger, see more opportunities, and achieve their financial goals. We achieve our mission by listening well, focusing on long-term relationships, and by working harder on behalf of clients and advisors than other firms.
Our focus on providing the right level of personalized service, resources and unique investment insights delivers a competitive advantage for the advisors and institutional clients who choose to work with San Blas Securities.
San Blas Securities combines proprietary retail, institutional and regional sales forces to achieve balanced distribution of our clients’ debt and equity securities. We have strong relationships with retail aggregators, professional asset managers including individual and common trust funds, separately managed accounts (SMAs) and investment advisors who place orders for hundreds of subaccounts at a time.
Clients can have full confidence in our ability to distribute their securities to a broad array of investors and provide ongoing secondary market support of new issues.
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Pantera launched the first cryptocurrency fund in the United States when bitcoin was at $65 /BTC in 2013. The firm subsequently launched the first exclusively-blockchain venture fund. In 2017, Pantera was the first firm to offer an early-stage token fund. Pantera Bitcoin Fund has returned 141,783% in twelve years and has returned billions to its investors. Pantera manages $4.3bn across three strategies – passive, hedge, and venture – exclusively focused on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.
Peachtree is a private equity investment, asset and fund management firm focusing on opportunistically deploying capital across its distinct operating and real estate divisions, including hospitality, commercial real estate lending, residential development, and capital markets. Since its founding in 2008, the company has completed hundreds of real estate investments valued at more than $8.2 billion in total market capitalization and currently has more than $2.5 billion in equity under management. For more information, visit www.peachtreegroup.com.
Pearl Diver Capital is a boutique asset manager specialized in securitized products. Since 2008, we have provided investors access to US and European diversified, senior secured, corporate credit portfolios via investments in Collateralized Loan Obligations (CLOs). We generate risk-adjusted returns by combining machine learning methods with fundamental credit analysis. Pearl Diver Capital offers a range of drawdown and open-ended funds with varying risk-vs-return profiles and liquidity depending on investor appetite.
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.
PSG Equity L.L.C. (“PSG”) is a leading growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities and build strong teams. Having backed 140+ companies and facilitated 500+ add-on acquisitions, PSG brings extensive investment experience, deep expertise in software and technology, and a firm commitment to collaborating with management teams. Founded in 2014 by Mark Hastings and Peter Wilde, PSG has since raised $20+ billion in capital across both its North American and European strategies. PSG has a team of approximately 280 professionals and operates out of offices in Boston, Kansas City, London, Paris, Madrid, Tel Aviv and Toronto.
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.
Wafra is a global alternative investment manager with approximately $28 billion of assets under management across a range of alternative assets, including strategic partnerships, real estate, and real assets. By providing flexible and accretive capital solutions and focusing on long-term partnerships, Wafra aligns and partners with high quality asset owners, companies, and management teams. Headquartered in New York, Wafra has additional offices in California, London and Bermuda.
XFA offers access to deep liquidity pools sourced from market makers, proprietary trading desks, and investment banks. With a global presence spanning three continents, our clients include top financial services firms, hedge funds, institutional investors, commodity trading advisors (CTAs), and market makers. XFA ensures anonymity through a diverse range of liquidity channels, positioning us as the leading broker for CME Block trades.