California 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.
Sponsors
At Columbia Threadneedle Investments, we provide a broad array of investment strategies for individual and institutional investors — including pension funds, Taft-Hartley plans, defined contribution plans, and endowments and foundations. Our clients rely on us as a leading global asset manager to help pursue positive outcomes for the individuals they serve; together they entrust us with $587 billion. Whatever world our clients want, our purpose is to help them achieve it. We do this by being globally connected and intense about research, and by having a responsible ethos and a focus on continuous improvement.
Eagle Capital Management is an independent, 100% employee-owned investment management firm with a 36-year track record. We are committed to improving client outcomes by seeking to deliver superior risk-adjusted returns over a market cycle
Eagle manages a fundamental, concentrated (typically 25-35 positions), US large-cap equity portfolio available in a variety of vehicles with over $30 billion in AUM. Our singular investment philosophy is to employ conviction, duration, and value-orientation. Conviction, which for us means meticulously selecting 25-35 stocks, requires excellent research and judgment. Duration, owning investments for 5-10 years, requires loyal clients and a patient mind. Value-orientation requires a cautious temperament and a willingness to be contrarian at times.
Eagle’s time-tested investment philosophy and approach has led to excellent outcomes for our clients. Since inception, the Eagle Equity Strategy has outperformed the S&P 500 by ~300bp annualized, net of fees and expenses.
The Eagle Equity Strategy currently trades at a ~30% discount to the S&P 500 – the widest valuation gap in over 10 years. With an active share of ~80%, the portfolio provides investors with diversification and alpha potential. The current market environment, combined with Eagle’s track record and stability, makes investing in an Eagle vehicle worth considering.
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.
Franklin Templeton is one of the largest investment management companies in the world, with offices in over 80 cities and more than 9,900 global staff, including 1,600+ investment professionals. With more than 75 years of active management experience, Franklin Templeton offers investment solutions to help clients achieve better outcomes. Our independent specialist investment managers (SIMs) provide clients with deep expertise and boutique specialization across asset classes, investment styles, and geographies. Furthermore, our SIMs are backed by a global infrastructure with at-scale capabilities in research, data analytics, and servicing—this combination of independent, entrepreneurial SIMs and global strength makes Franklin Templeton uniquely agile and allows us to offer 200+ investment strategies across a full range of vehicles. As of December 31, 2024, Franklin Templeton managed total assets of US$1.6 trillion, including US$680billion in institutional assets.
Granite Hill Capital Partners is focused on deep-tech venture capital investments in Silicon Valley technology startups and selected India-related opportunities in Financial Services.
Areas of focus include CyberSecurity, Deep Learning/AI enabled companies, Big Data/IoT , Fintech and India (Financial Services)
In addition to over 20 years of venture capital investment history each, the GPs experience includes running a Fortune 300 company, being a startup CFO/COO, engineering, and financial services.
Icon Ventures is an early-stage venture capital fund based in Palo Alto, CA. Founded in 2003, Icon has been at the forefront of venture investing for over two decades, partnering with founders to build category-defining businesses. Our mission has always been to set the highest standards in venture capital, and this is now being applied as a focused commitment to building foundational AI companies. Throughout our history, one thing has remained constant: our belief that the best results come from experienced partners engaging directly with the most talented and gifted entrepreneurs as they build the next generation of companies that change the world.
Kineticos envisions a World Without Cancer, Rare, and Neurodegenerative Diseases™. We are a team of seasoned operators, scientists, and investment professionals partnering with management teams to build the backbone of innovation across Pharma Services, Life Science Tools and Equipment. Through the Kineticos Capital Partners Fund, we invest in differentiated lower middle market (LMM) companies, leveraging our deep sector expertise, technical know how and proven value-creation playbook to scale platforms from niche or regional leaders into global champions. Our strategy targets an underserved segment of the market—scientific and technical B2B healthcare companies overlooked by generalist investors—where our domain knowledge and collaborative approach create a compelling advantage.
Loci Capital is a leading middle market private real estate investment firm based in Florida and focused on investments throughout the Southeastern United States. The founding members spun the company out of a large real estate private equity firm in 2019 and formed a senior leadership team which has invested or managed over $3.6 billion of equity into 245+ assets over the last 22 years.
Loci’s senior leadership is experienced in the development, redevelopment, repositioning, and conversion of assets across all real estate sectors. The firm flagship opportunistic funds execute a relative value mandate across private credit / preferred equity, rescue capital, special situations, value-add, ground-up development, and platform investing. The team owns a 13-year track record, including attributed and owend deals from its prior firm, that includes over 75 transactions aggregating $1.1 billion of equity, 45 realized investments achieving a 26.9% IRR and 3.8x MOIC.
In addition, the firm has a short-term rental business operated under the Brightwild brand. The business was founded in 2020 and is an owner / operator and third party manager for unique hospitality assets for short-term rental and vacation. Loci anticipates launching a short-term rental fund in the next 12 months to capitalize on the success of its operating platform.
Lombard Odier is a 225 year old global asset manager with $70bn AUM, including $13Bn+ in alternatives. We offer capacity-constrained solutions that deliver uncorrelated returns across the liquidity spectrum – from private equity / private credit solutions to hedge funds and long only programs.
Our HEDGE FUND franchise includes an eclectic mix of alpha-seeking strategies across asset classes:
A niche multi-PM portfolio offering enhanced transparency, liquidity, and downside protection
A low net equity portfolio focused on long-term compounding fundamental outliers
A low net equity portfolio focused on energy transition opportunities
Portfolios investing in physical uranium and carbon credits
A 20-year specialist team w/expertise in UK small cap markets
Several successful RV franchises focused on convexity and utilizing sophisticated trade construction, including two downside capture tail programs that each aim to deliver positive carry alongside substantial portfolio protection
SUSTAINABILITY stands as a fundamental investment pillar and core conviction. We seek to be thought leaders by developing science-based investment strategies and frameworks with the dual mission of unlocking attractive investment opportunities and intentional positive environmental / social contributions. We excel at identifying how the transition to a low-carbon and climate-resilient economy is shaping risks and opportunities across different sectors and regions.
NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets in the same manner that ETFs and Index Funds provide passive exposure to public markets.
Our no management fee funds seek to generate returns that closely emulate the historically attractive pooled returns of an asset or sub-asset class with significantly lower risk than investing in individual private funds.
NewVest's leadership team has worked across private markets for an average of 20 years. Our team's experience spans across the entire private market’s spectrum, including investing, capital raising, investment banking, corporate law, accounting, and technology.
The firm is headquartered in New York and operates out of North America, Europe and the Middle East. NewVest is an SEC Registered Investment Advisor.
Nomura Capital Management LLC (NCM) is a Credit manager navigating the spectrum of public and private debt for intermediary and institutional clients. Nomura has over 30 years of experience in the credit markets. Our focus on seeking attractive risk adjusted returns and our devotion to the preservation of capital permeates each of our unique strategies and products that we manage. At the core of our investment philosophy sits an engine driven by fundamental credit research and a robust ability to assess relative value across the global credit markets. Our investment led organization and client first mindset allows us to form deep relationships that expand beyond our products and into lasting partnerships.
NovaQuest is a Raleigh, NC based specialist life sciences investment firm founded in 2010 by a team of accomplished industry professionals who all worked together at the investing arm of IQVIA (fka Quintiles). With more than $2.5 billion raised across five funds, NovaQuest manages investment platforms in the human and animal health verticals. NovaQuest pioneered a structured finance capital solution for the industry, providing shared-risk, non-dilutive funding that enables partner companies to advance pivotal clinical trials, launch new brands, and license and acquire accretive products. In our flaship strategies for human health, NovaQuest makes unlevered investments, generally through self-liquidating structures, yielding return streams and royalties uncorrelated to broad equity and fixed income markets.
NovaQuest recently launched its second dedicated Animal Health Opportunities Fund (AH II) after raising and fully deploying ~ $120mm in Animal Health Fund I and NQ Pharma Opportunities V across seven investments. AH II will provide investors with the potential to realize long-term capital appreciation from portfolio investments relating to biotherapeutics (vaccines, biologics, small molecules), technologies, genetics, nutritional health, and diagnostics for companion and production animals. The underlying portfolio will be diversified through a variety of investment structures including structured equity, product finance arrangements, and debt instruments.
OCV is a top quartile Early Stage VC fund (Distributions and MOIC) based in Los Angeles, investing in best-in-class SaaS Technology and Healthcare companies, and bringing differentiated value-add from our deep network. We are in the elite company of just 9% of VC funds top quartile in both TVPI and DPI.
OCV Overview:
Incredible track record of OCV founding Partners who have worked together for almost 30 years:
Hemi Zucker was co-founder and former CEO of Ziff Davis (NASDAQ: ZD, fka J2 Global) - digital media company he scaled to $1B+ revenue and acquired 165+ companies.
Richard Ressler is co-founder and chairman of CIM group ($30B AUM) - vertically integrated real estate and infrastructure owner / fund.
~1/2 of the $168M Fund I already returned to date, over Top Quartile DPI compared to vintage.
Backed by premier investors, including the family offices of the founders of Ares Capital and Apollo Global.
7 external growth rounds with step-ups in the last 12 months in OCV lead checks.
Clear path to target Top Decile returns of 3x DPI.
Raising $200M Fund II with repeat team and strategy.
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.
The Raine Group LLC (“Raine”) is a global merchant bank that leverages its model to be among the preferred investors and advisors in the media and entertainment, sports, gaming, and music sectors, as well as the technology and infrastructure that supports these sectors. Founded in 2009 and still led by its founders, Raine offers unique insights and relationships designed to generate value in the creator economy, with $3.5 billion in assets under management. There are currently over 30 Partners and Managing Directors with deep sector expertise, strong relationships, and a global focus in nine offices across the United States, Europe, and Asia. Raine manages growth equity and venture capital strategies and specializes in identifying and investing in growing TMT businesses. Raine believes that the TMT sectors will experience significant growth due to globalization, consumer preferences, and technological shifts, and positions their investment strategies to benefit from these trends. A fully integrated platform, Raine also provides strategic guidance to their portfolio companies along with numerous well-established organizations as part of its advisory business. This guidance leverages Raine’s industry expertise and global network to help companies achieve growth and success.
Reliant Real Estate Management (www.reliant-mgmt.com) is a vertically-integrated ISS Top 20 self-storage operator based in Roswell, GA. The Reliant portfolio consists of 98 self-storage properties, with approximately 60,000 rentable units, representing a valuation of $1.6B AUM and operating under the Midgard Self Storage brand (www.midgardselfstorage.com),
Reliant Real Estate offers institutional self-storage investments to accredited investors to help preserve and grow their wealth. Reliant focuses on value-add, self-storage opportunities in secondary and tertiary markets predominantly across the southeast and other key markets – including Alabama, Arkansas, Colorado, Florida, Georgia, Indiana, North Carolina, South Carolina and Tennessee.
Since its inception in 2010, Reliant has taken 38 properties full cycle, delivering an average gross return at the project level of 33.8% IRR, while never losing a property to the bank or a dollar of investor principal. In addition to our track record of performance, what our investors find most appealing is the historically low correlation self-storage has exhibited relative to the stock and bond markets during market turmoil. We welcome you to visit our office in Roswell and hope to partner with you in meeting your investment goals.
Rhône, established in 1996, is a global private equity firm with a focus on investments in businesses with a transatlantic presence. Rhône’s investment philosophy includes the development of strong, strategic partnerships with the companies in which it invests. Rhône has a consistent history of successful corporate carve-out transactions and working with entrepreneur and family-led businesses, and operates across its London, New York and Madrid offices. Rhône has invested in a diversified portfolio of companies including investments in the consumer, industrial and business services sectors. For more information about Rhône, its investment professionals, and its current portfolio, please visit: www.rhonegroup.com.
S32 is a venture capital firm investing at the frontiers of technology. Our goal is to accelerate the discovery, development, and distribution of revolutionary technologies that improve the human condition. We invest across the entirety of technology. We focus on software, data, and algorithmic advancements including artificial intelligence, enterprise software, infrastructure, cybersecurity, quantum computing, computational biology, and biotechnology. Founded by Bill Maris and led by Andy Harrison, the team has deep experience in building iconic companies.
Speyside Equity (“Speyside”) is a Michigan based PE firm that does deep value investing in manufacturing companies through control buyouts. The firm focuses on operational improvement opportunities to transform underperforming industrial businesses primarily in the metals, plastics, chemicals, building products and food ingredient sectors across North America. Latest investor presentation is attached showing 5.1x net MoIC across all investments at Speyside Equity Fund I LP and pre-Fund deals. Speyside Equity Fund II LP is a $150 million fund ($200 million cap) being offered for which a first closing occurred in Q4 2023 and additional closings are targeted for 2024. Direct co-investment opportunities are being offered no fee / no carry to LPs that make commitments to Fund II.