Third Party Marketers ‐ US Firm Name Profile ARK Global ARK Global LLC is a leading provider of institutional sales, marketing consulting and competitive positioning services dedicated to the investment management industry. Established in 2007, ARK Global has raised billions in assets for a broad spectrum of investment management firms across asset classes, product structures and geographies. With more than a decade of direct representation expertise delivered by a team with a combined 150+ years in investment management marketing and distribution, ARK Global provides strategic and tactical marketing planning and execution to a limited number of best in class organizations. ARK Global is a broker‐dealer, and a member of FINRA and SIPC. The firm is registered as an Investment Adviser in the state of Massachusetts, and operates as a SEC Municipal Advisor. As a broad based marketing resource, ARK Global serves as a strategic partner to the firms it elects to represent. Arrow Partners Founded in 1995, Arrow is focused on providing active, long only managers with comprehensive sales and marketing services. Our target market and best relationships are with US Investors and gatekeepers including: consulting and advisory firms, subadvisors, emerging and multi‐manager programs, wealth platforms as well as direct institutional investors. Arrow is an established thought and industry leader. Butler Capital Investments Butler Capital Partners is a capital placement firm that works with talented asset managers to help grow their assets. Founded in 2001; the firm’s 21‐person team, including eleven Affiliates, have assisted Managers in raising approximately $7 billion to‐date. Butler Capital Partners can support Managers by leading their capital raising efforts through the use of their dedicated sales team that leverages the firm’s investor relationships. Butler Capital tailors its capital raising efforts contingent upon a fund’s target AUM, time commitment to the capital raising effort, current AUM, and business infrastructure. Butler Capital leads fundraising while providing direction on issues encountered during a successful offering, to aid the Manager in meeting increasing requirements of institutional investors. Butler Capital’s sales team and its Affiliates provide marketing strategy and capital raising assistance for emerging and established Managers by accessing their extensive network of over 1,200 investors (inclusive of family offices, endowments, foundations, pension funds, insurance companies, fund‐of‐funds and private banks). Cedar Partners Cedar Partners is a third party marketing firm providing institutional sales and marketing services to a limited number of style‐diversified money managers. Centerpoint Capital Management Centerpoint Capital Management assists top institutional investment management firms in sourcing, closing and servicing institutional investment management mandates. Our client focus is insurance company, commercial banking and corporate/bank owned life insurance investors. Our investment offerings currently include broadly syndicated loans, middle market direct lending and global dynamic credit. Connors & Company Connors & Company is a Third Party Marketing / Placement Agent firm with 25 years experience in the DB institutional pension plan space. We've been successful in raising over $9 billion in assets for a variety of products. Cumberland Partners, LLC Cumberland Partners, established in 2010. works alongside investment management firms looking to increase their footprint within the institutional investment community. Our partners each bring 25 years of relevant experience as investment mangers, investment consultants and sales and marketing professionals. We typically pattern with 2‐3 firms at any point to assist them through thrift growth, using existing relationships which include endowments, foundations, family effaces, consultants and pension funds. We have raised in excess of $5 billion for our investment managers through these relationships, using a focused, predetermined, tailored course of action for each manager to meet their specific needs and goals. Fitzgibbon Toigo Partners Fitzgibbon Toigo & Co. LLC (FTCO) is an independent investment bank and FINRA registered broker dealer dedicated to raising assets for a select group of domestic and international investment managers and corporations. We act as a placement agent for alternative managers seeking access, credibility and funding from institutional investors in North America and overseas. Additionally, we assist corporations find investment partners or buyers to achieve their goals. Fortress Group, Inc Fortress Group is an independent placement agent that raises funds for experienced alternative asset fund managers with established track records. Fortress is an SEC‐registered broker‐dealer / FINRA member firm. We are a third‐party placement agent; we do not offer or manage our own investment funds. Our firm has been in business since 2000 and is known for marketing high quality fund offerings sought after by institutional investors. We are dedicated to serving the needs of sophisticated institutional investors and assisting them at all stages of their evaluation process relating to each offering that we bring to market. The firm’s typical fund marketing assignments range from $250 million to $2.0 billion in targeted fund size. Fortress has been placement agent on $18 billion in successful fund raises since formation in 2000. Our investor network and relationships include endowments, foundations, corporate pensions, public pensions, insurance companies, funds‐of‐funds, private banks, trust companies, family offices, and gatekeepers/advisors in North America and overseas. Fortress also works with independent (fundless) sponsors in arranging equity and debt financing on a deal‐by‐deal basis. Genesis Marketing Group For more than 2 decades, Genesis Marketing has enables boutique and emerging managers to build solid client foundations, gather critical mass of assets and realize business success. The organization remains at the forefront of the third‐party marketing industry, known and respected for expertise, professionalism and the success Genesis has achieved for a select group of investment managers. Genesis has raised over $12 billion in assets for investment manager clients. Havener Capital Partners Havener Capital Partners LLC provides outsourced sales and marketing for high quality investment managers interested in the wealth management / RIA channel. The firm has specialty expertise with breakaway firms and institutional managers launching mutual funds for the first time. Hamersley Partners Hamersley Partners was founded in 2004 in Boston, Massachusetts. In 2005, we began marketing our initial clients to the institutional marketplace. Since then we have expanded our client roster to include other complementary high‐conviction managers. We strongly believe that our diverse experiences allow us to view institutional investment manager marketing in both a traditional as well as a 21st century way. Our duality gives us many advantages; the knowledge to select high‐conviction managers, the foresight to direct our marketing efforts to the appropriate types of investors, the tools to create compelling marketing collateral, the ability to innovate and continually leverage technology to improve our marketing efforts, and the energy to build relationships with key decision‐makers across the entire investor‐spectrum. We have the ability to reach our distribution channels efficiently and effectively. JLT Capital Partners LLC JLT Capital Partners focuses exclusively on Fundraising for highly selective, exceptional asset managers in the alternatives space. We bring integrity, credibility, and professionalism to the process of fundraising, focusing on investors best suited for our clients' particular Funds. We partner with only a few managers at any given time, and provide highly dedicated fundraising services working closely with our clients to achieve their asset raising goals. We focus on the institutional marketplace and have extensive experience with Investment Consultants and other important intermediaries, as well as investors at Pension Funds, Endowments and Foundations, Family/Multi‐Family Offices, Insurance Companies, and Fund‐of‐Funds' Capital Partners has a long history of success. Our strong credentials, extensive experience, and large diverse network of relationships built over 25+ years in the business give a significant edge to any Manager that partners with us. Mvision Private Equity Advisors Founded in 2001, MVision is widely recognized as one of the world’s leading independent international advisory firms, focusing on raising capital for Private Equity, Real Estate, Real Assets, Credit and Direct transactions in both the developed and emerging markets. MVision’s continued expansion in the US, making us one of the region’s largest advisers, is driven by our ability to identify and attract outstanding clients who are current and future market leaders. MVision’s global team of over 50 professionals deliver valuable bespoke advice, strategic industry insights, and creative solutions to our clients, as well as nurturing close working relationships with investors, providing them access to our diversified and high‐ quality client base. Together we represent 19 nationalities, speak 21 languages and operate out of offices in London, New York, San Francisco, Hong Kong and Sydney. The depth of our expertise across all areas of the market
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