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CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.
Roark Capital Group is an Atlanta-based private equity firm with approximately $12 billion in equity capital raised since inception. Roark focuses on family-owned business transfers, management/corporate buyouts, recapitalizations, going-private transactions, and corporate divestitures. Roark focuses on consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors.
Launched in 2011, OMERS Ventures is the venture capital arm of OMERS, the pension plan for Ontario`s municipal employees. Over the last five years, OMERS Ventures has invested more than $340 million of capital in nearly 30 disruptive technology companies across North America, creating over 5,000 jobs, and attracting an additional $1.2 billion for our portfolio companies.
Campbell Global brings more than three decades of experience and leadership to sustainable timberland and natural resource investment management
Pendal Group ("Pendal") is an independent global investment manager focused on delivering superior investment returns for clients through active management. Pendal manages $100.3 billion in AUM (as of September 30, 2021) in client assets through J O Hambro UK, Europe & Asia; JOHCM USA; Pendal Australia and Regnan. Pendal operates a multi-boutique style business across a global marketplace through a meritocratic investment-led culture. Its experienced, long-tenured fund managers have the autonomy to offer a broad range of investment strategies with high conviction based on an investment philosophy that fosters success from a diversity of insights and investment approaches. Listed on the Australian Securities Exchange since 2007 (ASX: PDL), the company has offices in Sydney, Melbourne, London, Prague, Singapore, New York, Boston and Berwyn, PA.