| Name | Title | Contact Details |
|---|---|---|
Stephen Jaquish |
Director of Technology | Profile |
PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
Capital Plus Credit Union is a Indianapolis, IN-based company in the Financial Services sector.
Covantage Credit Union is a Antigo, WI-based company in the Financial Services sector.
Born from the collaborative efforts of financial services industry insiders and innovative technology partners, 4U offers a breakthrough solution for modernizing and optimizing the important cross-industry partnership between investment companies (ICs) and wealth management firms (WMFs). Through it`s two key platform components, 4U provides a secure, user-friendly, digital workspace that connects multiple partners to streamline collaborative workflow and drive business growth by getting approved - and compliant - resources into the hands of those who need it - when and how they want it. Whether you`re an IC with great content, tools and resources -- or a WMF eager to put them to use -- 4U`s multimedia collaboration, management and measurement technology will transform your most important partner relationships.
The Bank Policy Institute (BPI) is a nonpartisan public policy, research and advocacy group, representing the nation`s leading banks. Our members include universal banks, regional banks and the major foreign banks doing business in the United States. Collectively, they employ almost 2 million Americans, make 72% of all loans and nearly half of the nation`s small business loans and serve as an engine for financial innovation and economic growth. Our staff includes economists, researchers, financial analysts and attorneys, all focused on using data and analysis to shape sound policy. We distribute our research and analysis to U.S. and global regulators, members of Congress, academics and media through academic-quality research papers, blog posts, white papers, comment letters, and Congressional testimony. We also serve our members through our Business-Innovation-Technology-Security division (better known as BITS), which provides an executive level forum to discuss and promote current and emerging technology, foster innovation, reduce fraud and improve cybersecurity and risk management practices for the nation`s financial sector. We take as a given that the business of banking is the business of taking and managing risk. BPI aims to shape policy to allow the nation`s leading banks to best serve their customers and fulfill their vital economic role while holding sufficient capital and liquidity to ensure that the risks they take are borne by their shareholders and creditors, not the taxpayer.