Citywire Pro Buyer New York Retreat 2026

 The AGF U.S. Small Mid Cap Growth Equity Strategy is designed to capture the next generation of U.S. growth leaders—companies earlier in their lifecycle with long runways for revenue, earnings, and cash flow expansion. The strategy applies a disciplined, bottom up research process to a broad and under researched opportunity set, focusing on high quality businesses with strong competitive positions, identifiable catalysts, and improving fundamentals. With a concentrated, high conviction portfolio, the team seeks to exploit inefficiencies that are more prevalent outside large cap markets, where active management has historically added value. In today’s environment—marked by valuation dispersion, evolving growth drivers, and renewed breadth beyond mega caps—small  and mid cap growth presents a compelling opportunity for investors seeking differentiated alpha and long term capital appreciation.

Workshop Objectives: To introduce investors to the alpha potential within U.S. small  and mid cap growth equities, explain AGF’s differentiated approach, and highlight why this segment is compelling in today’s market environment.

Company Profile: AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and thrive as a diversified asset manager. 

AGF Investments’ teams embrace a culture of collaboration with the belief that an interconnected team leads to a better understanding of an interconnected world as we strive to deliver on investment objectives and provide an exceptional client experience.

AGF Investments’ offerings include a broad range of equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating solutions.

An in-depth review of the opportunities in the core middle market direct lending space in today’s environment touching on the current market conditions, competitive advantages of the core middle market and trends we are seeing in direct lending. The session will educate investors on the differences between the core middle market, large cap/upper market and the BSL space.

Workshop Objectives: Educate on the direct lending space and the opportunities existing in the core middle market 

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In today’s markets, investors are facing policy uncertainty, sticky inflation, and growing questions around traditional asset allocation — the search for portfolio resilience has never been more timely or important. In this session, Brock Campbell, Head of Research and Portfolio Manager at BNY Investments Newton, will share his insights on the role that infrastructure plays in portfolio construction. Institutional investors have long recognized the power of real assets, allocating significant capital to roads, utilities, renewable energy and digital infrastructure, but many advisors and their clients are underweight or have no exposure to the asset class.

Workshop Objectives:

• Discover the differentiated approach of the BNY Mellon Global Infrastructure Income ETF (BKGI) to infrastructure investing with the strategy's expanded universe that includes traditional and non-traditional assets and focus on companies with defensive business models.
• Learn about the potential diversification and income benefits of BKGI and why now, with the dawn of the Infrastructure Renaissance, is the time for investors to consider infrastructure exposure.

Company Profile:

BNY Investments: Investing as it should be. Expert-driven. Seamless. Built for the future.

At BNY Investments, we manage over $2 trillion in assets for our clients globally, combining the depth and breadth of expertise of our seven investment firms with the global scale and resilience of BNY. Our people work alongside our clients — from individuals and companies to governments and non-profits — to deliver investment solutions across every major asset class to help them achieve their ambitions. We bring this wide range of specializations to clients through our global distribution channels, leveraging the technology and deep operational capabilities of BNY, which oversees $50T in client assets.

Many market strategists, including Federated Hermes’ PRISM® Committee, believe US small caps will rebound from their three-year relative underperformance compared to their large cap counterparts. A similar trend is expected internationally, where small caps are poised to benefit following a prolonged period of large-cap dominance. Our international equity strategists believe the timing is favorable for small caps, which tend to be less affected by tariffs, benefit from lower interest rates, and currently trade at a discount to their large-cap peers.
 
Workshop Objectives:
•    Learn about how International SMID serves as a powerful diversifier and a source of differentiated alpha, grounded in deep fundamental research, structural global themes, and thoughtful risk management—positioning client portfolios to navigate evolving markets with resilience and adaptability.
•    Discuss the benefits of expanding client portfolios beyond well owned global large caps by capturing earlier stage or less discovered growth stories.

Company Profile: Federated Hermes, founded in 1955 and headquartered in Pittsburgh, is a leading global investment manager serving institutional, intermediary, and individual investors worldwide.  With additional offices in New York City, Boston, Chicago, and London, the company maintains an international presence to support its worldwide client base.  The firm manages approximately $902.6 billion in assets as of December 2025 and offers a broad range of equity, fixed income, liquidity, and private market investment solutions.  Federated Hermes' global platform spans mutual funds, ETFs, separate accounts, and advisory services designed to support long term wealth creation for diverse client needs.

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With equities having experienced a prolonged run-up, increasing concentration risk, and heightened geopolitical volatility, reassessing the resilience of traditional equity exposure is increasingly important.  Options-based equity investment strategies, which provide equity exposure with downside protection and/or yield enhancement, can play a critical role in addressing this challenge. Through these strategies, investors can access alternative solutions that allow them to remain invested while mitigating downside risk and improving portfolio income characteristics. As the options-based landscape continues to grow and new products emerge, understanding how strategy design choices translate into investor experience is essential.

Workshop Objectives: This workshop will explore Fidelity’s approach to hedged equity and yield generation through options-based ETF strategies and provide a deep dive into the unique features of our design and implementation. The discussion will also cover potential use of these solutions in client portfolios.

Company Profile: Fidelity Institutional® offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors. 

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Innovation Drives Growth  

The drive to discover, question, and innovate is central to being human. It is both what brought us here and what will define our future.
 
Since 1968, Franklin Templeton has been researching, studying, and exploring the greatest innovations of our time, looking for the best potential investments. We seek to identify companies and industries with the best new products, processes, technologies, and management. We push forward with optimism that the world is getting better and that we may continue to drive that improvement through innovation. 

Join us as we engage Matt Moberg, lead portfolio manager of FFOG , in a candid conversation about the intersection of innovation and investing. 
 
 Workshop Objectives: 

• Learn how an institutional investor approaches innovation, drawing on more than two decades of experience
• Gain an overview of the Franklin Focused Growth ETF

  (FFOG)

Company Profile: Franklin Templeton is a trusted investment partner, delivering tailored solutions that align with clients’ strategic goals. With deep portfolio management expertise across public and private markets, we combine investment excellence with cutting-edge technology. Since our founding in 1947, we have empowered clients through strategic partnership, forward-looking insights, and continuous innovation – providing the tools and resources to navigate change and capture opportunity. Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) reported preliminary month-end assets under management (AUM) of $1.71 trillion at January 31, 2026, compared to $1.68 trillion at December 31, 2025

To learn more, visit  https://www.franklintempleton.com/ and follow us on LinkedIn 

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US investment grade credit has entered 2026 on solid footing, supported by resilient fundamentals, tight spreads, elevated yields, and steady issuance. As dispersion increases, high-conviction positioning, deep fundamental credit research, and tactical capital deployment will likely drive outperformance.
Drawing on Invesco’s decades of leadership in fixed income—including the longest live track record for active FI ETFs—this session will highlight opportunities across IG credit and offer practical guidance on evaluating and implementing active strategies across wrappers.

Workshop Objectives:

• Discuss the current IG credit landscape and compelling strategies for today’s market.

• Provide insight into Invesco’s FI positioning, portfolio management process, and approach to active ETF trading, with a focus on GTOS, GTO, GTOC, and GTOQ.

• Outline due diligence considerations, grounded in PM perspectives and extensive client feedback, to help compare active FI across wrappers and select the most suitable exposure.

Company Profile:

Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco manages US$2.2 trillion (as of December 31, 2025) in assets on behalf of clients worldwide.

For Institutional Investor Use Only — Not for Use With the Public
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE 
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Fund and tender those Shares for redemption to the Fund in Creation Unit aggregations only, typically consisting of 10,000, 20,000, 25,000, 50,000, 80,000, 100,000 or 150,000 Shares.
Fixed-income investments are subject to credit risk of the issuer and the effects of changing interest rates. Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuer’s credit rating.
Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund(s), investors should ask their financial professional for a prospectus / summary prospectus or visit invesco.com/fund prospectus.

Invesco Fund Risks and Prospectuses
Invesco Distributors, Inc.

Equity markets are trading at all-time highs, yet the investment landscape is clouded by elevated geopolitical uncertainty – regional conflicts, trade tensions, shifting policy regimes and AI-spiked valuations fears to name a few. The current landscape makes it challenging for investors to balance the fear of missing out against concerns of a potential correction or worse, highlighting a trade-off between staying invested or diversifying into other exposures. 
Portable alpha is an investment approach that seeks to maintain traditional market exposure (“beta,” i.e., broad market returns) while adding an independent return‑seeking component (“alpha,” i.e., potential excess return over the market).  Join Adi Mackic, Senior Client Portfolio Manager, as we examine one of Man’s portable alpha approaches.

Workshop Objectives:

Explore how portable alpha may help offer risk mitigation through alternatives in order to enhance returns instead of sacrificing compromising on equity exposure.

Company Profile: 

Man is a global alternatives manager delivering distinctive, tech-enabled investment strategies across public and private markets. We pursue long-term value with relentless curiosity and optimized risk exposures — advancing systematic, discretionary, and solutions capabilities to meet the evolving needs of sophisticated clients.
With $227.6 billion under management and a presence across key global markets, Man brings together deep research, technological innovation, and specialized expertise to help clients achieve their most ambitious goals. Listed on the London Stock Exchange as a FTSE 250 company (EMG.LN), led by a commitment to performance, transparency, and partnership. Learn more at man.com.
The Man Active Trend Enhanced ETF is distributed by Foreside Financial Services, LLC., a registered broker-dealer and FINRA member. Man Solutions LLC, serves as the investment adviser to the Fund. 

Note: Marketing communication. Investing involves risk, including possible loss of principal. Shares of the ETF may only be purchased on Nasdaq through a US registered broker-dealer.

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U.S. investors increasingly challenged by strong home-country bias. This presentation outlines a practical portfolio framework to diversify equity exposure though a core allocation to Emerging Markets (EM), complemented by an Asia Innovation satellite strategy.

We will discuss factors supporting EM’s 2025 resurgence and why current conditions may represent an early phase of a multi-year secular recovery—and why the global AI race is increasingly concentrated in US and Asia. This session highlights the investment discipline of a fundamental i specialist, including how conviction is developed, signals are evaluated and risk controls inform position sizing. Key macro themes—including the dollar, geopolitical rhetoric, and trends in AI capital expenditure—are linked to portfolio decisions and a differentiated investment perspective to drive potential sources of alpha.

Workshop Objectives:

Empower gatekeepers with a repeatable Core EM + Asia Innovation allocation framework: how EM’s recovery will evolve, why the US–Asia AI capex cycle can be drivers of returns, and why active selection helps manage risk.

Company Profile:

Matthews is a boutique investment manager with a heritage focused on Asia and Emerging Markets. As an independent, privately owned firm, we have a 34-year track record of generating returns for clients by employing an active, bottom-up fundamental investment approach to construct highly differentiated portfolios that focus on Asia and Emerging Markets. A combination of deep investment expertise, strong risk management and extensive operational knowledge are core to our value proposition. The firm manages assets on behalf of institutions, advisors and individual investors globally in vehicles that include SMAs, mutual funds and Active ETFs. For more information about Matthews, please visit matthewsasia.com.

Many portfolios marketed as high conviction unintentionally become macro or factor bets, driven more by systematic exposures than stock selection. This session explores how an idiosyncratic-by-design approach can remain core in outcome without relying on benchmark constraints. We explore how implied alpha and rigorous risk decomposition translate bottom-up research into disciplined portfolio construction designed to minimize unintended systemic risk. Rather than allocating by theme, region, or sector, position sizing reflects conviction, correlation, and portfolio-level risk interactions. The result is an approach that aims to stay anchored in core while remaining flexible in opportunity set. We will discuss how to identify whether alpha truly comes from stock selection, why sector tilts are often misunderstood, and what gatekeepers should look for when evaluating high-conviction international strategies.

Workshop Objectives: Challenge assumptions around high-conviction investing by showing how implied alpha helps separate true stock selection from hidden factor bets, allowing an idiosyncratic-by-design international equity strategy to remain disciplined and consistently core.

Company Profile: With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.

The 29th largest manager of worldwide institutional assets under management of 369 managers profiled, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1

Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $601.5 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 14 consecutive years.2,3
Learn more at PrincipalAM.com.

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1 Managers ranked by total worldwide institutional assets as of December 31, 2024. Pensions & Investments, “Largest Money Managers,” June 2025.
2 Principal Asset Management AUM as of December 31, 2025.
3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2025.

An overview of Prospect Capital and its different credit/real estate fund offerings in the market. Current update on private credit and real estate credit markets outlook and where real estate credit can fit in a clients portfolio.

Workshop Objectives:

• Overview of Prospect Capital
• Review of Real Estate Credit Market
• Prospect Real Estate Credit Fund

Company Profile: 

Since 1988, Prospect and its predecessors have focused on private debt and private equity investments. Prospect invests across the United States in diversified portfolios by industry, company, and situation. As of March 31, 2025, Prospect had $10.4 billion of assets under management.
Prospect is the investment adviser to Prospect Capital Corporation (NASDAQ: PSEC), one of the largest business development companies in the industry and targets current income and long-term capital appreciation. John Francis Barry III is Chairman and Chief Executive Officer of Prospect Capital Corporation (PSEC) and Prospect Capital Management (PCM).

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The Carillon Chartwell Small Cap Growth Fund invests in companies demonstrating strong organic growth and stable or improving operating margins. Its objective is to outperform the Russell 2000® Growth Index over the long term while maintaining lower risk scores than the benchmark. The Fund targets businesses capable of growing in various economic environments by delivering competitive revenue, margin, and profit expansion. Over time, these companies may capture market share, enhance margins, and deploy capital effectively to support performance. This strategy helps build a diversified portfolio designed to support investors’ long term retirement goals.

Workshop Objectives:

This workshop will highlight the Fund’s approach to finding resilient, high growth companies and constructing portfolios designed for long term performance with lower risk.

Company Profile:

Raymond James Investment Management is a global asset-management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals.
Chartwell Investment Partners, headquartered in Berwyn, Pennsylvania, manages active equity, fixed income, and balanced strategies for institutional and advisory clients via separate accounts, sub-advisory relationships, and mutual funds. Our Portfolio Managers and Analysts believe in the importance of intensive bottom-up research and evaluate each company on the basis of its fundamental characteristics.  Our four investment teams take a unique approach to portfolio construction which results in a wide range of solutions-based investment strategies. This successful approach has helped us build deep relationships with our clients, consultants, and distribution partners for over a quarter of a century.

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Discover how artificial intelligence is reshaping the global economy far beyond technology. This session explores where we are in the market cycle and how electrification driven by AI data centers, automation and supply chain reshoring is creating long term opportunities across electric grids, energy infrastructure and critical natural resources. Learn how to position portfolios to capture these powerful tailwinds and build durable strategies for the next phase of the AI powered economy.

Workshop Objectives:

The objective of this presentation is to help attendees identify and apply forward looking investment strategies by exploring how AI driven electrification is creating opportunities across power systems, energy infrastructure and critical natural resources.

Company Profile:

SS&C ALPS Advisors, with $33.22 billion in assets under management as of December 31, 2025, is an open architecture boutique investment manager offering portfolio building blocks, active insight, and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies. 

After nearly 15 years of “US Exceptionalism” in global equities, common wisdom remains cautious about diversifying client portfolios outside the US. But considering international equities attractive is not because “This time it’s different.” Rather, it’s because the last 15 years were different, and we’re now moving “Back to Normal”.  

After dislocations from the GFC, COVID, Ukraine and negative interest rates, the global cost of capital has normalized and leading companies around the world are on similar footing as they approach the complexities of realigning trade relationships and artificial intelligence. 

There is now breadth in international earnings growth across industries and regions. International dividend yields complement total return and support downside protection, while there is optionality for currency tailwinds and valuations.  

Workshop Objectives: With today’s macro and market backdrop, investors can diversify outside the US – across sectors and regions – to access durable earnings trajectories at attractive valuations from both growth- and value-oriented companies.  

Company Profile: Thornburg Investment Management (“Thornburg”) is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm and with $55 billion in client assets ($53.3 billion in assets under management and $1.2 billion in assets under advisement) as of December 31, 2025, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds.
 
Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with additional offices in Hong Kong and London. For more information, visit www.thornburg.com 

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Today’s energy landscape combines historic demand growth, enduring competitive advantages in infrastructure, and evolving drivers of future consumption. The U.S. now leads global production, enhancing energy security and export capacity, while existing pipelines, storage, and power networks create significant barriers to entry that can support durable cash flows. Electricity and natural gas demand from electrification and digital infrastructure needs are projected to grow meaningfully, reinforcing the case for a strategic revaluation of energy exposures and thoughtful portfolio weightings in energy and energy infrastructure.

Workshop Objectives: This workshop will explore why the current energy landscape presents a compelling allocation opportunity for investors, driven by record-high demand, enduring structural fundamentals, and evolving market dynamics. We will present how energy underpins the global economy, why dependable energy infrastructure companies can deliver steady income, and how allocators can thoughtfully position portfolios to capture durable growth and diversification from core energy exposures.

Company Profile: Tortoise Capital is a specialist energy investment manager that invests in publicly traded companies in the energy and power infrastructure sectors across the energy value chain—from production to transportation to distribution. With over 20 years of investment experience and research and an early investor in midstream energy, Tortoise Capital is at the forefront of the global energy evolution that is under way. Based in Overland Park, Kansas, Tortoise Capital manages assets on behalf of institutions, advisors and individual investors in vehicles that include active and passive ETFs, mutual funds, closed end funds and SMAs. For more information about Tortoise Capital, visit https://tortoisecapital.com/

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LA Capital Management’s investment philosophy is underpinned by its proprietary concept of Investor Preference Theory®.   Investor preferences and risk tolerances change as the market evolves, and long-term historic factor behaviour is not always an accurate indication of future performance and returns.  This innovative and dynamic concept forms the DNA of the Firm’s investment process, guiding the research team in its search for alpha.   LACM’s Dynamic Alpha Stock Selection Model® seeks to avoid historical biases in favour of capturing an incorporating the views of today’s equity investors, resulting in portfolios that are designed to adapt to the current economic environment.  

LA Capital will provide an introduction to this approach and how it is implemented in the Two unique Touchstone strategies.  

Workshop Objectives: An introduction to one of Touchstone Investment’s newest subadvisors and their differentiated approach to quantitative asset selection.

Company Profile: Touchstone Investments is a Distinctively Active fund company committed to providing investors with access to strategies sub-advised by institutional asset managers. Touchstone’s diverse but focused product offering gives investors a full breadth of investment options across styles and asset classes, includes U.S. equity, international equity, income and multi-asset funds. 

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Join us for an exclusive workshop introducing UBS Quality Core Equity Portfolios that are designed for private clients. Our focus is on developing high-quality, concentrated, low-turnover portfolios that emphasize capital preservation and downside protection. We believe these are characteristics individual investors value as they navigate through the market cycle. This session will explore our disciplined stock selection stock via proprietary quantitative tools and multiple sources of fundamental analysis, with an overlay of the “top-down” views including markets, regions, sectors and style factors.

Workshop Objectives:

Whether your clients are seeking broad-based U.S. equity exposure benchmarked against the S&P 500, or  looking to capitalize on style shifts within the U.S. equity market, this workshop will provide valuable insights into how we deliver attractive risk-adjusted returns throughout the market cycle by focusing on quality.

Company Profile: 

UBS Asset Management is a large-scale investment manager with a rich history spanning over 150 years and a presence in 23 markets. Our offerings cover investment capabilities and styles across all major asset classes, catering to institutions, wholesale, and wealth management clients. With a total AUM of USD 2.1 trillion globally and USD 230 billion in SMAs in the US, we are proud to be the #12 asset manager globally and ranked #6 in SMA management in the US.

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Fixed income continues to be at the forefront of many discussions yet the opportunity in emerging markets (EM) bonds may be flying under the radar. Compared to developed markets (DM), EM countries have lower debt, may pay higher yields, and have independent central banks. However, advisors’ allocations to EM debt do not reflect either its historical attributes or the prospective opportunity. Understanding the nuances of emerging markets can be a challenge but Eric Fine will share his insights into why recent developments likely warrant a reassessment of fixed income exposures, drawing on experience developed over his 30 year career. 

Workshop Objectives:

Provide insights into emerging market bonds, help investors understand the broader economic landscape, investment opportunities, and risk factors while offering guidance on positioning and market dynamics.

Company Profile:

VanEck looks beyond the financial markets to identify trends that are likely to create impactful investment opportunities. We offer active and passive strategies with compelling exposures through various vehicles, including ETFs, mutual funds, institutional funds, separately managed accounts and model delivery. Our capabilities range from core opportunities to specialized exposures to enhance diversification. Since our founding in 1955, putting clients’ interests first, in all market environments, has been at the heart of the firm’s mission. 

Yields remain elevated even as credit valuations are tight – making income attractive when it’s earned with discipline. Multi-sector strategies that invest across fixed income markets can be a great complement to add credit and income to your core bond portfolio strategies.

In this session, we’ll discuss how Vanguard’s Multi-Sector Income Bond ETF (VGMS) and Multi-Sector Income Bond Fund (VMSAX) can help investors get more income into their portfolio. Our credit-centric approach leans on fundamentals-driven security selection to do the heavy lifting, backed by our world-class active credit capabilities 

 We’ll also dig into the opportunities that Vanguard’s active taxable fixed income team is finding in today’s market. 

Workshop Objectives: Get a deeper understanding of the current opportunity to add income to your fixed income portfolio and learn more about Vanguard’s multi-sector income offerings. 

Company Profile: Vanguard is one of the world's most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investing success. Shareholders in Vanguard funds benefit from our client focus, experience, stability, and long-term, disciplined investment approach.

For years, WCM has invested in companies that think differently and get better—organizations that are structurally improving, continuously evolving, and powered by exceptional people. We’ve built a reputation in the public markets by applying a unique lens: we focus on moat trajectory over static advantages, and recognize that culture is a critical, often overlooked driver of long-term success.

As public investors, we saw a problem. Some of the most promising companies—ones that embodied these same traits—were still private. We wanted to partner with them sooner, through IPO and beyond. So we built Partners Fund to do just that.

We aim to challenge and improve the crossover investing model—to build something better aligned, thoughtful, and truly long-term.

Workshop Objectives:

Discover WCM's approach to crossover investing: how moat trajectory and culture analysis inform private market opportunities, and why long-term partnership, not quick exits, drives better outcomes for founders, LPs, and investors.

Company Profile:

WCM is an independent investment management firm that is majority-owned by its employees. We manage approximately $118 billion in assets on behalf of institutions and individuals worldwide.

We are dedicated to delivering differentiated portfolios, providing exceptional client service, and building lasting relationships with our clients. We challenge conventional investment wisdom by pushing the boundaries of creativity in the industry while actively cultivating a vibrant company culture that elevates all the talented individuals who drive our success.

Our competitive advantage stems from unique investment principles combined with world-class talent and a culture built on relentless pursuit of excellence. We aim to exploit market inefficiencies while continuously improving and preparing for what comes next.

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