Launched in response to demand from Chief Investment Officers (CIOs) of leading endowments,
foundations, and healthcare systems, the West Roundtable provides exceptional connectivity
and exchange opportunities for this community.
This Roundtable offers unique learning and networking experiences, drawing on a rich diversity
of thought leadership from the CIOs of leading endowments, foundations, and healthcare
systems, facilitating an unrivaled change of ideas, opportunities, and industry best practices.
Audience demographics: 175+ asset allocators composed of chief investment officers and
investment directors from endowments, foundations, and healthcare institutions nationally. 100+ senior executives from private equity, hedge funds, and traditional asset management
firms.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. https://addepar.com/
Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our customers’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence. For more information, please visit www.bipsync.com.
Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses.
Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.
In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. http://www.canoeintelligence.com/
Meet our Members and Sponsors
Acadian Asset Management
ACRES Capital
Addepar
AON
Apollo
Ariel Investments
Baker Brothers Investments
Bank of America
Baron Capital Management
Bayview
BeaconLight Capital
Bipsync
BlackRock
Blue Owl Capital
Boston Partners Asset Management
Bridge Investment Group
Bridgeway
Brookfield
Burgundy Asset Management
Canoe Intelligence
Capula
Cerberus Capital Management
Coatue
Collective Global
Crow Holding
Davidson Kempner Capital Management
DE Shaw
Fidelity
Foundation Energy
FS Investments
GoldenTree Asset Management
Goldman Sachs Asset Management
Golub Capital
Graystone Consulting
Hiscox Re Insurance
I Squared Capital
Impax
Invesco
Invictus Capital Partners
J.P. Morgan Asset Management
King Street
Krane Shares
Lazard
Lodbrok
Loomis Sayles
Lord Abbett
M37
Mackenzie
Man Group
Manulife
Merit Energy Company
MGG Investment Group
Millennium Management
Millstreet Capital Management
Mt. Logan Capital
Natixis Investment Managers
Nephila Advisors
Neuberger Berman
NISA
Ohana Real Estate Investors
Orbis
P/E Investments
Parametric
PGIM Fixed Income
PIMCO
Post Advisory Group
Principal
RenaissanceRe Holdings Ltd
Ruane Cunniff
Ruffer
Russell Investments
RWC
Schroders
Silver Rock Financial
Star Mountain Capital
Stone Ridge Asset Management
Strategic Value Partners
Taconic Capital Advisors
TPG Angelo Gordon
Transpose Platform
Van Eck Associates Corporation
Varadero
Vista Equity Partners
Voya
W Capital
Wellington
Whale Rock
William Blair
WovenEarth