CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.

Responsible for the integration and development of corporate strategy, business processes, technology, human resources for various programs including: Non-Standard Automobile (LA), Artisan Contractors Liability (LA, TX), Commercial Auto (LA), General Liability (LA), Commercial Package (LA), Commercial Property (LA).

Founded in 1999 by F Randall Smith, Terence Greene, James Magid, and Lauren Blum, Capital Counsel is an independent investment management firm based in New York City. We manage concentrated portfolios of large-cap and mid-cap companies based in the U.S., or those with large U.S. operations. We choose these stocks from ideas generated through the investment team’s in-depth, bottom-up research efforts. Our disciplined investment process requires us to focus on how management runs their company. Our clients include high-net-worth individuals and their families, foundations and endowments. The source of wealth for many of our clients is ownership in successful businesses. Some are former executives of companies held in our clients’ portfolios, who have become clients because they understand and respect our investment process.

Created in 1992, CAHEC now ranks as one of the largest nonprofit regional equity syndicators in the United States. In addition to its mission to provide communities with affordable housing and opportunities for growth and revitalization by investing in qualified tax credit products, CAHEC also provides capital through a series of Community Investments, which empower residents, promote the development of affordable rental and ownership housing, and foster sustainability within the communities it serves.

Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alternative investments into traditional equity and fixed income portfolios. Morgan Creek provides a customized outsourced investment office to clients in need of a targeted solution, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. Many members of our senior investment team have a fiduciary pedigree, having previously worked at some of the top university endowment programs in the country (Notre Dame, UNC-Chapel Hill, Duke and Stanford), and with this experience of allocating capital across all asset classes, the firm has built a global network with access to what we believe to be top-tier investment managers. Our headquarters are located in Chapel Hill, North Carolina, with an investment research office in Shanghai and investment professionals located in various cities in the US. Solutions Morgan Creek’s solutions assist clients with global allocations to: hedge funds, traditional equity and fixed income, absolute return, emerging markets, credit, private equity, real estate/real assets, venture capital, energy & natural resources. Please visit www.morgancreekcap.com to view important disclaimers.

Founded by a team of accomplished industry professionals who began working together in 2000, NovaQuest Capital Management is a premier biopharma and life sciences investment firm. NovaQuest pioneered a Product Finance solution for the industry, providing at-risk, nondilutive funding that enables partner companies to advance pivotal clinical trials, launch new brands, license products, and acquire accretive products or companies. NovaQuest has invested in scores of biopharmaceutical assets across therapeutic areas with a clinical success rate significantly higher than the industry average. NovaQuest is actively evaluating and investing into global opportunities with financing needs that range from $30-100 million. For more information, please visit www.novaquest.com

Established in 2007, TrueBridge Capital Partners is an alternative asset management firm focused on generating superior returns in the venture capital industry. TrueBridge is recognized for its data-driven approach to investing in venture and seed/micro-VC funds, as well as directly in high-growth technology companies alongside premier VC investors. The firm has a long-standing partnership with Forbes to produce The Midas List, The Midas List Europe, and Next Billion Dollar Startups, which highlight annual rankings of technology’s top investors and companies. The firm currently manages over $5.5 billion in institutional assets and is located in Chapel Hill, NC. For industry insights, primers, readers digest, and more, check out TrueBridge’s Forbes blog here: https://www.forbes.com/sites/truebridge/#420ca66a3999

Hatteras Venture Partners is a venture capital firm that builds transformational companies in the areas of biopharmaceuticals, medical devices, diagnostics, healthcare IT, and related opportunities in human medicine. We typically invest in companies built on cutting-edge science from leading academic institutions. The firm has invested in companies across the United States in most of the major hotspots for health innovation. Given our headquarters location in RTP, NC, Hatteras plays a leadership role in building companies in North Carolina and the Southeastern United States, where technology is plentiful but resident venture capital is limited. Core to the mission of Hatteras Venture Partners is a belief that entrepreneurial innovation will create valuable new products that will transform the practice of medicine and create value for our investors. As entrepreneurs, operators, and investors, we are dedicated to the success of our companies and to the men and women who create them. Founded in 2000 and based in Durham, NC, the firm consists of an experienced team with a broad and complementary skill set that is particularly relevant to building successful new biomedical companies. The Hatteras team brings operational experience, a successful track record, and a proven ability to enhance the value of the companies in which it invests. With five funds, the firm has approximately $450 million under management. Hatteras is an Innovation to Impact sponsor of the Council for Entrepreneurial Development, a member of NCBIO, and an active volunteer in support of North Carolina and Southeast regional biotech activities.

The Halifax Group is a private investment firm dedicated to partnering with founders and managers of lower middle-market businesses with total enterprise values generally between $50 million and $300 million. For more information, please visit https://thehalifaxgroup.com/.

Financial Symmetry, Inc., in Raleigh, North Carolina, is an independent, employee-owned financial planning firm that provides fee-only services. Our services include: Financial Planning Investment Management Wealth Management Five Key Facts About Us: 1) We DO NOT ACCEPT COMMISSIONS. We are a fee only, which means we neither sell products nor receive commissions. Operating as a fee-only firm allows us to offer our clients the impartial advice necessary to make effective financial decisions. 2) We are EMPLOYEE OWNED AND INDEPENDENT. This means that we do not have to consider interests of outside owners, allowing us to keep our focus on our clients’ interests. 3) We offer CANDID ANSWERS AND HONEST FEEDBACK. We won’t always tell you what you want to hear, but all feedback we give you will be consistent with our current outlook, and will be in your best interest. 4) We have an EXTENSIVE RESEARCH PROCESS. On average, every employee spends 8-12% of his or her time on investment research. 5) We have EXPERIENCE AND EXPERTISE. Our financial planners include Certified Financial Planners and NAPFA advisors. The certification requires meeting rigorous professional standards including completion of a CFP® Board Certified education program, passing a comprehensive examination, fulfilling three years of full-time industry relevant work experience, complying with the CFP® Board Code of Ethics, and ongoing continuing education.

ZAPI GROUP is engineering the transition to an all-electric future with a highly integrated product portfolio with motion controllers, electric motors, high-frequency battery chargers, and autonomous navigation software for application in full-electric, hybrid vehicles and system integration. As a global electrification leader with deep systems experience, leading innovations, and an obsession with driving customers' success, ZAPI GROUP now counts more than 1700 employees worldwide with total annual revenue of more than 600 million €.