Chicago RIA Summit Sponsors
Presenting Sponsor
Quants is a financial technology and wealth management company specialized in risk management with derivative overlays for over a decade, and operates its own SaaS platform and a hedge fund. The company is preparing to release new investment indices, and launch a family of exchange-traded funds for better risk-adjusted returns.
The TPlus3 Fund is a hedge fund with no fees formed to provide stable income that beats money market returns and has much lower risk than corporate bond or credit funds. The fund keeps investor capital in short term T-bills. This ensures fixed income returns. The additional 3% is backstopped by the General Partner. The backstop is a 10% last out capital contribution from MBX limited to $100MM.
Sponsors
Amplify technology is the modern all-in-one technology platform and TAMP you wished you had when you started your practice. Award winning usability and functionality includes best of bread CRM, performance reporting, risk questionnaires, client portals, fee billing, trading & rebalancing including access to over 1,000 institutional grade asset manager strategies accessible at the click of a button.
Eaglebrook is a bitcoin and digital asset investment platform that works exclusively with wealth managers. Eaglebrook is partnered with 84 RIAs that collectively manage over $500B in assets. The firm offers direct bitcoin and digital asset investments held at a qualified custodian. The benefits of owning bitcoin directly through Eaglebrook include automated tax-loss harvesting, minimal tracking difference, and the ability to increase advisor AUM by locating and moving held-away bitcoin into the advisor’s purview. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.
Eagle Capital Management is an independent, 100% employee-owned investment management firm with a 36-year track record. We are committed to improving client outcomes by seeking to deliver superior risk-adjusted returns over a market cycle
Eagle manages a fundamental, concentrated (typically 25-35 positions), US large-cap equity portfolio available in a variety of vehicles with over $30 billion in AUM. Our singular investment philosophy is to employ conviction, duration, and value-orientation. Conviction, which for us means meticulously selecting 25-35 stocks, requires excellent research and judgment. Duration, owning investments for 5-10 years, requires loyal clients and a patient mind. Value-orientation requires a cautious temperament and a willingness to be contrarian at times.
Eagle’s time-tested investment philosophy and approach has led to excellent outcomes for our clients. Since inception, the Eagle Equity Strategy has outperformed the S&P 500 by ~300bp annualized, net of fees and expenses.
The Eagle Equity Strategy currently trades at a ~30% discount to the S&P 500 – the widest valuation gap in over 10 years. With an active share of ~80%, the portfolio provides investors with diversification and alpha potential. The current market environment, combined with Eagle’s track record and stability, makes investing in an Eagle vehicle worth considering.
ElmTree is a private equity real estate firm focused on mission critical “build to suit” and net lease industrial properties. ElmTree has built its name and track record in the institutional world with LP strategies. Since ElmTree’s inception in 2011, ElmTree has invested over $11 billion in high quality, single tenant, long term industrial net leased assets. ElmTree Industrial Trust was created as a perpetual life vehicle specifically tailored to the RIA market, with lower minimums ($100k), 1099 reporting, monthly distributions and quarterly liquidity (after an initial 1-year hold). ElmTree Industrial Trust will invest in equity and debt in mission critical net lease industrial assets. We believe that industrial assets with long-term triple net leases provide a combination of durable income returns through rents from credit worthy tenants combined with capital appreciation. We believe the nature of net leases provides better inflation protection than other forms of real estate assets through tenants bearing the operating costs of the facilities under the leases and the net leases containing fixed rental escalations. In addition, we believe that investing in “mission critical” assets in areas of the country with a strong, affordable labor pool, and strategically located near transportation hubs, results in a high likelihood of capital appreciation.
Industrial real estate has long been a cornerstone of the U.S. economy, and we believe the sector’s strong fundamentals will remain attractive over the long-term. With the growth of e-commerce, the reshoring of supply chain operations, and the movement from just-in-time inventory to just-in-case inventory, we believe that tenant demand will continue to outpace supply for the foreseeable future, resulting in positive net absorption and rental growth going forward.
Flyer Financial Technologies delivers cloud-based trading tools that help you execute your investment strategy faster. As a leading provider of portfolio trading tools, connectivity, and infrastructure for the wealth management industry, FlyerFT automates the portfolio trade management lifecycle with Co-Pilot, an order management system, and the Flyer Trading Network, a multi-asset trading network. The platform unifies access to major custodians and brokers while providing intelligent Graphical User Interfaces (GUIs) and Application Programming Interface (APIs) for managing portfolios, positions, orders, trades, and allocations.
About Gainbridge® Life
Gainbridge Life Insurance Company, a Group 1001 company, is a highly trusted insurance carrier and is rated A- (Excellent) by AM Best. It offers simple, intuitive financial products with no hidden fees.
About Group 1001
Group 1001 is an insurance collective with a combined AUM of approx. $65.2 billion as of June 30, 2024, serving more than 950,000 customers and includes brands such as Gainbridge®, Delaware Life, Clear Spring, and RVI Group.
Redbrick LMD is a vertically integrated real estate investment, management and development company, with a primary concentration in the Washington, DC metropolitan area. We specialize in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. We are one of the largest private landowners of Opportunity Zones in DC and are intently focused on sustainability, health, wellness, and connection to community and the outdoors.
Practifi is a CRM purpose-built for the wealth management industry. By unifying data, automating workflows and surfacing actionable insights, Practifi empowers teams to streamline operations, deliver an exceptional client experience and scale their business. With deep industry expertise and a dedication to client-led innovation, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management. To learn more, visit practifi.com.