SponsorS
21Shares is one of the world’s leading cryptocurrency exchange traded product providers and offers the largest suite of crypto ETPs in the market. The company was founded to make cryptocurrency more accessible to investors, and to bridge the gap between traditional finance and decentralized finance. 21Shares listed the world’s first physically-backed crypto ETP in 2018, building a seven-year track record of creating crypto exchange-traded funds that are listed on some of the biggest, most liquid securities exchanges globally. Backed by a specialised research team, proprietary technology, and deep capital markets expertise, 21Shares delivers innovative, simple and cost-efficient investment solutions.
For nearly four decades, American Beacon has helped investors access institutional-quality investment talent. Rather than trying to be everything to everyone, the firm partners with specialized boutique managers across equities, fixed income, and alternatives, combining deep due diligence with a disciplined, risk-aware approach. The result is a curated lineup of differentiated investment solutions built to deliver enduring value through changing market environments. Examples of firms we’ve partnered with and strategies provided may be accessed here: RIA Availability
Aris is a core specialist investment manager. We build and manage a smart, tax-aware core and coordinate the client’s entire portfolio around it. Our role is to provide the architecture that allows sophisticated strategies ranging from direct indexing to long/short to operate as a single, coherent investment program. As a wayfinder for the modern RIA, the firm acts as the “architect behind the advisor” and transforms complex quantitative insights into bespoke, tax-aware portfolio solutions. Aris serves as the implementation engine across the full portfolio through a single-screen, total-portfolio operating layer that translates investment intent into scalable execution.
Aspen Funds is a macro-driven alternative investment manager providing institutional-quality private market opportunities to institutional investors, accredited high net worth individuals, and registered investment advisors. Founded in 2013 and headquartered in Kansas City, Aspen Funds specializes in verticals with low correlation to public markets and potential for attractive risk-adjusted returns. With deep expertise across middle market strategies, Aspen Funds offers scalable access to private markets.
Aspen Fund’s edge is relationship-driven: more than 1,000 LPs trust the firm with their capital, backed by institutional-grade sourcing capabilities and deep lender relationships. By staying committed to disciplined underwriting and alignment of interests, Aspen Funds has scaled to $900MM AUM with over $100 million of distributions back to investors.
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.
Hamilton Point Investments LLC (“HPI”) is a real estate private-equity investment company that owns and manages primarily market rate multifamily apartment properties, with some manufactured housing communities and hotels. The firm was founded in 2009 by J. David Kelsey and Matthew A. Sharp. It has acquired over 180 properties for $4 billion since inception and has over 320 employees. This includes over 95 property sales since inception, all profitable.
Specific to the firm’s focus on multifamily, HPI funds have acquired over 35,000 apartment units. The properties are managed by wholly owned Hamilton Point Property Management LLC (“HPPM”). HPPM is responsible for cost-effective, efficient, and institutional-quality property-level staffing, leasing, maintenance, contracting, marketing, and reporting.
HPI invests through investment funds raised from individual accredited investors through private wealth channels. Currently, the firm is in market with HPI Fund XV.
Hamilton Point Investments has produced 15 full cycle offerings since 2009, with average annual Internal Rates of Return of net 17.1%. All offerings have produced current income, capital appreciation and have concluded within 6 years. Hamilton Point has also been consistent with the structure and size of their funds, in line with how much money can effectively be put to work prudently for their investors. Senior leadership has also been consistent in all verticals of Hamilton Point including property management, acquisitions/dispositions and firm ownership.
FAs part of Midland National® Life Insurance Company, Midland Advisory is committed to providing registered investment advisors RIAs) with solutions that help mitigate risk and offer opportunity. We understand your commitment to your clients and to your advisory practice. With 115 years of business under our belt, Midland National’s continued and consistent financial strength is a result of our conservative and disciplined investment strategy, our private ownership structure, and doing what’s right for our distribution partners, policy owners, and communities. Midland National is a leading financial services and insurance provider that offers fixed index, multi-year guaranteed, and contingent deferred annuities for financial advisors and their clients through Midland Advisory.
SmartStop Self Storage REIT, Inc. (NYSE: SMA) is a self-managed, fully integrated self-storage REIT focused on the ownership, operation, and management of self-storage properties across the U.S. and Canada. Headquartered in Ladera Ranch, California, SmartStop combines institutional real estate expertise, a national operating platform, and a technology-driven approach to self-storage management.
In addition to its public REIT platform, SmartStop sponsors and manages a range of private real estate investment offerings, including DST/1031 exchange programs, preferred equity offerings, and private REITs. Through these offerings, SmartStop provides financial professionals and their clients access to self-storage real estate strategies designed to meet a variety of income, tax-deferral, and long-term real estate investment objectives.