Daniel Brujis

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a clients financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

We help more than 90,000 purpose-driven organizations grow and amplify their impact on the world by providing transformative technology and services that enable organizations to grow, protect and engage their communities. Our solutions equip clients to engage members and donors, manage fundraising and giving, plan events, run background checks on employees and volunteers, and more. Together, our nearly 700 team members help organizations transform how they operate and create positive ripple effects that drive the real human impact we all strive to see.

Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring Global Investments(TM) is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

Through transformative payments and credential-driven transactions and privileges, Transact partners with institutions to help them make their campus experience mobile-centric, personal and individualized, and completely connected. Our open enterprise-class cloud platform enables mission-critical capabilities that translate into superior campus experiences, integration with every aspect of campus life, and richer institutional insight. Build the type of connected campus experience students, families, and employees expect with integrated tuition and fee payments, comprehensive dining and retail credential-driven transactions, configurable security and privilege management, and automated attendance and events. At each interaction across these capabilities, capture meaningful data so campus leaders can make informed decisions and take proactive action. And easily integrate with your campus systems and partners with a broad, open ecosystem, maximizing existing investments, evolving quickly, and delivering a personalized solution. https://twitter.com/TransactCampus https://www.facebook.com/pg/transactcampus https://www.youtube.com/channel/UCMuLT44Wkw7MPUhmof_6hvQ

Yarra Capital Management is one of Australia’s largest independently owned active fund managers, with a strong heritage in the domestic market and funds under management of approximately $A20bn. The Firm’s offering includes its fundamental Australian equities product set, consisting primarily of concentrated strategies, and fixed income capabilities which provide clients with access to core fixed income, multi-asset, hybrid and credit strategies. We serve the Australian institutional and retail markets, and our investment products are accessed from various international markets, including Japan. Yarra Capital Management was established in 2017 following the management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates, a global growth private equity firm with a long history of investing in funds management companies. In April 2021, Yarra Capital Management acquired the Australian operations of global funds management group Nikko Asset Management. Under the terms of the transaction, the two organisations entered into a partnership focused on long-term growth, providing Nikko Asset Management with a 20% stake and board representation in the enlarged group, and expanding Nikko Asset Management’s distribution capacity in Australia. Yarra Capital Managements senior management team comprises Dion Hershan (Executive Chairman and Head of Australian Equities), Edward Eason (Managing Director), Vito DIntrono (Chief Commercial Officer), Katie Hudson (Portfolio Manager and Head of Australian Equities Research), Roy Keenan (Co-Head of Australian Fixed Income), Darren Langer (Co-Head of Australian Fixed Income) and Garvin Louie (Head of Legal, Risk and Compliance & Human Resources). Together they lead a team of approx. 80 professionals, including a 40-person investment team, focused on delivering the best outcomes for the Firm’s clients.

RateGain Travel Technologies Limited is a global provider of SaaS solutions for travel and hospitality that works with 2800+ customers and 700+ partners in 100+ countries helping them accelerate revenue generation through acquisition, retention, and wallet share expansion. RateGain today is one of the world’s largest processors of electronic transactions, price points, and travel intent data helping revenue management, distribution and marketing teams across hotels, airlines, meta-search companies, package providers, car rentals, travel management companies, cruises and ferries drive better outcomes for their business. Founded in 2004 and headquartered in India, today RateGain works with Top 23 of 30 Hotel Chains, Top 25 of 30 Online Travel Agents and all the top car rentals including 8 Global Fortune 500 companies in unlocking new revenue everyday . For more information, please visit https://www.rategain.com

Söderberg & Partners was founded in 2004 and is one of the leading advisors and distributors of insurance and financial products in Sweden. We have more than 1500 employees and 60 offices throughout the country. Our vision is to be the leading advisor and distributor of financial products in Sweden by continually developing and renewing the industrys traditional ways of working. Our goal is to contribute with advice and products that enable our clients to be one step ahead, have cost effective solutions and control over their risks. Besides clear strategies and goals, the entrepreneurial drive is one of our most important factors. It is our fearless attitude and responsibility towards our clients that has created our culture. Our employees have defined our core values, at Söderberg & Partners we are Bold, Responsible, Helpful and Driven. At Söderberg & Partners you are quickly given responsibility and with your decisiveness and initiative you get the opportunity to develop and realize your ideas. Our creative and stimulating work environment lets our employees grow and we are always looking for driven and competent employees. Advisory We are looking for advisors or entrepreneurs geared toward pension, investments and company insurance that share our vision. At Söderberg & Partners we always deliver added value to our clients, all in accordance with each client’s unique situation and preferences. So take the opportunity as an entrepreneur and become part of one the financial industry’s strongest brands. Analysis Within our analysis department we have the sharpest talents that continually evaluate and analyze market products. IT Our systems are developed internally and we have large IT departments in Stockholm and Göteborg. The systems give our clients a complete overview of their finances and pensions as well as assist our advisors and administrators.

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a clients financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

Founded in 2009, CAIS, a fintech leader, is transforming the world of alternative investing. For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share. For alternative asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors. CAIS is empowering more than 32,000 unique advisors who oversee upwards of $3.5 trillion in network assets. As the first truly open marketplace where financial advisors and asset managers directly transact alternative investments and structured notes on a massive scale, CAIS has facilitated more than $25 billion in volume since its inception. Headquartered in New York City, CAIS also has offices in Los Angeles, Austin, San Francisco, and London. For more information about CAIS, please visit www.caisgroup.com. https://www.caisgroup.com/legal/social-media-disclaimer

We help more than 90,000 purpose-driven organizations grow and amplify their impact on the world by providing transformative technology and services that enable organizations to grow, protect and engage their communities. Our solutions equip clients to engage members and donors, manage fundraising and giving, plan events, run background checks on employees and volunteers, and more. Together, our nearly 700 team members help organizations transform how they operate and create positive ripple effects that drive the real human impact we all strive to see.

Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring Global Investments(TM) is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

Through transformative payments and credential-driven transactions and privileges, Transact partners with institutions to help them make their campus experience mobile-centric, personal and individualized, and completely connected. Our open enterprise-class cloud platform enables mission-critical capabilities that translate into superior campus experiences, integration with every aspect of campus life, and richer institutional insight. Build the type of connected campus experience students, families, and employees expect with integrated tuition and fee payments, comprehensive dining and retail credential-driven transactions, configurable security and privilege management, and automated attendance and events. At each interaction across these capabilities, capture meaningful data so campus leaders can make informed decisions and take proactive action. And easily integrate with your campus systems and partners with a broad, open ecosystem, maximizing existing investments, evolving quickly, and delivering a personalized solution. https://twitter.com/TransactCampus https://www.facebook.com/pg/transactcampus https://www.youtube.com/channel/UCMuLT44Wkw7MPUhmof_6hvQ