James Devlin

MerQube is an innovative fintech firm, leading the development of cutting edge technology for indexing and rules-based investing. MerQube offers design and calculation solutions for complex rules-based strategies. Launched in 2019 in New York and San Francisco by a team of index industry veterans and technology experts, MerQube was created to provide technology focused alternative. MerQube designs and calculates a wide variety of indices, ranging from thematic to ESG, factor and retirement, while covering multi-asset, equities, futures as well as options. Leveraging cloud-based architecture and todays most advanced index-tracking technology, MerQubes platform enables its clients to bring ideas to market quickly and efficiently.

Moonfare is a leading global private equity investment platform and manager that provides eligible individual investors and family offices on a global scale access to institutional-quality private market opportunities, primaries, secondaries, and co-investments at lower minimums. A pioneer in widening access to private assets, we help our clients build diversified portfolios designed for long-term wealth creation with reduced volatility. This goes beyond offering funds from top-tier managers such as KKR, Carlyle, and EQT. Drawing on our global reach, we are able to identify and source a broader range of private equity opportunities that others can’t, including proprietary Moonfare investment products comprising carefully curated co-investments, secondaries and direct deals. Independent and exclusively focused on private equity, Moonfare is trusted by over 5,500 investors and has €3.8 billion in assets under management (AuM). Headquartered in Berlin, we operate in 24 countries, with offices in New York, London, Zürich, Singapore, Paris and Luxembourg. Capital at Risk.

Theia Insights is a deep tech company building AI-native dynamic ontology for global financial markets. We provide Dynamic Industry Classification, Thematic Factor Models, and Concept2Universe - the foundational technologies for the global investment industry. We are a team of PhD scientists, engineers, mathematicians and industry practitioners, with decades of combined experience. Our products and solutions are built upon a foundation of academic and proprietary research and harness the latest developments in AI, machine learning, Natural Language Processing (NLP), Large Language Models (LLM), and technologies built on advanced financial mathematics. We are guided by our commitment to building category defining technology to better serve the needs of a rapidly evolving world and ever-changing investment landscape. Named after the goddess of sight, Theia synthesises and distills vasts amounts of financial information so investors can see clearly.

ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILOs technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way. Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.

Carta powers interconnectivity in private markets — uniting data, people, and workflows in one connected system. We connect founders, investors, and limited partners through software purpose-built for private capital. Trusted by 50,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 8,500+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance and Best Workplaces in the Bay Area lists, Forbes’ list of the Worlds Best Cloud Companies, Fast Companys Most Innovative list, Inc.s Fastest-Growing Private Companies list, and is certified as a Great Place to Work for 2025-2026 (3 years running!). For more information, visit carta.com.

Founded in 2015 in Switzerland, Metaco is an enterprise technology company whose mission is to enable financial and non-financial institutions to securely build their digital asset operations. The company’s core product, Harmonize™, is a mission-critical orchestration platform for digital assets. From asset-agnostic custody and trading to tokenization, staking and smart contract management, the platform seamlessly connects institutions to the broad universe of decentralized finance and Web3 decentralized applications. Metaco has established itself as the institutional standard for digital asset infrastructure, trusted by the world’s largest global custodians, banks, regulated exchanges, and corporates. Its software and technology solutions enable institutions to store, trade, issue and manage any type of digital asset – such as crypto and digital currencies, digital securities, non-fungible tokens (NFTs) – with the highest possible security and agility.

At Path, we are your trusted partner in navigating the dynamic world of digital assets. As a registered investment adviser, we specialize in providing exposure to the rapidly growing digital asset class. Our mission is to empower individuals and institutions with professional and compliant crypto investments. What sets us apart is our commitment to comprehensive portfolio management, ensuring risk-adjusted strategies that align with your investment objectives. With decades of combined experience managing traditional assets at prestigious institutions, our investment team brings expertise to the world of digital assets. At Path, we believe in proactive risk management, utilizing qualified custody solutions, and employing active management for balanced returns in a market with historically outsized potential. Our dedication to transparency and compliance ensures that your digital asset journey is both secure and compliant. Join us on the path to secure and rewarding crypto investments. Partner with Path and unlock the full potential of digital assets for your portfolio.

Smart Pension is one of the UK’s largest and fastest-growing pension providers. Offering a workplace pension as a defined contribution master trust for employers of all sizes. We are excited to announce that we now manage over £10 billion of UK pension savings on behalf of around 2 million savers and 100,000 employers. Were proud to be the highest-rated pension provider on Trustpilot, reflecting the trust our members place in us every day. This is a significant milestone to reach in just over a decade. By combining pensions expertise with digital innovation, weve built a pension experience designed to help your employees save, plan and prepare for retirement with confidence. Driven by people We are digital first, not digital only. We provide excellent customer experiences and access to human expertise as standard. Powered by technology We are part of the Smart Group, and powered by Keystone, Smart’s global savings and investments technology platform. Our technology is our backbone, removing barriers and creating frictionless experiences, clear choices and speed. Built for the future We push to modernise pensions. Reducing pain points and innovating to deliver better long-term outcomes, for people and the world we live in. Get in touch today to see how we can support you.

盈米基金（全称珠海盈米基金销售有限公司） 是证监会批准的独立基金销售机构 ，成立于2015年5月，总部设在广州，在北京、上海有办事处 ，是一家运用互联网技术、耕耘泛资管行业的创新型金融科技公司

Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. We enable high-growth companies across Europe to keep track of their cap tables as they scale, with greater accuracy and efficiency. Our unique cap table software is complemented by a suite of features that turn equity, options and warrants into a tangible bonus for employees, and a powerful method for employers to incentivise their workforce. In September 2022, Capdesk joined US industry leaders Carta to create a global equity management solution. With a joint mission to democratise ownership in private companies, Capdesk and Carta will empower businesses worldwide to scale without borders.

DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for banks, broker dealers, asset managers, digital wallets, and consumer brands. DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership. DriveWealth, LLC is a registered broker dealer, member of FINRA and SIPC. Visit legal.drivewealth.com for full disclosures.

Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, visit www.conquestplanning.com.

Comply with confidence. SteelEye is the first and only truly integrated trade and communications surveillance solution. We empower you with the data-driven tools and complete insights you need to focus on what matters, all from a single platform.

Start investing for the future you. StashAway is an intelligent investment management platform designed to build and protect your wealth. It offers managed investment portfolios based on your risk profile, as well as cash management solutions, so you never leave your cash idle in a bank savings account. StashAway is headquartered in Singapore, and operates in Malaysia, MENA, Thailand and Hong Kong. www.stashaway.com

MerQube is an innovative fintech firm, leading the development of cutting edge technology for indexing and rules-based investing. MerQube offers design and calculation solutions for complex rules-based strategies. Launched in 2019 in New York and San Francisco by a team of index industry veterans and technology experts, MerQube was created to provide technology focused alternative. MerQube designs and calculates a wide variety of indices, ranging from thematic to ESG, factor and retirement, while covering multi-asset, equities, futures as well as options. Leveraging cloud-based architecture and todays most advanced index-tracking technology, MerQubes platform enables its clients to bring ideas to market quickly and efficiently.

Moonfare is a leading global private equity investment platform and manager that provides eligible individual investors and family offices on a global scale access to institutional-quality private market opportunities, primaries, secondaries, and co-investments at lower minimums. A pioneer in widening access to private assets, we help our clients build diversified portfolios designed for long-term wealth creation with reduced volatility. This goes beyond offering funds from top-tier managers such as KKR, Carlyle, and EQT. Drawing on our global reach, we are able to identify and source a broader range of private equity opportunities that others can’t, including proprietary Moonfare investment products comprising carefully curated co-investments, secondaries and direct deals. Independent and exclusively focused on private equity, Moonfare is trusted by over 5,500 investors and has €3.8 billion in assets under management (AuM). Headquartered in Berlin, we operate in 24 countries, with offices in New York, London, Zürich, Singapore, Paris and Luxembourg. Capital at Risk.

Theia Insights is a deep tech company building AI-native dynamic ontology for global financial markets. We provide Dynamic Industry Classification, Thematic Factor Models, and Concept2Universe - the foundational technologies for the global investment industry. We are a team of PhD scientists, engineers, mathematicians and industry practitioners, with decades of combined experience. Our products and solutions are built upon a foundation of academic and proprietary research and harness the latest developments in AI, machine learning, Natural Language Processing (NLP), Large Language Models (LLM), and technologies built on advanced financial mathematics. We are guided by our commitment to building category defining technology to better serve the needs of a rapidly evolving world and ever-changing investment landscape. Named after the goddess of sight, Theia synthesises and distills vasts amounts of financial information so investors can see clearly.

ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILOs technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way. Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.