Naftali Group LLC

Established in 1961, J.M. Hartwell provides wealth management services to individual clients, trusts, foundations and mid-size institutions. The company offers a wide range of investment products, such as small cap growth, mid- and large-cap growth, balanced, high-yield balanced and customized portfolio management products. It specializes in investing in growth stocks. It offers a variety of services that include portfolio and risk management, equity research and financial advisory services. The company s Web site offers product features and details about the members of the portfolio management team. J.M. Hartwell is located in New York City.

VO 2 Partners is a New York-based firm specializing in optimizing venture capital and private equity investments for institutional investors. They provide superior reporting and analysis on individual investees and entire portfolios, offering insights on marked NAVs, peer benchmarking, portfolio construction, and runway analysis. Additionally, VO 2 Partners offers advice on liquidity options, executing primary and secondary sale transactions, and providing investment banking advice on sale options. They also provide day-to-day investment management solutions for investors with constrained bandwidth or orphaned direct investments. With a focus on delivering superior outcomes, VO 2 Partners helps investors regain bandwidth to focus on their most important investments. They offer investment reporting, clarity on liquidity options, and day-to-day stewardship and management for legacy or non-core holdings. In cases of strategy change or loss of confidence in an outside GP, VO 2 Partners provides continuity of investment reporting, governance, underwriting, and liquidity. Their relentless commitment to intelligence, integrity, and intensity sets them apart, delivering optimal investment performance and value to their clients.Generated from the website

Capital Z Investment Partners is a more than $2 billion alternative investment sponsor that was founded in 1998. The firm invests in private equity funds, structured products and hedge funds. It has sponsored a variety of alternative investment funds for various companies, including AtriA Capital Partenaires, Cevian Capital Limited, Capital Z Asia Advisors, Hutton Collins & Company, Trinity Hunt Management, WestBridge Capital and Cedarview Capital Management. The firm provides financial assistance, strategic support and counseling services to its partners. Its emerging fund managers selection process includes candidate identification from a variety of channels, including private placement agents, alternative investors, third-party marketers, prime brokers, current managers of CZIP-sponsored funds and other industry participants. Capital Z Investment Partners has offices in New York City, Hong Kong and London.