Ascent Private Capital Management® of U.S. Bank partners with families of significant resources. We customize an approach for each family to help protect and shape its legacy. Ascent offers a range of services and solutions designed to grow wealth and amplify impact in areas the family is passionate about, one generation to the next. Ascent places the client experience at the center of its service model, integrating traditional wealth management with innovative services like Philanthropic
Impact and Legacy & Leadership. Ascent has been among the fastest-growing multifamily offices in the industry.
Services include:
• Investment consulting
• Wealth strategy
• Private banking
• Family office services
• Trust & estate services
• Legacy & leadership
• CFO services
• Philanthropic impact
• Family history
• Next generation wealth
Ascent’s parent, U.S. Bancorp, has nearly 70,000 employees and $559 billion in assets and is regularly recognized as one of the “most admired” and “most ethical” companies in the financial services industry.

For more information, please contact:
Allison Reed Managing Director | National Sales & Strategy
950 17th Street
Suite 900
Denver, CO 80202
Phone: +1 513-253-9759
Email: allison.reed@ascent.usbank.com
Website: www.ascent.usbank.com

Cambridge Associates is a global investment firm. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios to generate out-performance so they can maximize their impact on the world. With more than 45 years of institutional investing insights, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving out performance for clients. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates.

For more information, please contact:
Simone Balch, Regional Director, Private Clients & Family Offices
101 California Street
Suite 3300
San Francisco, CA 94111
Phone: +1 415–622–5730
Email: sbalch@cambridgeassociates.com
Website: www.cambridgeassociates.com

Chicago Atlantic is an opportunistic credit-oriented investment firm seeking to capitalize on North American investment opportunities that are time-sensitive, complex, or in dislocated markets such as cannabis, where we believe risk is fundamentally mispriced. The absence of traditional debt financing combined with the availability of high-quality retail and industrial real estate collateral makes our debt strategy one of the most attractive niches in the private credit space. Our
first fund, launched in 2019, has closed with over $125mm in commitments. The fund has returned 19%+ annualized net since inception. Last year we launched our second fund, in May of 2021 as an open-ended vehicle (with offshore feeder for
tax-exempt domestic and foreign investors) with a target of $500mm. The Chicago Atlantic platform currently includes a NASDAQ listed Mortgage REIT, private credit fund and private equity fund. Including fund co-investments Chicago Atlantic has deployed $1.5bn+.

For more information, please contact:
Hayden Kelly, Senior Director, Investor Relations
1680 Michigan Ave
Suite 700
Miami Beach, FL 33139
Phone: +1 302-757-3005
Email: hkelly@chicagoatlantic.com
Website: www.chicagoatlantic.com/our-team

Founded in 2015, Ion Pacific is a leader in innovative capital solutions for the Venture Capital and Tech ecosystem. As the technology sector has grown and matured, venture capital managers, limited partners, corporate VCs and management teams face new challenges, including the need for new sources of liquidity, that require creative approaches to investing. We meet these challenges by designing and deploying bespoke structures which provide non-dilutive financings that unlock value for our partners in the major tech hubs of North America, Europe, the Middle-East, Southeast Asia and beyond. Our transactions provide exceptional investment opportunities with an asymmetric risk / reward profile to our limited partners and co-investors.

For more information, please contact:
Jeff Sheran, Head of Investor Relations, North America
641 Lexington Avenue
21st Floor
New York, NY 10022
Phone: +1 917 359-1099
Email: jeff@ionpacific.com
Website: www.ionpacific.com

In 1937, Norman Mesirow founded an independent financial services firm owned by employees and invested in the interconnected success of clients, communities and workplace culture. Today, headquartered in Chicago and with offices around the world, we invest with our clients, working side-by-side to design diverse, technology-enhanced strategies that enable corporations, institutions, business owners, individuals and families to prosper. Our capabilities span Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, and our clients benefit from direct access to specialized expertise, customization of diverse products and services, and the ability to grow in different market cycles. We invest in Chicago and the global communities where our clients live and work, sparking positive change through deep civic engagement. By empowering bright, diverse professionals to innovate within our inclusive workplace culture, we invest in our people. We are Mesirow: serving our clients through a personal, more custom approach to reaching financial goals and serving as a force for social good. We invest in what matters.

For more information, please contact:
Daniel Margolis (Director) or Nat Sager (Capital Markets & Investment Banking)
353 N. Clark Street
Chicago, Il 60654
Phone: Daniel Margolis +1 312-595-7923
Nat Sager: +1 312-595-7924
Email: daniel.margolis@mesirow.com
nat.sager@mesirow.com
Website: www.mesirow.com

Pictet Asset Management is an independent asset manager, overseeing USD 254 billion as at 31 December 2022 for our clients across a range of equity, fixed income, alternative and multi asset products. Pictet Asset Management is part of the Pictet Group, founded in Geneva in 1805. The Pictet Group comprises four business units – asset management, wealth management, alternative advisors and asset services. The Pictet Group manages USD 601bn as at 31 December 2022. The Group is owned and managed by eight Managing Partners, and overseen by an independent supervisory board. At 31 December 2022, a further 50 senior executives, known as Equity Partners, held equity in the Group. Pictet Asset Management provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Our business is investment led and centered around a long-term perspective with a dedication to client service. Our strategic capabilities are Thematics, Absolute return, Emerging markets and Multi asset.

For more information, please contact:
Elizabeth Dillon, CEO, Pictet Asset Management (USA)
Chungmin Yoo, Senior Sales Manager
712 5th Avenue
New York, NY 10019
Phone: Elizabeth Dillon +1 (332) 214 4400
Phone: Chungmin Yoo +1 (332) 214 4409
Email: edillon@pictet.com
Email: cyoo@pictet.com
Website: am.pictet/en/us

RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world.

RSM delivers the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses and families. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.

RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries.

For more information, please contact:
William Bijesse, Principal, Global Family Office Markets Leader
80 City Square
Boston, MA 02129
Phone: +1 617–241–1531
Email: william.bijesse@rsmus.com
Website: www.rsmus.com