AIPX

AIPX was established to provide Family Offices, Wealth Advisors and HNW investors across Australia & Asia with broad access to global investment products and solutions for their clients. Founded in 2014, AIPX offers a broad selection of global, institutional products and solutions, including Hedge Funds, Private Equity, Private Debt, Real Estate, Technology investments and Capital Market new issues and placements. AIPX is the Australian partner for CAIS Group and Cota Capital.

Treasury Training Services Pty Ltd

Australian interest rates have declined dramatically over the last 12 years and the corporate knowledge to manage in a rising interest rate environment has moved on. Warren Buffet said "Only when the tide goes out do you discover who's been swimming naked." There's never been a better time to ensure financial risk management policies, procedures, systems and people are ready for the interest rates and volatilities ahead. For over 15 years, Treasury Training Services (TTS) has provided training and advisory services in Financial Risk Management (FRM) including interest rates, FX, liquidity, funding, cash management and commodity price risk management including policies, procedures, controls and reports required to effectively manage those risks. We cover the financial market's main transaction types. We schedule several 2-day face-to-face public courses a year in Sydney and Melbourne. We also provide in-house tailored courses to address a corporation's unique financial risks including tailoring the course to include the client's policy and reports. We've run in-house courses for Boards and Management teams in corporations, financial institutions and commodity traders. We offer a Treasury Health Check - a 2-3 day review of the FRM policies, procedures, reports and controls for a corporation. We've also assisted internal auditors with treasury reviews. We've assisted with the development of FRM policies, procedures and controls and with the selection, evaluation, implementation and post-implementation reviews of treasury systems. We've also developed and reviewed performance measurement and reporting systems for FX, interest rate risk management and commodity price risk management and undertaken expert witness engagements relating to financial investments, project finance and hedging. TTS clients are corporations, financial institutions, government-based enterprises, co-operatives and commodity traders spanning a wide range of industries and geographies.

CFA Society Cleveland

The CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has approximately 500 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 130,000 members, who include the world's 120,000 CFA charterholders, in 140 countries and territories. The mission of CFA Society Cleveland is to promote professional development, ethics, and awareness through outreach to and engagement with the financial community.

Accede Capital

Accede Capital is a Corporate finance advisory and strategy consulting firm in Sri Lanka, with a focus on debt and capital structure advisory, fund raising for projects, acquisitions, capital raising and strategy consultancy. We provide a full range of financial services from origination through to closure, along with advice on financing strategies, structuring, partnering, investor support and international representation. We also provide market insight and support services through equity research, industry and market research, project feasibility reports and financial modeling to assist clients in making sound investment decisions. With a special focus on Sri Lanka, we are active throughout Asia and have built and maintain a strong network of international partners located across the globe. The partners of Accede Capital have more than 30 years of combined relevant professional experience in Sri Lanka and overseas.

Sorodo Limited

Sorodo is a leading FinTech company developing disruptive innovations that harnesses the power of digital technology to advance the B2B and B2C financial services sectors in the UK. www.capalona.co.uk Capalona is one of the fastest growing B2B financial services website in the UK. Generating hundreds of applications per month, Capalona has helped connect many business owners to the right funding options. www.merchantloanadvance.co.uk Merchant Loan Advance is an online intermediary specifically for the Merchant Cash Advance business finance product. Since its launch in late 2014, it has generated over £7 million of funding to small businesses throughout the UK. www.smeinvoicefinance.co.uk SME Invoice Finance helps match businesses to lenders who specialise in Invoice Finance including factoring and discounting for all types of UK businesses.