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Preston Hollow Capital ("PHC") is a Dallas-based merchant bank focused on municipal specialty finance, commercial finance and asset management. Preston Hollow Capital was formed in 2014 by a senior team from ORIX USA comprised of executive management, sourcing, credit and business operations professionals. With approximately $363 million of equity capital and a team that has succeeded across cycles in multiple commercial credit verticals, PHC differentiates itself with its ability to deliver capital with speed, certainty and flexibility.
National Benefit Svc is a Thousand Oaks, CA-based company in the Financial Services sector.
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Founded in 2022 by Bob Elliott, Bruce McNevin and Matt Salzberg, Unlimited is an investment firm that uses proprietary technology to create broadly accessible, low-cost index tracking ETFs for 2 & 20-style alternative investments like hedge funds. The firm currently manages the Unlimited HFND Multi-Strategy Return Tracker ETF (NYSE: “HFND”), which aims to track the gross-of-fees returns of the hedge fund industry. Mr. Elliott has built innovative hedge fund strategies for more than two decades, including at Bridgewater Associates, the world`s largest hedge fund. Mr. McNevin is a Professor of Economics at New York University and has held various data science positions at hedge funds Clinton Group and Midway Group, along with positions at Bank of America and BlackRock. Mr. Salzberg serves as a Managing Partner at Material and is a Co-Founder and Chairman of various companies, including Unlimited.