Current Partners

American Beacon has more than 30 years of investment management experience. We offer a variety of products and investment advisory services to numerous institutional and retail clients, including mutual funds, corporate cash management and separate account management. Clients include defined benefit plans, defined contribution plans, foundations, endowments, corporations, financial planners and other institutional investors.

Arctos is a private investment firm designed to catalyze growth and unlock value in complex, illiquid and underserved markets. Founded in 2019, the firm’s investment businesses span private equity and real assets (Arctos Keystone) and premier sports franchises (Arctos Sports), delivering bespoke capital solutions, differentiated insights and purpose-built operating capabilities to industry leaders in both markets. The firm’s innovative approach is anchored by its unique quantitative research and data science platform, Arctos Insights. Arctos has a team of more than 70 investment and operational professionals with expertise across industries, geographies and economic cycles. The firm is headquartered in Dallas, with office locations in New York, Boston and London.

ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world works. Through its open research process, ARK identifies companies that it believes are leading and benefiting from cross-sector innovations such as robotics, energy storage, multiomic sequencing, artificial intelligence, and blockchain technology. ARK’s investment strategies include Autonomous Technology and Robotics, Next Generation Internet, Genomic Revolution, Fintech Innovation, Space Exploration & Innovation, 3D Printing, Israel Innovative Technology, the overall ARK Disruptive Innovation Strategy, and the ARK Venture Fund. For more information about ARK, its offerings, and original research, please visit ARK’s www.ark-invest.com. For additional information regarding ARK’s funds, please visit http://www.ark-funds.com.

National Investment Services manages predominantly fixed-income strategies that seek to provide consistent performance and downside protection. NIS has served this mission for more than 25 years by partnering with clients and consultants on their unique objectives using an agile investment process. NIS puts client needs first through employee ownership and a collaborative, team-oriented culture. At the close of 2019, NIS partnered with Resolute Investment Managers, based in Irving, Texas. The partnership ensures employee ownership will continue and that the firm’s focus will remain on clients and their needs. NIS serves clients from offices in Chicago, Illinois, and Milwaukee, Wisconsin.

Ninety One is an active, global investment manager. Their goal is to provide long-term investment returns for clients while making a positive difference to people and the planet. Established in South Africa in 1991 as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. The firm demerged from Investec Group to become Ninety One in 2020. Proud of their emerging-market roots, Ninety One is committed to developing specialist investment teams organically. Their heritage and approach let them bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset and alternatives to their clients – institutions, advisors and individual investors around the world.

Pender Capital Management, LLC is an asset-based lending investment manager co-founded in 2015 by Chief Executive Officer Cory Johnson and Chief Investment Officer Zach Murphy. Pender Capital seeks to maximize investor yield and mitigate risk by originating and servicing short-term commercial real estate loans secured primarily by first-lien, collateralized positions of the underlying real estate. Pender Capital strives to take advantage of the historically fragmented small-balance commercial real estate bridge lending marketplace. Pender Capital believes its experienced industry professionals, combined with a unique referral base from household-name permanent lenders, enables their ability to source opportunities and to take advantage of the inefficiencies and fragmentation in the $10 million to $30 million small-balance and lower-middle-market commercial real estate bridge lending marketplace, focusing on secondary and tertiary commercial master services agreements.

Founded in 2005, RSW emphasizes proactive credit research, optimal portfolio positioning and a dynamic risk-management approach. Working primarily with individual investors who are served by professional advisors, the team remains dedicated to providing the highest level of service to their clients.

Shapiro Capital Management LLC (“Shapiro’’), founded in 1990 by Samuel Shapiro and Michael McCarthy, is a professional investment advisory firm based in Atlanta. In April 2017, Shapiro became an indirect, majority-owned subsidiary of Resolute Investment Holdings, LLC. Shapiro focuses on institutional-quality, value-oriented investments and employs a team-oriented investment process that is driven by deep fundamental research and concentrated portfolios.

SSI Investment Management, a boutique, institutional asset management firm founded in 1973, seeks to add value by delivering competitive, risk-adjusted returns for its clients while focusing on safety, consistency and preservation of capital. SSI offers investment solutions using a mix of convertible and equity strategies that may appeal to investors seeking growth while limiting downside risk, especially during volatile and rapidly changing market conditions. The firm applies quantitative disciplines and fundamental research in its management of alternative and traditional portfolios for institutional and high net worth investors.