Florida LP Summit Sponsors
Presenting Sponsors
Build Asset Management is an emerging private fund manager that launched a first-of-its kind bitcoin-backed direct lending fund in 2023. The fund invests in USD denominated whole loans that are over-collateralized by borrower’s bitcoin. Build believes bitcoin is an attractive collateral because it trades 24/7/365 and is easily verified by the wallet address attached to the loan. The fund offers an attractive yield with a short-duration, 12-month lock-up. Requiring 2.5x CTP at origination and utilizing a multi-institution custody model, the fund offers an attractive yield and a unique way for allocators to diversify their exposure to secured lending. The fund’s unique characteristics may fit a variety of portfolio needs, including private credit, hedge, cash alternatives, and diversified opportunity sleeves. The fund was launched in collaboration with Unchained Capital, a leading bitcoin financial services firm, headquartered in Austin, TX. In addition to private credit, Build specializes in public markets fixed income strategies available in various wrappers such as an ETF, CIT, and SMAs. Build is headquartered in Jefferson City, MO and with an office and key personnel located in Seattle, WA.
The TPlus3 Fund is a hedge fund with no fees formed to provide stable income that beats money market returns and has much lower risk than corporate bond or credit funds. The fund keeps investor capital in short term T-bills. This ensures fixed income returns. The additional 3% is backstopped by the General Partner. The backstop is a 10% last out capital contribution from MBX limited to $100MM.
The Plus2 Fund is a hedge fund formed to beat the market by two percent compounded annually. The fund keeps investor capital in SPY or equivalent for full equity participation with S&P 500 and an additional 2% per year fixed income. The 2% is backstopped by a 10% last out capital contribution from MBX limited to $100MM.
Sponsors
Basis Industrial is a Boca Raton-based real estate investment and development company that targets existing multi- tenanted industrial properties, ground-up self-storage properties and recently built ground-up multi-tenant industrial properties across the US, with a specific focus on high-growth Sunbelt markets. Basis has successfully executed more than 100 real estate transactions over the past twenty-five years, equating to over $1BN of deployed equity. The Sponsor’s active participation in all aspects of property acquisitions, development and management has enabled them to leverage 100 years of collective experience to maximize the success of these transactions. Utilizing data points from each product type, the Sponsors enhance management and property operations, resulting in increased profit margins across their portfolio of owned, developed, and managed assets. Basis has built a fully integrated and digitized property management company, BaySpace. BaySpace self-manages the company's industrial portfolio of assets. With a heavy focus on technology and optimizing operations through property management software and strong asset-level managers, BaySpace has seen exceptional results in its owned and managed assets. BaySpace is positioning to be the leader in small bay and multi-tenant industrial management and is actively growing its portfolio, leading to economies of scale. In the internet driven world of leasing – scale is critical for success, and BaySpace is leading the forefront of that evolution. Between 2023 and the second quarter of 2024, Basis acquired 14 properties and 3 portfolios, adding 133 buildings to our platform, making it the most active owner/operator of multi-tenant industrial in the Southeast U.S. The acquisitions total over $505 million in value and 3.1 million square feet in markets including CFL, SFL, DFW, Houston, TX, Irondale, AL, and more.
BILL (NYSE: BILL) is a leading financial operations platform for accountants, wealth and family office, small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses and their advisors to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, family offices, and accounting software providers. For more information, visit bill.com.
Founded in 2002, Boston Andes Capital (BAC) is a private equity real estate investment and asset management firm headquartered in Boston, Massachusetts, with operations in Argentina, Colombia, and Chile. BAC has focused on the New England and Mid-Atlantic regions, markets known for their strong fundamentals, including an educated workforce, low unemployment, economic growth, favorable long-term industries, and positive demographics.
With assets under management (AUM) exceeding $1.4 billion, BAC specializes in mid-sized projects ranging from $10 million to $100 million. Our approach involves direct investments in real estate projects, partnering with local managers, and utilizing a deal-by-deal strategy. Our diverse portfolio includes multifamily and condominium developments, industrial projects, office spaces, and mixed-use assets.
To date, we have raised over $500 million in equity, primarily from high-net-worth individuals and family offices. Our extensive experience, proven track record, and strong relationships enable us to adopt a unique and opportunistic approach to each investment, allowing for flexible and tailored strategies.
Cap Table Nation is an investment infrastructure so private capital investment has a good place to live. It supports formal registered private equity and debt, informal capital pools, and donor-advised funds, all earmarked for local investment in Southwest Florida. It’s bringing like-minded people together, forming an alliance, or nation, around doing good with their capital. Cap Table Nation’s purpose is to make available investment capital infrastructure tools, reporting, and administrative support so investors can rely on orderly, accurate, and procedural experiences when choosing to deploy their capital in Southwest Florida, specifically, the six counties of Southwest Florida: Lee, Hendry, Glades, Charlotte, Collier, and Sarasota.
Cozen O’Connor’s Private Equity Practice works closely with private equity funds, their sponsors, and portfolio companies. We advise clients on complex transactions that include leveraged recapitalizations and buyouts, spin-offs and sales of divisions, and growth equity investments. Our attorneys also work with management teams in private equity buyouts, including assisting with the rollover of existing equity and management co-investment.
With more than 850 attorneys practicing internationally in 32 cities across North America and Europe, Cozen O’Connor is a full-service firm with award-winning practices in litigation, business law, and government relations. The firm’s attorneys have experience operating in all sectors of the economy. Our diverse client list includes global Fortune 500 companies, middle-market firms poised for growth, ambitious startups, and high-profile individuals.
DLP Capital is a Florida-based private real estate investment firm that invests in both equity and debt positions, focusing on lending, building, acquiring, and operating multifamily assets nationally. DLP targets risk-adjusted returns and consistent income for investors across all four of its open-ended investment funds. Founded in 2006, DLP has executed $6 billion in loans and developed and/or acquired over $5B+ in multi-family product, sitting just over $5.25B in total AUM today.
Foxfield is a real estate investment and development company that focuses primarily on industrial and residential markets. Headquartered in Boston, with offices in Atlanta and Philadelphia, Foxfield searches for unique investment opportunities throughout the East Coast. Foxfield can act swiftly to execute on compelling opportunities that range from $5-$100M+ by adding significant value via retenanting, repositioning, redevelopment and development.
Flagship Healthcare Trust, Inc. (Flagship REIT), is a private real estate investment trust offering accredited investors a unique opportunity to invest in a portfolio of clinical, outpatient healthcare assets in the Southeast and Southern Mid-Atlantic. Flagship REIT currently holds interest in 108 properties comprising 2.74 million square feet of space and valued at over $1.0 billion. For further information, visit www.FlagshipHP.com.
Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features more than 100 ETF strategies and over $40bn in AUM. While distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com.
Kineticos Life Sciences ("Kineticos") was founded in 2007 and envisions A World Without Cancer, Rare Diseases and AMRTM. The Kineticos Capital Partners Fund (KCP Fund) focuses on investing in lower middle market differentiated pharma service and product companies, combining our deep sector expertise, relationships, and proven strategies to help these companies grow from niche or scientific leaders into global service or product champions. With a target raise of $200 million, we seek to fill an underserved market segment typically characterized by a limited number of specialist investors.
Founded in 2013, LYNK Capital provides strategic real estate investment opportunities, allowing investors to grow their portfolios and reduce reliance on stock market fluctuations. Our General Partners, with extensive banking and mortgage lending experience, previously managed over $1 billion in annual loan volume. This expertise enables us to create a better, more personalized real estate investment experience based on trust, expertise, and shared success.
New Wave Real Estate, your guide in real estate investment, specializing in properties that support your journey to financial success. We are a dynamic team with a background in development, sales, construction, commercial lending, and property management, our dedicated team is ready to guide you on your real estate investment journey. Beyond the realms of traditional real estate, we are investment strategists committed to unlocking the full potential of your assets. Whether you are a seasoned investor or a newcomer to the market, our team possesses a wealth of knowledge to steer you towards opportunities that not only maximize returns but also build lasting wealth.
RBC Global Asset Management (RBC GAM) strives to provide clients an unrivaled experience of investment and service excellence, offering a comprehensive range of solutions and services. We operate as a global firm of specialized investment teams with more than $484 billion* under management. In addition to broad-based capabilities in equities, liquidity management and alternatives, our BlueBay fixed income platform seeks to embody the best aspects of alternative and traditional fixed income investing. We manage more than $130 billion* across a full spectrum of active fixed income strategies—all of which are designed to generate alpha within a capital preservation context. Our platform spans multiple investment dimensions and leverages our collective skill set to create differentiated portfolios. Through this approach, we seek to meet our clients’ risk/return objectives for a specific asset class while providing additional diversification across their overall portfolio.
Shikhara Investment Management is an employee-owned investment management firm founded in 2023, specializing in Asia and India equity markets. The firm’s name, inspired by the enduring majesty of the mountain peak, reflects its philosophy of assessing the vast panorama of investment opportunities from an elevated vantage point to shape its long-term investment approach. Located in New York, Hong Kong, and Mumbai, Shikhara brings together a diverse team of seasoned professionals with nearly 25 years of experience investing in Asian markets. This team’s local presence allows the Firm to provide deep insight and perspective while staying attuned to longer-term global and regional trends.
For four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.37 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/23.
†This figure is presented as of June 30, 2024 and includes ETF AUM of $1,393.92 billion USD of which approximately $69.35 billion USD is in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
Winston & Strawn LLP has served as a trusted adviser and advocate to companies in a broad array of industries for 170 years. The firm has built a law practice with tremendous breadth and a global presence, with more than 975 attorneys across four continents. At Winston, we strive to provide our clients with creative solutions to their business problems-on time and on budget; serve our communities and the public interest; promote diversity within our firm and throughout the legal profession; and maintain a culture of teamwork and collegiality.
DXD Capital (“DXD”) is in an unparalleled position to capitalize on the self storage sector. DXD utilizes proprietary data and tools to evaluate self storage development opportunities across the United States. Our team searches for the highest supply/demand imbalances in markets that have high barriers to new development. We have assembled the industry’s best team to provide unmatched efficiency and scale in this asset class. The Company has just started fundraising for its third fund and has a current AUM of $258M. Together, the team has developed over 200 ground-up storage projects and has 100+ years of combined experience across 20+ states.
Fisher Investments is a leading independent investment adviser managing over $277 billion (as of June 30, 2024). FI and its subsidiaries consist of three business units – Fisher Investments Institutional Group, Fisher Investments US Private Client Group and Fisher Investments Private Client Group International. These groups serve a global client base of diverse investors including corporations, public and multi-employer pension funds, foundations and endowments, high-net-worth individuals, insurance companies, healthcare organizations, and governments.