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

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

MTM Advisory, Inc is a global family meeting facilitation firm that leverages our proprietary technology, along with our team of seventeen experienced facilitators, guiding families in preparing for and engaging in qualitative family meetings. MTM is not affiliated with any financial firm and our facilitators are not licensed to offer tax, legal, wealth management or any financial products eliminating any potential conflicts of interest. Founded in 2007 to fill a need for UHNW families, we help families spark multi-generational communication by making it more accessible and easier for families to participate. We researched the industry and found family meeting facilitation was too time intensive, cost intensive and lacked a clear client deliverable. Our technology, More Than Money 360 (MTM360), is designed for busy, on- the- go and/or geographically dispersed families seeking to spark a multi-generational qualitative dialogue. MTM Advisory, Inc has integrated decades of experience to help advisors and families maximize their positive qualitative impact. Our time-tested offerings are built upon the successful, multi-decade, "More Than Money?" family meeting facilitation practices of our two founders. Our business model is quite simple: if you have an important meeting at work or Church, you prepare for it. Research clearly demonstrates that multi-generation family meetings on core values, communication, legacy, philanthropy, gratitude, and governance are critical to multi-generational success.

Celebrating 43 years under the continuing leadership of Chairman and CEO, Christopher Finlay, Lloyd Jones has become a global real estate investment firm with subsidiaries in development, construction, and senior living operations. Its focus is senior housing, multifamily, and most recently the hospitality industry. With a highly selective $750 million in assets under management and a realized IRR of 29.03%, we capitalize on our years of experience to find/create investment opportunities for our partners.

Founded in 1995 and headquartered in Boston, MA, P/E Investments is an investment management firm that specializes in active currency management. The firm manages over $16 billion for individual and institutional investors worldwide, and has additional offices in Tokyo, London, Jackson, Singapore and Melbourne. Our client base features pension plans, endowments, foundations and private wealth investors globally. Over the years, P/E Investments has also developed relationships with many of the industry’s leading consultants. Our core product has a 19 + year track record and seeks to increase investment portfolio liquidity and returns while reducing portfolio risk across equity, fixed income and alternative investment allocations.