EPIQ Capital Group

Iconiq Capital is a multi-family office and investment fund based in California. Iconiq manages a large part of the wealth of a number of high-profile families around the world including Mark Zuckerberg, Sheryl Sandberg, Reid Hoffman, Jack Dorsey, Henry Davis and David Bonderman. Iconiq has evolved its business model since its 2011 founding, when it primarily offered traditional wealth management and family office services to clients (including investment allocations to other funds). Today, Iconiq directly invests into deals. At first, this was limited to venture capital style investments, but more recently it has commenced also pursuing buyouts of more mature technology companies.

Carlson Private Capital Partners is a private investment formed by the Carlson family, a family deeply rooted in a legacy of entrepreneurship and operational excellence. We invest family capital in businesses best served by an investment partner focused on long term value creation and collaborate with exceptional management teams to build great businesses. The Carlson family and our investment professionals have a deeply seated understanding of what it is like to be owners and operators of businesses over generations and what it takes to build and grow enterprises built to last. As a result, we have access to a vast network of connections, resources and capital that allow us to tailor an approach and provide expertise unique to each situation. We look for businesses generating revenue of $25-500 million, EBITDA of $5-50 million+ and invest $20-100 million per deal. We have a preference for family or entrepreneur owned businesses, or management teams looking for a transition from private equity ownership. We invest in every industry, especially industrial, consumer, and services.

Tonkawa Inc is the family office of the Carlson family. Curtis Carlson founded Carlson, a global family of marketing, travel and hospitality companies including TGI Friday's and Radisson Hotels. Tonkawa and the Carlson family invest in real estate through the Carlson Real Estate family, which has been investing since 1985. The family has a separate private investment firm, Carlson Private Capital Partners, which makes equity investments of $20 to $100m in family-owned and middle-market businesses primarily in the Upper Midwest.

Bezos Expeditions is the family office of Jeff Bezos, the founder of Amazon. Bezos Expeditions invests in businesses at the seed, early and later stages, and looks at a large variety of sectors. Some of the large-scale investments and projects Bezos Expeditions has managed includes Blue Origin (space), Washington Post, Bezos Day One Fund and Bezos Family Foundation (impact investments), the 10,000 year clock, and a number of other portfolio companies including AirBnB, Uber and Stack Overflow

Hunter Trust is a private investment firm that invests on behalf of the Hunter Family. Hunter Trust partners with entrepreneurs, business owners and management teams to build and grow exceptional businesses over a long-term horizon. We are interested in making a majority investment in exceptional businesses with $1-$5 million of EBITDA. We are particularly interested in services, manufacturing, and natural resources. Hunter Trust was formed in 2000 by Andrew M. Hunter III, who has invested in more than 50 private equity transactions across numerous industries over the past 25 years.

Brooklyn NY Holdings is the family office of the Lerner Family. Brooklyn NY Holdings invests in public market equity, fixed income, alternative investments, real estate and private equity, and invests both directly and through other fund managers. The Lerner Family's wealth came from founding and investing in financial services companies, including Securities Advisors and MBNA.