Apex Group Ltd (Americas)

📣 Final call to register for the 2025 Beijing Private Equity Forum! We’re supporting this year’s event to drive forward-looking discussions on global connectivity, emerging investment trends, and sustainable growth strategies. ✴️ Register now to join us: https://okt.to/bnwy15 📍 December 6, 2025 🏙 Shangri-La Hotel, Beijing 🕣 8.30am - 6.00pm Join us at the event to discuss the latest developments in private equity, including: 🎤 Keynote speeches from leading economists and industry pioneers 💬 Roundtable discussions with global investment leaders 💡 Parallel sessions on AI, sustainable investment, advanced manufacturing, healthcare, and more For any queries, please contact vincent.lu@apexgroup.com We look forward to meeting you in Beijing for this inspiring and transformative event. #ApexGroup #PrivateEquity #PrivateEquityForum #Beijing #AIMA #SustainableInvestment #AIInFinance | @Vincent Lu | @Jacob Fisher | @Valerie Mantot-Groene | @Wilber Chiu | @Xiang Li

🌏 We’re supporting the 2025 Beijing Private Equity Forum, hosted by the Beijing Private Equity Association and AIMA. 📍 December 6, 2025 🏙 Shangri-La Hotel, Beijing 🕣 8.30am - 6.00pm ✴️ Register now to join us: https://okt.to/Nqgp57 This flagship event brings global investment leaders together to explore the future of private equity under the themes: 🤝 New links: Building stronger global connections ⚡ New kinetic energy: Driving innovation and growth 🌱 New fusion: Integrating diverse strategies for sustainable success Gain insights from keynote sessions, high-level roundtables, and parallel sessions covering AI, sustainable investment, healthcare, advanced manufacturing, and more. If you have any questions, please contact: vincent.lu@apexgroup.com We look forward to connecting with you alongside the global private equity community in Beijing. #ApexGroup #PrivateEquity #PrivateEquityForum #Beijing #AIMA #SustainableInvestment #AIInFinance | @Vincent Lu | @Jacob Fisher | @Valerie Mantot-Groene | @Wilber Chiu | @Xiang Li

🙏 Wishing everyone celebrating in the US and around the world, a happy and peaceful Thanksgiving holiday. #HappyThanksgiving #Thanksgiving #WeAreApexGroup #ApexGroup

🏦🌍 Thinking about where to domicile your next capital markets SPV? Luxembourg, Ireland, and the Cayman Islands each bring unique advantages - but which is right for your structure? Join our webinar for everything you need to consider when shaping your strategy: https://okt.to/vaBEwp 📅 December 10, 2025 ⏰ 9.00 am EST | 2.00 pm GMT | 3.00 pm CET ⏳ 45 minutes Luxembourg, Ireland, or the Cayman Islands each offer unique advantages for scalable, cost-efficient capital markets structures that satisfy regulatory and compliance demands. Join us for an insightful webinar exploring the key differences, market trends, and investor considerations, including: 💡 Benefits and differences between Ireland, Luxembourg, and the Cayman Islands 💡 Key sponsor and investor considerations 💡 Market trends The conversation will be moderated by Cornelia Wallner, Global Head of Capital Markets Sales, with speakers: 🎤 Frank Mausen, Partner - Avocat à la Cour, A&O Shearman 🎤 Gary Palmer, Chief Executive, Irish Debt Securities Association 🎤 Dylan Wiltermuth, Partner, Carey Olsen 💡 Don’t miss this opportunity to gain actionable insights and ask your questions during the interactive Q&A. #CapitalMarkets #FinancialServices #SPV #Ireland #Luxembourg #CaymanIslands #FundAdministration #ApexGroup #Webinar #CrossBorderFinance

🏆 We’ve won the award for 'Editors’ Choice – Best New Fund Services Project’ at the Global Custodian Industry Awards 2025! This award highlights our commitment to delivering advanced solutions for the evolving digital assets landscape, empowering clients with secure, scalable, and forward-looking infrastructure. A huge thank you to our teams who make these achievements possible, as we continue to set the pace for fund services and digital asset administration. #ApexGroup #GlobalCustodian #IndustryAwards #Innovation #DigitalAssets #FundServices #FundAdministration #FinancialServices | Sanjay Vatsa | Christian Bullaro

📍🗺️ Simplify UCITS fund administration and unlock European capital. 🟠 Access Europe’s thriving investor base with our UCITS services: https://okt.to/OknNty Globally trusted, UCITS funds open doors to Europe’s private capital market - with €7.26T in AIF assets and 3,900+ institutional investors. But strict rules on transparency, liquidity, and risk can be complex. With our technology and complete suite of services - including middle office, corporate services, depositary, super ManCo, regulatory reporting, and compliance - you can manage your fund efficiently under one roof. 🔀 No juggling multiple providers, just a smooth, connected workflow. #ApexGroup #GatewayToEurope #UCITS #FundAdministration #CapitalRaising #AlternativeInvestments #EuropeanFunds

🏦 The wealth channel is changing the way investors access private markets. However, it plays by very different rules than the institutional world our industry was built around. Heather Zumarraga recently sat down with Ash Lawrence, President, AGF Capital Partners, to discuss why evergreen structures are gaining momentum and how the wealth channel is rewriting the rulebook. 🎬 Watch the conversation in full: https://okt.to/GiFLgN These investors need flexibility, liquidity, and simplicity, and traditional drawdown funds simply don’t fit. That’s why evergreen structures are gaining momentum. They offer a smoother experience with ongoing capital deployment and periodic liquidity, but it’s vital to remember that the underlying assets, whether real estate or private equity, are still illiquid by nature. Investors should see these allocations as long-term positions, not a quick source of cash. 📈 The key for success? Know what’s driving returns, set realistic liquidity expectations, and give your investments time to work. Listen to the full insights from Ash, in the link above. #ApexGroup #EvergreenFunds #PortfolioManagement #InvestmentManagement #Investing #WealthManagement

🌟 The Global Custodian Industry Leaders Awards are just around the corner. 🌟 We’ve been nominated for two Editors’ Choice Awards: 🏆 Best Fund Services Project - Apex Digital 3.0 🏆 Fund Services Merger / Acquisition of the Year - Apex Group and Flow These nominations highlight the innovative solutions and strategic initiatives our teams are delivering to clients around the world. We look forward to celebrating the achievements of the industry’s leaders at this special evening in New York. #ApexGroup #ApexDigital #GlobalCustodian #IndustryLeadersAwards #IndustryAwards #FundServices #DigitalTransformation #FundAdministration #FinancialServices | Sanjay Vatsa | Christian Bullaro

🌍 Join us for our webinar: SPV Frontiers: Comparing key capital markets hubs. Explore how jurisdictions like Luxembourg, Ireland, and the Cayman Islands are shaping the future of capital markets structures. Register now: https://okt.to/UTQCMI 📅 December 10, 2025 🕘 9.00am EST | 2.00pm GMT | 3.00pm CET As sponsors and arrangers seek scalable, compliant, and cost-efficient solutions, our panel will examine key considerations for issuers and investors, from regulatory frameworks to market trends and structuring advantages. The conversation will be moderated by Cornelia Wallner, with speakers: 🎙️ Frank Mausen, Partner - Avocat à la Cour, A&O Shearman 🎙️ Gary Palmer, Chief Executive, Irish Debt Securities Association 🎙️ Dylan Wiltermuth, Partner, Carey Olsen #CapitalMarkets #SPV #Ireland #Luxembourg #CaymanIslands #StructuredFinance #ApexGroup #Webinar #DebtCapitalMarkets

We’re building the rails for the future of digital finance, redefining transfer agency for a new era. ⚡ Book a consultation and discover our tailored solutions: https://okt.to/4eSNIY Our transfer agency solutions combine people, technology, and deep industry expertise to deliver seamless investor support - designed to power the future of fund administration with 𝗔𝗽𝗲𝘅 𝗚𝗿𝗮𝗽𝗵𝗶𝘁𝗲. We provide tailored services across liquid, illiquid, retail, and institutional fund structures, built on a foundation of compliance, transparency, and trust. Our transfer agency services at a glance: ✅ 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗱𝘂𝗲 𝗱𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 Comprehensive AML screening and ongoing monitoring to ensure compliance across jurisdictions. 📋 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗺𝗮𝗶𝗻𝘁𝗲𝗻𝗮𝗻𝗰𝗲 Set up and maintain investor records, shareholder registers, and static data. 💸 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴 Efficient handling of subscriptions, redemptions, transfers, capital calls, and distributions. 📊 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 Generate tailored investor statements, notices, and reports through secure digital portals. ☁️ 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆-𝗱𝗿𝗶𝘃𝗲𝗻 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 Provide 24/7 access to investor portals and data rooms for real-time information and reporting. 🏦 𝗖𝗮𝘀𝗵 𝗮𝗻𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Manage investor money movements, bank accounts, and daily shareholder cash activity. #ApexGroup #TransferAgency #InvestorServices #FundAdministration #DigitalFinance #AI #AML #FundSolutions | Elaine Chim, FCA | Greg Whitaker | Catherine Griffiths | Garth Smith