Apex Group Ltd (Americas)

✨ Coming together for a shared purpose - driving positive change with Ronald McDonald House Charities New York Metro. This Thanksgiving, our New York team turned a day of service into a day of comfort and care for families staying at Ronald McDonald House in New Hyde Park. Through our global Volunteering Program, every employee receives two paid days to support causes that matter to them. For Serena Wong, Ronald McDonald House was a personal choice - a place that provides vital housing and meals to families with children undergoing cancer treatment or serious illness. From one small home founded over 50 years ago, Ronald McDonald House has grown to 1,032 programs across 62 countries, providing 2.8 million overnight stays in 2024 and saving families $678 million in lodging and meal costs. The day before Thanksgiving, our team prepared a homemade brunch for 50-60 Ronald McDonald House residents, sharing food, warmth, and a sense of community. #ApexGroup #WeAreApexGroup #DrivingPositiveChange #VolunteeringProgram #RonaldMcDonaldHouse #CSR #GivingBack | Sanjay Vatsa | Andy Fung | John Medina | Christopher Simek | Michael Zingalli | Serena Wong | Michele Colon | Umair Khan | Karen De Lama

💭 Why do US fund managers keep choosing Ireland as their gateway into the European market? With efficient authority, flexible fund structures, strong distribution networks, and treaty advantages, Ireland has cemented its position as a premier European hub for investment funds. In our recent webinar, speakers John Bohan, Andrea Kelly (PwC), Fionán Breathnach, and Catriona Cole (Matheson LLP) shared insights on: ⏩ Streamlined fund structuring and approval 🌍 Third-party ManCos and enhanced European distribution 📈 Emerging trends in ETFs, private assets, ESG, and tokenisation Entering Europe for the first time or scaling existing funds? Gain actionable insights on Ireland’s regulatory clarity, tax efficiency, and investor-focused framework. 🔖 Read our blog for key takeaways and catch the full webinar on demand below. #ApexGroup #FundManagement #AIF #PrivateCapital #ETF #CrossBorderFunds #Webinar #AlternativeFunds

🏛️ How can evergreen structures give investors more control over their capital? James Burron, Founding Partner, CAASA - Canadian Association of Alternative Strategies & Assets, joined Heather Zumarraga to discuss how evergreen funds deliver flexibility, smoother capital deployment, and a framework that works for investors of all sizes. 🎬 Watch the full conversation: https://okt.to/kPcKgy Traditional closed-end funds can be a headache. Capital calls pile up unexpectedly, even for family offices managing hundreds of millions, and retail investors often struggle to keep their cashflow under control. 👍 Evergreen structures can solve this problem. Yes, there may be some cash drag, but that cash can be actively managed, invested in liquid proxies, or strategically deployed across private markets. As public markets, private assets, and digital finance converge, structures that give investors clarity and control are essential. Evergreen funds are bridging the gap, making private markets more accessible, efficient, and responsive. #ApexGroup #EvergreenFunds #PrivateMarkets #FamilyOffice #InvestmentManagement #InvestmentStrategy #AssetManagement #EvergreenStructures

💡 How are shifting investor preferences reshaping Brazil’s fund management landscape? A new Valor Econômico article, Roberto Cortese explores the rapid movement toward tax-exempt and more liquid products: https://okt.to/1FhOTU In the feature, Roberto details how multimarket funds have struggled to recover in recent years, prompting investors to redirect capital into more efficient, tax-advantaged products. As investor sentiment continues to evolve, these trends will play a key role in shaping the strategies and innovation driving Brazil’s next phase of market growth. #ApexGroup #InvestmentInsights #FundManagement #BrazilMarkets #CapitalMarkets #FinancialServices #AssetManagement #LATAMFinance

📣 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