EPIQ Capital Group

We are excited to announce that EPIQ Capital Group has entered into a strategic agreement to be acquired by IEQ Capital. Upon completion of the deal, the combined ~$32 billion investment advisory firm will have a national client presence and an expanded footprint in the San Francisco Bay Area, Los Angeles, Newport Beach, Dallas, Denver, Aspen, St. Louis, Nashville, Atlanta, Boston and Miami. We believe that the combined strengths of EPIQ and IEQ will enhance the service offerings, investment access and opportunities to better serve the needs of our clients, advancing our shared vision of creating a truly differentiated multi-family office. To learn more about the transaction, please visit: https://prn.to/476DwVq

EPIQ Capital Group just concluded our Philanthropy Week, and it was nothing short of inspiring. This week-long event showcased the remarkable efforts of organizations dedicated to uplifting our communities. We were honored to host incredible speakers from Ripple Effect 22 and the Northern Nevada Children's Cancer Foundation (NNCCF), who shared their powerful stories and inspiring missions with us. Our offices also actively participated in local efforts, volunteering with outstanding charities such as SF-Marin Food Bank, Genesis Women's Shelter & Support, and Keep Truckee Meadows Beautiful. Additionally, we proudly contributed over 4,500 meals to local food pantries! Here's to a successful EPIQ Philanthropy Week and to many more opportunities to make a positive impact together.

Last week, EPIQ Capital Group reached an exciting milestone as we celebrated our 6th year anniversary. To mark the occasion, our entire team of 60 employees from across our three offices gathered in San Francisco for an unforgettable offsite. At EPIQ, each member has played a pivotal role in shaping the company, and we are deeply grateful for their dedication and contributions. We also extend sincere appreciation to our clients for their continued trust and collaborative partnership, which has been fundamental to our growth. In the words of our CEO, Chad Boeding, "With tremendous opportunities ahead and the best team in the industry by our side, we're poised for even greater growth and incredible achievements." Lastly, we want to give a big shout out to Adam Cohen from Marin Offsite for the invaluable support in helping us plan a memorable time in San Francisco for our entire team.

We always enjoy co-hosting the Bad A** Women's Event Series in Dallas with Charmaine Tang of ORCA. It was truly inspiring to meet the dynamic women of Dallas who are driving the immense growth of this city. Huge gratitude to all who joined us – we look forward to reconnecting at our next event!

Congratulations to Zephyr AI on securing $111 million in Series A funding. EPIQ Capital Group is excited to support Zephyr AI on its commitment to develop fast and explainable AI solutions to democratize precision medicine, particularly in the areas of oncology and cardiometabolic disease.

Last week, we hosted our EPIQ Insights Event Series: A Discussion on Philanthropy and Education. We brought together industry leaders and esteemed guests with the objective of engaging current and future philanthropists and highlighting the profound work of two great organizations, Imagine Worldwide and Imaginable Futures, that are shaping the next generation of how children learn and become literate and numerate. Notably, Imagine Worldwide has achieved remarkable success in providing child-directed, tablet-based learning that is accessible, effective, and affordable to approximately four million young children in Malawi. Their impactful work has garnered support from the World Bank, lending significant credibility to their goal of extending their proven, massively scalable, and research-based model to other regions in Sub-Saharan Africa. At EPIQ Capital Group, we partner with mission-driven and innovative organizations that stand at the forefront of catalyzing meaningful and impactful change. On behalf of EPIQ and our clients, we want to thank Joe Wolf of Imagine Worldwide and Amy Klement of Imaginable Futures for your awe-inspiring work in addressing the educational disparity affecting children globally. Special thanks to Nick Tedesco from the National Center for Family Philanthropy (NCFP) for expertly moderating the panel and sharing effective strategies for setting and achieving philanthropic goals. We express deep gratitude to Audrey Kim of the AI-focused Misalignment Museum for providing the perfect backdrop for this event. Lastly, a thank you to all the guests in attendance, particularly our clients and philanthropic partners – Catarina Schwab, Abby Falik, Lindsay Beck, and Erinn Andrews – for your unwavering support. #epiq #edtech #globalliteracy #transformingeducation #philanthropy #misalignmentmuseum

Congrats to Jim Keller and the Tenstorrent team on their groundbreaking partnership with Japan’s Leading-edge Semiconductor Technology Center (LSTC) to create cutting-edge AI accelerator chips. Leveraging Tenstorrent's world-class RISC-V central processing technology and chiplet innovation, this collaboration seeks to redefine AI hardware standards and promises to make a leap forward in AI performance.

As we reflect on the accomplishments of 2023 and our continued momentum into Q1 2024, EPIQ Capital Group expresses deep gratitude to our exceptional client base. We take immense pride in highlighting the extraordinary philanthropic endeavors undertaken by our clients that resulted in double-digit year-over-year growth in donor-advised fund (DAF) contributions. Most notably, for every dollar contributed to a DAF, ~100% was also generously granted across a range of philanthropic causes in areas such as healthcare, education, and social services. At EPIQ, we have built out an extensive impact & philanthropy platform rooted in robust partnerships with industry thought leaders who provide expertise in every facet of giving. As we move forward into 2024, we remain committed to supporting our clients and helping them make meaningful and enduring impact in areas that align with their core values and missions.

EPIQ Capital Group has had the privilege of collaborating with numerous impactful organizations, and one that particularly stands out and that we are excited to highlight is Imagine Worldwide. Imagine Worldwide's goal is to solve the literacy and numeracy crisis for millions of children in Sub-Saharan Africa. Foundational learning is the key to unlocking a child's potential — improving their health, wealth, and social outcomes — and these improvements extend to future generations. With nearly half of global youth being African by 2030, the urgency to find a scalable learning solution is paramount. Imagine Worldwide partners with philanthropists, governments, organizations, and communities to provide child-directed, tablet-based learning that is accessible, effective, and affordable. Their game-changing model is massively scalable, research-based, and has an unparalleled cost/benefit ratio. Imagine Worldwide has cracked the code for how highly-targeted philanthropy can catalyze exponential impact for millions of the world's most underserved children. We will be hosting an event in partnership with Imagine Worldwide in San Francisco and look forward to seeing many of our clients, friends and partners there.

EPIQ Capital Group is honored to have co-hosted the 16th Annual Cocktail Reception Honoring Women Executives and Investment Professionals at the esteemed J.P. Morgan Healthcare Conference alongside Michele Park, Jody K. Thelander, Heather Preston and Sue Siegel. A sincere thank you to the 300+ distinguished women in attendance - pioneering executives, entrepreneurs and investment professionals shaping the landscape of healthcare. Your collective efforts are instrumental in advancing innovation and research in healthcare, and it is with great pleasure that we celebrate your incredible accomplishments. A special acknowledgment to Tiffany & Co. for providing the exquisite venue and to Julianne Castro from Moët Hennessy for curating a selection of beverages. Last but not least, thank you to our President and Partner, Christine Leong Connors, for organizing this event and creating such a dynamic female community.