Keefe, Bruyette & Woods (KBW) is a global, full-service investment bank that specializes exclusively in the financial services sector. Our focus includes banking and insurance companies, real estate companies and REITs, broker-dealers, mortgage banks, Asset Management companies, and specialty finance companies. KBW has established industry-…

As the world's leading and most diverse derivatives marketplace, CME Group (www.cmegroup.com) is where the world comes to manage risk. CME Group exchanges offer the widest range of global benchmark products across all major asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, agricultural…

PepsiCo is a global food and beverage leader with a product portfolio including 22 brands that generate more than $1 billion each in annual retail sales. Our main businesses – Quaker, Tropicana, Gatorade, Frito-Lay and Pepsi-Cola – make hundreds of enjoyable foods and beverages that are loved throughout the world.

Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Clients look to Manulife for strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions. Our international network of employees, agents and distribution partners…

Enterprise software private equity firm Vista Equity Partners is a U.S.-based investment firm with offices in Austin, Chicago, New York, Oakland, and San Francisco and more than $81 billion in assets under management as of June 30, 2021. We focus exclusively on the large and growing enterprise software market across our private equity, permanent…

Founded in 1992, TPG specializes in recognizing value – or the potential for value – where others do not. Our contrarian philosophy, global reach, and deep investment and operational expertise set TPG apart from other firms. Our complementary asset classes offer a unique investment platform. Philosophy: TPG's approach to investing helps us…

Berenberg Bank can trace its roots back to the year 1590 when the brothers Hans and Paul Berenberg established their firm in Hamburg. It is the oldest owner-managed private bank in Germany and one of the oldest banks in the world. With assets under management of €26 billion, liable equity of €217 million and over 1,100 employees, we are one of the…

Ardian, formerly AXA Private Equity, is an independent private equity investment company. It has assets of US $50 billion managed or advised in Europe, North America and Asia. The company operates on four business segments: Funds of Funds, Direct Funds, Infrastructure and Private Debt. Ardian raises money from about 346 investors from various…

Founded in 1937 with one of the first balanced mutual funds, Putnam Investments has built a world-wide reputation as a leading investment management organisation. Today, we manage assets for over 13 million shareholders and over 600 institutional clients in 114 countries. Putnam World Trust II Funds are organised in four investment categories.…

Large Regional Bank Truist Financial Corporation (NYSE: TFC) is a purpose-driven company dedicated to building a better future for its clients, teammates and communities. With 275 years of combined BB&T and SunTrust history, Truist is one of the nation’s largest financial services holding companies offering a wide range of services including…

Investment Philosophy The foundation of our investing philosophy is focused on seeking high-quality investments to meet the pension promise. This requires us to maintain a long-term perspective on markets and, to help us better manage through short-term volatility, we seek investments that also generate stable income. To accomplish both, we are…

Janney Montgomery Scott offers financial products and services through about 100 offices up and down the East Coast. One of the largest regional broker-dealers in the US, the firm offers fixed-income brokerage, equity research, wealth management, and retirement planning, and acts as a market maker for approximately 150 NASDAQ-listed stocks. It…

Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and their clients. This multiple-manager structure allows us to offer…

Tech distributing company known for the iPhone, iPod, iPad, and Mac computers We’re a diverse collective of thinkers and doers, continually reimagining what’s possible to help us all do what we love in new ways. And the same innovation that goes into our products also applies to our practices — strengthening our commitment to leave the world…

British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization while living in a west coast setting. With $199.6 billion of managed assets, BCI is the provider of investment management services to British Columbia’s public sector. We invest globally across a range of asset classes…

Boeing is the world's leading aerospace company and the largest manufacturer of commercial jetliners and military aircraft combined. Additionally, Boeing designs and manufactures rotorcraft, electronic and defense systems, missiles, satellites, launch vehicles and advanced information and communication systems. As a major service provider to NASA…

AXA Advisors is a subsidiary of AXA Financial, Inc., a member of the global AXA Group. Financial services and products available to individuals and small businesses through AXA Advisors and its affiliates include: Financial planning Business, retirement, and estate planning College planning Life insurance Annuities Mutual funds. AXA Advisors has…

The Riverside Company is a global private equity firm focused on acquiring leading small and medium-sized enterprises (with a value of up to $200 million/€200 million) and partnering with strong management teams to enhance the success of its companies through acquisitions and organic growth. Since its founding in 1988, the firm has invested in…

Ziegler is a specialty investment bank with unique expertise in complex credit structures and advisory services. Nationally, Ziegler is a leading investment bank with its specialty sectors of healthcare, senior living, religion, and education. Ziegler serves institutional and individual investors through its capital markets and wealth management…

America’s Navy is approximately 450,000 Sailors, 300 ships and submarines, and 3,700 aircraft strong. Water and salt flow through our veins in the same proportion as the sea. That mighty force is the lifeblood of the greatest Navy ever to sail unstoppably upon it, slip stealthily beneath it or fly unchallenged above it. And we defend with honor,…

Needham & Company, LLC is a nationally recognized investment banking and Asset Management firm focused solely on growth companies and their investors. Founded in 1985 by George Needham, Raymond Godfrey, Jr. and David Townes, the firm is headquartered in New York City with offices in Boston, San Francisco, and Menlo Park, CA. Needham’s…

137 Ventures is a growth-stage venture firm that provides customized liquidity solutions to founders, investors, and early employees of high-growth private technology companies.

At Warburg Pincus, private equity investing is our only business. Established more than 40 years ago, Warburg Pincus has invested more than $35 billion in over 650 companies in more than 30 countries around the world. The firm’s strategy combines deep industry expertise and local market experience; the flexibility to support all stages of company…

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Roland Berger is the only management consultancy of European heritage with a strong international footprint. As an independent firm, solely owned by our partners, we operate 50 offices in all major markets. Our 2400 employees offer a unique combination of an analytical approach with an empathic attitude. Driven by our values entrepreneurship,…

Cain Brothers is an employee-owned investment banking and strategic advisory firm that focuses exclusively on the health care industry. Cain Brothers has one of the largest teams dedicated to the health care industry on Wall Street, with bankers and capital markets professionals who possess experience in all facets of the industry. The firm's…

ICAP is the world’s premier voice and electronic interdealer broker, delivering specialist intermediary broking services to trading professionals in the wholesale financial markets. The group covers a very broad range of OTC (over-the-counter) financial products and services in commodities, foreign exchange, interest rates, credit and equity…

John Hancock is a company built on trust and integrity. Throughout our rich history which spans more than 150 years, we have remained true to the ideals on which our company was built, while also encouraging fresh insights and new ways of thinking. Whether it’s helping our clients plan for their financial future, helping local communities grow…

Fortress Investment Group LLC (NYSE: “FIG”) is a leading global investment manager with approximately $43.6 billion of assets under management as of September 30, 2011. Fortress offers a range of alternative and traditional investment strategies for institutional and private investors around the world. Founded in 1998, the Company seeks to provide…

At Russell, our purpose is improving financial security for people. We take that purpose seriously everyday. So we provide strategic advice and implementation to institutional investors. We create state-of-the-art performance benchmarks, in the form of our Russell Indexes. And we help individuals more confidently prepare for retirement through a…

Navigant is a specialized, global expert services firm dedicated to assisting clients in creating and protecting value in the face of critical business risks and opportunities. Through senior level engagement with clients, Navigant professionals combine technical expertise in Disputes and Investigations, Economics, Financial Advisory and…

Millennium is a global alternative investment management firm, founded in 1989, which manages $47.1 billion in assets. We seek to pursue a diverse array of investment strategies across industry sectors, asset classes, and geographies.

Dell Technologies is a unique family of businesses that provides the essential infrastructure for organizations to build their digital future, transform IT and protect their most important asset, information.

Aberdeen Asset Management PLC is an internationally based fund management company. We manage investments for private individuals and institutions around the world. Although our headquarters remain in Aberdeen, Scotland, our company can now be found around the globe, with offices in the USA, Singapore, Hong Kong, England, Ireland and Luxembourg.…

McKinsey & Company is the trusted advisor and counselor to many of the world's most influential businesses and institutions.

American commercial bank that was founded in 1856 in western New York state, and is today headquartered in Buffalo at One M&T Plaza.

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution as well as agented private capital financing services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private…

Silver Lake is a global private equity firm focused on investments in technology, technology-enabled and related industries. Founded in 1999, the firm is one of the largest technology investors in the world, with a team of professionals based in North America, Europe and Asia. Silver Lake deploys a set of complementary strategies to support…

Sagent Advisors is an independent, privately-owned investment bank that provides financial advisory and capital raising solutions to clients in connection with mergers, acquisitions, restructurings and other strategic financial transactions. Having completed over 100 transactions for its clients with an aggregate value of approximately $50 billion…

stablished in 1993 as a private company, Trafigura is the world’s third largest independent oil trader and the second largest independent trader in the non-ferrous concentrates market. It has access to approximately US$33 billion in credit facilities, with investments in industrial assets around the world of more than US$3.3 billion. Trafigura…

MUFG Bank, Ltd. (株式会社三菱UFJ銀行 Kabushiki Gaisha Mitsubishi Yūefujē Ginkō) is the largest bank in Japan. It was established on January 1, 2006, following the merger of the Bank of Tokyo-Mitsubishi, Ltd. and UFJ Bank Ltd. The bank serves as the core retail, corporate, and investment banking arm of the Mitsubishi UFJ Financial Group.

#1 bank in the Nordics Nordea is the largest financial services group in the Nordic region and one of the biggest banks in Europe. We want to make a real difference - for our customers and for the communities in which we operate - by sharing our broad expertise based on 200 years in the banking business.

It’s not easy doing business internationally. You’ll need a partner who understands the pitfalls and recognises the opportunities. A partner who sees the overview and can give you the local view. A partner that puts you in touch with the people that count and inspires with the thoughts of great business leaders. Because we believe when you’re…

Imperial Capital is a full-service investment bank offering sophisticated institutional sales and trading, a wide range of investment banking advisory, capital markets and restructuring services, and institutional research. The bank's institutional sales and trading professionals services over 1,200 institutional accounts. The investment banking…

Health Insurance Our mission is to help people live healthier lives and to help make the health system work better for everyone. A Fortune 5 company, we're focused on helping people live healthier lives while making the health system work better for everyone. Here, we seek to empower people with the information, guidance and tools to make personal…

Commercial Real Estate Brokerage Services Firm Colliers (NASDAQ, TSX: CIGI) is a leading diversified professional services and investment management company. With operations in 67 countries, our more than 18,000 enterprising professionals work collaboratively to provide expert advice to real estate occupiers, owners and investors. For more than 25…

1861 Capital is an investment firm based in New York. 1861 Capital funds are focused on opportunities in the municipal bond sector. The dearth of supply around the holiday season and the roll-down in the yield curve (ex. 15-year bonds becoming 14-year bonds at lower yields) helped propel the market forward. Additionally, January 1st was a heavy re…

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. We bring together the world of big data, your own in-house data, and our own unique alternative data to help…

Telecommunications company We understand that our customers want an easier, less complicated life. We’re using our network, labs, products, services, and people to create a world where everything works together seamlessly, and life is better as a result. How will we continue to drive for this excellence in innovation?

GIC was incorporated in 1981 under the Singapore Companies Act and is wholly owned by the Government of Singapore. Our aim is to achieve good long-term returns for the Government - a reasonable risk-adjusted rate above global inflation over a 20-year investment horizon. By achieving these returns, we fulfil our responsibility to preserve and…

Huntington Bancshares Incorporated is a regional bank holding company headquartered in Columbus, Ohio, with $109 billion of assets and a network of 868 full-service branches, including 12 Private Client Group offices, and 1,442 ATMs across seven Midwestern states. Founded in 1866, The Huntington National Bank and its affiliates provide consumer,…

West Monroe is a progressive business and technology consulting firm that partners with dynamic organizations to reimagine, build, and operate their businesses at peak performance. Our team of more than 750 professionals is comprised of an uncommon blend of business consultants and deep technologists. This unique combination of expertise enables…

Intel’s mission is to shape the future of technology to help create a better future for the entire world. By pushing forward in fields like AI, analytics and cloud-to-edge technology, Intel’s work is at the heart of countless innovations. From major breakthroughs like self-driving cars and rebuilding the coral reefs, to things that make everyday…

The Investment Banking Group has been established to spearhead the bank's corporate finance activities in Singapore and the Asian region. The focus of the group is on being a professional merchant bank that is committed to providing world class capabilities across products for our corporate and institutional clients. The consolidated corporate…

ClearView is a boutique consulting firm based in the Boston area that provides premier strategic consulting services to life science companies and investors. Our projects typically involve assessing and developing growth strategies at the asset, franchise, and corporate level. Our Partners and consulting teams have deep commercial and clinical…

HarbourVest is a leading global private equity investment firm with a long history of innovation and success. For nearly 30 years, we have invested in private equity, gaining invaluable expertise and developing long-term relationships with sought-after partners along the way. We strive to generate strong returns through investing in premier…

A major American defense contractor and industrial corporation with core manufacturing concentrations in weapons and military and commercial electronics.

Based in New York, LionTree will have two units – an advisory business and an investing business. LionTree Advisors works with clients on mergers and acquisitions, capital raisings and IPOs

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional…

Thomson Reuters is the world’s leading provider of news and information-based tools to professionals. Our worldwide network of journalists and specialist editors keep customers up to speed on global developments, with a particular focus on legal, regulatory and tax changes.

Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management. Our focus is on giving you…

Formerly U.S. Trust, Bank of America Private Wealth Management. Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to manage & preserve wealth across generations. We are dedicated to helping you use your wealth to achieve and create more of what you value most.…

Mesirow Financial is a diversified financial services firm headquartered in Chicago, with locations across the globe. The bank is made up of approximately 1,200 employees, of which 25% have ownership in the firm. The bank has grown to achieve the following: # A multiproduct money manager of assets for institutions as well as investment advisory…

State Farm Insurance is a mutual company owned by our policyholders. There are more than 65,000 employees and more than 18,000 Agents service 81 million policies and accounts throughout the U.S. and Canada. State Farm Mutual Automobile Insurance Company is the parent company of many subsidiaries, including: State Farm Fire and Casualty Company…

Andersen is one of the largest independent tax firms in the world, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients. The firm is comprised of over 1000 personnel located in 19 U.S. cities and has a presence in Europe, Latin America and the Middle East through our…

Established in 1882 as Harris Bank, and owned by BMO Financial Group (TSX, NYSE: BMO) since 1984, BMO Harris Bank has grown to become one of the largest banks in the Midwest serving personal, commercial and affluent customers. BMO Harris Bank provides a broad range of personal banking products and solutions through over 600 branches and…

Private Equity - Real Estate   LaSalle is one of the world's leading investment managers. We build long-term and trusted relationships with our clients – wherever they are and wherever they invest.

The MIT Fund is considered to be the oldest mutual fund, founded back in 1924. Sunl Life Financial is the parent company. AUM is roughly $250B as of 7/25/12.

Balyasny Asset Management L.P. is an employee owned investment manager. The firm primarily provides its services to pooled investment vehicles. It also caters to corporations and high net worth individuals. The firm manages separate client-focused portfolios. It also launches and manages hedge funds for its clients. The firm invests in the public…

Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial…

Founded in 1989, PJ SOLOMON is a leading financial advisory firm with a legacy as one of the first independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries.

WorldQuant is a private institutional investment management complex consisting of an international team of researchers, traders, and technologists who constantly work toward ever-greater quantification and automation in the development of its trading processes. Continuously evolving for ever-greater efficiency enables us to trade today the way…

Hong Kong based investment bank and brokerage. CLSA is Asia’s leading capital markets and investment group, connecting global investors to insights, liquidity and capital to drive their investment strategies. Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our…

Founded in 1955, with financial roots dating back to 1925, Wedbush Securities is one of the largest securities firms and investment banks in the nation. The bank provides innovative financial solutions through our Private Client Services, Capital Markets, and Clearing & Execution divisions. Headquartered in Los Angeles, California with over 90…

The Commonwealth Bank is Australia’s leading provider of integrated financial services including retail banking, premium banking, business banking, institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services. The Group is one of the largest listed companies on the Australian Securities…

Enterprise Software and Hardware Fortune 100 Company We’re a cloud technology company that provides organizations around the world with computing infrastructure and software to help them innovate, unlock efficiencies and become more effective. We also created the world’s first – and only – autonomous database to help organize and secure our…

We are an independent investment banking firm focused on the global growth sectors of the economy. Our objective is to develop long-term relationships and serve as a trusted partner to our clients. We strive to provide the highest quality, client-centered strategic advice and transaction execution expertise focused on mergers and acquisitions,…

Crowe Horwath LLP is one of the largest public accounting and consulting firms in the United States. Under its core purpose of “Building Value with Values,” Crowe assists public and private company clients in reaching their goals through audit, tax, advisory, risk and performance services. With offices coast to coast and 2,500 personnel, Crowe is…

Ducera Partners is an independent investment bank commonly relied on by decision makers to advise on the most complex and transformative transactions. For each of our clients, Ducera seamlessly delivers the skills, creativity and broad network of our entire team, which has cohesively worked together for over two decades and for nearly the entirety…

The United States Army is the main branch of the United States Armed Forces responsible for land-based military operations. It is the largest and oldest established branch of the U.S. military, and is one of seven U.S. uniformed services. The primary mission of the army is to fight and win our Nation’s wars by providing prompt, sustained land…

The Walt Disney Company (NYSE: DIS), commonly referred to as Disney, is an American multinational diversified mass media company headquartered in Walt Disney Studios, Burbank, California, United States. It is the largest media conglomerate in the world in terms of revenue.3 Founded on October 16, 1923, by Walt and Roy Disney as the Disney Brothers…

Grosvenor is one of the largest hedge fund sponsors globally. With estimated assets under management of $22.6 billion as of December 31, 2009, Grosvenor ranked as the third largest fund of fund firms, but the largest independent firm. The firm acts primarily as a fund of funds and invests in the hedge fund space. Grosvenor primarily provides its…

LGT Capital Partners is a leading alternative investment manager, based in Pfaeffikon (SZ), Switzerland with affiliated offices in New York, London, Dublin, Hong Kong and Tokyo. The Firm manages over USD 22 billion in hedge fund and private equity assets and has an international team of over 180 professionals with 35 nationalities. For over 15…

Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Headquartered in San Francisco, California, it offers six no-load mutual funds: a domestic stock fund, an international stock fund, a balanced fund, an income fund, a global stock fund…

As a leading full-service investment bank, we provide a full array of corporate finance, research, sales, trading and otcqx dad services to corporate, institutional and high net worth clients. Headquartered in Los Angeles, with offices in San Francisco, New York, and Newport Beach, the firm is recognized for its distinguished Equity Research. Our…

Our partners are highly experienced operating managers and entrepreneurs, willing to be constructive and helpful to the management teams running the companies in our portfolio. Our investments are concentrated in the Southeast and Texas in order to facilitate a healthy interaction between portfolio company managers and Antares' partners. We have a…

Reinsurance company Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and…

Equity Research Sanford C. Bernstein & Co., LLC., Research Division is an investment banking company based out of 1345 AVE OF THE AMERICAS, New York, New York, United States.

KPMG is a Big Four consulting firm well known for its accounting and advisory services. It has grown to include a wide depth of consulting services. 

DNB Markets is Norway's leading Investment bank at around 700 employees and offer a broad spectre of products to all customer segments, from private investors to large corporate customers. Its main products are foreign exchange, interest rate and commodity products, securities and other investment products, debt and equity financing in the capital…

NASDAQ OMX isn't a place; it's a state of mind. OK, that's not exactly true, but NASDAQ OMX is the leader in floorless exchanges and has challenged NYSE Euronext as the world's largest stock exchange. The group was formed in 2008 when the NASDAQ Stock Market merged with OMX, the owner of Northern Europe's largest securities marketplace. Combined,…

Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. It…

Media/Entertainment We're a global media and technology company with three primary businesses: Comcast Cable, NBCUniversal, and Sky. Comcast Cable is one of the United States’ largest video, high-speed internet, and phone providers to residential customers under the Xfinity brand, and also provides these services to businesses. It also provides…

Allianz Global Investors is one of the world’s leading active investment managers. Understanding our clients’ needs in order to act to their best advantage is embedded in our business, using our insightfulness to partner with clients and to drive performance. Our investment thinking is rooted in our purpose: to help our clients achieve their…

Desjardins Securities offers a complete range of securities brokerage products and services through its Investment Advisors and its Disnat Online Brokerage division. The needs of businesses and institutions are handled by its Corporate Financing, Debt Capital Markets, and Equity Capital Markets departments, which are solidly backed by its highly…

Koch companies have a presence in nearly 60 countries and employ about 60,000 people. They have invested about $45 billion in acquisitions and other capital expenditures since 2003 to make life better around the world by efficiently converting resources into products and services that people depend on every day. Koch companies are involved in…

SEI Investments Co. is a publicly owned investment manager. The firm provides wealth management and investment advisory services to its clients through its subsidiaries. Through its subsidiaries, it provides its services to corporations, financial institutions, financial advisors, high net worth families, banks and trust institutions, investment…

A multi-family office with USD26bn AuM. Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of…

BTG Pactual is Brazil's leading investment bank, with operations in Investment Banking, Asset Management and Wealth Management. It has a track record of almost three decades and offices in São Paulo, Rio de Janeiro, Belo Horizonte, Recife, Porto Alegre, London, New York and Hong Kong. BTG Pactual currently has net equity of US$5.0bn1, with over US…