George Luecke

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Bessemer Securities is a broker/dealer located in New York City. The firm is the brokerage arm of Bessemer Investment Management LLC and their ultimate parent is Bessemer Group, Inc.

Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY

Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY.

Lepercq, de Neuflize & Co. is a privately owned holding company based in New York, NY and has subsidiaries in the United States. The company operates in asset management, real estate, and trust support services.

Banner Life Insurance Co. (Investment Portfolio) (BLI-IP) is the US-based investment portfolio division of Banner Life Insurance Co., headquartered in Frederick, Maryland. The firm was founded in 1949 and is ultimately owned by Legal & General Group Plc (LON: LGEN) in Great Britain. BLI-IP provides life insurance products and services to various clients and insurance company portfolios.

Independent Insurance Group LLC provides life and annuity insurance services. The company is based in Fort Worth, TX and has subsidiaries in the United States. The company was founded by Michael A Upchurch.