Jerry C. Deren

Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE.

Tiedemann Wealth Management Holdings LLC provides investment advice and management services. The company was founded on January 22, 2008 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA.

Toniic LLC is a private company that serves around 500 high net worth individuals, family offices, and foundation asset owners who are focused on deepening their impact across the spectrum of capital and personal resources. The company is based in San Francisco, CA. The company operates in more than 25 countries around the world.

Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a company that provides equity consulting and asset management services. The company is based in Denver, CO.

Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA.

Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations.

Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

P.R.I.M.E. Finance Foundation provides financial and advisory services. The non-profit company is based in The Hague, Netherlands.

US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations.

Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA.

Acdi/Voca provides business consulting services. It promotes broad-based economic growth and the development of civil society in emerging democracies and developing countries. The firm provides programs for agribusiness, enterprise development, financial services, community development, and food security. The company was founded in 1953 and is headquartered in Washington, DC.

One World Impact Investments LLC (One World Impact Investments) is a venture capital firm founded in 2015 by Scott Saslow and Angelina Mertens. The firm is headquartered in Palo Alto, California.

CGAP, Inc. operates as a mortgage broker. It specializes in residential and commercial mortgages. The company was founded in 2013 and is headquartered in Kew Gardens, NY.

Unesco, Inc. provides program management services. It offers planning, architecture, engineering, construction, operating costs and longevity services. The company is headquartered in St. Paul, MN.

MFX Solutions, Inc. provides hedging products and risk management education to entrepreneurs in low-income countries. Its products includes currency forward contracts, cross currency swaps, currency options, spot transactions and currency delivery and portfolio risk management. The company was founded in 2005 and is headquartered in Washington, DC.

Microfinance Information Exchange, Inc. provides financial data solutions. The private company is based in Washington.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Limestone Capital Advisors LLC (Limestone Ventures) is a venture capital firm founded in 1999 by Bob Inman and Greg Carlisle. The firm is headquartered in Austin, Texas.

LVTC Financial & Insurance Advisor SL is a Spanish company that offers life insurance recommendations that are tailored to the individual's needs. The company is based in Pontevedra, Spain. The company's services are 100%% online, making it convenient for customers to access their services from anywhere. The company was founded by Antonio C. Casal, Villar Alejandro Marino, and they have been the CEOs since incorporation.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Bessemer Trust Co (Private Equity) (Bessemer Trust Co) is a private equity firm, a subsidiary of Bessemer Group, Inc. The firm is headquartered in New York.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Vernal Point Advisors LLC provides investment advice. The firm's services include investment advisory, strategic planning, administrative, executive and support services. The company was founded by Paul Morelli and is headquartered in San Francisco, CA.