Kelly Rogal

Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy.

Provides wealth management, securities trading and sales, corporate finance and investment banking services

Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital.

Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon.

Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry.

Functions as a College/University

Operates as a organisation for liberal arts and science education