Sam Fraundorf

Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds.

Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions.

CIFG Holding Ltd. offers insurance and reinsurance services. The company is headquartered in New York, NY.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.

Community Foundation of Greater Memphis, Inc. offers and manages charitable funds and endowments. It simplify charitable giving and tax reporting, structuring and managing personalized grant programs, facilitation unusual or complicated gifts, presenting timely information on community needs and by providing investment products that maximize giving potential. The company was founded in 1969 and is headquartered in Memphis, TN.

Wilmington Trust Investment Advisors, Inc. (WTIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. The firm also serves as sub-advisor to the Wilmington Funds, a family of mutual funds.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA.

Atlanta Symphony Orchestra provides entertainment services through orchestra. The company was founded on February 9, 1939 and is headquartered in Atlanta, GA.

Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL.

The Dixon Gallery & Gardens operates fine art museum. The company was founded by Margaret Oates Dixon and Hugo Norton Dixon and is headquartered in Memphis, TN.

First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN.

PEAK Financial Group is one of Canada's premiere independent financial groups. The company represents advisors who assist the investors. PEAK provides back-office and administrative assistance to financial planners. It manages the assets under administration and has an enviable life insurance portfolio. The company was founded in 1992 and is headquartered in Montreal, Canada.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

Traust Sollus Wealth Management LLC provides investment advice. The company was founded by Al Zdenek in 1982 and is headquartered in Princeton, NJ.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

Waldron Private Wealth LLC is a boutique private wealth management firm that advises a select group of high net worth individuals, families, and family offices. The private company is based in Bridgeville, PA. The company's advisory team includes 19 CFPS, three CPAs, three CFAs, a certified trust and fiduciary advisory, a certified divorce financial analyst, a chartered advisory in philanthropy, a behavioral financial advisor, and a certificate holder from the Institute for Preparing Heirs. Waldron Private Wealth is a fiduciary wealth management firm that helps a select group of individuals and families to simplify the complexities of their wealth. The company was founded by John J. Waldron, who has been the CEO since incorporation.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).