Timothy Stives

Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Invesco Private Capital Inc (Invesco Private Capital) is a private equity and venture capital subsidiary of Invesco North America Group Ltd founded in 1981. The firm is headquartered in New York.

Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Part of Abbott Laboratories, Miavita, Inc. provides wellness programs for businesses, their employees, and individuals through its website. The company is based in New York, NY. Miavita was acquired by Matria Healthcare, Inc. on May 03, 2005.

Semper Capital Management LP (Semper) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by John Utendahl and Tom Mandel in 1992 and was formerly known as UCM Partners LP and as Utendahl Capital Management LP. Semper offers institutional and high-net-worth individuals multiple securitized debt-centric investment platforms that range from private absolute return and index-based strategies to registered mutual funds and custom managed accounts.

Spring Capital Partners (Spring Capital) is a private equity firm founded in 1999 by Michael F. Donoghue and Robert M. Stewart. The firm is headquartered in Lutherville, Maryland.

Debevoise & Plimpton LLP provides legal services. It serves in the areas of restructurings and bankruptcy litigations, antitrust, corporate governance and environment, taxation, mergers and acquisitions, derivatives, structured finance and capital markets, aviation practice, consumer finance, banking and insurance transactions, data security, investment management, healthcare compliance and employment litigation. The company was founded in 1931 and is headquartered in New York, NY.

Boldcap Venture Partners LLP (Boldcap Venture) is a venture capital firm founded in 2001 by Penny Zuckerwise and Kay Koplovitz. The firm is headquartered in Tamil Nadu, India.

The Carlson Co., Inc. engages in the manufacture of turbine and turbine generator equipment. Its products include air clutches, brakes, caliper brakes & rotors, air shaft seals, C-flange clutch brake combination, torque limiters, sheaves, and rotary unions. The company was founded in 1961 and is headquartered in Wichita, KS.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.

National Telecommunications Corp. provides information services for business, electronic commerce, and circuit boards manufacturing. It offers software solutions including business intelligence, enterprise resources planning, and electronic commerce application; distribution of telecommunication equipment including switches, payphone booths, and internet protocol telephony; provides telecommunication services including smart cards and international calling cards; provides information technology consulting, and outsourcing services. The company was founded in 1995 and is headquartered in Giza, Egypt.

Vedanta Capital LLC (Vedanta Capital) is a venture capital firm founded in 2006 by Parag Phoolchand Saxena, Alessandro A. Piol and Howard E. Goldstein. The firm is headquartered in New York.

The National Automated Clearing House Association operates as an electronic payments association. It involves in education and accreditation, industry engagement, communications and advocacy. The company was founded in 1974 and is headquartered in Herndon, VA.

FF Venture Capital LLC (FF Venture Capital) is a venture capital firm founded in 1999 by John Frankel. The firm is headquartered in New York.

Windham Venture Management LLC (Windham Venture Management) is a venture capital firm founded in 2006 by Joe Proto, Roger Fine and Adam Fine. The firm is headquartered in New York.

PayQwick, Inc. operates as an electronic payment hub. It offers e-commerce solution, online bill pay, armored car cash pick-ups and electronic invoices. The company was founded in Kenneth Berke and Keith Marks in 2014 and is headquartered in Calabasas, CA.

DadeSystems, Inc. develops virtual payment automation software. Its products include AR automation, mobile, epayments, mailroom, remote deposit capture and virtual lockbox under DadePay brand. The company was founded by David Wilson in 2011 and is headquartered in Miami, FL.

OneNewtorks, Inc. develops smart B2B payment network. It offers dynamic payment routing, virtual terminal, dynamic discounting, dashboard and analytics, and currency agnostic. The company was founded by Ernest Rolfson in 2015 and is headquartered in Orlando, FL.

Runway Venture Management LLC (Runway Venture Partners) is a venture capital firm founded in 2016 by Marc Michel and Anna Garcia. The firm is headquartered in New York.

Takara PAG Real Estate Advisory Ltd. provides asset management services for the real estate industry. The private company is based in Tokyo, Japan. Masayuki Ishihara has been the CEO of the Japanese company since 2016.

Azimuth GRC, Inc. provides an automated regulatory compliance platform. It offers reporting tools, integrated assessment streamline impact analysis, and comprehensive inventory of laws. The company was founded by Rohin Tagra and is headquartered in Jacksonville, FL.

Captuure, Inc. provides technology services. The company is based in Winter Garden, FL. The company was founded by Eli Weinstock-Herman. John P. Ehrhard has been the CEO of the company since 2021.

Innovate Capital Partners LLC (Innovate Capital Partner) is a venture capital firm founded in 2022. The firm is headquartered in Philadelphia, Pennsylvania.

Identifee, Inc. is a vertical SaaS provider for banks and credit unions. The company is based in Covina, CA. The company offers a comprehensive platform that simplifies and automates data-driven customer engagements. The platform combines multiple functionalities into one solution, including CRM, business intelligence, prospecting, training, and payment technology. Identifee empowers FIs to save time, enhance customer experiences, and drive revenue growth. Identifee was founded by Kevin James Miyamoto, Vigen Ismailyan, Vram Ismailyan. Vigen Ismailyan has been the CEO since incorporation.

LendKey Technologies, Inc. helps connect lenders and borrowers to enter and succeed in online lending. It focuses on private student loans, student loan refinancing, and home improvement loans. The company was founded by Vince Passione and Mike Stallmeyer in 2009 and is headquartered in New York, NY.