Bob Morse

Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Schneider Capital Management Corp. (SCM) is an independent investment advisor headquartered in Wayne, Pennsylvania and was founded in 1996. SCM's business consists of providing fully discretionary investment management services and investment advice to institutional investors, investment companies, and pension and profit sharing plans.

The NHP Foundation provides nonprofit real estate organization. It provides rental homes at affordable rates to families of all sizes, seniors, and persons with disabilities. The company was founded in 1989 and is headquartered in Washington, DC.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC.

Siemens (China) Co., Ltd. is a joint venture company in China. It offers mobile phones & other electronic and comunications gadgets. The company is headquartered in Beijing, CN.

Çalik Holding AS manages and coordinates the activities of its subsidiaries. It operates through the following segments: Energy, Construction, Textile, Marketing, Telecommunication, Banking and Finance, and Other. The Energy segment involves in the sale of electricity; operation of natural gas and crude oil resources; exploration and production of resources; and sale and transportation of resources to international markets. The Construction segment operates in construction, contracting, and decoration businesses. The Textile segment produces and trades yarn, texture, and ready wear products. The Marketing segment supplies goods that are used in the production and the domestic or foreign projects carried out mainly by the group entities. The Telecommunication segment provides communication, press, and internet services. The Banking and Finance segment offers commercial and investment banking, financial leasing, insurance, project financing trading of marketable securities, and credit financial services. The Other segment includes electronic fee collection, organization, mining, and transportation energy license procurement. The company was founded by Ahmet Çalik on March 20, 1997 and is headquartered in Istanbul, Turkey.

Part of American Express Co., Balcor Cos. is an investment firm headquartered in the museum district of Houston, TX. Balcor is composed of three divisions: hospitality, commercial real estate, and private equity. The American company is known for creating market opportunities with class A developments and strong tenant partnerships. Balcor maintains a diverse portfolio of products such as class-A mixed-use, retail, office, hotel, multifamily, tech, and frozen dessert. The company's portfolio includes projects such as Park Binz I, Park Binz II, and Cloud 10 Creamery. The company continues to seek opportunities to deploy capital and add to their array of investments. The company was founded by Robert A. Judelson.

Interpool, Inc. supplies equipment and services to the transportation industry. It leases dry containers and container chassis, which enable cargo containers to be moved between ships, trucks, and trains. The company was founded in 1968 and is headquartered in Princeton, NJ.

Part of TIAA Board of Governors, Nuveen Alternatives Advisors LLC is a company that provides investment advice. The company is based in New York, NY.

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

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.

Chromium Industries, Inc. engages in design, engineering, fabrication, plating, and finishing of rolls. It offers rolls and coating products. The company is headquartered in Chicago, IL.