Bruce C. Turner

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

BrandPartners Group, Inc. provides a range of brand-building services and products to retail banking and traditional retail sectors through its subsidiaries, BrandPartners, BrandPartners Europe and Grafico, Inc. It offers retail merchandising, retail digital networking, integrated design, space planning services and strategic market intelligence through its subsidiaries. The company was founded in 1984 and is headquartered in Rochester, NH.

Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ.

Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration.

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.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Quadriserv, Inc. engages in the provision of securities finance activities. The company was founded by Martin Hakker, Gregory W. DePetris, Sean McNamara, and Joseph Charles Weinhoffer and is headquartered in New York, NY.

Part of CME Group, Inc., Pivot, Inc. is a company that provides liquidity management and collaboration software to the financial markets. The company is based in Chicago, IL. The company was founded by David Ho, Furqan Nazeeri. Pivot was acquired by CME Group, Inc. on August 01, 2012.

EDM Council, Inc. operates as a neutral business forum to elevate the practice of data management as a mandate for efficient business operations. The firm creates and implements standards for data management, develops best practice recommendations for enterprise data management implementation, conducts data management-related research and provides a network for all segments of the data management industry to use for the development of business relationships. The company was founded by Michael Meriton in 2005 and is headquartered in Kensington, MD.

Capital International Ltd. (Capital UK) is the Great Britain-based investment subsidiary of Capital Group International Inc., itself a subsidiary of The Capital Group Cos., Inc. in the US. The firm do-business-as Capital Research & Management Co. (UK Branch). Headquartered in London, Capital UK was founded in 1982 and provides discretionary investment management services to segregated institutional clients in the UK and across Europe.

Continental Grain Co. operates as a grain trading firm. Its products include animal feed, wheat flour and poultry products. The firm supplies poultry products to the restaurant chains, frozen food makers and retail companies. The company was founded by Simon Fribourg in 1813 and is headquartered in New York, NY.

Goodwin Procter LLP is a law firm which provides advice to companies in public and private enterprises. It provides services to financial, life sciences, private equity, real estate, and technolgy industries. The company was founded in 1912 and is headquartered in Boston, MA.

Common Fund is an independent asset management firm that manages $22.60 billion in assets for around 1,300 institutional clients. Common Fund was founded in 1971 and is based in Wilton, CT. The private company specializes in investment management and is active in all sectors of the capital markets, serving a broad spectrum of investors, including nonprofit organizations, healthcare organizations, family offices, and pension plans. The company also has subsidiaries in Canada, United States, United Kingdom, Cayman Islands, and China. The Investment Stewardship Academy is a workshop for investment professionals to learn and apply skills and knowledge for stewarding long-term capital.

Crowell & Moring LLP provides legal services. It offers litigation and arbitration, regulatory, and transactional matters. The firm serves the aerospace and defense, automotive and trucking, aviation, chemicals, education, energy, financial institutions, and government contracting industries. The company was founded in 1979 and is headquartered in Washington, DC.

Part of Intercontinental Exchange, Inc., onExchange, Inc. is a company that specializes in health insurance and benefits, including group medical insurance. The company is based in Lexington, MA. The company also offers services related to account exchange, cheap health insurance, and exchange email servers. onExchange was acquired by The Clearing Corp. on August 19, 2004.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Pillsbury Winthrop Shaw Pittman LLP provides legal services. It offers services in education, aviation, communications, consumer and retails, corporate and securities, hospital and intellectual property. The company was founded in 1868 and is headquartered in New York, NY.

Cogency Software, Inc. develops, deploys and supports automated management solutions. It offers discovery phase, implementation process, enrichment and support. The company was founded by Jeffrey Axelrod in 1997 and is headquartered in Burlingame, CA.

GoldenSource Corp. provides enterprise data management software. The firm provides preconfigured connectivity and data integration interface which applies into EDM applications. It also provides solutions for the derivatives and fixed income markets. The company was founded in 1984 and is headquartered in New York, NY.

KCG Hotspot FX LLC operates as an on-line foreign exchange trading platform. It serves financial institutions, corporations, hedge funds, and individual investors. The company has offices in Chicago, Illinois; Boston, Massachusetts; London, the United Kingdom; Beijing, China; and Singapore, Singapore. It was founded in January, 2000 by Steve Leibowitz, Steven Reich, Howard Silverman & Barry E. Calder and is located in Jersey City, NJ.

Capital Research & Management Co., doing business as Capital World Investors (CWI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co., which is ultimately owned by the Capital Group of Cos. In 2013, The Capital Group restructured its equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. CWI is the retail entity of the Capital Group.

Capital Research & Management Co. (Global Investors), do-business-as Capital Research Global Investors (CRGI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co. (CR&M), the original company of the Capital Group Cos., which was founded in 1931 by Jonathan Bell Lovelace. In 2008, CR&M disaggregated their equity investment operations to become known as Capital Research Global Investors and Capital World Investors. Capital World Investors is the retail entity of the Capital Group. Institutional management services in North America are provided by Capital Guardian. Institutional management services are provided globally by Capital International.

Alphacet, Inc. provides software solutions. The firm engages in the development of software tools. It offers quantitative modeling software tools and systematic trading systems that help quantitative analysts, traders, and portfolio managers create consistent alpha, or absolute, returns. The company was founded by Rosario M. Ingargiola in 2007 and is headquartered in New York, NY.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

Tribeca Early Stage Partners (Tribeca ESP) is a venture capital firm founded in 2014 by Michael Rushmore. The firm is headquartered in New York.

Alternative Investment Group LLC provides investment advisory services. It also caters to high net worth individuals and family offices, foundations, endowments, corporate and public pension plans, and other personal and institutional tax-exempt capital. The firm invests in public equity, fixed income, and alternative investment markets. The company was founded by Stewart H. Greenfield and David Kingsbury Storrs in 1996 and is headquartered in Southport, CT.

Almanac Management LLC (Almanac Management) is a venture capital firm founded in 2018 by David Barber. The firm is headquartered in New York.