Geoff Garbacz

Quantitative Partners, Inc. (QPI) is a research and trading company that represents several independent research firms and works with institutional money managers, financial advisors, and independent traders. QPI is based in Fitchburg, WI, and its goal is to provide its clients with high-quality and proprietary quantitative research with excellent performance results. QPI produces several internal models that are available for clients and constantly tests and monitors its research vendor's models and results. The private company also produces a variety of investment newsletters for individuals and is currently ramping up its efforts with individual investors with the QPI Morning Note. The company was spun off from Independent Research Associates in 2002, which was founded in 1995 by Geoffrey Allan Garbacz, Jim Robinson, and Jack Bahrenburg.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.