Jackie R. Beer

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

Preparis, Inc. provides business continuity and cybersecurity solutions. It serves corporate, legal, commercial real estate, financial services, banks and healthcare industries. The company was founded by Armistead B. Whitney and Randall Tolbert in 2003 and is headquartered in Atlanta, GA.

Part of Midwest Holding, Inc., American Life & Security Corp. provides life insurance services. The company is based in Lincoln, NE. Mark A. Oliver has been the CEO of the company since 2009.

North American Insurance Leaders, Inc. provides insurance investment services. It offers capital stock exchange, asset acquisition, stock purchase, and foreign exchange trading services with one or more businesses in the insurance services industry. The company was founded on August 8, 2005 and is headquartered in New York City, NY.

Part of Ecoban Finance Ltd. LLC, EIC Corp. Ltd. provides credit and political risk insurance services. The company is based in Hamilton, Bermuda. EIC Corp. was acquired by Island Partners LLC on January 05, 2005.

Part of ACHP Plc, Island Capital Ltd. provides credit and risk insurance services. The company is based in Hamilton, Bermuda. Paul Mooney has been the CEO of the Bermudian company since 2001. Island Capital was acquired by ACHP Plc from Ecoban Finance Ltd. LLC on October 25, 2010 for $40 million.

International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

JP Charter Oak Advisors LLC specializes in private equity investments in financial institutions. The firm focuses on asset management, life annuity and health insurance and property and casualty insurance, banks and thrifts. The company was founded by Peter E.Roth and John Thomas Hompe in 2012 and is headquartered in, New York, NY.

Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

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