Reed Deupree

Provides wealth management, investment banking and advisory services

GMT Capital allocates assets both long and short across all markets and sectors. The firm seeks to generate attractive returns for its investors with managed risk.

Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.

The Carlyle Group focuses on companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for buyouts and growth stage capital requirements.[[ [[Carlyle Group reorganized its operating segments on January 8, 2021, by combining Corporate Private Equity and Real Assets into a single segment called - The Carlyle Group (Global Private Equity).

BCI Partners is a multi-stage investor. They concentrate on investments in the media and entertainment, communications, software, Internet and business services sectors. They provide capital and strategic guidance to growth companies that have the potential to generate excellent performance, achieve leadership in the marketplace and create significant shareholder value

ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds.

Provides securities brokerage services

Functions as a College/University

Functions as a College/University