Regis W. Schultis

Jason, Inc. manufactures and markets seating components and industrial equipment. The company was founded in 1985 and is headquartered in Milwaukee, WI.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia.

Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Crystal River Capital, Inc. operates as a finance company. It offers residential mortgage-backed securities and commercial mortgage-backed securities whole mortgage loans, bridge loans, junior interests in mortgage loans. The company is headquartered in New York, NY.

Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT.

Structured Portfolio Management LLC (SPM) is an independent hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Donald Brownstein in 1997. SPM provides investment services to high net-worth individuals and institutional clients.

Saw Mill Capital LLC (Saw Mill Capital) is a private equity firm founded in 1997 by Howard D. Unger. The firm is headquartered in Briarcliff Manor, New York.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York.

Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors.

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

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

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.

AutomationSolutions, Inc. manufactures automated equipment. It is a distributor of industrial automation equipment and complimentary solutions within the entire machine line. The firm’s products include control systems, motion control, actuators and stages, pneumatics, sensors, safety products, compressors and pumps, and software. It also offers engineering design and support, electrical panel fabrication, custom cable builds, and assemblies. The company was founded in 2007 and is headquartered in North Attleboro, MA.

Victory Energy Operations LLC manufactures and supplies engineered watertube boiler and package systems. Its products include firetube boilers, high temperature hot water generator, heat recovery solutions, and burners. The company was founded by John C. Viskup, Jr. and James Sponder in 1999 and is headquartered in Collinsville, OK.

Wolf-Gordon, Inc. engages in the provision of commercial and custom wallcoverings. It offers wallcovering, wall protection, upholstery, paint, wink, and WG customs lab. The company was founded by Melvin Wolf, Bernie Gordon, Tony Prota and Frank Carr in 1967 and is headquartered in New York, NY.

Winans International (dba Winans Investments) is an independent SEC-registered investment advisory firm headquartered in Novato, California. The firm was founded by Ken Winans in 1992. Winans Investments provides investment advice and management for individuals, trusts, investment companies, and pension plans.

Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds.

Climate Pros, Inc. engages in the provision of heat, ventilation, air condition, and refrigeration systems services. It offers preventative maintenance, equipment repair, new and pre-owned equipment sales and installation, energy management systems, turn-key project management, finish and rough carpentry and electrical installation, and repair services. The company was founded by Todd Ernest in 2006 and is headquartered in Glendale Heights, IL.

New York Life Insurance Co. (Investment Portfolio) (NYLIC-IP) is the investment portfolio division of New York Life Insurance Co., a mutual life insurance company headquartered in New York City. Founded in 1845, the firm provides insurance, investment and retirement solutions. NYLIC-IP manages the insurance investment portfolio.

Ln Capital Management LLC is an investment management firm that utilizes a flexible, value-oriented investment approach across various market capitalizations and asset classes. The private company is based in New York, NY. The company focuses on individual securities at inflection points. The company was founded in 2019 by Nilesh Roy Saldanha. Nilesh Roy Saldanha has been the CEO since 2019.