William Sherman

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

III Capital Management (III) is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Warren Mosler and Clifford Viner in 1993 as III Offshore Advisors. III advises private investment funds that are offered to institutional investors and high net-worth, financially sophisticated individuals. They also advise certain managed accounts and dedicated funds (SIFs) for certain large, sophisticated institutional investors.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.

C3 Metrics, Inc. provides analytical tools. The firm offers advertisers, agencies, and advertising networks analytical tools. The company was founded by Mark Hughes and Jeff Greenfield in 2008 and is headquartered in Portsmouth, NH.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Benefit Resource, Inc. provides tax-free benefit programs solutions to its clients and participants. It offers commuter benefit plans, flexible spending accounts, health reimbursement accounts, and health saving accounts. The company was founded by Anthony J. DiBarnaba and Thomas A. Guiler in 1993 and is headquartered in Rochester, NY.

Carco Group, Inc. engages in the provision of risk mitigation and security services. It offers background screening, compliance, HCM technology, and executive intelligence. The company was founded by Peter L. O'Neill in 1977 and is headquartered in Holtsville, NY.

Compass Partners International LLP (Compass) is a Private Equity subsidiary of Compass Partners Advisors LLP founded in 1997. The firm is headquartered in London with an additional office in Connecticut.

Oxford Square Management LLC (Oxford Square) is a private equity firm founded in 2003. The firm is headquartered in Greenwich, Connecticut.

SOREMA North America Reinsurance Co. provides fire, marine and casualty insurance. The company is headquartered in New York, NY.

U.S. Naval Institute engages in the provision of independent forum for advancing the professional, literary, and scientific understaning of sea power and other issues critical to global security. The company is headquartered in Annapolis, MD.

Part of UBS Group AG, Credit Suisse Securities (India) Pvt. The company is based in Mumbai, India. The company was founded in 1996. Ltd. is an Indian company that provides brokerage services. Mihir Jagdish Doshi has been the CEO of the company since 2006.

The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington.

The Service Cos., Inc. provides outsourced housekeeping services. It offers services ranging from turn-key housekeeping and stewarding to public areas, kitchen, window and chandelier cleaning, gaming area cleaning, housekeeping management, floor care and restoration, marble floor care and restoration, grounds keeping and landscaping, laundry management, and valet services. The company was founded in 1987 and is headquartered in Miami Lakes, FL.

People 2.0 Global LLC provides workforce-deployment platform for market makers in talent. Its services include recruiting, staffing, managed service providers, and compliance and consulting services. The company was founded by Charles Miller in 2001 and is headquartered in Exton, PA.

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.

CoAdvantage Corp. engages in the provision of human resources solutions. It includes payroll processing, benefits, risk management and compliance, human resources administration, recruitment services, and partner programs. The company was founded in 1997 and is headquartered in Tampa, FL.

CIP Fund Management LLC (CIP Capital) is a private equity subsidiary of Compass Advisers Group LLC founded in 2010. The firm is headquartered in New York.

I DRIVE SAFELY, LLC provides online driver training solutions. The firm offers consumers with an online alternative to traditional traffic school and driver education courses. The company was founded by Michael Anderson, Rick Hernandez and Gari Garimella in 1998 and is headquartered in Carlsbad, CA.

RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN.

Wilson Human Capital Group, Inc. engages in the provision of solutions for recruitment process outsourcing and human capital consulting. It offers total talent solutions, recruitment process outsourcing, contingent workforce solutions, executive search, talent consulting, and employment branding. The company was founded by John B. Wilson in 2002 and is headquartered in Tampa, FL.

eDriving LLC provides online driving courses. It offers mentor by eDriving, virtual risk manager, eLearning, Driving records, professional coaching, and risk managed insurance solutions. The company was founded was founded by Ed Dubens in 1993 and is headquartered in Carlsbad, CA.

Compass Partners Advisors LLP engages in provision of strategic and financial advice. It offers services in mergers and acquisitions, divestitures and restructuring, private capital raising, special committee advisory, advice on financings, public offerings, private placements and other strategic transactions, institutional asset management, specialized investment management, independent fiduciary and trustee services, private equity funds management, and multiple investing strategies. The company was founded by Stephen M. Waters in 1997 and is headquartered in Stamford, CT.

Compliance Solutions Strategies provides technology-enabled regulatory and compliance solutions. The firm’s products include accudelta, ascendata compliance manager, consensus, longboat analytics, shuttle, signal, silverfinch, sentry, shield and tradechannel. It serves asset managers, alternative investment funds, investment advisors, broker-dealers, banks and insurance companies. The company is headquartered in New York, NY.

Part of Rothschild Concordia SAS, Rothschild & Co. engages in banking and private equity businesses. The company is based in Santiago, Chile.