Baylor A. Lancaster-Samuel

Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations.

CV Advisors LLC is an independent, SEC-registered investment advisor and multi-family office headquartered in Aventura, Florida. The firm was founded in 2009 and is wholly-owned by living trusts for which their trustees are the firm’s three principals and founding partners, Elliot Dornbusch, Alexandre Mann, and Matthew J. Storm. CV Advisors provides investment advisory services to high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, or other qualified entities. The firm also sponsors and manages affiliated private pooled investment vehicles.