Donald Caldwell

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Cross Atlantic Capital Partners LLC (Cross Atlantic Capital) is a venture capital firm founded in 1999 by Donald Caldwell and Gerry McCrory. The firm is headquartered in Radnor, Pennsylvania with an additional offices in the United Kingdom and Israel.

Profectus BioSciences, Inc. engages in the design and development of preventive and therapeutic vaccines. It develops novel vaccines for the prevention and treatment of infectious diseases and related cancers. The company’s vaccines are based on its proprietary VesiculoVax and GeneVax vaccine delivery platforms. The company was founded by Robert Charles Gallo, William A. Blattner, and Robert R. Redfield in 2003 and is headquartered in Baltimore, MD.

SCP Private Equity Partners (SCP Partners) is a private equity firm founded in 1996 by Winston J. Churchill. The firm is headquartered in Malvern, Pennsylvania.

Amber Road, Inc. provides cloud-based global trade management solutions. Its software plans, optimizes, and executes all aspects of global trade. The firms solutions include global sourcing, risk and quality management, production management, transportation management, supply chain visibility, export and import management, duty management, global trade content database, trade advisory practice, and training. The company was founded in by James W. Preuninger and John W. Preuninger in 1990 and is headquartered in East Rutherford, NJ.

The Resource Group, Inc. provides global sourcing and manufacturing support services. It also provides turnkey and packaging services. The company was founded in 2002 and is headquartered in Allentown, PA.

Delos Acquisition Corp. is a blank check company. It is primarily seeking to acquire control of a business services or information services company in North America. The company will liquidate if it has not initiated a business combination within 24 months of its offering. Delos Acquisition Corp. was organized in January 2008 and is located in Northbrook, IL

InsPro Technologies Corp. is a technology company, which engages in the provision of software applications for use by insurance administrators in the insurance industry. Its offers policy administration; product and plan configuration; new business and underwriting; billing and collections; agent management and commissions; claims; document management; data mart; and web services. The company was founded on October 21, 2004 and is headquartered in Eddystone, PA.

Part of The Conference Board, Inc., Committee for Economic Development is a nonprofit, nonpartisan, business-led organization that delivers well-researched analysis and reasoned solutions in the nation's interest. The company is based in New York, NY. The company's trustees, who are chief executive officers and key executives of leading US companies, bring their unique experience to address pressing policy issues. The company collectively represents 30+ industries, over a trillion dollars in revenue, and over 4 million employees. Founded in 1942, the organization uses cookies to improve their website and offers products and services to enhance user experience. Committee for Economic Development was acquired by The Conference Board, Inc. on January 14, 2015.

Lightning Gaming, Inc. designs, develops and markets electronic gaming equipment to the casino industry. The company was founded in 2004 by Brian D. Haveson and is headquartered in Boothwyn, PA.

Kanbay International, Inc. provides information technology services. It offers management consulting, technology integration, application development and outsourcing solutions. The company was founded by Raymond J. Spencer in 1989 and is located in Rosemont, IL

Atlantic Capital Partners LLC was engaged in providing financial solutions. The company was headquartered in Darien, CT.

The Greater Philadelphia Tourism Marketing Corp. is the official visitor website for Philadelphia travel and tourism information including hotels, restaurants and events. The company was founded in 1996 and is headquartered in Philadelphia, PA.

Carbon Merger Subsidiary, Inc. provides clients with business design and performance improvement, information advantage, customer impact and execution services. The business design and performance improvement services translate the strategy into a realistic design for meeting growth and profit objectives. The information advantage services help clients make better decisions about opportunities and risks by extracting the untapped value of data and by increasing the value of information management investments. The customer impact services help companies design and implement superior experiences across all interactions, which lead to passionate, profitable customer relationships. The execution services turn high-level strategies into measurable results. The company was founded in 1994 and is headquartered in Chicago, IL.

Sagence, Inc. optimizes data investments by helping clients in defining, designing, and deploying phases of data. Its data define phase services include data profiling and organization assessments that provide quantifiable understanding of clients' data assets and their ability to utilize data; and data management strategy, which provides users with a clear data to treat their data as an asset. Sagence services also include data deployment services include data execution and due diligence services. The company was founded by Robert V. Carlson, Michael E. Harris, Marisela Rosales Lawson, Alan Matsumura and Bruce R. Quade in 2001 and is headquartered in Chicago, IL.

Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA.

Fox Chase Bancorp, Inc. is the holding company of Fox Chase Bank, which is a federally chartered savings bank. Its business activities consist of the ownership of the bank's capital stock, making loans to the employee stock ownership plan and the management of the offering proceeds it retained. The company was founded on September 29, 2006 and is headquartered in Hatboro, PA.

Fox Chase Bank operates residential houses. The company is based in Hatboro, PA.

InsPro Technologies LLC develops individual insurance policy administration software for health, life and annuities insurance. Its product, InsPro Enterprise is an enterprise policy administration system that helps insurers, third-party administrators, affinity organizations, and fraternal organizations administer a full spectrum of products, expedite new product launches, and serve their customers, members, and agents. The company was founded by Robert J. Oakes in 1986 and is headquartered in Eddystone, PA.

PWC Consulting Associates Ltd. provides strategic management consulting services. The company was founded in 1998 and is headquartered in London, the United Kingdom.

Beltraith Capital LLC provides investment management services. The company was founded in 2008 and is headquartered in Radnor, PA.