Jane Stabile

City of London Investment Management Co. Ltd. (CLIM) is an investment advisor firm headquartered in London, UK. The firm was founded by Barry Olliff in 1991 as Streetmatch Ltd. They are a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG). CLIM provides investment advisory services to pooled investment vehicles and foreign registered mutual funds.

Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities.

KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY.

Lumina Foundation for Education, Inc. (Lumina Foundation) is a private, independent foundation headquartered in Indianapolis, Indiana. The Foundation was founded in 2000 and is committed to making opportunities for learning beyond high school available to all.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

The Royal Horticultural Society promotes horticulture for the benefit of local people and the environment. The non-profit company is based in London, UK and has subsidiaries in United Kingdom.

Russell Clark Investment Management Ltd. (Russell Clark) is an alternative investment manager headquartered in London, UK. Russell Clark was founded in 2000 and provides money management expertise to institutional and private clients on a discretionary basis.

Frog Capital Ltd. (Frog) is an independent Private Equity firm founded in 1998 by the Engelhorn family. The firm is headquartered in London. It was formerly known as Foursome Investments Ltd.

Bridges Fund Management Ltd (Bridges Ventures) is a venture capital firm founded in 2002 by Sir Ronald Cohen,Philip New borough & Michele Giddens. The firm is headquartered in London.

Part of UBS Group AG, Credit Suisse Holdings (USA), Inc. is a company based in New York, NY. The CEO of the company is Eric Morris Varvel.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

KBW Capital Partners is a Private Equity firm, a subsidiary of KBW LLC founded in 1962. It is headquartered in New York.

Bache & Co., Inc. provides stock brokerage and investment banking services. The private company is based in Buffalo, NY.

Granite Associates LP provides investment advisory services. The private company is based in Ferndale, NY.

Society of Trust & Estate Practitioners Ltd. operates a professional association for practitioners. The non-profit company is based in London, UK. and has subsidiaries in Cyprus and Hong Kong. It was founded in 1991 by George Tasker. Mark Walley has been the CEO of the British company since 2019.

Part of City of London Investment Group Plc, City of London US Services Ltd. engages in the provision of services in support of fund management activity. The company is based in London, UK.

Santander UK PLC (Private Equity) (Santander UK) is a private equity subsidiary of Santander UK Plc founded in 2011. The firm is headquartered in London, United Kingdom.

The Global Impact Investing Network is a non-profit organization that provides research, education, and infrastructure support to accelerate and develop the impact investing industry. The non-profit company is based in New York, NY. The company was founded in 2009 by Amit Bouri, who has been the CEO since 2009.

JP Charter Oak Advisors LLC specializes in private equity investments in financial institutions. The firm focuses on asset management, life annuity and health insurance and property and casualty insurance, banks and thrifts. The company was founded by Peter E.Roth and John Thomas Hompe in 2012 and is headquartered in, New York, NY.

Rathfinny Wine Estate Ltd. engages in manufacturing wine. The company was founded by Mark Driver and is headquartered in Alfriston, the United Kingdom.

Apprecie Ltd. provides software development services for both businesses and individuals. The British company was founded by Susannah Elizabeth McKean Nicklin.

Impact Ventures UK fund is a social impact fund that invests in companies located in the UK primarily in europe, india, ,latin america and africa . The fund targets the companies operating in the various broad range of sectors. The fund provides financing in the form of equity and debt for growth stage capital requirements with an investment size ranging from GBP 1 million to GBP 5 million per round.

Gresham House Asset Management Ltd. (Gresham House) is a private equity firm, a subsidiary of Gresham House Holdings Ltd. founded in 2000. The firm is headquartered in London, the United Kingdom.

The Employer Health Care Alliance Cooperative operates as a hospital.

Grange Nominees Ltd. acts as a nominee, trust, and depository. The private company is based in London, UK.