Todd A. Graber

Innovest ASI provides financial technology solutions to forward-thinking trust, wealth management and retirement professionals. The firm’s product, InnoTrust delivers a multi-currency trust accounting and custody system offered in a SaaS model. It provides fulfillment services for documents including checks, advices and tax forms. The company was founded in 2013 and is headquartered in New York, NY.

J.P. Morgan FCS Corp. provides financial software services for management, administration, reporting and risk analysis. The company was founded in 2004 and is headquartered in Dallas, TX.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

New York Metro InfraGard Members Alliance is a not-for-profit organization founded in 1996 that serves as a public-private partnership between American businesses and the Federal Bureau of Investigation (FBI) to safeguard critical infrastructure. The company is based in New York, NY and holds a weekly conference call that engages public agency personnel and private sector personnel in a wide variety of topics related to critical infrastructure. The call is a half hour long, fast-paced, and audited frequently. To be on the call, one must be pre-registered and topics of interest include ICCS 2022 Review and FBI SOMEX (Social Media Exploitation).

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Petrodata Business Systems, Inc. is a private company that specializes in managing unique assets and life insurance policies. Petrodata Business Systems is based in Arlington, TX. The company offers tools and services to administer and manage these assets, including real estate, oil & gas, notes and mortgages, closely held corporations, farm & ranch, family offices, and life insurance trusts. The foundation of the company is their Trust Asset Management System Software, which has been in use for over 30 years.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Part of Eastman Kodak Co., Wang Software is an American software development company. Wang Software was acquired by Eastman Kodak Co. from Wang Laboratories, Inc. on March 17, 1997 for $260 million.

Leidos, Inc. provides scientific, engineering, systems integration and technical services and solutions. It offers solutions and services that leverage the power of data analytics, systems integration, and cyber security across national security, health, and engineering markets. The company was founded by John Robert Beyster in June 1969 and is headquartered in Reston, VA.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Nelson Law Firm LLC provides legal services. The firm offers regulatory counsel to broker-dealers and investment advisers; litigation, and arbitration. The company was founded by Stephen J. Nelson in 2002 and is headquartered in White Plains, NY.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.