Tom Marra

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

Health Care Service Corp. provides health and life insurance services. It operates through its divisions: Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico, Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas. The company was founded by Justin Ford Kimball in 1929 and is headquartered in Chicago, IL.

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.

Reservoir Capital Group LLC (Reservoir Capital Group) is a private equity firm founded in 1998 by Gregg Matthew Zeitlin, Craig Allen Huff, and Daniel Hennelly Stern. The firm is headquartered in New York.

National Guardian Life Insurance Co. engages in the provision of insurance services. It offers life insurance and annuities and specialty insurance products. The company was founded in 1909 and is headquartered in Madison, WI.

Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.

South Street Securities Holdings, Inc. provides US treasury and agency repo financing to agency REITs, asset managers, banks, broker dealers and other capital market participants. It also provides other servicing, collateral management, technology, and administrative services for banks, broker dealers and other capital market participants. The company is headquartered in New York, NY.

Praxia Bank provides banking services. The company is based in Chalandri, Greece.

Somerset Reinsurance Holdings Ltd. is a Bermudian company that provides customized risk management solutions to the life insurance and annuity sectors. The company is based in Pembroke, BM. and has subsidiaries in Switzerland, United States and Bermuda. The company was founded in 2021.

Marsh, Berry & Co., Inc. provides financial consulting and investment banking services. Its services include management and growth consulting, merger and acquisition advisory, peer-to-peer exchange and information services. The firm also offers sales management, perpetuation planning, financial consulting, deal brokerage, acquisition and banking services. The company was founded in 1981 and is headquartered in Woodmere, OH.

Kepler Cheuvreux SA is an independent broker/dealer headquartered in Paris, France. The firm was founded by Laurent Quirin in 1997. Kepler Cheuvreux provides execution services to institutional investors. It supports equities, fixed income, derivatives, ETFS, and convertible bonds across Europe, America and Asia.

AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY.

AqGen Ascensus, Inc. provides financial services. The company was founded on August 31, 2005 and is headquartered in Dresher, PA.

Panmure Gordon Group Ltd. engages in the provision of investment banking and equities. The company is headquartered in London, the United Kingdom.

South Street Securities LLC provides repo cash investment and repo security financing services. Its services include trade execution and financing and manage a matched repo portfolio. The company was founded by James M. Tabacchi in 2001 and is headquartered in New York, NY.

Credicom Consumer Finance Bank SA provides consumer credit solutions services. It offers stock finance and rent a car services for companies and partners; and consumer loans, vehicles and yacht financing, house equipment and improvement financing, and personal loans for individuals and freelancers. The firm also provides factoring services, loyalty programs, long term car rentals, insurance services, and credit cards for partners, companies, individuals, and freelancers. The company was founded in September 2003 and is headquartered in Nea Smyrni, Greece.

Atlas Merchant Capital LLC (Atlas) is a private equity firm founded in 2013 by David Ira Schamis and Bob Diamond. The firm is headquartered in New York.

Prosperity Life Insurance Group LLC engages in the provision of insurance services. It offers protection, asset accumulation, and supplemental insurance services. The company was founded in 2010 and is headquartered in Austin, TX.

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.

CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients.

Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York.

Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA.

Fox-Pitt, Kelton Ltd. engages in providing investment advisory services. It is also underwriter of equity securities and actively serves as a strategic advisor providing advice on mergers & acquisitions, corporate restructurings and equity capital market transactions for banks, insurance companies and other financial services companies around the world. The company was founded in 1971 and is headquartered in London, the United Kingdom.

National Guardian Life Insurance Co. (Invt Port) (NGL-IP) is the investment portfolio division of National Guardian Life Insurance Co., an insurance company headquartered in Madison, Wisconsin. The firm provides life insurance solutions for individual clients and their families. NGL-IP manages the investment portfolio of insurance clients.

MF Global Holdings Ltd. provides execution and clearing services for exchange-traded and over-the-counter derivative products. It offers customized solutions in global cash and derivatives markets. The firm also provides research and market commentary to help clients make trading decisions, as well as providing client financing and securities lending services. The company was founded in 2007 and is headquartered in New York, NY.