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U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management provides investment management, planned giving, and fiduciary services to a range of institutional clients, including not-for-profit organizations, corporations, public funds, insurance companies, and unions. The company provides wealth management services that include investment, financial, tax, and estate planning; and private banking services. Its planned giving services include administration, tax preparation, and record-keeping. It also offers investment consulting, tax-intelligent investment management, custody and private-label statement, and check distribution services. U.S. Trust also provides investment management, trustee, and fiduciary consulting services to employee benefit plans of all sizes.

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board was founded in December 1997 and is based in Toronto, Ontario. CPP Investment Board is a state owned pension fund sponsor. The firm invests in the public and private markets across Canada. It invests in the public equity, fixed income and alternative markets of Canada. The firm also invests in private equity, real estate and infrastructure projects, and energy and natural resources. It also makes limited partnership investments in venture capital, private equity, and other investment vehicles. The firm is also known as Canada Pension Plan Investment Board.

Berkery, Noyes & Co., LLC

Berkery, Noyes & Co., LLC

Berkery Noyes & Company was founded in 1980 and is based in New York City. The firm has offices in Newton, San Francisco, and Wiesbaden, Germany. Berkery, Noyes & Co., LLC is a boutique investment-banking firm. The firm focuses on providing merger and acquisition, corporate finance, mergers and acquisitions, restructuring, recapitalizing, financing, and valuation advice to companies in information, publishing, and communications industries.

Ashmore Group plc

Ashmore Group plc

Ashmore Group plc (Ashmore) is a United Kingdom-based company engaged in providing investment management services. The Company is a fund manager across six core investment themes, such as external debt, local currency, special situations, equity, corporate high yield and multi-strategy. The external debt theme comprises principally United States dollar and other hard currency denominated instruments, which may include derivatives, investing in mainly sovereign bonds. The local currency investment theme comprises local currency and local currency denominated debt instruments. The special situations theme comprises investments in debt and/or other instruments. The equity investment theme comprises public equity and equity-related securities. The corporate high yield investment theme comprises investments in corporate debt within emerging markets.

Merrill Lynch & Co., Inc.

Merrill Lynch & Co., Inc.

Merrill Lynch, the Wall Street institution with the iconic bull logo is now the wealth management, brokerage, and investment banking arm of Bank of America. The bank acquired the distressed investment bank in 2009 in a move that greatly expanded its wealth management and international operations. Merrill Lynch is among the world's top brokerages, with some $2.2 trillion in customer assets. Merrill Lynch & Co., Inc. also provides corporate finance and investment banking services to institutional, commercial, and government clients. Merrill Lynch has offices in some 40 countries around the world.

HollisWealth Inc.

HollisWealth Inc.

HollisWealth Inc. is a Canada-based diversified wealth management company. Through its various subsidiaries, the Company provides diversified wealth management and investment solutions including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. The Company has three main businesses: investment management (HollisWealth Investment), financial advisory, and capital markets, comprised of institutional sales and trading, investment banking and research. HollisWealth Investment operates principally through the Company’s subsidiary, Goodman & Company and through Aurion Capital Management Inc. HollisWealth Financial provides financial advisory and capital market services to both retail and institutional clients across Canada.

Brigantine Advisors LLC

Brigantine Advisors LLC

Named after a 17th century war ship, Brigantine Advisors wants to help its clients navigate the vast investment world. The firm provides investment research and advisory services to corporations, venture capitalists, private equity firms, and a variety of funds (i.e. mutual, hedge, bonds). It conducts research and analysis of technology, retail, and energy companies on behalf of its clients, focusing on market analysis, mergers and acquisitions, product development, financing, and investor relations. In addition, the firm provides trading services through a partnership with a third-party company. Brigantine Advisors operates offices in New York, Boston, and San Francisco.

CBOE Holdings, Inc.

CBOE Holdings, Inc.

CBOE Holdings, Inc. was founded in 1973 and is based in Chicago, Illinois. Chicago Board Options Exchange (CBOE), the largest U.S. options exchange and creator of listed options, continues to set the bar for options trading through product innovation, trading technology and investor education. CBOE offers equity, index and ETF options, including proprietary products, such as S&P 500 options (SPX), the most active U.S. index option, and options on the CBOE Volatility Index (VIX), the world's barometer for market volatility. Other groundbreaking products engineered by CBOE include equity options, security index options, LEAPS options, FLEX options, and benchmark products, such as the CBOE S&P 500 BuyWrite Index (BXM).CBOE's Hybrid Trading System incorporates electronic and open outcry trading, enabling customers to choose their trading method. CBOE's Hybrid is powered by CBOEdirect, a proprietary, state-of-the-art electronic platform that also supports the CBOE Futures Exchange (CFE), CBOE Stock Exchange (CBSX) and OneChicago. CBOE is home to the world-renowned Options Institute and CBOE.com, named "Best of the Web" for options information and education.

Louis Dreyfus Commodities B.V.

Louis Dreyfus Commodities B.V.

Louis Dreyfus Commodities, one of the world’s leading commodity merchants and processors of agricultural products, has merchandised and traded bulk commodities in international markets since 1851. LDCommodities is ranked number one in world cotton merchandising and is one of the three largest producers of orange juice with a 15-percent share of the global market. The company is also a leader in the grains and oilseeds, sugar, coffee, rice, metals, freight and emerging financial trading markets.

AdMedia Partners, Inc.

AdMedia Partners, Inc.

AdMedia Partners is an independent merger and acquisition advisory firm providing M&A advice to digital and traditional media, marketing and information businesses. Founded in 1990 by former advertising, media, and financial executives, the firm focuses on mergers & acquisitions, divestitures, valuations, and strategic consulting. AdMedia has provided transactional services and strategic and financial advice to the world's leading advertising and media companies. The firm's industry knowledge and strong transactional skills provide the best outcomes for both buyers and sellers–the strategic value that AdMedia Partners brings to every assignment.AdMedia's group of managing directors is among the most experienced financial advisors in the media, marketing services, and Internet industries. Their diverse backgrounds as former operating and financial executives, and entrepreneurs provide unique insights into both the strategic and operating issues that surface during mergers, acquisitions, and divestitures. Management teams and shareholders benefit from the managing directors' keen and unique perspectives into the current themes and trends within the sectors that AdMedia covers. Most importantly, the managing directors speak the same language and have shared backgrounds with the clients they serve.

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