Thinkorswim Group (formerly Investools) gives consumers the hammer and nails for building their financial dream. Specializing in options trading, Thinkorswim Group Inc. provides online trading services, research, and advisory services to retail and individual investors in the US and Canada. Thinkorswim Group Inc. Investools unit provides consumer-oriented investor education and information through seminars, workshops, online and DVD-based home study courses, a subscription-based online Investor Toolbox, and other offerings. Courses cover online investing, portfolio management, and cash flow strategies. In addition, Thinkorswim Group Inc. offers personal coaching sessions via telephone and e-mail. TD AMERITRADE acquired thinkorswim in 2009.

Davis Selected Advisers LP was founded in 1969 and is based in Tucson, Arizona. Davis Selected Advisers LP is an employee owned investment manager. The firm primarily provides its services to individuals, including high net worth individuals. It also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It also manages mutual funds. The firm invests in the public equity and alternative investment markets across the globe. For alternative investment, it invests in the real estate markets. The firm invests in value stocks of small-cap, mid-cap and large-cap companies to make its investments. It employs fundamental research, using both quantitative and qualitative techniques with a combination of bottom-up and top-down approach to make its investments.

NewStar Financial, Inc., a commercial finance company, provides customized debt financing solutions in the United States. NewStar Financial, Inc. principally focuses on the direct origination of loans and other debt products. NewStar Financial, Inc. provides senior secured and senior subordinated debt products, including revolving warehouse facilities, amortizing loans, term loans, and debt securities secured by various financial assets; second lien; mezzanine and subordinated debt; and equity and equity-linked products primarily to healthcare, manufacturing and industrial, financial services, energy/chemical services, printing/publishing, consumer, retail and restaurants, and business services industries. NewStar Financial, Inc. also offers commercial real estate loans and other debt products primarily through property investors, specialized commercial real estate brokers, regional banks, and other financial intermediaries. NewStar Financial, Inc. commercial real estate loans provide capital for various purposes, including acquisition; lease-up; repositioning and build-out; and refinancing and recapitalization. NewStar Financial, Inc. is headquartered in Boston, Massachusetts.

In-Q-Tel, Inc. was founded in 1999 and is headquartered in Arlington, Virginia. In-Q-Tel, Inc. is a non-profit private equity and venture capital firm specializing in start-ups, early venture, mid venture, late-stage investments. The firm also provides bridge financing. It seeks to invest in research and development programs, emerging and established companies, universities and research labs. The firm makes investments in application software and analytics including software applications for enterprise, departmental, and individual users; software-based analytics to automate and support human analysis; tools to exploit text, multimedia, and geospatial-based data in native language and format; knowledge management and collaboration; search; categorization and publishing; application integration; visualization; translation; geospatial design; and simulation and modeling. Within bio, nano, and chemical technologies, it seeks to invest in the extraction and characterization of trace materials from the environment, the characterization of unknown bulk materials, the on-site determination of individual human traits for IC purposes, point-of-care medical technologies outside of a laboratory or clinical environment, tracking and/or authentication of both individuals and objects, and the enablement of new IC capabilities from advances in material science.

ING Investment Management Americas is all about the Benjamins. The unit of Dutch financial services giant ING Groep administers more than $220 billion for some 500 institutional investors in the US, Canada, and Latin America. Clients include corporations, pension funds, mutual funds, health care organizations, and insurance companies. The company also manages accounts for not-for-profit organizations inlcuding endowments and foundations, and religious institutions. ING Investment Management Americas employs a variety of investment styles such as growth and value equity, core fixed income, multi-asset strategies, and alternative investments including hedge funds and private equity.

Morgan Joseph & Co. Inc. was founded in 1982 and is headquartered in New York, New York. Morgan Joseph & Co. Inc. operates as a subsidiary of Morgan Joseph Holdings Inc. Morgan Joseph & Co. Inc. is a boutique investment banking firm that provides financial advisory services. The firm offers private placement, recapitalization, fairness opinions, financial restructuring, management buyouts, joint ventures, and mergers and acquisitions advisory services. It caters to consumer products, healthcare, automotive, chemical, transportation, construction, entertainment, telecommunications, and media industries. The firm’s clientele include WebMD Health Corporation, Devcon International Corp., Michael Baker Corporation, ImmunoGen, Inc., Spectrum Pharmaceuticals, Inc., and Thomas & Betts Corporation. Morgan Joseph & Co. Inc. was formerly known as Morgan Lewins & Co. Inc. and changed its name on September 30, 2002.

Pershing marshals its forces in the service of securities clearing, execution, and settlement for broker/dealers and registered investment advisors worldwide. Pershing company deals in domestic and international equities, fixed-income products, options, annuities, and foreign exchange. Pershing also performs compliance support, custody, brokerage account reporting, and prime brokerage services, and offers programs that assist brokerages and investment advisors in supplying mutual funds, retirement planning, managed accounts, and other investment products and services to their clients. Pershing is a member of more than 60 exchanges.

Coimex Empreendimentos e Participações (know as Coimexpar) is a holding company which operates, through subsidiaries, primarily in the Brazilian state of Espírito Santo. Its foreign trade business, Coimex Trading, deals in such commodities as coffee, sugar, and ethanol. Its logistics arm, which includes subsidiary Coimex Logistica Integrada, provides storage, distribution, and transportation services to customers in the auto, IT, and telecom industries among others. Coimexpar's other investments include a thermal electricity plant, a highway concession, and auto and real estate financing provider. Its latest venture is Embraport, a $180 million project which will expand the port of Santos.

Standard & Poor's is the gold standard of credit reporting, albeit slightly tarnished by the credit crisis of 2008. Standard & Poor's (commonly known as S&P) is a business segment of publishing house McGraw-Hill. With operations in some 20 countries, Standard & Poor's Financial Services LLC provides the investment community with independent credit ratings on such financial vehicles as stocks, mutual funds, corporate bonds, and municipal bonds. In addition to its credit ratings, risk management, investment research, data, and valuations, Standard & Poor's is known for its indexes, including the S&P 500 index. Standard & Poor's Financial Services LLC roots reach back to 1860; S&P was acquired by McGraw-Hill just over a century later.

Warburg Pincus LLC is a private equity and venture capital firm specializing in all stages of a company’s life cycle from founding startups, early-stage financings, growth equity investments, and developing companies to restructurings, recapitalizations, and management buyouts of mature businesses. The firm also invests in change in control leveraged buyout transactions, divisional spin-outs of non-core corporate assets, minority private investments in public companies, and special situations transactions with a focus on acquisition of undervalued companies. It typically invests in financial services; healthcare; media, information and communication technology, and telecommunications; energy; consumer and industrials; and real estate sectors. Within healthcare and life sciences, the firm seeks to invest in healthcare services, medical devices, biotechnology, and specialty pharmaceuticals. In medical devices, it focuses on investments in diabetes, interventional cardiology, interventional neurology, orthopedics, and urology/gynecology.Within financial services, the firm primarily invests in specialty and consumer finance, private banking, payment and transaction processing companies, insurance companies, financial technology, exchanges, banks, depository institutions, and asset and wealth management. Within technology, media, and telecommunications, it typically invests in software, financial technology, business services, semiconductors and systems, and information and Internet. In software, the firm invests in industry-specific enterprise applications, information security, SaaS, open source, and alternative business models, data center automation, and business intelligence, analytic applications, and decision support. Within financial technology, it focuses on technology/ technology-enabled solutions or software, transaction processing/outsourcing/utilities/exchanges, and data.

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