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Wheeler/Frost Associates, Inc.

Wheeler/Frost Associates, Inc.

Wheeler/Frost Associates is more than happy to roll out all sorts of investment advice. Wheeler/Frost Associates provides a variety of investment planning and management service. Wheeler/Frost Associates' offerings include portfolio management (including active and passive investment strategies), retirement planning, equity compensation consulting, and charitable giving optimization.

Draper Fisher Jurvetson

Draper Fisher Jurvetson

Draper Fisher Jurvetson was founded in 1985 and is based in Menlo Park, California. Draper Fisher Jurvetson is a venture capital firm specializing in seed, start-up, and early stage investments in emerging markets. The firm primarily invests in information technology, energy, clean technology, consumer media and advertising, consumer services and transactions, life sciences, mobile and wireless, new media, Internet content, e-commerce, telecommunications, nanotechnology, enterprise applications and services. Within information technology, it focuses on web-based applications and services, software infrastructure including peer-to-peer infrastructure, data communications and bandwidth enhancement, information services, and wireless applications, services, and technologies. Within nanotechnology and life sciences, the firm invests in bio-nano and biomimetic innovations, MEMS, novel materials, molecular electronics, medical devices and therapeutics, molecular diagnostics, bioinformatics, agbio, bio-energy, and various platforms and tools. Within clean energy technologies, it invests in energy generation, transmission, utilization and storage, water purification, grid optimization, industrial sensing and monitoring, and advanced materials and catalysts.

Vision Capital

Vision Capital

Vision Capital's focus is clear: finance high-tech firms looking to go global. The venture capital firm specializes in funding European technology companies wanting to expand into the US and vise-versa. It focuses on the communications, semiconductor, software, and Internet sectors. Active investors who prefer to take seats on the boards of portfolio companies, Vision Capital's multinational, multilingual team looks for high-growth ventures, which it defines as greater than 35% compound annual growth, before it sinks its typical $3 million to $8 million in any given firm.

Carter Financial Management

Carter Financial Management

Carter Financial Management was founded in 1976 by company president Bill Carter (also no relation to President Carter nor his beer-branding brother Billy). Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). Carter Financial Management company offers asset management, tax, legal, and philanthropic services to high-net-worth individuals, as well as families, professionals, and business owners. Affiliate Carter Advisory Services performs financial planning services for estates worth $2 million to $100 million, while brokerage services are carried out by Raymond James Financial.

Kardan N.V.

Kardan N.V.

Kardan N.V. (Netherlands) is a Netherlands-based investment group listed on Euronext Amsterdam and the Tel Aviv Stock Exchange. The Company acts as an investment company which is engaged in the development of real estate, insurance and pension, banking and lending, infrastructure projects, infrastructure assets, rental of vehicles and sale of vehicles and others through its subsidiaries, joint ventures and associated companies. The Company is mainly active in the Central and Eastern Europe (CEE), Common Wealth of Independent States (CIS) and China. It has four directly held subsidiaries located in the Netherlands and Israel and numerous indirectly held subsidiaries located in Bulgaria, Georgia, Turkey, Romania, Ukraine, Albania, China and Germany among others. In addition, Kardan is active in the automotive, consumer goods and communications and technology sectors through its subsidiary Kardan Israel.

Amadeus Capital Partners Limited

Amadeus Capital Partners Limited

Amadeus Capital Partner Limited was founded in 1997 and is headquartered in Cambridge, United Kingdom with an additional office in London, United Kingdom. Amadeus Capital Partners company targets enterprises in Europe, Ireland, Israel, and the UK in the computer hardware, software, Internet, e-commerce, and life sciences industries. Current investments include driver safety software developer Greenroad, mobile display screen producer Liquavista, biotechnologist Vermillion, wireless security management designer Red-M, and processor developer XMOS.

The Dreyfus Corporation

The Dreyfus Corporation

The Dreyfus Corporation was founded in 1951 and is based in New York, New York with additional offices in Boston, Massachusetts; Denver, Colorado; Pittsburgh, Pennsylvania; Norwalk, Connecticut; San Francisco, California; Rockville, Maryland; Berwyn, Pennsylvania and London, United Kingdom. The Dreyfus Corporation is privately owned investment manager. The firm primarily provides its services to investment companies. The firm also caters to Pension and profit sharing plans, other pooled investment vehicles, charitable organizations, corporations, state or municipal government entities and insurance reserves, nuclear decommisioning trusts. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm operates as a subsidiary of BNY Mellon Asset Management.

Trident Capital, Inc.

Trident Capital, Inc.

Trident Capital, Inc. was founded in 1993. Trident Capital, Inc. is a private equity and venture capital firm specializing in investments in early stage growth capital and expansion stage companies and participates in buyout, spinout, recapitalization, and middle market transactions. It focuses its investment on healthcare services, clean tech, Internet, business services, information services, software including technology-leveraged outsourcing and processing for healthcare and insurance, communication and wireless, payment and transaction processing, innovation management, marketing and sales, and enterprise software and services for security, communications, and mobility. Within clean tech sector, the firm seeks to invest in solar, energy storage, fuel cells, green building materials, water, and carbon sequestration.

Fillmore Capital Partners, LLC

Fillmore Capital Partners, LLC

Fillmore Capital Partners, LLC ("FCP") is a private real estate equity firm specializing in structured investments in operating intensive sectors. Fillmore Capital current investment portfolio exceeds $5.7 billion and outstanding capital commitments exceed $1.0 billion. FCP serves a growing list of large institutional pension funds and a select group of private investment companies. FCP invests on behalf of its clients in large healthcare, lodging and operating company platforms.The senior managers of FCP have focused, throughout their careers, on both debt and equity transactions in virtually all commercial real estate sectors. For the past two decades their focus has been on real estate sectors dependant on operating company platforms. They have been most active in the lodging and healthcare sectors, which continue to be the primary focus of FCP.Looking forward, FCP will develop investment funds that capitalize on Fillmore Capital operating expertise as a substantial part on the return expectations of future investments. Today, Fillmore Capital iew value creation, in real estate dependent, on better management, a timeless statement. The greater the degree of management dependence, the greater the impact on investment returns. Fillmore Capital therefore continue to focus our investment activity on real estate operating company platforms.

Brewin Dolphin Holdings PLC

Brewin Dolphin Holdings PLC

Brewin Dolphin Holdings owns Brewin Dolphin Limited (formerly Brewin Dolphin Securities), which is one of the UK's largest investment and brokerage firms. Founded in the 18th century, Brewin Dolphin serves more than 130,000 private, corporate, and institutional clients and has more than 1,100 representatives. The company's primary services include discretionary or representative investing, tax efficiency savings accounts, financial planning, and advisory services. Brewin Dolphin has nearly 40 offices around the UK and manages more than $33 billion for its clients.

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