Founded in 1989, the firm is 65% employee-owned. Strategic Investment Group Ventures owns the remaining 35%. LM Capital Group offers asset management services to corporations, public agencies, foundations, endowments, and other institutional investors. The firm offers several fixed-income investment strategies for clients, including Short Term, Intermediate, Core, and Opportunistic Core. All of its portfolios consist of about 50 securities consisting of treasuries, agencies, investment-grade corporate issues, and mortgage-backed securities. It relies heavily on its analysis of international political and monetary factors when investing.

Established in 1980, General Atlantic has stakes in about 40 firms. Portfolio companies include AKQA,Lenovo Group, and ZAGAT Survey. General Atlantic helps little fish become bigger fish in the big pond called business. The private equity firm provides both capital and strategic support to public and private growth companies. With about $13 billion in capital under management, General Atlantic focuses its investments on such sectors as energy, financial services, health care, media, and technology. Typical investments range from $50 million to $500 million, and its average investment period lasts from five to seven years.

Massachusetts Financial Services Company was founded in 1969 and is based in Boston, Massachusetts. It has additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company is a privately owned investment manager. The firm is conducts business as MFS Investment Management, Inc. The firm provides retirement planning, college planning, and education and planning services. It also manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It provides its services to investment companies, pension and profit sharing plans, corporations, pooled investment vehicles, state and municipal government entities, high net worth individuals, trusts, Taft-Hartley plans, institutions, public pension plans, corporate pension plans, bank trust clients, insurance companies, endowments, foundations, multi-employer plans, and investment advisory firms. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR securities to make its investments. For its equity investments, the firm typically invests in growth and value stocks of all-cap companies, including large-cap, mid-cap, and small-cap companies. The firm benchmarks the performance of its investments against the S&P 500 index, the various Russell indices, and the various MSCI indices. It benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index.

Union painters who don't want to find themselves painted into a corner come retirement time probably need to know about IUPAT Industry Pension Fund. The pension fund is sponsored by and serves the members of the International Union of Painters and Allied Trades, or IUPAT. Union members include floor- and wall-covering installers; display workers; convention and show decorators; drywall finishers; and painters. Some 7,000 US and Canadian employers participate in the IUPAT Industry Pension Fund. The union, which represents more than 140,000 workers, is affiliated with the AFL-CIO.

Burrill & Company is a life sciences merchant bank focused exclusively on companies involved in biotechnology, pharmaceuticals, diagnostics, devices, human healthcare and related medical technologies, nutraceuticals and wellness, agricultural biotechnology, and industrial biotechnology (biomaterials/bioprocesses) with over $950 million under management. Burrill's technical and venture investing competence spans the entire spectrum of life sciences. The expertise of the firm's investment team, strategic partners and Advisory Boards is unparalleled in depth and breadth. In addition, Burrill is a leader in life science strategic partnering, an invaluable practice to build value in portfolio companies and to accelerate their growth and development.Burrill is also the sponsor and facilitator of several leading annual industry conferences and publishes the seminal annual report on the state of the biotechnology industry. This combination of resources and capabilities has helped Burrill develop a unique and highly effective platform for finding and making outstanding life science investments.G. Steven Burrill founded Burrill & Company as a logical extension of his 40-year involvement in the growth and prosperity of the biotechnology industry. Mr. Burrill has been an active advisor and catalyst in some of the industry's most notable companies and transactions. Mr. Burrill's close involvement and respected position within the industry has positioned the firm as a prominent deal-maker and facilitator of industry partnerships and alliances, all of which fosters a robust deal flow. Further contributing to this deal flow are: the scientific and business networks of its investment team; the Advisory Boards; the strategic and financial network of its limited partners; and the close relationships developed with numerous life science companies and management as a result of Burrill's visibility, reputation, and the firm's partnering and alliance work.

RBC Dexia Investor Services, established January 2006, is equally owned by Royal Bank of Canada and Dexia – the first of its kind in the institutional investor services market. RBC Dexia Investor Services Limited provides investor services to institutions. The company’s products and services include global custody, fund and pension administration, shareholder services, distribution support, reconciliation, Canadian sub custody, risk and investment analytics, compliance monitoring and reporting, securities lending and borrowing, Canadian equity execution and sub custody, alternative investments, benefit payments, investment counselor services, and trustee services. It also provides performance measurement and attribution, portfolio risk management, fund fact sheet, third-party lending, cash management, foreign exchange, and treasury services. In addition, the company offers risk disclosure services specifically tailored to help Canadian pension plans meet the risk disclosure requirements of CICA (Canadian institute of chartered accountants) 3862. It serves asset managers and distributors, pensions and institutions, insurance companies, and financial institutions.

The Ayco Company was founded in 1971 and is based in Saratoga Springs, New York with additional offices in Albany, New York; Atlanta, Georgia; Chicago, Illinois; Dallas, Texas; Los Angeles, California; Parsippany, New Jersey; Pittsburgh, Pennsylvania; and Troy, Michigan. The Ayco Company, L.P. is an asset management arm of Goldman Sachs Group Inc. It primarily provides its services to corporate executives and employees, high-net-worth individuals and families, banking or thrift institutions, pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client – focused equity portfolios. It invests in the public equity markets of the United States. The firm conducts in-house research to make its investments.

Norwest Venture Partners (NVP) invests mainly in information technology companies focused on the semiconductor, software, and consumer Internet sectors. It typically invests between $10 million to $15 million in start-up or early-stage firms and assists its portfolio companies with executive recruiting, forming strategic alliances, and financial and legal matters. An affiliate of Wells Fargo, NVP closed its 11th fund worth some $1.2 million in late 2009. It is the firm's largest fund to date. NVP has more than $3.7 billion of capital under management and has invested in more than 450 companies.

Hokanson Associates, Inc. was founded in 1987 and is controlled by president Neil Hokanson. Hokanson Associates company provides financial planning services and manages diversified stock and bond investment portfolios. It primarily serves a clientele of wealthy individuals in the San Diego area; it also serves institutional investors including pension plans, corporations, and not-for-profit organizations. Hokanson Associates has approximately $295 million of client assets under management.

Winterthur Life UK, Ltd. offers wealth management solutions to the high net worth marketplace. It provides focused investment and retirement solutions, and support services distributed through IFAs. The company offers individual pension products, such as the personal pension; the self-invested personal pensions; the section 32 and the self-invested section 32; and the executive pension and the self-invested executive pension. In addition, it provides administration, Internet access, pricing, and investments to a range of defined contribution pension products. Winterthur Life UK also offers group personal pensions, stakeholder, group additional voluntary contribution, and contracted in money purchase products. It offers group personal pensions and single premium personal pensions via advisers.

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