The Bessemer Group manages more than $55 billion in assets for wealthy individuals and families with more than $10 million to invest. Main subsidiary Bessemer Trust administers portfolios with holdings in domestic and international equities and bonds, as well as such alternative assets as hedge funds, real estate, and private equity funds of funds. The group also provides trust, custody, tax and estate planning, strategic philanthropy, and financial advisory services. The group has some 15 US offices in addition to locations in London and the Cayman Islands.

Artemis Investment Management was established in 1997 by Mark Tyndall, John Dodd, Derek Stuart, and Lindsay Whitelaw, who maintain executive positions with the company. Artemis Investment Management offers unit trusts (similar to US mutual funds), hedge funds, institutional investment portfolios, and a venture capital trust. Artemis Investment Management company serves private and institutional investors in the UK; however, it does offer limited products and services to investors in other parts of Europe. It has some $10 billion ($16 billion) of assets under management. US-based Affiliated Managers Group (AMG) acquired a majority of the firm in 2010; Artemis' management retained a stake.

Diamond Hill Investment Group, Inc., through its subsidiaries, sponsors, markets, and provides investment advisory and related services in the United States. Diamond Hill Investment Group, Inc. also provides underwriting, compliance, treasury, and fund administration services to mutual fund companies. Diamond Hill Investment Group, Inc. provides its services to various clients, including mutual funds, separate accounts, and private investment funds, as well as offers advisory services to institutional and individual investors. Diamond Hill Investment Group, Inc. distributes its products through financial intermediaries, including independent registered investment advisors, brokers, financial planners, investment consultants, and third party marketing firms. Diamond Hill Investment Group, Inc. was founded in 1990 and is based in Columbus, Ohio.

Boston Ventures Management, LLC was founded in 1983 with a simple premise, that deep knowledge of its industry sectors and a disciplined investment strategy focused on growing companies, will lead to differentiated returns. Through seven funds, and three decades, the Firm and its predecessor, Boston Ventures Management, LLC, have successfully executed on that strategy with over $2.6 billion of capital commitments. BV Investment Partners has acted as the lead investor in notable portfolio companies, including: Billboard Publications, Decision Resources, Marshall & Swift, Television Station Group, Vue Entertainment, and World Publications.

Kim Eng Holdings is one of Southeast Asia's foremost brokerage houses. Kim Eng Holdings Limited provides securities trading and investment banking services such as IPO underwriting, corporate advisory, and financing. Kim Eng Holdings Limited also provides asset management services through KE Capital Partners, a joint venture with Mitsubishi UFJ Securities, as well as through associate firm Republic Investment Management. Subsidiary Emfore Capital Partners manages private equity funds. Kim Eng also performs stock research; its KE Live division specializes in event-driven strategies for retail investors. Kim Eng has a presence in eight countries in Asia (it entered Vietnam and India in 2007), in addition to sales offices in New York and London.

Cushman & Wakefield Sonnenblick Goldman is a global leader in real estate financial services, providing highly specialized debt structuring, debt and equity placement, hospitality financing and sales, note sales and associated advisory services. As a premier real estate investment banking firm, Cushman & Wakefield specialize in providing integrated capital solutions for all asset classes and are also a recognized industry leader in the financing and sale of hospitality and resort properties.By drawing on our integrated full service global platform C&WSG are able to assess our clients' current property operations and, at the same time, develop repositioning strategies that enhance asset value and maximize appeal to capital sources. With C&WSG focus on both the debt and equity markets, C&WSG clients the depth of insight and expertise needed to deliver creative, customized structuring solutions drawing from both traditional and non-traditional capital sources in a rapidly changing marketplace. Understanding the entire capital stack from equity and preferred equity to permanent, bridge, mezzanine and construction loans, C&WSG finance specialists tailor solutions to achieve optimal proceeds on the most attractive terms. From the conventional to cutting edge innovations, C&WSG long-standing record is unrivalled.

Resource America was founded in 1966 and is based in Philadelphia, Pennsylvania. Resource America, Inc. (Resource America) is a specialized asset management company that uses industry specific expertise to evaluate, originate, service and manage investment opportunities in the commercial finance, real estate and financial fund management sectors. As a specialized asset manager, the Company’s focuses to develop investment funds for outside investors, for which it provides asset management services, under long-term management arrangements either through a contract with, or as the manager or general partner of, the Company’s sponsored investment funds. As of September 30, 2009, the Company’s assets under management were $13.7 billion. The Company has developed and managed public and private investment entities, a real estate investment trust (REIT) and collateralized debt obligation (CDO) issuers.

Nollenberger Capital Partners Inc. offers investment banking, brokerage, and investment advisory services, promoting its personalized approach as an alternative to the financial mega-firms. Nollenberger Capital Partners Inc. investment banking practice focuses on capital raising, underwriting, and advisory services for growth companies valued at less than $1 billion, as well as for public sector clients. Nollenberger Capital Partners Inc. private client group serves wealthy individuals and families with more than $1 million to invest; Nollenberger Capital Partners Inc. has more than $1 billion under management overall. Nollenberger Capital Partners is trying to make its mark in the crowded money management arena.

Incubic is a venture fund investing in high-tech startups. Incubic focus is seed investments, although Incubic do invest in late-stage companies. Incubic believe business is built on excellence and trust. Incubic are helpful to entrepreneurs because ultimately what is good for the business is good for its founders and investors. Having been entrepreneurs, Incubic understand management challenges, and can provide a balanced view to help you make sound decisions. Incubic also share Incubic experience as advisors to entrepreneurs. Incubic have access to an extensive network of professional resources to be helpful. There would be no fees/compensation until substantial advisory services are required.

Evergreen Investment Management was founded in 1932 and is based in Boston, Massachusetts with additional offices in Atlanta, Georgia; Charlotte, North Carolina; Dallas, Texas; Jacksonville, Florida; Malvern, Pennsylvania; New York, New York; Philadelphia, Pennsylvania; and Richmond, Virginia. Evergreen Investment Management Co., LLC is an asset management arm of Wachovia Bank, NA. The firm provides its services to investment companies; corporations; pension and profit sharing plans; state and municipal government entities; individuals, including high net worth individuals; banking and thrift institutions; pooled investment vehicles; and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages a family of mutual funds, hedge funds, and variable annuities for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in the alternative investments markets, typically limiting such investments to private equity, private real estate, commodities markets, and managed futures. For its equity investments, it typically invests in growth and value stocks of all-cap companies, including small-cap, mid-cap, and large-cap companies. For its small/mid cap growth portfolio, the firm makes investments in companies with market capitalizations below $6 billion. It benchmarks the performance of its enhanced index portfolio against the S&P 500 index.

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