Founded in 1908, Baillie Gifford & Co. is one of the UK's leading investment management firms for individuals and institutions. The company manages a number of investment trusts, including the Monks Investment Trust, the Baillie Gifford Shai Nippon, and the Scottish Mortgage Investment Trust. Owned by 30 working partners, the firm's offerings include retirement and pension management services, charitable and family trusts, and other investment and savings plans. It has about $46 billion in assets under management. Its UK pension fund business consistently represents the company's largest segment, bringing in almost 50% of total sales.

Dogan Sirketler Grubu Holding A.S. (Dogan Holding) is a Turkey-based holding company, owned by Dogan Group, providing management consultancy, finance and internal audit services to its subsidiaries. It operates in three main segments: Energy, Media and Other. It also involved in other sectors such as entertainment, manufacturing, finance and tourism. Dogan Holding has oil and gas subsidiaries established for the import, marketing and distribution of fuel, lubricants, natural gas and their byproducts, along with electric power generation and distribution. Publishing and broadcasting are among primary operations of the Company, with a portfolio of several newspapers and television channels. Other activities of the Company consist of the production of organic food; the manufacture of steel and iron products, such as wires, rod ends and ball joints; marketing of consumer products; property insurance, particularly designed for the transportation sector, and management of hotels.

Communications Equity Associates was founded in 1973 by CEO Rick Michaels. Communications Equity Associates (CEA) provides investment banking, merchant banking, and private equity services to global companies in the communications, entertainment, and media industries. Communications Equity Associates company offers mergers and acquisitions, corporate finance, divestment, and fund-raising services from 10 offices in the US and Europe. Its private equity division manages a family of funds with more than $1 billion under management. CEA has completed more than 900 transactions, most of which are cross-border arrangements. Customers have included such big names as AT&T, IBM, EDS, and Siemens.

TD AMERITRADE Holding Corporation, through its subsidiaries, provides securities brokerage services and technology-based financial services in the United States. TD AMERITRADE Holding Corporation offers common and preferred stock, American depository receipts, exchange traded funds, option trades, futures and foreign exchange trades, trading on mutual funds and fixed income securities, margin lending, and cash management services.TD AMERITRADE Holding Corporation client offerings comprise TD AMERITRADE for self-directed retail investors; TD AMERITRADE Institutional that provides brokerage and custody services; trading platforms that enables research and analysis; a suite of education products and services for stock, option, foreign exchange, futures, mutual fund, and fixed-income investors; Amerivest, an online advisory service that develops portfolios of exchange-traded funds to help long-term investors pursue their financial goals; and TD AMERITRADE Corporate Services, which offers self-directed brokerage services to employees and executives of corporations.TD AMERITRADE Holding Corporation also provides services, such as trade execution, clearing, trustee, and trust-related services; and cash sweep products through third-party banking relationships. TD AMERITRADE Holding offers its products and services to retail investors, traders, financial planners, and institutions through the Internet, a network of retail branches, wireless telephone or personal digital assistant, interactive voice response, and independent registered advisors via telephone. TD AMERITRADE Holding Corporation was founded in 1971 and is headquartered in Omaha, Nebraska.

Clinton Group was founded in August 1991 and is based in New York City with additional offices in Tinton Falls, New Jersey, Washington, District Of Columbia, and London, United Kingdom. Clinton Group, Inc (CGI) is an employee owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to corporations, banks, insurance companies, pension funds, and public funds. The firm invests in the public equity, fixed income and hedging markets across the globe. For its fixed income investments, it primarily invests in collateralized debt obligations, mortgage-backed securities, convertible bonds, and sovereign debt. The firm employs long/short and arbitrage fixed income strategies to make its investments.

Diversified Investment Advisors company provides administration and management services for corporate retirement plans. It provides services for all types of retirement instruments ranging from pension plans and Roth IRAs to profit-sharing and Taft-Hartley plans. The company specializes in services for the health care industry, including hospitals and other institutions. It markets its products through benefits brokers, consulting firms, and independent brokers and agents. Diversified Investment Advisors is a subsidiary of AEGON USA.

Unified Financial Services, Inc., a holding company, provides financial products and services in the United States. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. In addition, the fund manages and administers 401(k) and other ERISA-directed assets, and wealth for individuals through portfolio management and a suite of family-office services. As of December 31, 2003, it provided mutual fund services, transfer agency, fund accounting, administration, and distribution services to 31 mutual fund families consisting of 176 portfolios. As of the above date, the fund provided trust and retirement services to approximately 1,800 clients. Unified Financial was organized in 1989 as Unified Holdings, Inc. and changed its name to Unified Financial Services, Inc. in 1997. The fund is headquartered in Lexington, Kentucky.

Athena Capital Advisors LLC was established in 1993 by Lisette Cooper, Athena's president. Athena Capital Advisors hopes to remove the headaches involved with financial planning. Athena Capital Advisors specializes in providing investment services for wealthy families and institutions, offering portfolio advisory and research services. Athena Capital Advisors company's institutional clients include hedge funds, private equity funds, and real estate firms.

National Rural Utilities Cooperative Finance Corporation was founded in 1969 and is headquartered in Herndon, Virginia. National Rural Utilities Cooperative Finance Corporation, a private cooperative association, provides its members with a source of financing to supplement the loan programs of the Rural Utilities Service of the United States Department of Agriculture. The company offers loans to its rural utility system members to enable them to acquire, construct, and operate electric distribution, generation, transmission, and related facilities. It also provides credit enhancements in the form of letters of credit and guarantees of debt obligations. The company manages the lending activities and business affairs of Rural Telephone Finance Cooperative, which provides financing to the rural telecommunications members; and the National Cooperative Services Corporation that provides financing to the for-profit and non-profit entities. As of May 31, 2009, the company's consolidated membership was 1,522, including 897 utility members, 498 telecommunications members, 66 service members, and 61 associates located in 49 states, the District of Columbia, and the 2 United States territories.

Aston Hill Financial Inc. (AHF) is a publicly owned investment manager. The firm also provides advisory services to its clients. It primarily provides its services to high net worth individuals and institutional investors. The firm manages equity and fixed income portfolios and advises funds of hedge funds for its clients. It invests in public equity, fixed income, and alternative investments markets across the globe. For its fixed income securities, the firm typically invests in collateralized debt obligations. It primarily makes its alternative investments in private equity and hedge funds. The firm employs a bottom-up stock picking approach to make its investments. It primarily invests in companies operating in the oil and gas, energy, and income trust sectors.

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