Bradford B. Walters

Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Shannon River Fund Management LLC (Shannon River) is an independent registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Spencer Waxman in 2003. Shannon River provides investment management services to private pooled investment vehicles based upon specific investment objectives and strategies via master feeder structures and a separately managed fund. The investors in the funds are generally high-net worth individuals and institutional investors.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

PT Supernova Flexible Packaging is an Indonesian company that markets its flexible packaging products globally. The private company is based in Cikarang, Indonesia. The company uses state-of-the-art equipment for cylinder making, multi-color printing, and various laminating. Henry Halim has been the CEO of the company since 1995.

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Wright Equity Partners LLC (WEP) is a private equity firm founded in 2006 by Tad Wright. The firm is headquartered in Atlanta, Georgia.

Renaissance West Community Initiative is a non-profit organization that focuses on providing affordable and quality housing options to people living in concentrated poverty. The non-profit company is based in Charlotte, NC. The company's model of mixed-income housing offers environments and amenities to help residents thrive. The company relies heavily on annual fund donations to support programs and events for the residents of Renaissance neighborhood and the community at large. The staff at RWCI is made up of a dynamic team of experts who believe in breaking the cycle of intergenerational poverty through holistic community development. The company uses a holistic community development approach, focusing on multiple critical factors including mixed-income housing, educational opportunities, youth and adult development programs, health and wellness services, and commercial investment.

UNC Health Care System owns and operates hospitals. It specializes in cancer care, heart and vascular care, and solid organ transplant. The company was founded in November 01, 1998 and is headquartered in Chapel Hill, NC.

The Charlotte-Mecklenburg Hospital Authority (North Carolina) operates as a not for profit healthcare organization. It offers outpatient surgical centers, laboratories, rehabilitation centers, nursing homes, and imaging centers. The company was founded in 1940 and is headquartered in Charlotte, NC.

Project LIFT provides social services. The non-profit company is based in Charlotte.

The YMCA of Greater Charlotte operates as a community service organization. It serves all people, regardless of their ability to pay, with programs that develop the spirit, mind, and body. It provides traditional daycare, an after school enrichment program, and day camp activities. It also offers programs designed to develop the spirit, mind and body through cardiovascular and muscular activity. The company was founded in November 1874 and is headquartered in Charlotte, NC.