John Manginelli

Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

FMI Corp. provides management consulting, training, and capital services. It offers strategy development, market research and business, leadership and talent development, project and process improvement, mergers, acquisitions and financial consulting services. The company was founded by Emol A. Fails in 1953 and is headquartered in Raleigh, NC.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Lem Capital LP is a Private Equity firm, a subsidiary of Independence Capital Partners LLC founded in 2002 by Ira Mark Lubert, Jay J. Eisner and Herbert L. Miller. Lem Capital LP is headquartered in Philadelphia.

Summit Investment Management LLC provides investment advisory services. It specializes in acquiring and resolving sub- and non-performing commercial loans and other assets and financial instruments, distressed debt acquisition, bridge lending, and providing special situation capital. The company was founded in 2002 and is headquartered in Denver, CO.

Founded in 2007, Kayne Anderson Real Estate Advisors is the real estate investment arm of Kayne Anderson Capital Advisors LP. Their ultimate parent is Kayne Anderson Investment Management, Inc. Kayne Anderson is headquartered in Los Angeles, California.

Unity House, Inc. promotes the interest of and to assist the working individuals of the state of Hawaii. The company was founded by Arthur A. Rutledge in 1951 and is headquartered in Honolulu, HI.

Morgan Creek Capital Management is a private equity firm founded by Mark W. Yusko in 2004. The firm is headquartered in Chapel Hill, North Carolina.

MCCM Group LLC provides capital management services. The private company is based in Chapel Hill, NC and has a global presence of subsidiaries in several regions.

Part of Marcus & Millichap, Inc., Marcus & Millichap Capital Corp. is a commercial real estate investment services firm that provides capital markets products for various investment properties. The company is based in Palo Alto, CA. MMCC is a subsidiary of Marcus & Millichap and has a network of national, regional, and local lenders. MMCC closed over 1,900 commercial real estate financing transactions totaling $7.10 billion in 2019. The investment properties include apartments, shopping centers, office buildings, industrial facilities, single-tenant net-lease properties, seniors housing, hotels/motels, manufactured home communities, and self-storage facilities.

Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses.