The Carlyle Group is one of the world's largest private equity firms, with more than $81.1 billion under management. With 60 funds across four investment disciplines (buyouts, venture & growth capital, real estate and leveraged finance), Carlyle combines global vision with local insight,... more

The Blackstone Group L.P. is a global alternative asset manager and provider of financial advisory services. The Company is an independent alternative asset manager with assets under management of $102.43 billion, as of December 31, 2007. Its alternative asset management businesses... more

Founded in 1923, The Bear Stearns Companies Inc. (NYSE: BSC) is the parent company of Bear, Stearns & Co. Inc., a leading investment banking and securities trading and brokerage firm. With approximately $61.9 billion in total capital, Bear Stearns serves governments, corporations,... more

affiliates, is one of the world's leading private investment firms with approximately $27 billion under management in funds and accounts.

Sun Capital Partners, Inc. is a leading private investment firm focused on leveraged buyouts, equity, debt, and other investments in market-leading companies that can benefit from its in-house operating professionals and experience. Sun Capital affiliates have invested in and managed more... more

The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. CSC provides financial services to individuals and institutional clients through three segments: Schwab... more

Citigroup Inc. (Citigroup) is a diversified global financial services holding company whose businesses provide a range of financial services to consumer and corporate customers. Citigroup is a bank holding company. As of March 31, 2008, Citigroup was organized into four major segments:... more

JPMorgan Chase & Co. is a financial holding company. JPMorgan Chase's principal bank subsidiaries are JPMorgan Chase Bank, National Association, a national banking association with branches in 17 states, and Chase Bank USA, National Association, a national bank that is the Company's... more

Merrill Lynch & Co., Inc. together with its subsidiaries, provide investment, financing, insurance, and related services to individuals and institutions on a global basis through its broker, dealer, banking, and other financial services subsidiaries. The Company’s operations are organized... more

KeyCorp is a bank-based financial services company. KeyCorp is the parent holding company for KeyBank National Association (KeyBank), its principal subsidiary, through which its banking services are provided. KeyCorp provides a range of retail and commercial banking, commercial leasing,... more

We deliver value through providing superior service to our clients. Our service team is the most experienced in the business. Every member of our team has previous employment experience with a health insurance company, which gives us an edge in understanding the complex underwriting and... more

Smith Barney is the private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With more than 13,000 Financial... more

Legg Mason, Inc. (Legg Mason) is a global asset management company. Acting through its subsidiaries, the Company provides investment management and related services to institutional and individual clients, Company-sponsored mutual funds and other investment vehicles. The Company offers... more

Northern Trust Corporation is a financial holding company, which provides investment management, asset and fund administration, fiduciary, and banking solutions for corporations, institutions, and affluent individuals. The Company conducts business through various United States and... more

Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to a group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley’s business segments include... more

UBS AG is a global provider of financial services for wealthy clients. UBS’s financial businesses are organized on a worldwide basis into three Business Groups and the Corporate Center. Global Wealth Management & Business Banking consists of three segments: Wealth Management International... more

SEI Investments Company is a provider of asset management services, investment processing and investment operations solutions. The Company's outsourcing solutions help corporations, financial institutions, financial advisors and families create and manage wealth. Its products and services... more

Credit Suisse High Yield Bond Fund (the Fund) is a non-diversified, closed-end management investment company. The Fund's primary objective is to seek high current income. The Fund invests primarily in below investment-grade United States fixed-income securities. The Fund’s investment... more

PIMCO, founded in 1971, is a global investment management firm serving a wide range of institutional and retail investors worldwide. With offices in nine countries in North America, Europe and Asia, we manage investments across a broad spectrum of global financial markets. Our success is... more

Golden Gate Capital is a leading private equity firm with $9 billion in capital under management. We generate superior returns for our investors through buyout and growth equity investments across a wide variety of industries. We partner with world-class management teams to make equity... more

A division of BMO Financial Group, BMO Spend & Payment Solutions (formerly BMO ePurchasing Solutions) is a leading commercial card, spend and payment solutions provider in North America. BMO Spend & Payment Solutions' products are widely used by Corporations, non-profit and government... more

American Capital Ltd., formerly American Capital Strategies, Ltd., is an alternative asset management company. The Company is engaged in providing capital to middle market companies with sales between $10 million and $750 million. It primarily invests in senior debt, mezzanine debt and... more

Russell, a global leader in multi-manager investment services, provides investment products and services in more than 39 countries. Russell manages more than $135 billion in assets and advises clients worldwide representing $2.3 trillion. Founded in 1936, Russell is a subsidiary of... more

State Street Corporation is a financial holding company. The Company, through its subsidiaries, including its banking subsidiary, State Street Bank and Trust Company, State Street Corporation, provides a range of products and services for institutional investors globally. The Company... more

Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. is a global investment management organization with $269.5 billion in assets under management as of December 31, 2005. The firm provides a broad array of mutual funds, sub-advisory services, and separate account management for... more

BlackRock, Inc. (BlackRock) operates as an investment management firm in the United States. As of December 31, 2007, the Company had $1.357 trillion of assets under management (AUM). BlackRock provides diversified investment management services to institutional clients and to individual... more

Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the bank is continuously growing in North America, Asia and key emerging markets. With 78,275 employees in 76 countries, Deutsche Bank offers... more

Nordea Bank AB (the Bank) is a Sweden-based financial services group, operational in the Nordic and Baltic Sea regions. It is structured into three business segments: Nordic Banking, Banking and Capital Markets Products, as well as Savings and Life Products. The Bank operates through... more

Edward Jones provides investment advice and financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the company's business, from the types of investment options offered to the location of branch... more

Morgan Keegan & Company Inc., one of the nation's largest regional full-service brokerage and investment banking firms, is the securities brokerage arm of Regions Financial Corporation (NYSE: RF). Headquartered in Memphis, Tenn., Morgan Keegan has some 300 offices across an 18-state... more

Lazard Ltd (Lazard) is an international financial advisory and asset management firm. The Company serves a diverse set of clients around the world, including corporations, partnerships, institutions, governments and high-net worth individuals. Lazard operates from 39 cities in business... more

CVC Capital Partners is a leading global private equity firm with over US$35 billion in funds raised focused on management buyouts. CVC was founded in 1981 and today has a network of 19 offices throughout Europe, Asia and the United States. Since 1981, CVC has completed over 250... more

Cantor Fitzgerald Europe is a leading financial services provider to the institutional equity and fixed income markets, with products and services including sales and trading, investment banking, asset management, market data, and market commentary. For nearly 60 years, Cantor Fitzgerald,... more

Platinum Equity (www.peh.com) is a global acquisition firm specializing in the strategic operation of mission-critical companies according to a unique M&A&O(SM) model of value creation. Since its founding in 1995, Platinum has completed over 40 privately funded transactions, leveraging a... more

In its early years, Wilshire Associates was an innovator in applying computing technology to investment concepts. Wilshire created the first asset/liability model for pension funds in the 1970s, 10 years before actuarial and accounting firms began to adopt this technology. We were among... more

Salomon Smith Barney (www.smithbarney.com) is a global, full-service financial firm that provides brokerage, investment banking, and asset management services to corporations, governments, and individuals. As a leader in the U.S. securities industry, Salomon Smith Barney's core... more

Piper Jaffray Companies is a middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, nonprofit clients and institutional investors. The Company provides a set of products and services,... more

Mellon Ventures, Inc., an affiliate of Mellon Financial Corporation, makes equity-related investments of between $3 million and $25 million in rapidly growing operating companies. With offices in Atlanta, Los Angeles, New York, and Pittsburgh, Mellon Ventures, Inc. invests at all stages... more

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives.

Schroder Oriental Income Fund Limited is a closed-ended investment company. The Company’s investment objective is to provide a total return for investors primarily through investments in equities and equity-related investments, of companies which are based in, or which derive a... more

Mesirow Financial is a diversified financial services firm headquartered in Chicago. Founded in 1937, it is an independent, employee-owned firm with $32.2 billion in assets under management and more than 1,100 employees in locations across the country and in London. With expertise in... more

Stifel, Nicolaus & Company, Incorporated operates 77 offices in 15 states, mostly in the central United States. A full range of investments, including stocks, corporate and municipal bonds, mutual funds, annuities, insurance, options, and managed assets accounts are available through the... more

Headquartered in Los Angeles, California, Wedbush Morgan Securities is a full-service investment banking firm with offices in 22 cities throughout the U.S. With over three decades of experience, Wedbush Morgan's investment bankers bring broad-based transactional expertise coupled with... more

Fortress Investment Group LLC (Fortress) is a global alternative asset manager that raises, invests and manages private equity funds, hedge funds and publicly traded alternative investment vehicles. Fortress earns management fees based on the size of its funds, incentive income based on... more

U.S. Trust Corporation is a wholly-owned subsidiary of The Charles Schwab Corporation and is a member FDIC. Banking deposits are FDIC insured up to the maximum amount allowable by law. Investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

FBR Financial Services Partners, L.P. (FSP) is a private equity fund whose sole investment objective is to provide strategic, medium-term equity capital to growing financial services companies. The institutional investors committed to FSP include major banks, insurance companies and... more

Mellon Financial Corporation is a global financial services company. Headquartered in Pittsburgh, Mellon is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, wealth management, asset... more

Invesco Ltd. (Invesco) is an independent global investment management company. The Company’s worldwide investment management capabilities include AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark and WL Ross. Invesco provides an array of enduring solutions for retail,... more

TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products. Worldwide, TD Waterhouse currently services 3.1 million active customer accounts.

American Century Investments is a leading investment manager with nearly fifty years of experience helping investors achieve their financial goals. Serving investment professionals, institutions, corporations and individual investors, American Century offers a broad array of products... more