
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

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

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

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

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

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

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

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

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

Vanguard of Malvern, Pa., is one of the world largest investment management companies and a provider of company-sponsored retirement plan services. It manages $1.25 trillion in U.S. mutual fund assets, including more than $350 billion in employer-sponsored retirement plans. Vanguard... more

State Street Global Advisors, the investment management arm of State Street Corporation, delivers investment strategies and integrated solutions to clients worldwide across every asset class, investment approach and style. With $1.9 trillion in assets under management as of June 30, 2007,... more

Refco Easy Solutions LLC (www.refcoeasysolutions.com) Refco EasySolutions LLC is a Joint Venture ("JV") of Refco Group Ltd. and the U.K. company EasyScreen Plc ("EasyScreen", LSE: EAS), the leading developer of innovative software products for electronic trading.

BNY ConvergEx Group provides customized, conflict-free global agency trading and investment technology solutions, together with superior personal client service and support, directly to our institutional clients worldwide. We focus on a collaborative, partnership approach with clients,... more

Baird provides a wide variety of advisory services, primarily serving middle,market companies; however, we have advised on acquisitions as large as ,6.3 billion. Our merger and acquisition practice is closely split between buyers and sellers, giving us unique perspectives into both. Our... more

PFPC, a member of The PNC Financial Services Group, Inc. (NYSE:PNC), is a leading provider of processing, technology and business solutions to the global investment industry. PFPC offers subaccounting, transfer agency, managed account, alternative investment, fund accounting,... more

Founded in 1971, The TCW Group develops and manages a broad range of innovative, value-added investment products that strive to enhance and protect clients' wealth. The firm has approximately $130 billion in assets under management. TCW clients include many of the largest corporate and... more

Investment Technology Group, Inc., is a specialized agency brokerage and technology firm with vast experience spanning the entire investment process. From pre-trade, to order management, trade execution and post-trade tools, we develop innovative technologies that help our clients... more

CIBC is a leading North American financial institution with more than 11 million personal banking and business customers. CIBC offers a full range of products and services through its comprehensive electronic banking network, branches and offices across Canada, in the United States and... more

The investment and corporate banking businesses of BMO Nesbitt Burns are part of Bank of Montreal's Investment Banking Group. BMO Nesbitt Burns offers a broad range of products and services such as underwriting, corporate lending, mergers and acquisitions, research, sales, and trading. In... more

Stanford Financial Group is a privately held global network of independent, affiliated financial services companies led by Chairman of the Board Sir Allen Stanford. The first Stanford company was founded by his grandfather, Lodis B. Stanford in 1932. Stanford's core businesses are private... more

Russell Investment Group aims to improve financial security for people by providing strategic advice, world-class implementation, state-of-the-art performance benchmarks, and a range of institutional-quality investment products. With more than $200 billion in assets under management,... more

Guggenheim Partners® is a diversified financial services firm with more than 525 dedicated professionals. We have proven success in providing capital markets services, portfolio and risk management expertise, wealth management, investment advisory and family office services. Our clients... more

At Hilliard Lyons, we have been providing that kind of singular insight for our clients from generation to generation since 1854. Over the years, we have helped clients plan for their goals at each life stage. Whether it's purchasing a new home, sending children to college, preparing... more

Founded in 2001, Probitas Partners is a leading independent provider of alternative investment solutions. We have offices in San Francisco, New York and London. Our professionals are leaders in the placement, liquidity management, portfolio management, relationship management, and... more

Elderado Financial, Inc. was founded to serve the needs of our clients. Our clients expect independent financial advice so we are an independent firm. Our clients expect excellent service so we have two associates servicing each client, along with our service staff. Our clients expect us... more

MFC Global Investment Management (U.S.), LLC is a Boston-based firm, focused on investment management for institutional clients. Built on investment principles developed over 35 years, MFC Global (U.S.) offers a diverse selection of actively managed equity and fixed income strategies... more

Today, CFS manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable and efficient financial... more

Manning & Napier quickly established the strategies and disciplines to survive the tough investment environment of the 1970s. In that decade, the stock market failed to beat either inflation or T-Bills. For a newly-formed investment firm to not only survive but grow in that environment,... more

YMG Capital Management Inc. was founded in 1983. Since that time, YMG has evolved from an investment firm specializing in quantitative fixed income management for pension plans and financial institutions to diversified money manager offering four core investment strategies to... more

LOM is operated by our highly skilled management team from within our efficient corporate structure. Our in-house sales and trading staff ensure excellent execution for your trades. Our information technology team is constantly working behind the scenes to ensure our operations run... more

Altegris Investments is a dynamic, growing investment firm in La Jolla, California, specializing in alternative investments. We gather information on thousands of hedge funds and managed futures products and negotiate access with a select group of these products in order to offer them to... more

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology, and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member FINRA/MSRB/SIPC, www.finra.org),... more

Hamilton Lane is an independent financial institution that provides discretionary and non-discretionary private equity asset management services to sophisticated investors worldwide. From offices in the U.S., London, Tel Aviv, Tokyo and Singapore, Hamilton Lane offers a full range of... more

Trusco provides a comprehensive range of equity, fixed income, liquidity management and balanced strategies to help your labor union achieve its investment objectives. Trusco's solutions are tailored to meet your needs. Our reputation as a disciplined firm that actively manages your... more

When Commonwealth was founded in 1979, my desire was to create an open and supportive environment where professionals could be true to themselves (and to their clients), follow their dreams, and grow to their hearts' content. Back then, I couldn't articulate the vision very well. I just... more

At Stratford Advisory Group, we are committed to enhancing the long-term financial position of our clients. Our consulting approach is focused on the following: Develop a strategic approach that balances the interest of participants and plan sponsors. Establish a cost-efficient... more

Boston Common Asset Management is a full service, employee-owned social investment firm dedicated to the pursuit of financial return and social change. We offer individual and institutional investors an unrivaled range of customized portfolio management products, designed to meet all of... more

Aldus Equity is a boutique alternative investment management and advisory firm specializing in private equity. The firm's expertise includes domestic private equity, mezzanine finance, domestic real estate, European private equity, secondaries, and special situation funds. The firm is... more

Envestnet enables independent advisors to meet these expectations today. The firm provides individually managed accounts by the world's leading money managers integrated with technology powered practice management. This fusion between premier investment management and web-enabled... more

UVEST Financial Services, Inc., headquartered in Charlotte, North Carolina, is a registered securities broker-dealer and member of the National Association of Securities Dealers (NASD), and the Securities Investor Protection Corporation (SIPC), as well as the Securities Industry... more

Accessor Funds are distributed by SEI Investments Distribution Co.

That Banking Mentality: The Banc Investment Group is a company founded, funded and managed by bankers, for bankers. We recognize that not only does the risk/reward equation need to be right, but all transactions must take capital, regulatory, accounting and political concerns into... more

AMG Guaranty Trust, N.A. offers comprehensive, highly customized investment management, financial counseling and trust administration services to help you build, manage and protect your wealth. We help clients across the country, assisting high-net-worth individuals, corporate executives,... more

MBM Advisors, Inc. is an independent investment advisory and pension administration/consulting firm. Founded in 1966, MBM currently ranks among the largest pension service firms in the United States. Our specialty is integrating state-of-the-art technology and industry expertise with... more

State Street Global Advisors (SSgA) is an acknowledged leader in institutional investing with $1.7 trillion in assets under management. The world's largest institutional asset manager and leader in several other investment rankings , SSgA is also the investment management arm of State... more

Kalorama is exclusively committed to helping clients achieve greater financial security and independence by providing independent and objective advice that has no potential of being conflicted by the payment of commissions or compensation of any kind from any other source other than our... more

Founded in 1983, Fairfield Greenwich Group ("FGG") is a leading alternative asset investment specialist. FGG's mission is to offer our clients superior hedge funds and related products with a high level of client service and support. Throughout its history, the firm has internally managed... more
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