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.

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

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

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

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

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

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

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

Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series and Fiduciary Trust investment teams.

Federated Investors, Inc. (Federated), together with its consolidated subsidiaries, is a provider of investment management products and related financial services. The Company sponsors, markets and provides investment-related services to various investment products, including mutual funds... more

LPL is committed to providing its representatives with the tools they need to offer the highest quality of independent investment advice. LPL has been ranked the number one independent broker/dealer for eight years in a row by Financial Planning magazine (June 1996-2003, based on... 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

Raymond James & Associates, Inc. are a leading investment bank and a wholly owned subsidiary of Raymond James Financial (NYSE: RJF). Raymond James Financial is a diversified financial services firm whose subsidiaries engage in securities brokerage, investment banking, asset management,... more

Founded in 1887, A.G. Edwards & Sons, Inc. and its affiliates employ nearly 6,700 financial consultants in more than 700 offices nationwide and two European locations in London and Geneva. Drawn to the firm's client-first philosophy, individuals and businesses have turned to A.G.... more

ABP Investments is the in-house asset manager of all ABP's investments. ABP is the pension fund for public employees in the governmental and education sectors in the Netherlands. With assets amounting to € 150 billion at year-end 1999, ABP is one of the largest pension funds in the world.... more

Neuberger Berman has provided prime brokerage and correspondent clearing services to the financial community for five decades. We offer all the services you need to get your business started and to keep your business growing: Trade Execution Responsiveness and experience make a crucial... more

Capital Investment Companies is comprised of Capital Investment Brokerage, Inc. and Capital Investment Group, Inc., both registered broker/dealers (Members FINRA/SIPC), and their affiliates. Capital Investment Companies (www.cico.us ) is one of the largest independent financial services... more

Putnam Master Intermediate Income Trust (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to seek high current income by allocating its investments among the United States investment-grade sectors, high-yield sector and international... more

Canaccord Capital Inc is an independent full-service investment dealer in Canada with capital market operations in the United Kingdom and the United States. The Company has operations in each of the two segments of the securities industry: capital markets and private client services. The... more

Gabelli & Company, Inc., an institutional research and brokerage firm, is a subsidiary of Gabelli Asset Management Inc. (NYSE: GBL).

Winston Partners was founded in 1993 and originally consisted of two distinct businesses: hedge funds of funds and private equity. The firm launched its first hedge fund of funds in 1995 after a period of extensive due diligence on long/short funds. The firm manages four distinct funds,... 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

At Eplboim, Poutre & Co., we model the investment strategies of our larger counterparts while leaving the administration and bureaucracy aside. All of our clients have unhindered access to their investment managers. Our goal is to bring the distinguished heritage of service into the age... more

Founded in 1985, Munder Capital is an investment management firm headquartered in Birmingham, Michigan with an office in Boston, Massachusetts. As of September 30, 2007, we managed $32.4 billion in assets. The firm has significant experience in providing investment counsel and offers a... more

CCM maintains records of all proxies voted in accordance with Section 204-2 of the Advisers Act. As required and permitted by Rule 204-2(c) under the Advisers Act, the following records are maintained: , a copy of this Statement; , proxy statements received regarding client... more

Sterling Financial Investment Group, Inc. is a global financial services organization with more than 40 foreign and domestic offices. Founded in 1997 with just three employees, our growth is due to our ability to provide you with an exceptional network of resources: Personalized Service... more

Zdenek Financial Planning is a comprehensive, fee-only personal financial planning and investment advisory firm. From our offices in New Jersey and New York we serve clients in over thirteen states. Since 1982, we have helped our clients gain greater control over their financial destinies... more

Mazama Capital Management, Inc. is a leading independent employee-owned investment advisory firm focusing exclusively on the management of growth equity portfolios for large institutional clients, including public and private pension plans, registered investment companies, foundations and... more

In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately-held investment company that markets more than $1 billion worth of securities annually. "We are extremely proud of what we... more

AVIDA Group is a private equity company which is organised as a partnership and emanated from ERGO Equity Partner AG. The company was founded in 1999 with the purpose of opening up the private equity market for capital investments of institutional investors, with due consideration of... more

Trautman Wasserman & Co., Inc. is a private equity and investment management firm serving sophisticated investors, entrepreneurs and high-growth enterprises. We create a continuous cycle of financial success for our clients by providing customized investment management, private equity,... more

Suncoast Equity Management, Inc. provides financial investment services in Tampa, Florida. We are an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). As defined by the SEC, our financial investment services are based on giving guidance to clients about... more

iViewResearch produces research reports and analysis on both the macro environment as well as technology and e-Business trends and themes. Our macro environment reports are provided primarily through our interview service, Beyond the Sound Bite. Focused on the themes of Government,... more

Financial Investments, Inc. (FII) is a comprehensive financial planning and services firm. Our mission is finding financially rewarding alternative investment options. Our strategy allows us to assist those who want to grow their financial wealth and successfully achieve their own... more

PENN maintains a fully integrated credit and equity research process. This philosophy of complete capital analysis provides a deeper understanding of company fundamentals, creates a stronger line of communication between company management and PENN investment professionals, and allows... more

Mowrey Investment Management (MIM) is a Raleigh, NC based financial planning and investment management (AKA wealth management) firm. We provide our services to businesses and individual investors on a "fee-only" (no commissions) basis. We do not sell stocks, bonds, newsletter... more

Founded in Pittsburgh in 1947, Arthurs, Lestrange & Company, Inc. provides investment services to individual and institutional investors, corporations and municipalities. We are one of the oldest locally owned and managed financial firms in Pennsylvania with a broad spectrum of... more

E. Capital Partners is an independent financial firm based in Milan, London and Luxembourg serving Corporates and Investors with a fully-fledged advisory activity range. E. Capital Partners was jointly created by a team of professors coming from the Bocconi University of Milan and from... more

Matlock Capital, LLC is located in Chicago, Illinois and serves as the family office for the Hull family. The primary role of Matlock Capital is to provide financial services to the Hull family and the Hull Family Foundation. The Hull family sold its interest in The Hull Group, an... more