Anthony Lewis

Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth.

JLL Income Property Trust, Inc. is a real estate investment trust. It owns and manages a diversified portfolio of apartment, industrial, office and retail properties. The company was founded on May 28, 2004 and is headquartered in Chicago, IL.

SFA Holdings, Inc. provides financial advisory services. It offers investment, insurance solutions and practice management resources. The company is headquartered in Atlanta, GA.

Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD.

Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA.

Part of Byline Bancorp, Inc., Inland Bancorp, Inc. provides commercial loans and debit cards to support business growth. Inland Bancorp is based in Oak Brook, IL. The company understands the complexities of both personal and business life and offers successful options that work for their clients. Inland Bancorp was acquired by Byline Bancorp, Inc. on July 01, 2023 for $138.45 million.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

The Inland Group, Inc. provides real estate services. The company is headquartered in Oak Brook, IL.

Institutional Real Estate, Inc. provides research and advice to the investment-management, brokerage, development and technology communities. The firm publishes a portfolio of news magazines, special reports and directories for the benefit of global institutional real estate investment community. It provides real estate investment fiduciaries with information and insights on the people, issues, ideas and events driving the global real estate investment marketplace. The company was founded by Geoffrey Dohrmann in 1987 and is headquartered in San Ramon, CA.

Thermal Energy Corp. is headquartered in Oklahoma, US.

Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations.

Hansch Financial Group LLC is a financial services firm that operates on a fee and commission basis. The private company is based in Dana Point, CA. The company is led by brothers David K. Hansch, CFP® and W. John Hansch, MBA.

Part of SoftBank Group Corp., Independence Realty Advisors LLC is a company that provides investment advice. The company is based in Philadelphia, PA.

Wildermuth Advisory LLC is an investment advisory firm headquartered in Ponte Vedra Beach, Florida. The firm was founded by Daniel and Carol Wildermuth in 2013 and is owned by Wildermuth Family Trust. They provide investment advice to several clients.

Gemini-Rosemont Realty LLC provides real estate services. The firm operates a real estate platform that invests in and manages high-quality commercial office properties throughout the United States. The company was founded in 1992 and is headquartered in Santa Fe, NM.

B. Riley Capital Management LLC (BRCM) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2012 and is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY). BRCM provides investment advisory services to pooled investment vehicles operating as private investment funds which are offered to institutional and high net-worth investors.

Part of Jones Lang LaSalle, Inc., JLLIPT Holdings LP functions as a real estate investment trust. The company is based in Chicago, IL.

DSI Digital LLC provides engineering and modeling software services. The firm's product ViZZ is a disruptive VI (Visual Intelligence) software that pairs 3D and AI to enable users to digitally mirror projects and environments from a multitude of sources and programs. Its services include commercial construction, property management, and franchisors. The company was founded by Mitch Hughes in 1989 and is headquartered in Peachtree Corners, GA.

Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US.

First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI.

The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI.

Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI.

First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.

First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.

Cliffwater Corporate Lending Fund is a closed-end management investment company that seeks to provide investors interest income from a portfolio of loans to U.S. middle market companies. It provides all investors access to a private debt portfolio with diversification, pricing, and quality of institutional caliber in corporate lending. The company was founded on March 21, 2018 and is headquartered in Milwaukee, WI.

Hamilton Lane Private Assets Fund seeks invest in companies located in the US. The fund makes primary and secondary limited partnership investments in private equity in secondaries, direct investments and co-investments across the globe. The company was founded on February 7, 2020 and is headquartered in Conshohocken, Pennsylvania.

Clearsense LLC provides data to health care professionals to provide the patient with quick easy health car. The company was founded by Gene Scheurer, Charles Boicey and Jason Mabry in 2013 and is headquartered in Jacksonville, FL.