Gary J. Vallo

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

OnCure Medical Corp. owns, operates, and manages radiation cancer treatment centers. The company was founded in 1998 and is headquartered in Englewood, CO.

George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Sarros Securities provides brokerage services. The private company is based in Athens, Greece.

Part of WESCO International, Inc., Liberty Electrical Supply Co., Inc. supplies electrical products and services to the construction industry. The company is based in Brooklyn, NY. Liberty Electrical Supply Co. was acquired by WESCO Distribution, Inc., part of WESCO International, Inc. from November 17, 2010 on May 27, 1999.

Energy Northwest produces electric power. It also provides operations and maintenance services for generating facilities owned by other utilities, and develops new power generation facilities to meet growing demand. The company was founded in 1957 and is headquartered in Richland, WA.

Hunt Cos., Inc. operates as a real estates company. It offers real estate investments, military communities, public infrastructure, and financial and asset services. The company was founded in 1947 and is headquartered in El Paso, TX.

CellAntenna Corp. provides and builds cell sites antenna and wireless system equipments. It offers cell phone signal boosters, wireless repeaters and custom-engineered distributed antenna systems (DAS) to amplify reception, ranging from homes to large buildings, hotels, skyscrapers, and complexes. The company was founded in 2002 and is headquartered in Coral Springs, FL.

Pension Real Estate Association (PREA) is a non-profit trade association based in Hartford, CT, for the institutional real estate investment industry. The company's members include public and corporate pension funds, endowments, foundations, insurance companies, and investment advisory firms. PREA provides its members with materials to keep up to date on trends and issues in real estate investment decisions, including sustainability and other ESG considerations. The company also offers access to the MSCI/PREA U.S. Property Fund Index, which allows for detailed analysis of the performance of open-end property funds and their underlying investments.

The Connecticut Society of Certified Public Accountants operates as a membership association and provides advocacy, community, and education services. The private company is based in Rocky Hill, CT.

The Learning House, Inc. designs and develops online education programs and courses. Its services include product development, market research, marketing and lead generation, admissions and enrollment management, student retention, curriculum development and management, faculty training, professional development, learning management systems and technical support. The company was founded by Denzil Edge and Sharon M. Edge in 2001 and is headquartered in Louisville, KY.

John A. Van Deusen & Associates, Inc. provides engineering and business consulting services. It offers capital planning, contract administration, initial equipment evaluation, maintenance and quality control evaluation, modernization, new construction, peer review, and program management services. The company was founded by John A. Van Deusen in 1980 and is headquartered in East Hanover, NJ.

J. Martin Associates, Inc. provides engineering and consulting services. It offers new construction and design, modernization, equipment & maintenance evaluation, quality control audits, life cycle analysis, repair, upgrading and inspection of elevators/escalators. The company was founded in 1989 and is headquartered in Mahwah, NJ.

Beta Securities SA is an investment boutique that offers advisory, asset management, and trade execution services in domestic and international markets. The private company is based in Athens, Greece and was founded in 1995. The Greek company manages their clients' cash through bank deposits and money market instruments to maximize returns. The company also acts as custodians for investors' assets. To open an account, clients must sign a contract and provide identification, a recent bank account statement, and a utility bill. The CEO is Vangelis Haratsis.

Weld North LLC (Weld North) is a private equity subsidiary of Weld North Holdings LLC founded in 2010 by Jonathan N. Grayer. The firm is headquartered in Stamford, Connecticut.

Founded in 2008, Hunt Investment Management LLC is an SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of HCH Holdings LLC, itself a subsidiary of Hunt Investment Management Holdings LLC. Their ultimate parent is Hunt Cos., Inc. They provide real estate investment management and advisory services to pension funds, corporations, sovereign wealth funds, endowments, insurance companies, banks and high net-worth money managers.

Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients.