James Hamilton Furey

Provides investment banking services

Amerindo's investment objective is long-term capital appreciation. This investment approach focuses on those sectors of emerging growth technology that they believe will be responsible for producing the next major wave of economic growth. The investment team continually searches for relatively new public companies in their sectors with substantial growth potential. Portfolios are constructed with concentrated initial positions in a limited number of stocks. Amerindo's investment process begins by determining the fastest growing end-user markets in technology and science with the greatest potential, then identifying the leading companies in those markets leveraging off the work of the best venture capitalists, investment bankers and industry experts. The firm then determines if the management, technology and market are able to produce a successful company dominating its industry that will give rise to a sustainable period of growth. Amerindo re-invests maturing positions and starts the process again. Amerindo may sell when a significant change in the company's vision takes place, management missteps or there is a negative major market or technology shift. It has always been Amerindo's strategy to invest in young technology companies during their most dynamic growth phase. Typically after a 3 to 5 year period, they believe a successful emerging technology company will see its early explosive growth rates begin to moderate. At this juncture Amerindo would be looking into other faster growing candidates to re-deploy its investment funds.

Provides wealth and asset management, trading & investment banking services

Atlantic Capital Management (ACM) employs quantitative analysis to narrow the universe of securities to a list of potential investment candidates. This process considers a company's size and growth and seeks to identify a catalyst that may propel future earnings. The firm uses qualitative analysis to evaluate the industry, management quality, financial statement strength and the probability of a successful investment. ACM's proprietary research process continues with a review of the market's expectations for the company. This process consists of comparing Wall Street analysts' published reports, including models and industry fundamentals, to management's remarks, press releases, conference calls, SEC filings, models and business dynamics. ACM looks for companies with proven management teams, well-defined corporate strategies, accelerating market shares and solid revenue and earnings growth. Using this information, the firm then determines if the company has the potential to exceed Wall Street's expectations and decides whether to purchase the security, continue to monitor the price of the security for valuation purposes or pass altogether.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Provides commercial banking and investment advisory services

Functions as a College/University

Provides trust services

Functions as a College/University