Melissa Ciro

FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

Stanhope Capital LLP /Private Equity/ (Stanhope Capital) is a private equity firm, a subsidiary of Stanhope Capital LLP founded in 2004. The firm is headquartered in London, United Kingdom.

FWM Holdings LLC engages in the provision of wealth management services. The company was founded by Keith M. Bloomfield and is headquartered in Palm Beach, FL.

Third Avenue Management LLC (TAM) is a registered investment advisor and mutual fund manager headquartered New York City. The firm was founded by Martin J. Whitman in 1986 as EQSF Advisers, Inc. They are a subsidiary of Third Avenue Holdings Delaware LLC, ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). TAM provides investment advice to registered investment companies, private funds, offshore funds, individuals, corporations, pension plans, trusts, estates, educational institutions, endowments and foundations.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Founded by Brook Lenfest in 2000, Brooks Capital Group LLC is a venture capital firm located in Bala Cynwyd, Pennsylvania.

Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients.

The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.