Nick Brown

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA.

Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Part of Prudential Financial, Inc., Prudential Investment Corp. provides investment advice. The company is based in Grass Lake, MI.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds.

Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Protiviti, Inc. provides global business consulting and internal auditing. It offers business performance improvement, data management and advanced analytics, digital transformation, forensic, internal audit and financial advisory, managed business services, risk and compliance, technology consulting, and transaction services. The company was founded in May 2002 and is headquartered in Menlo Park, CA.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Blueshift Research LLC (Blueshift) is a market research and holding firm headquartered in Needham, Massachusetts. The firm was founded by Craig Gordon in 2008. Blueshift provides ethical, quality, and unbiased investment research from independent sources. The firm constantly screens for data on unique and controversial ideas that currently are at the forefront of Wall Street thinking (or are being overlooked), and they keep a list of 25 companies/issues for which they think they can add unique value. This list is constantly being updated and averages five to seven new ideas per month.

OTA LLC is a broker/dealer subsidiary of OTA Financial Group LP. The firm is headquartered in Purchase, New York and was founded in 1983. OTA focuses on quantitative proprietary trading, market making, and institutional execution services. They cover a variety of industries including consumer products, cyclicals, healthcare, media, retail/apparel, restaurants, hardline enterprise technology, consumer services, electronics and telecommunications. The firm provides research on emerging markets, industries not widely covered by Wall Street, and derivative ideas.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA.

Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA.

OneAmerica Asset Management LLC (OAM) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded in 2012 and is a subsidiary of OneAmerica Financial Partners, Inc. (OAFP), which is owned by American United Mutual Insurance Holding Co. OAM provides portfolio management services to OAFP, unaffiliated insurance companies, a charitable organization and pooled investment vehicles.

Nuveen LLC provides investment services. It provides its services to institutional investors, intermediaries, plan sponsors, investment and pension consultants, financial advisors, and individual investors. The invests in public equity, fixed income, and alternative investment markets across the globe. The company was founded in 1898 and is headquartered in New York, NY.

TIAA-CREF Real Estate is a private equity firm located in New York City. The firm is a subsidiary of TIAA-CREF Asset Management LLC and their ultimate parent is Teachers Insurance & Annuity Association of America

Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992.

Rady Asset Management LLC is an independent hedge fund manager headquartered in La Jolla, California. The firm was founded by Harry M. Rady in 1995. They provide investment management services to high net worth investors.