Sarah Rickelman

DAVID Corp. specializes in financial services, financial technology and technology enabled services. It offers solutions for public entity risk pools, third party administrators, captives and self insured companies. The firm provides NavRisk, a risk management and insurance software solution that integrates claims, policy, and reporting to assist organizations to improve operations, reduce expenses, increase productivity, and enhances agent and customer satisfaction. The company was founded in 1984 and is headquartered in San Francisco, CA.

David Acquisition Corp. operates as an under stage development company. The company is headquartered in San Francisco, CA.

Long Term Care Group, Inc. provides administrative, clinical, and actuarial services for long term care insurance. The company was founded on November 12, 1996 and is headquartered in El Segundo, CA.

ParadigmHealth, Inc. provides disease management services. The company was founded in 1991 and is headquartered in Upper Saddle River, NJ.

Part of GE Aerospace, GE Capital Commercial Finance, Inc. is an investment manager. The company is based in Glendale, CA.

Peak Capital Partners LLC acquires and manages multifamily properties and student apartment communities. It offers conventional and affordable apartment units in places like Utah, Texas, Colorado, and North Carolina. The company was founded by Jeffrey D. Burningham, Jeffrey C. Danley, and Jamie Dunn in 2007 and is headquartered in Provo, UT.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

TimesSquare Capital Management LLC (TimesSquare) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 by Grant Babyak, Ian Rosenthal, and Stephen Green. They are a subsidiary of TimesSquare Manager Member LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). TimesSquare provides investment advisory services to various types of institutional investors as well as certain high net-worth individuals and in limited instances to modeled portfolios.

Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona.

EnTitle Direct Group, Inc. operates as a title insurance and settlement services company which offers insurance products. It also provides title reinsurance services. The company was founded in 1978 and is headquartered in Norwalk, CT.

NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA.

North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL.

Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants.

Triller Corp. is an artificial intelligence technology platform for creators. It pairs music culture with sports, fashion, entertainment, and influencers through a 360-degree view of content and technology. The company was founded in June 2022 and is headquartered in Los Angeles, CA.

Tribeca Learning Pty Ltd. provides educational services for financial and institutional investors. Its business offering comprises the provision of accredited education courses and professional development training to financial institutions within the financial planning, stockbroking, accounting, self managed superannuation, real estate and mortgage broking markets. The company was founded in 1998 by Adam Davis and is headquartered in Sydney, Australia.

The EastWest Institute operates as a network of influential stakeholders that engages in building trust and preventing conflict worldwide. The non-profit company is based in New York, NY.

Seacoast Capital Corp (Seacoast Capital) is a private equity firm founded in 1994 by Tom Gorman, Jeff Holland and Eben Moulton. The firm is headquartered in Danvers, Massachusetts.

Second Curve Capital LLC is an independent hedge fund manager headquartered in Radnor, Pennsylvania. The firm was founded by Thomas K. Brown in 2000. They provide discretionary investment advisory services to private investment funds that are offered to high net-worth individuals and accredited investors.

Stability Health LLC provides care management system. It uses proprietary tools, technology, and support services to help people with diabetes and its providers achieve better diabetes management. The company was founded by Michael Edward Aspinwall and David M. Harlan and is headquartered in Worcester, WA.

Bankers Financial Corp. provides insurance and financial services. It also provides property development services. The company was founded in 1976 and is headquartered in St. Petersburg, FL.

Wellington Underwriting Plc provides underwriting services for property, casualty and life insurance. Its products include accident and health, aviation, energy and power, liability, and marine insurance. The company is headquartered in London, UK.

The Century Private Equity Group (Century Private Equity) is a private equity subsidiary of Century Capital Management LLC founded in 1987. The firm is headquartered in Boston, Massachusetts.

Point Judith Management Co LLC (Point Judith Capital Partner) is a venture capital firm founded in 2001 by David Martirano and Gina Raimondo. The firm is headquartered in Boston, Massachusetts.

MarshBerry Capital LLC provides financial advisory and consulting services. The private company is based in Woodmere, OH and has subsidiaries in the UK. The company was founded in 1981. John M. Wepler has been the CEO of the company since 1991.

Part of Cathay Life Insurance Co., Ltd., Conning Holdings Ltd. is a leading investment management firm with over $201 billion in assets under management as of March 31, 2023. The company is based in London, UK. The British company supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. The CEOs are Russell Thomas Büss and Woody E. Bradford. The company believes in integrating environmental, social, and corporate governance risk factors into their investment process to serve their clients' needs and adhere to their fiduciary duty. The company was founded in 1912 and has investment centers in various locations.