Daniel Geisser

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Crossinvest SA (Crossinvest) is an independent, family-owned Swiss asset management firm which was established in 1985. Based in Lugano, the firm provides financial consulting services to high-net worth individuals and entrepreneurial families. They are a member of the Swiss Association of Asset Managers and provide a range of services including family continuity and wealth protection, research, analysis, advising and intermediation, access to alternative instruments, consolidation and account reporting, control of operating third parties through monitoring activities and selection of depositary banks. In 2007, Crossinvest obtained permission to engage in fund management under both Swiss and Luxembourg law.

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

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.

Part of American International Group, Inc., Blackboard Insurance Co. is a company that provides admitted insurance services. The company is based in New York, NY. Blackboard Insurance was acquired by Blackboard U.S. Holdings, Inc., a subsidiary of American International Group, Inc. from Fairfax Financial Holdings Ltd. on October 10, 2014.

Food Bank for New York City provides emergency food assistance services. It procures and distributes food donations to emergency and community food programs. The company was founded in 1983 and is headquartered in New York, NY.

The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga.

XL Insurance expertise and customer focus drive company ability to deliver intelligent risk management solutions to its clients. The company is committed to working with its customers to minimize these risks and ensure their success. The company offers property, casualty, professional and specialty insurance products throughout the world.

Santro Invest AG is a company that specializes in mandate pension funds, mandates private, strategy consulting, investment policy, sustainability and Alpina Swiss Opportunity Fund. The company is based in Schindellegi, Switzerland and has subsidiaries in Liechtenstein. The company optimizes the risk and yield of investment policy through their five investment grounds. The company takes into consideration the financial, business, and personal situation of their clients. The company was founded in 2008 by Mirko Sangiorgio, who has been the CEO since 2008.

Part of Zurich Insurance Group AG, Zurich North America Commercial is a company that provides general insurance and life insurance products and services. The company is based in Overland Park, KS. The CEO of the company is Kathleen A. Savio.

Part of Swiss Re AG, Swiss Re Australia Ltd. is an Australian company that provides life, health, property, and casualty reinsurance services. The company is based in Sydney, Australia.

Blackboard U.S. Holdings, Inc. provides reinsurance solutions to global customers. The company was founded by Brian Duperreault and is headquartered in Princeton, NJ.

BanQu, Inc. engages in the provision financial inclusion for the underbanked of the world using blockchain technology. It offers platform connection supply chain. The company was founded by Ashish Gadnis, Hamse Warfe, and Jeffrey Keiser in 2016 and is headquartered in Minnetonka, MN.

Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients.

Joyn Insurance Services, Inc. is an insurtech enterprise that underwrites commercial insurance in the small and middle markets. The company is based in Delaware. The American company is powered by technology, data, and expertise to provide a transparent and trusted experience to brokers and customers. Joyn Insurance Services Inc. is a newly formed Delaware-domiciled, licensed producer, and general agent that operates under its "joyn"sm and "joyn insurance"sm brands. The company was founded by Eduard J. Pulkstenis, Edward McGough, Stephan G. Braig, Seraina Macia, Callie Thomas. Seraina Macia has been the CEO since incorporation.