Frank M. Levering

Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families.

Part of Associated Electric & Gas Insurance Services Ltd., AEGIS Insurance Services, Inc. is an American New Jersey-based company that provides tailored underwriting, claims, and loss control services to member companies. AEGIS underwrites every risk on an individual basis, ensuring that each policy fits the specific needs of the member company at a fair price. The collaborative approach to claims has distinguished AEGIS from commercial insurers since its inception in 1975. AEGIS provides member companies with deep expertise and a wide range of loss control products, services, and educational opportunities that cannot be matched by commercial insurers. As a Lloyd's of Syndicate and part of a long-established mutual insurance business, AEGIS provides clients with specialist knowledge, continuity, and security across many classes of business.