Lynn Malone

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Terremark Worldwide, Inc. engages in the provision of information technology infrastructure solutions. It offers managed hosting, data, and application services. It also offers investigative response and forensics, data protection, threat and vulnerability services, and managed security services. The company was founded by Manuel D. Medina in 1982 and is headquartered in Miami, FL.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

NIP Group, Inc. engages in the provision of business insurance and risk management services. It operates through the following business units: NIP Programs, NIP Specialty Brokerage, and NIP Group Captive Management. The NIP Programs unit develops and manages business insurance programs underwritten by insurers for industries with specialized insurance and risk management needs. The NIP Specialty Brokerage unit is a wholesale brokerage operation targeting non-standard commercial risks underwritten by admitted and non-admitted specialty carriers. The NIP Group Captive Management unit enables business professionals and entities to form an association in order to share risk as an alternative cost-efficient manner to purchase commercial insurance. The company was founded by Richard Augustyn and is headquartered in Woodbridge, NJ.

White Wolf Capital LLC (White wolf) is a private equity firm founded in 2011 by Elie Azar. The firm is headquartered in Miami, Florida.

Conventus Inter-Insurance Exchange (Investment Portfolio) (Conventus-IP) is the investment portfolio division of Conventus Inter-Insurance Exchange, a professional liability insurer headquartered in Woodbridge, New Jersey. The firm provides access to insurance products and highly personalized services designed to protect and improve physicians and practice administrators’ performance. Conventus-IP manages the insurance investment portfolio.

HW Media LLC provides news, commentary and analysis solutions for mortgage banking and financial markets. It develops an online platform that operates as a source of news and information. The company was founded by Paul Jackson and Richard Bitner in November 2008 and is headquartered in Irving, TX.

Krueger-Gilbert Health Physics, Inc. engages in provision of full-service diagnostic medical and health physics consulting group. Its services include annual performing testing, initial performing testing, occupational dosimetry services, radiation safety officer, and training. The company was founded in 1987 and is headquartered Towson, MD.

Lumina Analytics LLC operates as a big data analytics company. Its services include enterprise, strategic, correlate, and security. The company was founded by Allan Martin, Douglas E. Licker and Morten Middelfart in 2015 and is headquartered in Tampa, FL.

Part of Hale Partnership Capital Management LLC, Monarch National Insurance Co. provides insurance and agency services. The company is based in Sunrise, FL. The CEO of the company is Justin Edenfield. Monarch National Insurance was acquired by Hale Partnership Fund LP from FedNat Holding Co. on June 30, 2022 for $15 million.

Jeb 2016, Inc. operates as a principal campaign committee. The company was founded June 4, 2015 and is headquartered in Monroe, NC.

Dock Square Capital LLC (Dock Square Capital) is a private equity firm founded in 2016 by John Ellis Bush, Jeb Bush, George B Huber, Jack Oliver, Ross Rodrigues. The firm is headquartered in Coral Gables, Florida.

Rialto Capital Management LLC provides real estate investment and asset management services. It offers distressed cycle investing, performing, distressed and undermanaged properties, commercial mortgage backed securities, debt securities, and rescue capital, recapitalizations and structured debt positions for investment management value delivery. The firm also offers underwriting support, loan workout, and small loan program for asset management value delivery. The company was founded by Jeffrey P. Krasnoff in 2007 and is headquartered in Miami, FL.

Global Value Add, Inc. provides bookkeeping, payroll processing, corporate taxation, and business consulting services. The firm offers individual and business services such as tax preparation, representation, advisory services, tax consultation, individual taxpayer identification number consultation, foreign bank account report filing, and permanent account number application. The company was founded by Sudhir Gurudatt Pai and Supriya S. Pai in October 2008 and is headquartered in Plano, TX.

Finback Investment Partners LLC (Finback Investment Partner) is a private equity firm founded in 2017 by John Bush Ellisand. The firm is headquartered in Coral Gables, Florida.

The Barbara Bush Foundation for Family Literacy is the nation's leading advocate for family literacy. The non-profit company is based in Tallahassee, FL. Established by former First Lady Barbara Bush in 1989, the foundation is a public charity that envisions an America in which everyone can read, write, and comprehend in order to navigate the world with dignity.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

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.

Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations.

Midwest Supplies LLC sells wine making and home brew supplies online. Its products include brewing equipment, brewing ingredients, kegging, wine equipment and wine ingredients. The company was founded in 1995 by David Turbenson and is headquartered in Roseville, MN.

PEC Safety Operations LLC operates as a risk-management firm. It provides technology-enabled contractor management services for reporting and measuring contractor risk, safety, and compliance information to owner clients. The firm also develops and offers standardized safety training programs for workers high-risk industries. The company was founded by Charlie Carr in 1993 and is headquartered in Mandeville, LA.

Windley Ely, Inc. provides management services. It offers compensation, absence management, and occupational health and safety. The company was founded in 1998 and is headquartered in London, Canada.

C.V. Starr & Co., Inc. (C.V. Starr) is an investment management firm headquartered in New York City. The firm was founded in 1950 and is a subsidiary of C.V. Starr Ownership Co. LLC. C.V. Starr manages their own investment activities along with the funds of several other clients.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Part of Deloitte LLP (New York), Deloitte Services LP is a professional services network that provides audit & assurance, consulting, risk and financial advisory, risk management, and tax services to selected clients. The company is based in Washington and offers industry-leading services to many of the world's most admired brands, including 80 percent of the Fortune 500. As a member firm of Deloitte Touche Tohmatsu Limited, they are proud to be part of the largest professional services network, serving clients in the markets that are most important to them.

Part of Ally Financial, Inc., GMAC ResCap provides capital solutions to businesses. The company is based in Washington, PA. The CEO of the company is Thomas F. Marano.

Lorman Business Center LLC, founded in 1987, is a leading provider of online training and continuing education for professionals and organizations. The company is based in Eau Claire, WI and has subsidiaries in the United States. The company offers on-demand programs, live webinars, corporate training, seminars, and online training courses to help individuals improve their effectiveness, stay in compliance, renew certifications, and enhance professional skills. Lorman also develops custom on-site and virtual training tailored to business needs.

Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.