Matthew Kiselica

Founded in 2005, Cazenove Inc. is a subsidiary of JPMorgan Cazenove Ltd., a joint venture between JPMorgan Chase & Co. (NYSE: JPM) and Cazenove Group Plc. JP Morgan Cazenove is headquartered in London with offices in Hong Kong, Beijing, Singapore, Shanghai, Frankfurt, Paris and New York City. They provide a full range of investment banking services, including finical advice, mergers and acquisitions, investor relations, debt and equity capital markets advice and execution and equity research and distribution. Cazenove provides brokerage services, equity sales and trading. They do not provide any internal research. All research is done through JPMorgan Cazenove Ltd.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.