Peter-Mark Vogel

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 Bank of America Corp., Merrill Lynch Capital Markets (France) SAS is a financial solutions and services provider that helps clients protect their assets, legacy, and business from volatility. The company is based in Paris, France. The French company offers expert advice and strategies to manage wealth and navigate complexities and opportunities to bring greater purpose to wealth. Merrill Lynch also provides guidance for setting up trusts, charitable funds, and other legacy planning solutions that make an impact on the world.

HSBC Private Bank (Suisse) SA (HSBC-PBS) is a subsidiary of HSBC Private Banking Holdings (Suisse) SA, which in turn is a subsidiary of London-based HSBC Holdings Plc (LSE: HSBA; NYSE: HBC). HSBC-PBS was incorporated in 2001 as HSBC's private banking operations were undergoing reorganization. The bank was previously known as HSBC Republic Bank (Suisse) and originated in 1999. In 2009 the firm absorbed the activities of HSBC Guyerzeller Bank SA. HSBC-PBS is headquartered in Geneva with domestic branches in Lugano and Zurich as well as a seasonal office in St Moritz. The bank also has offices worldwide in Nassau, Guernsey, Stockholm, Athens, Istanbul, Tel Aviv, Moscow, Singapore, Hong Kong, Santiago, Montevideo and Buenos Aires. HSBC-PBS specializes in cross-border wealth management for an international clientele of high-net worth individuals and institutions. They manage discretionary portfolios and distribute investment products managed within HSBC and by third parties, following an open architecture model. The bank also carries out market transactions, grants Lombard credits and participates in settlement operations for the parent group.

Orbitex Financial Services Group provides investment advisory services for mutual funds. The private company is based in New York, NY and has subsidiaries in the United States.

PMI Resources Ltd. operates as an international oil and gas exploration company. It engages in the exploration and development assets in Albania. The company was founded on March 6, 1998 and is headquartered in Vancouver, Canada.