Robert Mai

Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

Part of UBS Group AG, UBS Warburg Asia Ltd. is a national commercial bank. The company is based in Hong Kong, Hong Kong.

CapitalSource, Inc. is a commercial lender that provides financial products to small and middle market businesses and offers depository products and services in southern and central California through its wholly owned subsidiary CapitalSource Bank. The company operates its business through two segments: CapitalSource Bank and Other Commercial Finance. The CapitalSource Bank segment comprises of its commercial lending and banking business activities. The Other Commercial Finance segment comprises of its loan portfolio and other business activities. The company was founded by John K. Delaney and Jason M. Fish in 2000 and is headquartered in Los Angeles, CA.

Värde Partners, Inc. provides investment advisory services. It serves foundations and endowments, pension plans, insurance companies, other institutional investors and private clients. The company was founded by George G. Hicks, Gregory Scott McMillian and Marcia Lynn Page in 1993 and is headquartered in Minneapolis, MN.

Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.

Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C)

Scopus Ventures Management LLC (Scopus Ventures) is a venture capital firm founded in 2016. The firm is headquartered in Los Angeles, California.

Vikaran Solutions LLC provides superior technology solutions for Commercial and Workers Compensation insurance lines. The company is headquartered in Chicago, Illinois and operates a state-of-the-art software development center in Pune, India. Vikaran’s solutions are offered as stand-alone modules or as a fully integrated, comprehensive insurance software suite. The five modules QuoteExpert, PolicyExpert, BillingExpert, ClaimsExpert and ReinsuranceExpert provide for robust business processing within the enterprise and across the insurance value chain. Software may be licensed on a SaaS (Software as a Service) or traditional license basis. The Vikaran InsuranceExpert platform was designed from a clean slate and does not possess any of the technology limitations of platforms that were developed a few decades or even a few years ago. Vikaran provides its customers with a full range of implementation services including project management, business process design, data conversion/migration, implementation and training services. Their staff has over 200 years of consulting, design and development expertise in the Commercial and Workers Compensation insurance industry. They welcome an opportunity to share their expertise and learn about their challenges.