Kenneth McGee

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Part of Capital Z Partners Management LLC, Capital Z Partners LP is a general partner. The company is based in New York, NY.

DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo.

Ceská sporitelna as provides banking services. The firm’s products include accounts and cards, loans, mortgage and equity loans, investing and insurance. It operates through the following segments: Retail Banking, Corporate Clients, Real Estate, Asset & Liability Management, Large Corporate Clients and Group Markets. The company was founded on February 12, 1825 and is headquartered in Prague, Czech Republic.

Venturion Capital LLC (Venturion Capital) is a private equity firm founded in 1998 by Bruce Macfarlane. The firm is headquartered in New York.

Permanent General Assurance Corp. provides nonstandard automobile insurance. It sells non-standard, specialty, auto insurance to high risk drivers. The company offers insurance through independent agents in California, Florida, Georgia, Ohio, South Carolina and Wisconsin. Permanent General Assurance was founded in 1967 by Edward M. Brown and is headquartered in Nashville, TN.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

Corsair Capital LLC (Corsair Capital) is a private equity firm, a subsidiary of Maximillian Management LLC founded in 2015 by Nicholas B. Paumgarten. The firm is headquartered in New York.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

The Committee for Hispanic Children & Families, Inc. engages in combines education and advocacy to expand opportunities for children and families of Latino community. Its services are early care and education institute and youth development. The company was founded in 1982 and is headquartered in New York, NY.

Simplicity Group LLC engages in the provision web-based technology solutions. The company was founded by Adam K. Wilkinson and Matthew F. Schneck in July 2001 and is headquartered in Provo, UT.

MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD.

HedgeServ Holding LP provides fund administration services. Its fund administration includes middle office services, risk and portfolio management and regulatory and compliance. The company was founded by James Kelly, Robert M. Aaron, Gene Mannella, and Justin Nadler in 2007 and is headquartered in New York, NY.

McLarens LLC provides claims adjusting services. The firm specializes in the areas of property, aviation, casualty, technical services, marine and transit, crime and specie, agriculture, claims management, and audit. It manages property claims, such as hospitality, real estate, manufacturing, healthcare, technology, general commercial property, and global and regional accounts; and property loss management program that include loss valuation and mitigation, business interruption assistance, international resolution and integrated subrogation support. The company was founded in 1931 and is headquartered in Peachtree Corners, GA.

Captive Resources LLC provides management and consulting services to captive insurance companies. It offers captive insurance services, complementary captive insurance options and services, captive insurance workshops, risk control service tracking, and captive member endorsements. The company was founded in 1985 by George Vincent Rusu and is headquartered in Schaumburg, IL.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Simplicity Financial Marketing, Inc. operates as an insurance distribution company. It provides annuities, life insurance and other financial products. The company was founded in 2008 and is headquartered in Summit, NJ.

Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients.

K2 Insurance Services LLC engages in the provision of underwriting and distribution franchise in the insurance market. The company was founded by Patrick J. Kilkenny and Robert James Kimmel in 2011 and is headquartered in San Diego, CA.

Skopos Financial LLC provides auto finance contracts to dealers. It specializes in purchasing and servicing of auto finance contracts from franchised dealers. The company was founded in 2012 and is headquartered in Irving, TX.

Nolan Pro Trading LLC engages in the provision of investment advisory services. The company is headquartered in Saratoga Springs, NY.

Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies.

Affiliated Wealth Partners Holdings LLC engages in the provision of consumer finance services. The company was founded in 2015 and is headquartered in Scottsdale, AZ.

Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY.

Solaris Health LLC provides healthcare services. It offers advanced prostate cancer clinics, urinary incontinence therapies, biomarker studies, penile prosthetics, and radiation therapy for prostate cancer. The company is headquartered in New York, NY.

Therapy Partner Solutions Holdings LLC is a parent organization for five companies in the therapy industry. The company is based in Fernandina Beach, FL. The company's services include optimizing operations, finance, staffing, recruiting, compliance, and billing. The company employ over 600 professionals and service clients and partners across the continuum of care. The outpatient clinic partnership model developed by Therapy Partner Solutions allows clinic owners to share in the ongoing value created as their practice grows, while also participating in the expansion of their clinic footprint. The CEO of the company is Steve Chenoweth.

Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors.

North American Co. for Life & Health Insurance engages in the provision of quality insurance products to consumers throughout the U.S. It offers a comprehensive portfolio of term, universal life, and indexed universal life insurance products. It also offers a wide variety of traditional fixed and fixed index annuities and consistently ranks among the top fixed index annuity carrier in the U.S. The company was founded in 1886 and is headquartered in Chicago, IL.

FIFS Holdings Corp. engages in the provision of consumer finance services through its subsidiaries. It originates and holds for investment automobile finance receivables and promissory notes originated by franchised automobile dealers or through refinancing transactions with the vehicle owners. The company is headquartered in New York, NY.