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GAM Holding AG

GAM Holding AG

GAM Holding isn't afraid to gamble on risky bets. The asset management firm offers private clients, institutional investors, and intermediary clients such investment vehicles as equity, fixed income, private-label funds, and alternative investment funds, as well as portfolio management. GAM Holding was spun off in late 2009 from Swiss private banker Julius Baer. Now its own separate, public entity, GAM Holding comprises GAM, Swiss & Global Asset Management, and a 28% stake in Artio Global Investors. (Swiss & Global focuses on traditional investments, while GAM is known for alternative and absolute-return strategies, such as hedge funds). GAM Holding has assets under management of CHF$124 billion ($119 billion).

Fisher Investments

Fisher Investments

Established in 1979, Fisher Investments is a private money management firm serving Fortune 500 companies, foundations, and endowments, as well as wealthy individuals with at least $500,000 to invest. The firm is active in the US and in the UK, where it operates through subsidiary Fisher Wealth Management. In Germany, Fisher does business through its joint-venture affiliate, Greener Fisher Investments. At the helm of Fisher Investments is founder, CEO, and chief investment officer Ken Fisher, who has authored several books on investing and has written the "Portfolio Strategy" column for Forbes magazine for more than 20 years.

Counsel Corporation

Counsel Corporation

Counsel Corporation seeks to acquire real estate and controlling stakes in a variety of established companies with stable management and growth prospects. It targets the real estate, communications, consumer goods, and other sectors in Canada and the US. Counsel Corporation company owns C2 Global Technologies and Fleetwood Fine Furniture, which manufactures custom case goods for upscale hotels. Counsel's real estate holdings throughout Canada include more than a dozen retail properties that contain more than 1 million sq. ft. of leasable space. Its private equity arm, Knights Bridge Capital Corporation, makes investments up to $10 million in small and mid-market companies in North America.

Capital One Financial Corporation

Capital One Financial Corporation

Capital One Financial Corporation operates as the bank holding company for the Capital One Bank (USA), National Association and Capital One, National Association, which provide various financial products and services to consumers, small businesses, and commercial clients in the United States, Canada, and the United Kingdom. Capital One Financial Corporation offers various deposits products comprising non-interest bearing deposits, NOW accounts, money market deposit accounts, savings accounts, and certificates of deposits. Capital One Financial Corporation also involves in consumer and small business card lending, closed end installment lending, automobile lending, consumer mortgage lending, and servicing activities. In addition, Capital One Financial Corporation offers treasury management services to commercial real estate and middle market customers. Capital One Financial Corporation was founded in 1993 and is headquartered in McLean, Virginia.

Ameriprise Financial, Inc.

Ameriprise Financial, Inc.

Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota. Ameriprise Financial, Inc., through its subsidiaries, provides financial planning, products, and services primarily in the United States. The company operates in four principal segments: Advice & Wealth Management, Asset Management, Annuities, and Protection. The Advice & Wealth Management segment offers financial planning and advice, as well as full service brokerage and banking services to retail clients through its affiliated financial advisors. The Asset Management segment provides investment advice and products to retail and institutional clients. The Annuities segment offers variable and fixed annuity products to retail customers primarily through financial advisors. The Protection segment provides various protection products through financial advisors to address the protection and risk management needs of retail clients, including life, disability income, and property-casualty insurance. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005.

Integral Capital Partners

Integral Capital Partners

Integral Capital Partners was founded in 1991 and is based in Menlo Park, California with an additional office in Baltimore, Maryland. Integral Capital Partners is a private equity and venture capital firm specializing in investments in expansion-stage private and growth-stage public companies and buyout opportunities. The firm typically invests in all stages of a company’s development, beyond the start up phase. It also seeks to invest in venture and public stages of a company. The firm prefers to invest in companies in the life sciences and information technology sectors. Within the life sciences sector, it focuses on investments in emerging medical technologies, health care information systems, and companies targeting the cardiology and oncology markets. In the information technology sector, the firm seeks to invest in the Internet, software, software as a service, information security, computer services, and consumer technology markets. It also makes investments based on the themes communications-centric computing, real-time computing, and mobility.

Alchemy Partners LLP

Alchemy Partners LLP

In January 1997, Alchemy was formed as a private equity advisory business and in 2006 added a team to focus on distressed debt and special opportunities. In 2007, Alchemy launched a development capital fund advisory business based in India. The Alchemy Partners and Portfolio Monitoring Directors work closely as a small, highly professional team with considerable investment experience, supported by motivated and ambitious Executives. Funding is provided by a large number of blue-chip investors including major banks, pension funds, fund-of-funds, university endowments and high net worth individuals. Alchemy is perfectly positioned to take advantage of the current turbulent markets with its focus on value investing and experience in executing difficult deals.

Ignition Partners, LLC

Ignition Partners, LLC

Ignition is a venture capital firm dedicated to helping the best entrepreneurs seize opportunity. From turning their early idea into a business, to hiring the right team, providing the right industry and functional insight and connections, to growing the business strategically, globally, financially, to realizing the best ultimate outcome, Ignition is ready to go the distance. Ignition invests in emerging and future leaders in communications, internet, software, and services across business and consumer targets. Ignition brings together an unparalleled combination of domain focus, technical expertise, and global operational experience. Ignition's partners are proven business leaders who have built some of the world's most successful businesses of the last two decades, including Microsoft Windows and Office, McCaw Cellular Communications, AT&T Wireless and Starbucks.

Adams Express Company

Adams Express Company

The Adams Express Company was founded in 1840 and is based in Baltimore, Maryland. The Adams Express Company (the Fund) is a closed-end investment company. The Fund is an internally managed fund, whose investment objectives are preservation of capital, the attainment of reasonable income from investments and an opportunity for capital appreciation. The Fund invests in various sectors, which includes consumer, energy, financial, healthcare, industrials, information technology, materials, telecom services and utilities. The Fund invests in common stocks and convertible securities, non-controlled affiliate, short-term investments and securities lending collateral.

Meritech Capital Partners

Meritech Capital Partners

Meritech Capital Partners was founded in 1999. Meritech Capital Partners places late-stage venture capital investments in information technology and communications technology companies with proven track records and quality management teams. It also participates in buyouts and spinoffs. The firm manages almost $2 billion in committed capital. Portfolio holdings include interests in networking equipment maker BigBand Networks, optical switch maker Agility Communications, and data storage device maker BlueArc, and distributed antenna systems builder NextG Networks. Meritech has been investing heavily in companies based in, or with extensive operations in, foreign countries, including Canada, China, the Netherlands, and the UK.

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