Dunham & Associates Investment Counsel, Inc. was founded in 1985 and is based in San Diego, California. Dunham & Associates Investment Counsel, Inc. is an employee owned investment manager. The firm also provides advisory and brokerage services. It provides its services to individuals including high net worth individuals, investment companies, pension and profit sharing plans, and other pooled investment vehicles. The firm manages separate client focuses portfolios. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and real estate markets across the globe. It conducts in-house research to make investments.

Auriga Partners was founded in May, 1998 and is based at Paris, France. Auriga Partners is a venture capital firm specializing in seed and early stage companies. It prefers to invest in the information technology, industrial technology, and life sciences sectors. The firm primarily invests in the European Union, with a minor focus on North America, France, and Israel. It typically invests between €0.5 million ($0.74 million) and €8 million ($11.87 million) in its portfolio companies. For investments outside France, the firm participates in the funding along with its extensive global network of local venture capitalists.

Davis Selected Advisers LP was founded in 1969 and is based in Tucson, Arizona. Davis Selected Advisers LP is an employee owned investment manager. The firm primarily provides its services to individuals, including high net worth individuals. It also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It also manages mutual funds. The firm invests in the public equity and alternative investment markets across the globe. For alternative investment, it invests in the real estate markets. The firm invests in value stocks of small-cap, mid-cap and large-cap companies to make its investments. It employs fundamental research, using both quantitative and qualitative techniques with a combination of bottom-up and top-down approach to make its investments.

Established in 1987, The Carlyle Group is a private global investment firm that originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings.The Carlyle Group is a global alternative asset manager with more than $90.5 billion under management. With 67 funds across four investment disciplines (buyouts, credit alternatives, growth capital and real estate), Carlyle combines global vision with local insight, relying on a top-flight team of 400+ investment professionals operating out of offices in 19 countries to uncover superior opportunities in North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America.While open to opportunities wherever they can be found, Carlyle focuses on sectors in which it has demonstrated expertise: aerospace & defense, automotive & transportation, consumer & retail, energy & power, financial services, healthcare, industrial, infrastructure, real estate, technology & business services and telecommunications & media.

Associated Third Party Administrators was founded in 1994 and is based in Alameda, California. Associated Third Party Administrators Inc. operates as a subsidiary of United Benefits & Pension Services, Inc. Associated Third Party Administrators Inc. provides employee benefit plan administration services in the United States. It offers various administrative services for labor/management trust funds and public employee/employer benefit plans, including processing of employee benefit contributions; and overseeing the transfer of premiums to health maintenance organizations and insurance companies. The company’s services also include adjudication of hospital, surgical, medical, prescription drugs, dental, vision, disability, and other miscellaneous benefit claims; and customized record-keeping and reporting functions for ancillary employee benefit programs, such as apprenticeship, group legal, flex spending, training, dues, and labor/management funds. In addition, it offers pension plan administration, collective bargaining agreement administration, and health and welfare plan administration services, as well as financial services, such as general ledger reporting, operating expense schedules, budget and comparative statistics, and annual reporting and tax filing.

Macquarie Private Wealth (formerly Blackmont Capital) provides equity sales, trading, and research, as well as capital raising and financial advisory services for corporate and institutional clients. Its research division focuses on the technology, media, communications, metals and minerals, energy, real estate, and financial services sectors. Macquarie Private Wealth company's wealth management activities include private client services and support for investment advisors. Products include money market instruments, bonds, public venture capital, retirement plans, and tax-free savings accounts. Australia-based Macquarie Group acquired Blackmont Capital from CI Financial at the end of 2009.

Astellas Venture Management invests in seed-stage and emerging biotech companies, including drug discovery and development companies. The firm manages four venture funds, and its portfolio includes more than 20 companies. Astellas Venture Management is the venture capital arm of Astellas Pharma, formed from the 2005 merger of Yamanouchi Pharmaceutical and Fujisawa Pharmaceutical. Astellas Venture Management provides its portfolio companies not only with cash, but also access to the scientific expertise, production facilities, and marketing clout of its parent firm.

Vining-Sparks IBG wants to help institutional investors kindle an investment blaze. Operating as Vining Sparks, the firm provides broker/dealer services to institutional investors including financial companies, money managers, funds, insurance firms, and municipalities. Through its alliance with Howe Barnes, Vining-Sparks IBG offers investment banking services including debt and equity offerings and mergers and acquisitions advisory. Headquartered in Memphis, far from the capital of capital centers, Vining Sparks has more than a dozen offices in the US and another in London. Chairman James Vining founded Vining-Sparks IBG to serve community banks in 1981.

ORIX USA was founded in 1981. ORIX USA Corporation is an investment banking and financial services company. It offers senior secured, unsecured, mezzanine, equipment leasing, and structured loan credit products to corporate, real estate, and public finance sectors, as well as to capital markets throughout the United States and Canada. ORIX USA Corporation company also offers investment banking and advisory services on mergers and acquisitions, and financial restructuring.

Mittel S.p.A. was founded in 1895 and is headquartered in Milan, Italy. Mittel S.p.A, together with its subsidiaries, provides various financial services in Italy and internationally. It operates in five segments: Operating Finance, Real Estate, Private Equity, Corporate Finance, and Investment Management Advisory. The Operating Finance segment, through Mittel Generale Investimenti S.p.A., provides corporate lending and proprietary trading services. The Real Estate segment, through Mittel Investimenti Immobiliari S.p.A., manages property investments. The Private Equity segment invests in Italian companies through the means of stake acquisitions or closed investment funds. The Investment Management Advisory segment, through ECPI S.r.l., offers various consultancy services, including the production, maintenance, and release of financial indexes, primarily portfolio rating and screening, risk scores, and financial researching. The Corporate Finance segment, through Mittel Corporate Finance S.p.A., offers investment advisory services.

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