F&C Asset Management one of the top asset managers in the UK and Europe. F&C Asset Management company has more than $100 billion in assets under management, more than one-third of which comes from insurance giant Friends Provident, which spun off the company to shareholders in 2009. F&C Asset Management primarily manages insurance and institutional pension funds. In addition to its Baronsmead brand of venture capital trusts, F&C Asset Management also offers corporate bonds, UK and European equities, and ethical funds. It serves institutional and private investors from offices located throughout Europe and the US.

Savvy investors and securities professionals use the online services of BondsOnline Group, Inc. - BondsOnline® and PreferredsOnline™ - for information, education and direction in making bond and fixed income investment decisions. From tracking bond prices and bond market news, to searching for preferred stocks and convertible preferred stocks, to self directed education, active personal advice and bond trading, BondsOnline is your source. Get real time prices of over 15,000 current bond offerings, for US corporate bonds, municipal bonds, Treasury bonds, STRIPS and CDs. Get historical prices, descriptive data, and reorganization data on over 3.5 million securities covering all global markets with BondsOnline Quotes and Data. Rely on the Internet's only complete, and updated, database of over 3,500 North American preferred stocks and convertible preferred stocks to help your buy / sell / hold decision. Useful tools such as a daily US Treasury yield curve and corporate yield spreads for all grades of US Corporate bonds help in your decision process. And, on top of all of this, we provide articles, databases, newsletters, bond value calculators, books and other products for the fixed income investor.

Hirtle, Callaghan & Co., Inc. provides investment management services for endowments, foundations, pension funds, health care organizations, and wealthy families, and takes pride in its assemblage of independent chief investment officers. Its services include global investment strategies, risk management, and access to alternative investments such as hedge funds and private equity. Founded in 1988, Hirtle, Callaghan & Co. has more than $17 billion in assets under management. The company has six US offices.

HSBC Private Bank comprises the private banking operations of UK banking bigwig HSBC Holdings. A subsidiary of principal holding company, HSBC Private Banking Holdings (Suisse) and operating through several subsidiaries of its own, the company specializes in private banking and trustee services such as investment advisory and wealth and tax planning for wealthy individuals and families. Banking services include deposit products, debit and credit cards, lines of credit, loans, high-end residential mortgages and home equity loans, and other related services. HSBC Private Bank group also provides specialty advisory services to charities, foundations, media companies, and diamond and jewelry concerns.

Gladstone Capital Corporation operates as a closed-end, non-diversified management investment company. The Company’s investment objective is to achieve a high level of current income by investing in debt securities, consisting primarily of senior notes, senior subordinated notes and junior subordinated notes, of established private businesses that are substantially owned by leveraged buyout funds, individual investors or are family owned businesses, with a particular focus on senior notes. In addition, it may acquire from others existing loans that meet this profile. It also seeks to provide its stockholders with long-term capital growth. Gladstone Management Corporation is the Company’s investment adviser. Gladstone Business Loan, LLC is the Company’s wholly owned subsidiary.

Old Mutual (US) Holdings is the holding company for a group of about 20 asset management boutiques collectively known as Old Mutual Asset Management (US), or OMAM (US). The firm's multi-manager structure allows it to offer more than 100 different investment strategies across a range of asset classes, from domestic and international equities to fixed-income and alternative investments. Its offerings include retirement plans, mutual funds, trust services, and separately managed accounts. OMAM (US) and its affiliates have some $260 billion of assets under management for institutional and high-net-worth investors.

MarketAxess Holdings Inc., through its subsidiaries, operates an electronic trading platform that allows investment industry professionals to trade corporate bonds and other types of fixed-income instruments. MarketAxess Holdings Inc. multi-dealer trading platform allows its institutional investor clients to request executable bids or offers from its broker-dealer clients and execute trades with the broker-dealer of their choice. MarketAxess Holdings Inc. offers its broker-dealer clients a solution that enables them to reach its institutional investor clients for the distribution and trading of bonds. MarketAxess Holdings Inc. also provides its clients the ability to trade the United States high-grade corporate bonds, European high-grade corporate bonds, and emerging markets bonds, as well as crossover and high-yield bonds, agency bonds, and credit default swaps. MarketAxess Holdings Inc. DealerAxess trading service enables dealers to trade fixed-income securities and credit default swaps with each other on its platform. In addition, MarketAxess Holdings Inc. provides Corporate BondTicker, an information services product, which offers fixed-income market data, analytics, and compliance tools that help clients in making trading decisions; and Financial Information eXchange message management tools, connectivity solutions, and ancillary technology services that facilitate the electronic communication of order information between trading counterparties. Further, it offers Application Programming Interface services to broker-dealer clients for pre-trade, trade negotiation, and post-trade services for straight-through processing. MarketAxess Holdings Inc. serves institutional investor clients, including investment advisers, mutual funds, insurance companies, public and private pension funds, bank portfolios, broker-dealers, and hedge funds, as well as broker-dealers in fixed-income trading. MarketAxess Holdings was founded in 2000 and is headquartered in New York, New York.

Unified Financial Services, Inc., a holding company, provides financial products and services in the United States. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. In addition, the fund manages and administers 401(k) and other ERISA-directed assets, and wealth for individuals through portfolio management and a suite of family-office services. As of December 31, 2003, it provided mutual fund services, transfer agency, fund accounting, administration, and distribution services to 31 mutual fund families consisting of 176 portfolios. As of the above date, the fund provided trust and retirement services to approximately 1,800 clients. Unified Financial was organized in 1989 as Unified Holdings, Inc. and changed its name to Unified Financial Services, Inc. in 1997. The fund is headquartered in Lexington, Kentucky.

RBS Securities, a subsidiary of Royal Bank of Scotland (RBS), is a leading underwriter, trader, and distributor of fixed-income investment products. RBS Securities specializes in US dollar derivatives, asset-based securities, corporate debt, and prime and subprime mortgage-backed securities. RBS Securities also is active in corporate banking, commercial real estate finance, foreign exchange, futures trading, and financing of mergers and acquisitions. Most of RBS Securities' clients are institutional counterparties and government entities. RBS Securities and its affiliates have offices across the US.

CalSTRS can teach you a thing or two about saving for retirement. California State Teachers Retirement System (CalSTRS) manages and disburses retirement, survivor, and disability benefits for more than 800,000 California public school educators and their families. It also offers survivor and disability benefits. CalSTRS is the largest US teachers' retirement fund and one of the nation's largest public pension funds. It oversees some $150 billion in assets, which it invests in stocks, real estate, private equity, and other investment vehicles. The organization is run by a 12-member board, five of whom are appointed by California's governor.

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