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Ronald A. Chisholm Limited

Ronald A. Chisholm Limited

Ronald A. Chisholm Limited was founded in 1938. Ronald A. Chisholm Limited provides a market place for the buyers and sellers of meat, dairy, and food ingredient raw materials internationally. It provides logistics, finance, and currency options, as well as market opinion, research, and information for producers, importers, exporters, and distributors. The company also acts as an agent and facilitator to employers for hiring foreign workers in Canada. It involves in trading various dairy products, such as cheese, milk powders and blends, milk fats, functional milk proteins and nutraceutical ingredients, whey derivatives, ice cream, and egg products; pork, poultry, and beef products; and dried fruits, nuts and seeds, soya flour, vital wheat gluten, and potato flakes.

ING Investment Management Americas

ING Investment Management Americas

ING Investment Management Americas is all about the Benjamins. The unit of Dutch financial services giant ING Groep administers more than $220 billion for some 500 institutional investors in the US, Canada, and Latin America. Clients include corporations, pension funds, mutual funds, health care organizations, and insurance companies. The company also manages accounts for not-for-profit organizations inlcuding endowments and foundations, and religious institutions. ING Investment Management Americas employs a variety of investment styles such as growth and value equity, core fixed income, multi-asset strategies, and alternative investments including hedge funds and private equity.

Virgin Money Personal Financial Service Ltd.

Virgin Money Personal Financial Service Ltd.

Virgin Money offers savings and investment vehicles such as individual savings accounts, pension plans, unit trusts, and deposit accounts. It also offers personal loans and home, car, life, pet, and travel insurance. Virgin Money has launched a successful credit card, with services reaching into Australia and South Africa. In 2010 it bought small UK private bank Church House Trust as a platform to offer retail banking. Virgin Money is looking to the US for expansion as well. Also in 2010 US billionaire Wilbur Ross (through WL Ross) arranged to acquire a 21% stake in the company for some $100 million ($152 million). A unit of Sir Richard Branson's Virgin Group, Virgin Money was founded in 1995.

Smith & Williamson Holdings Limited

Smith & Williamson Holdings Limited

Smith & Williamson Holdings Limited was founded in 1881 and is headquartered in London, United Kingdom with additional offices in Belfast, Birmingham, Glasgow, Salisbury, and Southampton, United Kingdom. Smith & Williamson Limited is a member firm of Nexia International. Smith & Williamson Limited operates as a subsidiary of Smith & Williamson Holdings Limited. Smith & Williamson Limited offers accounting and consulting services. The firm provides accounting, tax consulting, reporting, financial modeling, risk management, and compliance and regulatory advisory services. Additionally, it offers due diligence, valuation, business planning, and IT advisory services. The firm also provides pension and financial planning; employee benefits and human resource solutions; forensic; and restructuring and recovery services. It caters to financial, agriculture, real estate, media, technology, corporate, and non-profit sectors.

ALPS Holdings, Inc.

ALPS Holdings, Inc.

Founded in 1985, ALPS has some $240 billion of assets under administration. ALPS Holdings wants to make sure fund managers can attain peak performance by keeping their focus on their investments and letting ALPS handle the rest. Through various subsidiaries, the company performs a range of back-office functions for mutual funds, closed-end funds, hedge funds, and exchange-traded funds (ETFs). Its offerings encompass fund administration and accounting, shareholder servicing, and legal, marketing, tax, distribution, and transfer agency services. Clients include Cohen & Steers, Macquarie Group, and exchange-traded Standard & Poor's Depositary Receipts (SPDR) sector funds.

United Western Bancorp, Inc.

United Western Bancorp, Inc.

United Western Bancorp, Inc. (United Western Bancorp) is a unitary thrift holding company. The Company’s operations are conducted primarily through United Western Bank (United Western Bank or the Bank), UW Trust Company (UW Trust), Matrix Financial Services Corporation (Matrix Financial), UWBK Fund Management, Inc., (Fund Management) and UW Investment Services Inc. (UWIS), all of which are wholly owned subsidiaries of the Company. As of December 31, 2009, it had eight full service banking locations in the Colorado Front Range marketplace (downtown Denver, Cherry Creek, Hampden, Centennial, Boulder, Loveland, Fort Collins and Longmont), and a loan production office servicing the Aspen and Roaring Fork Valley market areas.

Oaktree Capital Management, L.P.

Oaktree Capital Management, L.P.

Oaktree Capital Management, L.P. was founded in April 1995 and is based in Los Angeles, California, with additional offices across United States; Asia; and Europe. Oaktree Capital Management, L.P. is the private equity arm of Oaktree Capital Group, LLC specializing in marketable securities and private investments. The firm’s marketable securities investments include high yield bonds, convertible securities, high-income convertibles, European high yield bonds, and international convertibles. Within high yield bonds, it purchases only debt of solvent United States and Canadian corporations and emphasize senior, cash-paying securities, and thorough diversification. The firm eschews emerging nation debt sector and does not shift adroitly from sector to sector. It invests in senior secured and second lien debt, syndicated mezzanine transactions, senior bank loans, and high yield bonds and concentrates on below-investment-grade syndicated loans. Within convertible securities, the firm focuses on United States, international, and high income convertibles with short maturities. Its private investments strategies include distressed debt, emerging market equities, real estate management, private equity, mezzanine financing, and power infrastructure. In senior bank debt, it focuses primarily on United States dollar-denominated loans secured by first priority liens in performing companies within the United States and Canada.

YFM Private Equity Limited

YFM Private Equity Limited

YFM Private Equity is a subsidiary of small and midsized business investor YFM Group. YFM Private Equity manages venture capital trusts (including the British Smaller Companies sister funds) that invest in a variety of UK businesses. The trusts provide financing for primarily early-stage technology companies but also more established businesses in other industries. YFM Private Equity typically invests up to £8 million and prefers to see business plans and exit strategies from target firms. YFM Private Equity's portfolio includes stakes in facilities manager Connaught, medical communications firm Fishawack, and gaming machine data manager Brulines.

Nicholas Financial, Inc.

Nicholas Financial, Inc.

Nicholas Financial, Inc., through its subsidiaries, operates as a specialized consumer finance company. Nicholas Financial, Inc. engages in acquiring and servicing contracts for purchases of new and used automobiles and light trucks. Nicholas Financial, Inc. also makes direct loans and sells consumer-finance related products. In addition, Nicholas Financial, Inc. engages in developing, marketing, supporting, and updating industry-specific computer application software for small businesses located primarily in the Southeast United States. Nicholas Financial, Inc. operates 54 branch locations in the Southeast and the Mid-Western states. Nicholas Financial, Inc. was founded in 1986 and is headquartered in Clearwater, Florida.

Evergreen Investment Management Company, LLC

Evergreen Investment Management Company, LLC

Evergreen Investment Management was founded in 1932 and is based in Boston, Massachusetts with additional offices in Atlanta, Georgia; Charlotte, North Carolina; Dallas, Texas; Jacksonville, Florida; Malvern, Pennsylvania; New York, New York; Philadelphia, Pennsylvania; and Richmond, Virginia. Evergreen Investment Management Co., LLC is an asset management arm of Wachovia Bank, NA. The firm provides its services to investment companies; corporations; pension and profit sharing plans; state and municipal government entities; individuals, including high net worth individuals; banking and thrift institutions; pooled investment vehicles; and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages a family of mutual funds, hedge funds, and variable annuities for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in the alternative investments markets, typically limiting such investments to private equity, private real estate, commodities markets, and managed futures. For its equity investments, it typically invests in growth and value stocks of all-cap companies, including small-cap, mid-cap, and large-cap companies. For its small/mid cap growth portfolio, the firm makes investments in companies with market capitalizations below $6 billion. It benchmarks the performance of its enhanced index portfolio against the S&P 500 index.

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