Rich Mike

Cl Life & Annuity Insurance Co. is an American company that provides insurance products for retirement assets, with a focus on stable growth, tax deferral, and income planning. The company is based in Fort Worth, TX. The company's mission is to offer competitive products that meet the financial goals of policyholders, investing in assets to generate strong returns and secure their future. Cl Life is an affiliate of Crestline Investors, Inc., an institutional investment management firm with approximately $15.40 billion in assets under management. Cl Life & Annuity Insurance was acquired by Crestline Investors, Inc. on August 11, 2022.

Crestline Canada, Inc. operates as alternative investment management firm. The company was founded on July 27, 2009 and is headquartered in Toronto, Canada.

Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts).

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

Clinipace, Inc. provides digital contract research solutions. The firm operates as a digital contract research organization that assists life science firms in developing and executing regulatory strategies, clinical development, and post-approval research. Its service areas encompass clinical monitoring, data management, medical affairs and writing, patient recruitment, study feasibility, and site selection and management. The company was founded by Ronald G. Marks, Christopher K. Porter, and Jeff Lewis Williams in 2003 and is headquartered in Morrisville, NC.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Crestline Management LP (Crestline) is an independent, SEC-registered institutional alternative investment management firm headquartered in Fort Worth, Texas. They maintain affiliate offices in New York, London, Toronto and Tokyo. The firm was founded by Douglas Bratton in 1997. Crestline provides investment management services on a discretionary basis to private pooled investment funds and private managed accounts. The firm has fund clients that focus on opportunistic investments and credit-related investments and fund clients that focus on hedge fund investments.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Mount Kellett Capital Management LP (Mount Kellett) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Mark McGoldrick and Jason Maynard in 2008. Mount Kellett provides investment management and related services to private pooled investment vehicles (Mount Kellett Funds) and managed accounts for institutional investors.

XRoads Solutions Group LLC provides consulting services. The company's services include corporate restructuring, forensic investigation, performance improvement, turnaround management, valuations, solvency, case management, and bankruptcy administration. It has locations in Irvine, Dallas, Houston, Kansas City, and New York. The company was founded in 1997 by Dennis I. Simon and is headquartered in Santa Ana, CA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

The American Institute of Baking is a non-profit organization which provides education and research services for bakers and food processors. It offers baking applications, foundations, and specializations; food defense, building and equipment design, GMP and sanitation training, distance learning, online training, and food labeling training. The organization was founded in 1919 and is headquartered in Manhattan, KS.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Tenax Capital Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded in 2004 and is a subsidiary of China-based Fosun International Ltd. (HKG: 0656), which is owned by Fosun International Holdings Ltd. in British Virgin Islands. Tenax Capital offers Fixed Income, Private Debt, Insurance-Linked Securities (ILS) and Equity strategies for various investors.

Bratton Capital Management LP (BCM) is a wealth management firm headquartered in Fort Worth, Texas. The firm subsidiary of Bratton Capital, Inc. BCM provides investment advisory and management services to their clients.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Northwater Capital Management Inc (Northwater capital) is a venture capital subsidiary of Northwater Capital Inc. founded in 1989 by David G. Patterson. The firm is headquartered in Ontario, Canada.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds.

For over a century, Federated Insurance Companies have provided peace of mind to business owners through valued insurance protection. Federated's home office is located in Owatonna, Minnesota, with regional offices in Atlanta and Phoenix, and several service offices located throughout the country. Federated has more than 2,700 employees and operates in 48 states and the District of Columbia. The company specializes in business insurance for selected industries, including: Auto dealers and auto parts wholesalers. Building contractors (materials, hardware, electrical, plumbing-heating-cooling). Equipment dealers (agricultural, lawn and garden, construction). Funeral services. Jewelers. Machine and tooling shops. Petroleum marketers and convenience stores. Printers. Tire dealers. Today more than 400 trade associations and industry organizations recommend one or more of Federated's programs.

Bloom Health Corp. provides and advises companies, employees and consumers on health care issues. It specializes in health insurance, health care, private exchange, employer benefits, defined contribution and technology. The company was founded by Abir Sen and Jill Prevost in 2009 and is headquartered in Minneapolis, MN.

CIGNA HealthCare, Inc. provides medical benefit plans, dental coverage, behavioral health coverage, pharmacy benefits, and products and services. the company is headquartered in Bloomfield, CT.

Phelps Tointon, Inc. is an American company.

Independent Insurance Agents & Brokers of America, Inc. provides insurance and brokerage services. The company was founded in 1896 and is headquartered in Alexandria, VA.

FSV Payment Systems, Inc. provides electronic payroll and debit card processing services for employers, government agencies, rebate and incentive companies, and banks and financial service companies. It offers prepaid programs in the areas of ePayroll and payroll, government benefit, retail and gift, promotion and incentive, prepaid, and healthcare cards. The company was founded in 1999 and is headquartered in Jacksonville, FL.

ConsumerMedical, Inc. develops and operates an online platform which provides medical information and support for individuals and families. The firm offers Ally Complete Support, Ally Expert Opinion, claims advocacy and resolution support, analytics and targeted outreach, and claims-based savings analysis. The company was founded by David J. Hines in 1996 and is headquartered in Pembroke, MA.

BP Alternative Energy Holdings Ltd. operates as an investment holding company with interests in renewable power. The firm operates a portion of BP group's former solar panel manufacturing and sales business. The company was founded on June 25, 1990 and is headquartered in Middlesex, the United Kingdom.