Arthur S. Loring

NewRiver develops innovative technology solutions that help financial leaders simplify investor disclosure providing transparency and cost savings to the delivery of fund data and investor communications. Since 1995, the company has helped some of the world's leading financial organizations move from paper to electronic disclosure via an easy to use, cost-effective, managed service offering. NewRiver pioneered the first electronic prospectus, and is the only company to guarantee its data to be 'compliance grade' which allows customers to reduce risk, lower compliance costs and increase revenues. Through a patent-pending, automated process NewRiver efficiently monitors millions of data points from over 24,600 fund CUSIPs. Further, the company's unique 'paperless' approach improves the investor experience while offering a real alternative to the environmental impact of paper-only delivery. Relied on daily by over 100 leading financial services firms, and millions of investors, NewRiver is a trusted and growing solution provider facilitating the transition from paper-based mutual fund information, to electronic.

Schaumburg Bank & Trust Co. NA is a nationally chartered bank comprised of three true neighborhood community banks in the Chicagoland area. Their promise is to provide their customers with the very best in old fashioned personal service and a broad range of quality financial products. They also offer sophisticated commercial banking, trust and investment, online banking, and bill pay services. Being locally controlled and managed gives them the unique ability to make decisions quicker and to provide more customized services and products that truly benefit the residents of their communities. They are unique in not having the big overhead of other banks and can therefore pass the savings on to their customers in the form of better rates.

Cypress Holding Co. provides asset management services. The private company is based in Boston, MA and has subsidiaries in the United States. The company was founded by Bradford K. Gallagher.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

MorseLife Health System, Inc. is a hospice that focuses on preserving the quality of life for individuals with terminal illness. The non-profit company is based in West Palm Beach, FL. The company does this by creating a culture of dignity and caring.

Jewish Federation of Palm Beach County organizes funds for social services. It helps and creates funds for jewish educational spiritual, social and fitness programs for jewish communities. The firm services encompass annual campaign, chaplaincy program, planned giving and endowments. The company was founded in 1938 and is headquartered in West Palm Beach, FL.

1st United Bancorp, Inc. operates as the financial holding company for 1st United Bank which provides a range of consumer and commercial banking services to individuals, businesses, and industries in Florida. Its services include demand interest bearing and noninterest bearing accounts, money market deposit accounts, NOW accounts, time deposits, safe deposit services, credit cards, direct deposits, notary services, money orders, night depository, travelers' checks, cashier's checks, domestic collections, savings bonds, bank drafts, automated teller services, drive-in tellers, banking by mail, courier services, Internet banking, and consumer loans. The company through its subsidiary bank 1st United Bank also provides small business loans, and secured and unsecured commercial and real estate loans; and issues stand-by letters of credit, and offers debit cards. 1st United Bancorp was founded on April 20, 2000 and is headquartered in Boca Raton, FL.

American Jewish Joint Distribution Committee, Inc. provides charity relief. It offers critical social-support services and helps build self-sustaining Jewish communities. The company was founded in 1914 and is headquartered in New York, NY.

1st United Bank was provided banking services. It offered personal and business banking, mortgage loans, savings and switch kit services. The company was founded in 1920 and was headquartered in Boca Raton, FL.