Kevin Eugene Silverman

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor.

American Assets Investment Management LLC (AAIM) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 2002, AAIM offers discretionary investment advisory services exclusively to qualified investors through pooled investment vehicles and separately managed accounts.

Silver Portal Capital LLC is a real estate investment and merchant banking advisory firm that offers strategic and financial advice, as well as capital raising services for private platform operators, public and non-traded REITs. Silver Portal Capital is based in La Jolla, CA. The private company also sponsors targeted real estate discretionary funds and tax-advantaged investment opportunities. The firm has been involved in advising and raising capital for over 150 transactions in the real estate sector.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Keck Mahin & Cate is a private company based in Washington.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

Greenwich Associates LLC engages in the provision of business consulting services to the financial services industry. It offers market intelligence, benchmarking information, and service provider rankings in the areas of investment management; fixed income; equities; corporate finance; small and midsized business banking; and treasury. The company was founded by Charles D. Ellis in 1972 and is headquartered in Stamford, CT.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Golub & Co. LLC (Golub) is a real estate firm founded in 1960 by Eugene Golub. The firm is headquartered in Chicago, IL.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Lizard Investors LLC is an employee-owned, SEC-registered hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Leah Zell in 2007 and is majority-owned by Jonathan Moog, but is also joined in partnership by David Li. Lizard Investors provides discretionary investment advisory services to private investment funds and to separately managed accounts offered through non-affiliated third-party investment advisers.

Equity Group Investments LLC (Equity Group Investments) is a private equity subsidiary of Equity International Management LLC founded in 1968 by Samuel Zell. The firm is headquartered in Chicago, Illinois.