Ricardo Bekin

Ativo Capital Management LLC (Ativo) is a SEC-registered investment adviser headquartered in Chicago, Illinois. Formerly known as Callard Asset Management LLC, the firm was founded by Ricardo Bekin in 2001 and is a direct subsidiary of Ativo Holdings LLC. Ativo offers a variety of long-only equity strategies to individual and institutional clients as separately managed accounts.

Ativo International Equity Fund LP engages in pool investment fund activities. The company was founded on October 21, 2015 and is headquartered in Chicago, IL.

New America Alliance, Inc. is a non-profit organization, which engages in the provision of services focusing on education, political empowerment, strategic, philanthropy, and public policy advocacy. The company was founded by Raul Yzaguirre and Henry Cisneros in 1999 and is headquartered in Dallas, TX.

Ativo Research was an award winning securities research firm that produced independent equity research from 1971 to 2013. Ativo Research was an industry leader in the practical application of quantitative finance theory to real-world analysis of securities. Ativo’s approach began with the principles originally developed by Merton Miller, Franco Modigliani, James Tobin and others at the University of Chicago. Ativo’s unique contribution was the empirical validation that made these theoretical principles useful in making investment decisions. The Ativo Research model is now exclusively utilized by Ativo Capital Management, a Chicago-based registered investment advisor managing equity portfolios for institutional clients.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Dorchester Capital LLC provides banking and financial services. The company was founded in 2016 and is headquartered in Minneapolis, MN.