| Name | Title | Contact Details |
|---|---|---|
Anita Karppi |
Senior Vice President Sales and Business Development | Profile |
Prasant Siingh |
Vice President, Global Talent Acquisition | Profile |
Frank Aquila |
VP OMS Product Management | Profile |
Rama Koduru |
Senior Vice President, Head of Client Support & Development | Profile |
Terrence Cheung |
Vice President, Sell-Side Product Manager | Profile |
Founded in 1972, ICMA-RC helps those who serve their communities build toward a secure and confident financial future. ICMA-RC is a mission-based, nonstock, nonprofit, financial services company with approximately $70 billion in assets under management and administration (as of March 31, 2021). The company focuses on delivering results-oriented retirement plans, education, investments, and advice for over 1.5 million public participant accounts. For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google Play TM, or follow ICMA-RC on Facebook, LinkedIn, and Twitter. For more information, visit www.icmarc.org, download ICMA-RC`s mobile app from the App Store® and Google PlayTM or follow ICMA-RC on Facebook, LinkedIn, and Twitter. The company has announced that it will change its name to MissionSquare Retirement, effective in June 2021.
U.S. Trust is a bank holding company for U.S. Trust Co. of New York, providing investment management and banking services. (Source: 10-K)
SCP Private Equity Partners, LP is one of the leading companies in the Financial Services sector.
Wolfe Research, LLC, is a premier research boutique and affiliated broker dealer with a commitment to best-in-class products and ongoing strategic growth. Our 7 Senior equity research analysts are each well distinguished and highly ranked and produce research that we believe is the most objective and distinguished in their sectors. We deliver our services with care and specificity to each of our institutional clients. We do not try to be all things to all clients, but we do aim to be the best at everything we do. The company currently boasts seven highly ranked and differentiated analysts who collectively cover the following sectors: Accounting & Tax Policy, Airfreight & Surface Transportation, Airlines, Aerospace & Defense, Truck Manufacturing, Electric Utilities, Oil & Gas, Portfolio Strategy, Quantitative Analysis, and Retail Broadlines, Hardlines, Food & Drug and Healthy Lifestyles. We are a leader in each of these areas and constantly seek to add coverage of new sectors as we expand our research product with the brightest and most energetic talent. Our sales, broker-dealer, operations and compliance departments are unparalleled in depth and experience for a firm of our size, and we view excellence in these functions as essential for our continued success. In all its endeavors, Wolfe Research strives for excellence and continuously works to distinguish itself from other Wall Street companies by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. It is our mission to provide PMs, generalists, economists, and analysts alike with offerings that are dynamic, forward-looking, and uniquely valuable. Wolfe Research was founded in April 2008 by Edward Wolfe and is based in New York, New York.
Alternative investments have become a growing staple in investor portfolios as investors continue to seek better portfolio diversification and higher returns.