| Name | Title | Contact Details |
|---|
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients` interests first.
Berkeley Microfinance is a UC Berkeley student-run group with a mission to promote entrepreneurialism in the Bay Area by offering our clients access to financial resources and microloans through Kiva. We also seek to serve as a platform for UC Berkeley students to expand their learning about microfinance while developing close ties to the local community as we channel the time, enthusiasm, and energy of students into empowering local entrepreneurs. Microfinance at Berkeley is sponsored by the Haas School of Business, the Associated Students of the University of California (ASUC), and the National Undergraduate Impact Investing Society (UIIS).
Bank Five is a Fall River, MA-based company in the Financial Services sector.
Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.
Carlsbad National Bank is a Carlsbad, NM-based company in the Financial Services sector.