Bill Latimer

Provides on-line integrated database services to the global financial community

Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals

AQR specializes in quantitative investment analysis and utilizes a systematic research-driven approach to managing alternative and traditional strategies. The firm’s models may consider a wide breadth of factors – from traditional valuation measures, momentum indicators, and price signals, to textual analysis of financial reporting and terms of trade information. They perform their research internally.

TRG focuses exclusively on investments in the global emerging markets. Their investment strategies span multiple asset classes and comprise four primary business lines: (1) private equity and credit, (2) forestry and agriculture, (3) infrastructure and renewable energy, and (4) public markets. The firm primarily relies on fundamental analysis. Investment decisions for equity strategies are generally made based upon bottom-up analysis driven by on-the-ground primary research of publicly listed companies with a top-down macroeconomic overlay and a long-term investment horizon. TRG seeks to invest in companies that it believes have competitive business models, professional management and governance standards, above-trend return on invested capital and earnings growth at reasonable valuations.

Functions as a College/University

OSAM believes in the value of applying empirical, fundamental research to uncover the best quantitative stock selection strategies. They employ proprietary, quantitative equity analysis and select stocks based on long-term, empirical evidence. The firm seeks to invest in stocks that are selling at a discount but showing good potential for growth.

Nascent Strategies employs a quantitative, market-neutral investment approach.