Jason Osier

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

PPMC seek to generate attractive, long-term, risk-adjusted returns with low correlation to markets. The firm pursues attractive risk/reward opportunities in all strategies, but they have traditionally focused on quantitative and relative value approaches.

Weiss Multi-Strategy Advisers seeks to produce returns over the long-term with moderate volatility and a low correlation to the familiar market cycle of relevant indices. They generally employ a multi-strategy approach and a number of distinct and well-differentiated investment strategies for each client in an effort to achieve its desired performance. The strategies used by the firm generally fall within three categories: equity, credit and macro.

Functions as a College/University

Round Table Investment Management Co.'s investment strategy incorporates in-depth analysis of macro economic factors, quantitative disciplines and company-specific research. The firm offers the resources of seasoned investment managers with experience across a variety of strategies and asset classes. They tend to invest in the stocks of US large-cap stocks in the finance sector. Round Table maintains a high turnover rate.

NSI-IM may make recommendations and provide Nomura research analyses on a wide range of securities and investments. Their research personnel identify and rigorously analyze both financial information and strategic regional and global issues/trends that affect companies, industries and markets, and have a meaningful impact on future investment values.