Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

DSM CAPITAL PARTNERS LLC actively manages growth stock investment portfolios for a wide range of clients, including pension plans, foundations and endowments, other institutions, and individual investors. DSM was founded in 2001 by Daniel Strickberger and Stephen Memishian. Headquartered in Palm Beach Gardens, FL, DSM manages approximately $10 billion across domestic, international and emerging markets through a variety of investment vehicles.

Spearheaded day-to-day operations of all trading systems, with concurrent responsibility for implementing trading strategies for more than $2B in client investments.Ensured smooth implementation of company’s trading strategies, coordinating daily with trading staff. Performed extensive research on new trading models and other potential markets. Verified validity of potential signals.

ICV is a private equity firm that invests in lower middle market companies in North America through its offices in Miami, FL and Atlanta, GA. Our focus is on making equity investments in high-margin, market leading businesses in partnership with proven managers who want to grow and improve their company. We have made 30 investments and understand what it takes to build capabilities and to take a company to the next level of performance. Companies with revenues of $25 - $300 million are uniquely driven, entrepreneurial and focused. They face special challenges, often with limited resources. They can be more vulnerable to market fluctuations and face many obstacles in executing their plans. ICV looks at the problems confronting a company and the possible solutions through the lens of a supportive partner. Because we are passionate about helping to build and strengthen smaller, middle-market companies, we are focused on being supportive advisors to our management partners. We provide real support, both operational and financial, so our partner companies are better prepared to achieve their goals.

RiverNorth is an investment management firm founded in 2000 that specializes in opportunistic strategies in niche markets where the potential to exploit inefficiencies is greatest. RiverNorth is the investment manager to multiple registered and private funds. Disclosure: rivernorth.com/linkedin

Heritage Investment Group was founded in 1993 to provide wealth management and investment guidance to high-net-worth individuals, families, charitable foundations, and qualified plans. We help bring clarity to your financial situation through logic and process rather than emotional reactions. This starts with an in-depth discovery process to understand your values, goals, and concerns. Next, with the understanding of your unique situation, we create a detailed plan tailored to address the matters that are most important to you and your financial future. Finally, we implement a globally diversified investment strategy based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. All services are fully available to our clients but may not be fully implemented depending on the facts and circumstances of their situation.

CHASBRO INVESTMENTS RETIREMENT PLAN is a civic & social organization company based out of 249 ROYAL PALM WAY, Palm Beach, Florida, United States.

With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. As of June 30, 2019, WE now advises on approximately $8 billion and reports on an additional $1.3 billion for a total assets under advisement or reported of $9.3 billion, working with 72 families from all over the world. To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise.

Kennedy Investments, Inc. is a boutique real estate investment company with a long history of success in Florida. The firm currently manages 1,000,000 square feet of real estate assets valued in excess of $150,000,000. We focus on value-added investments in commercial real estate throughout the Central and West coast of Florida. At Kennedy Investments, we firmly believe that there are opportunities to make sound, value driven investments at each turn in the market, and that Florida's current economic recovery presents such an opportunity.

Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission. CCM was founded in 1998 and manages approximately $4.5 billion in assets. The firm's mission seeks to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social outcomes. For more information, please visit: www.ccminvests.com. A full list of regulatory disclosures for Community Capital Management, LLC are available by visiting: https://www.ccminvests.com/regulatory-disclosures/

Renewables | Sustainable Infrastructure | Private Equity | Private Debt