Leo M. Bernstein

Lineslip Solutions, Inc. is an American SaaS company that specializes in risk and insurance management. Lineslip Solutions is based in and actively working with some of the leading brokerage firms in the country. The company's innovative Commercial Insurance Risk Intelligence (CIRI) software converts program documents to data-rich dashboards, providing risk executives with instant access to the information they need to stay empowered and effective. The company was founded in 2016 by entrepreneurs with over 40 years of commercial insurance experience as brokers, producers, underwriters, and executives, including Leo M. Bernstein and Rob Keyvani. Leo M. Bernstein has been the CEO since incorporation.

Perella Weinberg Partners Capital Management LP (PWPCM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Joseph Perella, Peter Weinberg and Tarek Abdel-Meguid. They are a subsidiary of Perella Weinberg Partners Capital Group LP, which is owned by Perella Weinberg Partners (NASDAQ: PWP). PWPCM provides discretionary investment advisory and other services, directly and indirectly, to private investment funds and co-investment vehicles.

Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities.

Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.