Michael P. Pasternack

Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY.

Guggenheim Credit Income Fund 2016 T operates as a non-diversified closed-end management investment company. It intends to meet its investment objectives by investing primarily in privately-negotiated, loans to private middle market U.S. companies. The company was founded in September 5, 2014 and is headquartered in New York, NY.

KBW Capital Partners is a Private Equity firm, a subsidiary of KBW LLC founded in 1962. It is headquartered in New York.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Fox-Pitt, Kelton Ltd. engages in providing investment advisory services. It is also underwriter of equity securities and actively serves as a strategic advisor providing advice on mergers & acquisitions, corporate restructurings and equity capital market transactions for banks, insurance companies and other financial services companies around the world. The company was founded in 1971 and is headquartered in London, the United Kingdom.

JP Charter Oak Advisors LLC specializes in private equity investments in financial institutions. The firm focuses on asset management, life annuity and health insurance and property and casualty insurance, banks and thrifts. The company was founded by Peter E.Roth and John Thomas Hompe in 2012 and is headquartered in, New York, NY.

Rothpoint Group LLC engages in the provision of consulting services. The company is headquartered in New York, NY.

Stone Point Credit Corp. is a business development company that invests in public and private middle market companies located in the United States. The fund targets companies operating in the fields of financial services, business services, software and technology, and healthcare services sectors. It provides financing for early stage capital requirements.

Corporate Property Associates 17-Global, Inc. operates as a private equity fund. The company was founded in February 2007 and is headquartered in New York, NY.

Corporate Property Associates 18 Global, Inc. is a non-traded real estate investment fund that invests in commercial properties and other real estate-related assets located across the globe. It operates through three segments: Net Lease, Self Storage, and Other Operating Properties. The Net Lease segment includes investments in net-leased properties. The Self Storage segment is comprised of investments in self-storage properties. The Other Operating Properties segment is comprised of investments in student housing development projects, student housing operating properties and multi-family residential properties. The company was founded in 2012 and is headquartered in New York, NY.

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.

Carey Credit Income Fund Series 2015 A is a non-diversified closed-end management investment company. The fund’s investment objective is to provide its investment objectives are to provide its shareholders with current income, capital preservation and, to a lesser extent, long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY.

Part of W.P. Carey, Inc., Carey Credit Advisors LLC is a company that provides investment advisory services. The company is based in New York, NY. Jason E. Fox has been the CEO of the company since 2017.

Part of W.P. Carey, Inc., Carey Financial LLC is a company that provides securities brokerage services. The company is based in New York, NY.

Griffin Capital Securities, Inc. provides securities brokerage services. The private company is based in Newport Beach, CA. Mark M. Goldberg has been the CEO of the company since 2017.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY.

United Way of New York City diagnoses community challenges, design solutions to expand educational, income, and health opportunities. The company was founded in 2004 and is headquartered in New York, NY.

Mutual of America Life Insurance Co. provides pension and retirement related products, programs and services. The firm offers variable universal life, group life and disability insurance products. The company was founded on January 3, 1945 and is headquartered in New York, NY.

Toys "R" Us, Inc. engages in the distribution and retail of toys and baby products. The firm's products include Hello Kitty City Cruiser, Bugaboo Cameleon and Bugaboo Donkey Strollers, Buckyballs high-powered magnet sets and Hug and Tugs, Puppy and Monkey. It offers a selection of private label merchandise under names such as Babies "R" Us, Journey Girls, Imaginarium, Fast Lane, You and Me, Just Like Home, True Heroes, Totally Me!, Dream Dazzlers, and Fao Schwarz. The company was founded by Charles P. Lazarus in February 1948 and is headquartered in Wayne, NJ.