Paul Bateman

NASDAQ OMX BX, Inc. provides securities exchange services. It offers electronic and floor-based trading solutions to financial firms, dealers, investment institutions and listed public companies. The firm’s products include automated price improvement; Boston Exchange automated communication and order-routing network, BEACON REMOTE and execution quality report. The company was founded in 1834 and is headquartered in Boston, MA.

Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Mitsubishi UFJ Securities Co. Ltd. provides securities services including dealing, brokering, underwriting, and distribution. It also provides management and investment, venture capital, real estate leasing, insurance agency, and data processing systems development. The company was founded on March 4, 1948 and is headquartered in Tokyo, Japan.

Hudson Institute, Inc. is a non-profit organization that provides interdisciplinary studies in defense, international relations, economics, health care, technology, culture, and law. The company was founded by Herman Kahn and Max Singer in 1961 and is headquartered in Washington, DC.

International Republican Institute develops political parties, civic institutions, open elections, good governance and the rule of law. It programs include women’s empowerment, democratic governance, multi party political systems, civil society initiative, youth leadership programs, strengthening electoral processes and monitoring & evaluation. The company was founded by Frank J. Fahrenkopf Jr. in April 1983 and is headquartered in Washington, DC.

Empower America, Inc. provides leadership training programs. The private company is based in Washington. The American company was founded by Jack F. Kemp.

CARE International UK is a non-profit organization which provides poverty-fighting programs and life-saving aids. It focuses on taking action to improve the lives of poor and marginalized people in the following outcome areas: humanitarian response, women’s economic empowerment, maternal and child health, and food and nutrition. The organization was founded in 1945 and is headquartered in London, the United Kingdom.

Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions.

Rafalko Advisors, Inc. provides investment advice. The firm provides personal wealth management services and corporate retirement plan services. The company was founded by Celia Rafalko and is headquartered in Glen Allen, VA.

Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis.

Cary Street Partners Financial LLC provides financial advisory services. The firm offers wealth management, asset management, life insurance strategies and corporate benefits and retirement services. The company was founded by Mark M. Gambill and Thomas H. Tullidge, Jr. in 2002 and is headquartered in Richmond, VA.