Amanda Teeple

Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT.

WealthForge Holdings, Inc. provides a platform that connects entrepreneurs and investors online. The firm specializes on equity crowdfunding, private investing, real estate investing, and private placements. The company was founded by Mathew F. Dellorso and Frederick E. Bryant and is headquartered in Richmond, VA.

Lattice Strategies Trust provides investment solutions. It processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions. Lattice Strategies Trust was founded in 2007 and is headquartered in San Francisco, CA.

Strategic Energy Income Fund IV LP provides oil and gas. The company was founded in 2014 and is headquartered in Getzville, NY.

Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA.

Life Care Services LLC engages in the provision of senior living management and home health care services. It offers programs for a fulfilling lifestyle, wellness programming for healthful living, social opportunities, and resident camaraderie. The firm manages communities such as residences for independent living, assisted living, memory care, skilled nursing care, and a combination of these living arrangements. The company is headquartered in Des Moines, IA.

ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO.

ArrowMark Colorado Holdings LLC (ArrowMark) is a SEC-registered investment advisor headquartered in Denver, Colorado. Formerly known as Arrowpoint Asset Management LLC, the firm was founded in 2007 by David Corkins, Karen Reidy, and Minyoung Sohn. They are owned by CF Shirtsleeves LLC. ArrowMark manage assets on behalf of a broad array of institutional clients and private wealth allocators across their investment strategies, along with the management of broadly syndicated and middle-market CLO Funds and customized separately managed accounts.

DeWaay Investment Banking provides investment banking services. The private company is based in Johnston, IA.

Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide.

Founded in 1904, Legacy Bank (Altoona, Iowa) is a state-chartered commercial bank. The company is based in Altoona, IA. Part of VisionBankshares, Inc., Legacy Bank was acquired by VisionBank of Iowa from F. S. Bancor, Inc. on December 31, 2022.

Royalty Exchange Program I LLC operates in oil and gas industry. The company is headquartered in Getzville, NY.

Strategic Energy Income Fund V LP engages in the oil and gas industry. The company is headquartered in Getzville, NY.

Part of Institutional Capital Network, Inc., AI Insight, Inc. provides investment services. The company is based in Worthington, OH. The company was founded in 2005. The CEO is Sherri Cooke. AI Insight was acquired by Institutional Capital Network, Inc. from RELX Plc on January 21, 2021.

USEDC 2017 A Drilling Fund LP provides environmental services. The company is headquartered in Buffalo, NY.

BlueBay Destra International Event-Driven Credit Fund is a Closed-End Investment Company. The Company is headquartered in Bozeman, MT.

FREG Briarwood Associates LLC engages in the commercial real estate business. The company is headquartered in Glendale, CO.

FREG The View Associates LLC engages in the commercial real estate business. The company is headquartered in Glendale, CO.

FDG Epoque Castle Rock Associates LLC provides commercial real estate services. The company is headquartered in Glendale, CO.

Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations.

USEDC 2019 A Drilling Fund LP provides oil and gas exploration services. The company is headquartered in Arlington, TX.

USEDC 2019 B Drilling Fund LP engages in the oil and gas business. The company is headquartered in Arlington, TX.

Forum Integrated Income Fund I LP provides financial management services. The company is headquartered in Glendale, CO.

FREG The Diplomat Holdings LLC provides residential services. The company is headquartered in Denver, CO.

Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO.

Forum Capital Advisors LLC is an asset management company that provides discretionary investment management services. The company is based in Denver, CO and has subsidiaries in the United States. FCA is a boutique asset management firm that focuses on identifying commercial real estate-backed debt investment opportunities across the real estate capital stack and throughout market cycles. FCA was founded in 2018 by Darren Fisk, who has been the CEO since 2019.

Altmore BDC, Inc. operates as a specialty finance company. It invests in senior secured term loans to cannabis operators in the United States, including cultivators, processors, manufacturers, distributors, and retailers. The company was founded in July 2021 and is headquartered in McLean, VA.

Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY.

USEDC 2022 Drilling Fund LP operates oil and gas properties. The company is based in Arlington, TX.