Chris Kelley

Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds.

Founded in 2012, Falcon Square Capital LLC is an SEC-registered broker/dealer located in Raleigh, North Carolina.

Founded in 1994 as Carolina Capital Markets, CCM provides money managers with access to the secondary fixed-income market, best execution capability, and a compliant method for clients to acquire independent research through competitive commissions. CCM believes that strong relationships in the street and with the buy side are key to delivering value to their clients. At other firms, a salesman may pass off customer’s order to a busy trader. At CCM customer’s broker goes directly to the street and works customer’s trade all the way through to execution. By combining sales and trading roles, they cut a layer of cost, allowing them to work on thinner spreads while still providing best execution. CCM is an institutional fixed income broker dealer and leading provider of third party fixed income research with bond trades executed on an agency basis.