Joanne Smith

Innovest Systems LLC is engaged in the provision of web-based accounting and asset reporting software platforms for trust managers, global custodians, and not-for-profit institutions. The company was founded in 2000 and is headquartered in New York, NY.

SunGard Asset Management Systems LLC provides asset management solutions to global financial institutions, regional asset management institutions, community banks, investment advisors, foundations, and fiduciaries. It delivers integrated solutions for investment management, personal trust, institutional trust, employee benefits, private banking, and custody operations. The company is headquartered in Malvern, PA.

Part of Eastman Kodak Co., Wang Software is an American software development company. Wang Software was acquired by Eastman Kodak Co. from Wang Laboratories, Inc. on March 17, 1997 for $260 million.

J.P. Morgan FCS Corp. provides financial software services for management, administration, reporting and risk analysis. The company was founded in 2004 and is headquartered in Dallas, TX.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Petrodata Business Systems, Inc. is a private company that specializes in managing unique assets and life insurance policies. Petrodata Business Systems is based in Arlington, TX. The company offers tools and services to administer and manage these assets, including real estate, oil & gas, notes and mortgages, closely held corporations, farm & ranch, family offices, and life insurance trusts. The foundation of the company is their Trust Asset Management System Software, which has been in use for over 30 years.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.