Karen Edwards

Operates as state chartered commercial bank

Operates as a real estate investment trust with a focus on residential and commercial real estate markets

Operates as a real estate investment trust which originates, holds and manages commercial real estate mortgage loans and equity investments in properties

Functions as a College/University

FBR Fund Advisers' actively managed core equity investment strategies employ a combination of proprietary quantitative screens, qualitative analysis and bottom-up fundamental research. They seek to provide clients with a diversified portfolio that emphasizes high-quality, conservatively financed companies that are purchased at low relative and absolute valuations. The firm's initial screening process focuses on profitability and considers returns on owner's capital, growth of book value and operating margins. The initial screening process also considers relative valuation measures including price compared to book value, earnings and cash flow). Companies that meet FBR's initial screening process are then analyzed using qualitative and fundamental research. They assess each companys' business model, industry characteristics, products or services, market position, competitive advantages and the quality of their management team. Each security is monitored and reviewed on a daily basis. The firm's sell discipline identifies securities that no longer meet their investment criteria. In general, a position may be sold if (1) it reaches excessive valuation levels relative to FBR's view of its intrinsic value and company fundamentals (2) it is excluded from the firm's investable universe by failing to meet their initial screening criteria (3) long-term fundamentals deteriorate or (4) a superior investment with a more attractive risk/reward profile is identified.

Provides valuation consulting services

GFOAS specializes in multi-generational wealth management. The firm focuses on whether a portfolio has the proper risk return profile to meet the client's objectives and sustain their wealth. Their portfolio construction and asset allocation processes move beyond asset class categories, seeking to provide investment exposure through the review of global return and risk characteristics.

New Vantage Group seeks investment in companies located in the United States primarily in Washington, DC. The firm focuses on board range of sectors and industries. It provides financing for early-stage transactions.

Functions as a College/University