Karen Shaw

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Outlook Funds Trust operates as an open-end management investment company. It is an instrument which permits to offer separate series of shares of beneficial interest. The trust reserves the right to create and issue shares of additional funds. Outlook Funds Trust was founded on October 18, 2013 and is headquartered in Portland, ME.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms.

Founded in 2007, Netherby Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment management services on a discretionary and sub-advisory basis to banks, trust companies, registered investment advisors, independent broker-dealers, family offices and other parties that provide wealth management services to clients. They also provide investment management services directly to qualified plans (such as 401(k)s, money purchases, profit sharing, defined benefit and institutional pension plans), foundations and endowments. ^

Samoset Alternative Strategies GP I LLC provides investment advice. The private company is based in Darien, CT.

Harkness Partners LLC is a private company founded in 2010 by Peter M. Lebovitz. The company is based in New Canaan, CT. The provided meta data only includes contact information for Peter M. Lebovitz, the managing partner of the company.