Michael J. Sandifer

Amerindo's investment objective is long-term capital appreciation. This investment approach focuses on those sectors of emerging growth technology that they believe will be responsible for producing the next major wave of economic growth. The investment team continually searches for relatively new public companies in their sectors with substantial growth potential. Portfolios are constructed with concentrated initial positions in a limited number of stocks. Amerindo's investment process begins by determining the fastest growing end-user markets in technology and science with the greatest potential, then identifying the leading companies in those markets leveraging off the work of the best venture capitalists, investment bankers and industry experts. The firm then determines if the management, technology and market are able to produce a successful company dominating its industry that will give rise to a sustainable period of growth. Amerindo re-invests maturing positions and starts the process again. Amerindo may sell when a significant change in the company's vision takes place, management missteps or there is a negative major market or technology shift. It has always been Amerindo's strategy to invest in young technology companies during their most dynamic growth phase. Typically after a 3 to 5 year period, they believe a successful emerging technology company will see its early explosive growth rates begin to moderate. At this juncture Amerindo would be looking into other faster growing candidates to re-deploy its investment funds.

BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services.

Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries.

Provides investment banking and brokerage services

Provides investment banking services

Functions as a College/University

Functions as a College/University

OFC is focused on identifying "Megatrend" investments in emerging growth or disruptive technology companies predominantly, although not exclusively, domiciled in the US. The firm employs a proprietary research process that utilizes a combination of bottom-up and top-down analysis to identify investment vehicles for long and short exposure.