Greg M. Kobrick

Provides investment banking services

Atalanta Sosnoff Management (ASM) considers investment services in the context of each client's unique investment objectives, income needs and risk tolerance. Once suitable strategies are identified, Atalanta Sosnoff Capital's (ASC) Investment Committee implements the appropriate asset allocation of equities, fixed income and/or balanced portfolio. Investments generally include common and preferred equities, U.S. Government and government agency debt securities, corporate debt securities and money market instruments, including U.S. Treasury Bills and other fixed income securities. ASM performs security analysis in an effort to identify primarily large- to mid-cap securities where they believe the earnings of the issuer will be greater in the future (generally 12-24 months) than in its recent past. ASM also provides investment advisory services with respect to certain fixed income securities that may include mortgage backed securities, money market and cash sweep investments, ETFs, and preferred stocks. an index of securities. The firm ASM may recommend to existing and prospective clients investments in the Atalanta Variable Fund LP, of which ASC is the general partner. The fund and separately managed account clients invest in the same securities and typically have similar portfolio holdings. However, the fund is permitted to engage in short selling, margin transactions, option writing and other investment products. common and preferred equities, corporate debt instruments and money market instruments, including U.S. Treasury Bills and other fixed income securities. ACS' Investment Committee and other research professionals perform security analysis to identify primarily large- to mid-cap securities where the earnings of the issuer are likely to be greater in the future (generally 12-24 months) than in the recent past. ASM also provides investment advisory services with respect to certain fixed income securities such as MBS, money market and cash sweep investments, ETFs, and preferred stocks.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Glazer Capital seeks to consistently achieve positive absolute returns, with low volatility, which are uncorrelated to the equity and fixed income markets. Strong emphasis is placed on the mitigation of downside risk through a disciplined approach to securities selection and position sizing. The firm primarily manages three main strategies: a Merger Arbitrage Strategy, a SPAC Arbitrage Strategy, and an Event-Driven Fixed Income Strategy.

Provides investment research

Functions as a College/University

Functions as a College/University