Scott Allen Roberts

Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.

Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds.

Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds

CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit.

Deerfield Triarc Capital Corp., invests in real estate securities and other financial assets, including mortgage-backed securities, asset-backed securities, bonds and mezzanine loans. It operates as a real estate investment trust (REIT) and has a portfolio of primarily residential mortgage-backed securities.

Zurich Investment Management Ltd. (Zurich Investments) is an asset management firm headquartered in North Sydney, Australia. The firm is a subsidiary of Zurich Financial Services Australia Ltd., which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Investments provides Australian advisers and investors with wealth-building opportunities.