Jim L. Farrell

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks.

Part of TIAA Board of Governors, Nuveen Alternatives Advisors LLC is a company that provides investment advice. The company is based in New York, NY.

Founded by Ned Davis in 1980, Ned Davis Research, Inc. (NDR) is an independent institutional investment research firm and registered investment advisor located in Venice, Florida. The firm is a subsidiary of Euromoney Institutional Investor Holdings, Inc., an indirect wholly-owned subsidiary of Euromoney Institutional Investor PLC. NDR produces and publishes independent financial research and offers customized research services (i.e., investment advisory services). The firm markets the research primarily to registered investment advisors, brokerage firms, asset management firms, and other types of corporations. They also market to pension and profit-sharing plans.