Harbert Management

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

Housatonic Partners is a private equity firm based in San Francisco, CA, that specializes in partnering with exceptional entrepreneurs to build long-lasting companies that redefine their industries. With over $1.5 billion in assets under management and 120 collective years of private equity experience, Housatonic provides transformative capital, expertise, and a network of seasoned executives to support management teams and their companies. Known for their enduring partnerships, Housatonic has backed CEOs and management teams in a diverse array of sectors, with an average hold period of 7 years. Their track record includes investments in 100 companies worldwide, and 35 CEOs backed by Housatonic have repeated as Housatonic CEOs or invested in their funds. Through strategic growth investments, Housatonic continues to make a positive impact in various industries, such as eCard Systems and Brainfuse.Generated from the website

Legato Capital Management LLC, based in San Francisco, is an investment management firm that specializes in creating multi-manager portfolios aimed at achieving competitive risk-adjusted returns. The firm is dedicated to guiding clients through the complexities of identifying and constructing manager-of-managers portfolios, ensuring a trusted partnership throughout the investment process. Under the leadership of President and CEO Victor L. Hymes, Legato's long-term objective focuses on delivering superior investment performance while prioritizing industry-leading client service. The firm's philosophy emphasizes the stability of alpha through a diverse array of high conviction investment managers, supported by cutting-edge technology to enhance analytical capabilities. Generated from the website