Strategic Partners

PanAgora Asset Management provides institutions worldwide with a wide range of investment management services. The firm manages more than $13 billion in assets for pension plans, endowments, foundations, unions and financial service providers throughout the world. PanAgora also implements research-based strategies ranging from alternative investments to actively managed portfolios that combine behavioral insights with fundamental data to pursue consistent patterns of performance. Its investment process includes forecasting returns, risk control and portfolio construction and implementation. The firm also sponsors the Dr. Richard Crowell Memorial Prize Paper Competition, which is designed to provide a forum for new research in quantitative investing that bridges the gap between theory and practice. Established in 1989, PanAgora is in headquartered in Boston.

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.