Moelis & Co

Since 1951, National Financial Network (NFN) has been a trusted financial services organization providing comprehensive solutions for individuals, businesses, and corporations. With a strong presence in the Northeast and a team of over 200 associates, NFN is recognized for its commitment to developing and retaining skilled Advisors who play a significant role in their communities. Serving a diverse client base of over 48 thousand, NFN specializes in crafting personalized financial strategies covering areas such as Life Insurance, Disability Insurance, Wealth Management, Business Continuity, Retirement Planning, College Funding, Gifting, and Estate Planning.

Prospect Street Ventures, based in New York, NY, is an alternative investment management firm known as Prospect Capital Management. Specializing in credit, private equity, and real estate investments, the company offers tailored solutions to investors seeking long-term value. With a proven track record spanning 37 years, Prospect Capital Management boasts a senior management team with 25 years of experience, overseeing $11.3 billion in assets under management. They focus on providing consistency through economic cycles and market conditions, positioning themselves as a key player in the investment landscape. The firm's investment strategies include middle-market direct lending, middle-market buyouts, real estate investments, and structured credit opportunities. By offering diverse investment vehicles such as Prospect Capital Corporation and the Priority Income Fund, Prospect Street Ventures provides investors with access to a range of opportunities in the alternative investment space. Generated from the website content

Fischer Stralem Advisors is a New York-based wealth and investment management firm with over 50 years of experience. They offer customized solutions to private clients and institutions, prioritizing the growth and preservation of capital over multiple generations and business cycles. As fiduciaries, Fischer Stralem Advisors forms a true partnership with their clients, serving as trusted advisors to create tailored strategies that align with specific goals. Their research-driven approach combines qualitative and quantitative analysis to deliver solutions that maximize opportunities and put clients' interests above their own.Generated from the website