Donnelley Financial Solutions, Inc. offers financial communications and data services. The Company provides content and data management, multi-channel content distribution, data analytics, collaborative workflow and business reporting tools, translations, and other language services around the world.

Q1 2024

Investor Presentation

United States

WisdomTree, Inc. operates as an asset management firm. The Company offers sponsors exchange-traded funds and other financial products to retail and institutional investors, as well as develops digital products and structures, including digital funds, tokenized assets, and blockchain-native digital wallet. WisdomTree serves customers worldwide.

BGC Partners Inc. is a global brokerage company servicing the financial and real estate markets. The Company provides a wide range of inter-dealer broker and commercial real estate services.

Virtus Investment Partners, Inc. is an asset management company which provides investment management and related services to individuals and institutions. It offers financial solutions and products such as mutual funds, managed accounts, institutional, closed-end funds, Virtus variable insurance trust funds, and other portfolio. The company was founded on November 1, 1995, and is headquartered in Hartford, CT.

StoneX Group Inc. is an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem through digital platforms, end-to-end clearing, and execution services. StoneX Group operates worldwide.

Virtu Financial, Inc. is a technology-enabled market maker and liquidity provider to the global financial markets. The Company posts two-sided quotes in equities, ETFs, commodities, currencies, options, futures, fixed income, and other securities on various exchanges, markets, and liquidity pools around the world.

AssetMark Financial Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, offers portfolio and asset management, investment strategies, planning, and consulting services. AssetMark Financial Holdings serves financial advisors, brokers, and investors in the State of California.

Bain Capital Specialty Finance, Inc. operates as a business development company. The Company focuses on investment in middle-market companies. Bain Capital Specialty Finance serves customers worldwide.

Artisan Partners Asset Management Inc. provides investment management services. The Company offers investment strategies spanning various market capitalization segments, region, and investing styles. Artisan Partners Asset Management serves customers worldwide.

Artisan Partners Asset Management (APAM US)

Avantax, Inc. operates as a technology-enabled financial service company. The Company offers financial advisory, wealth management, and retirement planning services, as well as tax-smart investing services. Avantax serves consumers, small businesses, and tax professionals in the United States.

PJT Partners, Inc. operates as a global advisory-focused investment bank. The Company provides a wide array of strategic advisory, restructuring and reorganization, and fund placement and secondary advisory services. PJT offers its services to corporations, financial sponsors, real estate funds, institutional investors, private equity funds, and governments globally.

Perpetual Limited is a financial services company that has two primary activities, wealth management services and corporate trust services. The Company provides funds management, responsible entity services, trustee services, executor services, financial planning, investment administration, superannuation, custody and registry services.

Central China Securities Co., Ltd. is a securities company engaged in the brokerage, investment banking, investment management, and trading businesses primarily in China. The Company trades in stocks, funds, bonds, and commodity and financial futures on behalf of its clients; and provides margin financing, securities lending, and wealth management services.

SSI Securities Corporation offers investment banking and securities brokerage services.  The Company offers corporate finance advisory and capital raising services, mergers and acquisitions advice, and equity research, sales and trading services.

Northeast Securities Co., Ltd. provides securities brokerage, trading, underwriting, asset management, investment consulting, and other financial services.

IBF Financial Holdings Co., Ltd. is a holding company.  Through its subsidiaries, the Company acts as a broker and dealer of short term bills, certifier, underwriter and guarantor of commercial papers, and broker for inter-bank call loans.  The Company also trades government bonds and provides financial consulting services.

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives.

Shaanxi International Trust Co., Ltd. provides a variety of non-banking financial services. The Company's services include trust deposits, trust loans, trust investment, security trading, financing and leasing, guarantee, and other related services. The Company also invests in real estate development.

Bursa Malaysia Bhd is a fully integrated exchange, offering a wide range of exchange-related services, including trading, clearing, settlement, and depository services. The exchange also offers information services related to the Malaysian securities market.

Pinnacle Investment Management Group Limited provides investment management services. The Company offers operational support, insurance, business management, compliance, financial reporting, and accounting services. Pinnacle Investment Management Group conducts its business in Australia.

Intertrust N.V. is a provider of trust and corporate services. The Company provides a broad range of high-end legal and financial administrative services to corporations, funds, financial institutions, and private individuals around the world. Intertrust operates across the Americas, Europe, Aisa, and the Middle-East.

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