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FIMC is changing the way consumers protect themselves and their families from everyday financial disruption. As a trusted provider of research-backed products designed to meet consumers’ top financial needs, its membership plans bridge the gaps where traditional insurance policies and benefits can fall short, thereby offering consumers an easy way to help keep their financial lives on track, pay for unexpected expenses, and save money. The company’s plans, covering ~2 million consumers across the U.S. and Canada, typically provide protections related to auto, home, health, life events, pets, security and travel. FIMC’s membership plans are digitally embedded into its channel partners’ point-of-sale. Further, they are designed to tie into each partner’s value proposition and core products, which enables a seamless and relevant offer to the consumer. As a technology-forward business, the company's platform performs industry-standard functions, ensures compliance, and rapidly creates and deploys products while allowing business partners to easily integrate and immediately scale. FIMC distributes its products through consumer-facing providers of financial services products, such as consumer finance lenders, digital insurance platforms, and home and vehicle warranty servicers. The key benefits for businesses that work with FIMC include earnings growth, increased lifetime value, incremental consumer insights, improved retention, and access to turnkey technology as well as a comprehensive suite of available services, from marketing to sale to customer service. FIMC is a growing business with an energetic and enthusiastic team. Contact us today to learn more about how we help members and our business partners succeed.
For more than 20 years Kestrel has been at the forefront of public finance − helping state and local governments access capital for sustainable infrastructure. At Kestrel, the purpose of our work is to identify environmental, climate, and social benefits inherent in financed activities in order to help investors make informed decisions. Kestrel ESG Data supports sustainable finance with meaningful ESG data. Our data is independently developed—encompassing principles of sustainability, sector-specific best practices, and rigorous quality control. Kestrel Verifiers is the market leader for verified green, social, and sustainability municipal bonds. As Approved Verifiers accredited by the Climate Bonds Initiative (CBI), and as active reviewers of ICMA principles for Green, Social and Sustainability Bonds and loans, we evaluate corporate and municipal bonds in all asset classes worldwide for conformance with international green and social bond standards. Kestrel ESG is a Women’s Business Enterprise.
CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL is headquartered in Orlando, Florida.
PRIME Education is a research and education company that advances the science of learning and behavior change among providers, patients, payers, and health ecosystems in order to improve competency, performance, and quality health outcomes. PRIME addresses gaps responsible for variations in care by leveraging real-world data, the latest clinical evidence, and innovative learning models to invoke positive change in health and wellness at the individual, system, and community levels. The scalable and sustainable solutions that PRIME delivers have measurably improved patient care since its founding in 1994. See our latest CME/CE offerings: - https://primeinc.org Learn more about PRIME and contact us: - https://primece.com 2021 Awards - ACEhp William Campbell Felch Award for Outstanding Research in CE 2019 Awards - ACEhp William Campbell Felch Award for Outstanding Research in CE 2018 Awards - ACEhp Alliance Industry Summit Best in Class Outcomes - ACEhp Award for Outstanding CE Outcomes Assessment 2017 Awards - ACEhp Alliance Industry Summit Best in Class Poster Recognition (X2) - ACEhp Award for Outstanding Innovation in Continuing Professional Development 2016 Awards - ACEhp Alliance Industry Summit Overall Best in Class QIE Outcomes - ACEhp Best in Class QIE Outcomes - ACEhp Grand Leadership Award - ACEhp SQUIRE Certificate of Excellence in Multidisciplinary Approach - ACEhp SQUIRE Certificate of Excellence in Outcomes and Design - ACEhp William Campbell Felch Award for Outstanding Research in CE - AMCP Managed Care and Specialty Pharmacy Poster Award
Prospect Capital Management is an alternative asset manager with over $6 billion of assets and offices located across the United States. Since its inception in 1988, Prospect has been a leader in the alternative investment industry and developed a reputation for managing private assets with an emphasis on preserving capital and providing attractive total returns for investors. Primary investment strategies include real estate private equity, middle-market buyouts, middle-market direct lending, and structured credit. Prospect was built on the principles of open discussions and merit-based decision making. Over time this approach has helped develop a proven and repeatable investment process resulting in a track record of success managing investor capital across multiple economic cycles. Prospect now employs over 100 total professionals with over 50 focused exclusively on investments. Prospect Capital is led by CEO John F. Barry III and President & COO Grier Eliasek.
Community is everything At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live. More than a team With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers. We’re dedicated to getting it done We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home. Be the difference maker We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities. Connected by culture, proven by performance We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes. NMLS3029 Equal Housing Opportunity
With over 50 years of experience and more than $2.6 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Transfast, a Mastercard Company is a global cross-border payments network provider that covers over 125 countries across Asia, Europe, Africa, Americas and Australia. Our proprietary payment network, consisting of direct integrations with 300+ banks and other financial institutions enables person-to-person, business-to-person and business-to-business payments services to our partners via APIs, SFTP, web and mobile and product applications. Our applications deliver compliance, risk management, currency conversion, liquidity management and multi-format messaging solutions to our clients, which include banks, financial institutions, e-commerce companies, and service marketplaces, in addition to small businesses and individual consumers. Transfast is owned by Mastercard.
Headquartered in Farmington, Four Corners Community Bank (FCCB) serves San Juan County in New Mexico, and Montezuma and La Plata counties in Colorado. Since 2000, the bank has focused on providing safe, sound, and local services within each community it is located. Each of its seven locations is a full-service financial institution, offering complete personal and business banking-related products and services, including deposits accounts, lending assistance, and technologically advanced options
At Athene, we create savings and income solutions that help empower people to retire their way — by living out the dreams they’ve nurtured for years. As a market leader, our expertise, discipline and focus set us apart. There is no single thing called “retirement.” Instead, there are goals, plans and visions to make life after work the best life of all. Athene helps give people the means and the flexibility to retire to what’s most important. Through its subsidiaries, Athene offers: • Retail fixed, fixed indexed and registered index-linked annuities • Fixed annuity reinsurance for third-party providers • Institutional products, such as funding agreements and pension group annuity solutions -- Are you ready to build a thriving career with a market leader dedicated to building better retirements? View our employment opportunities at Athene.com/careers. -- Learn how to become an Athene financial professional at athene.com/contact. -- https://www.athene.com/social -- Athene's subsidiaries include Athene Annuity & Life Assurance Company, a Delaware-domiciled insurance company, Athene Annuity and Life Company, an Iowa-domiciled insurance company, Athene Annuity & Life Assurance Company of New York, a New York-domiciled insurance company, Athene Securities, LLC, an Iowa-domiciled registered broker-dealer (member FINRA), and Athene Life Re Ltd., a Bermuda-domiciled reinsurer. -- This page represents companies owned by Athene Holding Ltd. (Hamilton, Bermuda) using the Athene name including Athene Annuity & Life Assurance Company (West Des Moines, IA), Athene Annuity and Life Company (West Des Moines, IA), Athene Annuity & Life Assurance Company of New York (Pearl River, NY), Athene Securities, LLC (West Des Moines, IA) and Athene Life Re Ltd. (Hamilton, Bermuda). ©2022 Athene. All rights reserved.
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Apeiron Investment Group is the family office and private investment firm of Christian Angermayer. We build and invest in companies that are shaping the Next Human Agenda: a future in which technology empowers people to live longer, healthier and happier lives. Our venture funds and 100+ portfolio companies focus on Life Sciences, FinTech & Crypto, Future Tech and Experiences, Hospitality & Happiness. Apeiron Investment Group has more than USD2.5b of assets under management across our venture funds – our own capital plus external capital from various institutional investors. We have a team of 50 full time employees including 18 senior investment professionals, with offices in London, Abu Dhabi, Dubai, New York, Los Angeles, Berlin and Malta. Follow Christian and Apeiron on X: @C_Angermayer and @ApeironInvests. For media, event and podcast queries please email [email protected]
Extra is reinventing the credit journey to set you up for success. We’re making credit safer, smarter, and more enjoyable through products that incentivize good credit habits. Max Hellerstein, Cyrus Summerlin, and Biren Shah co-founded Extra in 2020 to address the profound challenge of credit building. A solid credit history is an essential part of life, but millions of Americans can't get or don't want to use a credit card. Our co-founders shared a passion for solving this issue, and took ownership in creating a new kind of solution. Since then, nearly 200,000 people have become Extra members who are safely building their credit with the Extra Debit Card, the first debit card that builds credit and earns rewards points. And it really works: check out our 2000+ reviews, and 1900+ 5-star reviews. As Extra continues to grow, we keep our core values close to heart. Extra was created to bring clarity and transparency to an industry historically defined by fine print and predatory offers. We’re always straight up. If we ask you for something, we’re going to tell you why. We make it clear how our products work, and hide nothing behind the curtain. We aspire to make credit actually enjoyable instead of anxiety-inducing or intimidating. Across the Extra experience, from our concierge at your service in under 60 seconds, to our next level rewards and giveaways, everything we do is to make credit not only easier, but more fulfilling and more engaging. And most of all, Extra is working to make the power of credit safely accessible to more people. Our entire approach to credit is to create new ways to say yes; to invent smarter credit building possibilities that work for everyone. We actually want to set people up for success - to enable and encourage everyone to do their best with credit. It's a job we believe is never done, and we're on it every day
New Management Services is a Financial Services company located in 12276 San Jose Blvd. Jacksonville, FL 32223
Unlocking the "financial superpowers" of the ultra-rich through technology. Arta Finance is the digital family office for the world. It empowers more people to gain the financial superpowers that, until now, were only accessible by ultra-high-net-worth individuals. Traditional family offices typically hire teams of professionals to access sophisticated financial strategies, exclusive investment opportunities, or connections to finance and lifestyle professionals. Through technology, Arta aims to bring these advantages to millions more people globally. Founded by a team of former Google executives and researchers, Arta is a US SEC-registered investment advisor backed by Sequoia Capital India, Ribbit Capital, Coatue and more than 140 luminaries in tech and finance. To learn more, visit artafinance.com. See disclosures here: https://artafinance.com/disclosures#social-media
We are a credit automation leader, specializing in providing scaled, fast debt funding to high growth companies globally. Backed by Spark Capital, MUFG and other leading financial institutions, with offices in New York, Miami, London, Tel Aviv, Abu Dhabi and Singapore we are ready to provide your company with well structured credit you require to grow, fast, utilizing our proprietary patented AI platform. We welcome you to apply. We provide $3M - $100M funding, fast
Bank-Fund Staff Federal Credit Union, a full-service financial cooperative, was organized and chartered in 1947. A few individuals recognized that employees of the newly formed World Bank and International Monetary Fund required a convenient source of credit and a secure place to save. They went about the task of organizing the Credit Union with these purposes in mind and with a strong commitment to serving their colleagues and future Credit Union members. BFSFCU's mission is to provide strikingly impressive service at every member point of contact while fulfilling our role as "Trusted Advisor" to our membership through our Engaged Service philosophy. Every employee's commitment to serve our members in this fashion will establish BFSFCU as the primary financial partner for individuals and families for our chosen memberships.
CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
Chandler Asset Management is an independent, client-focused investment adviser currently managing over $20 billion for institutional investors including public agencies, healthcare providers, foundations, endowments, corporations and separately managed accounts (SMAs). Since 1988, our mission has been to provide best-in-class portfolio management and client service to risk -conscious clients across the country. Our clients benefit from our disciplined, repeatable process and exceptional standard of care.
Raise Green is a financial technology platform for community-driven project finance. We empower all individuals with the tools they need to create and invest directly in to climate solution projects, like community solar. By creating new investment pathways open to anyone, we seek to democratize the ownership and benefits of the clean energy and climate-resilient infrastructure of the future. There is a gap in the ability of community based organizations like schools, churches, community centers, non-profits, and small businesses to get financing for solar and renewable energy projects. We offer a toolkit -- an Originator Packet -- for these types of organizations to develop and finance these types of projects. We then pair these projects with individuals or institutions that want to do small to medium scale impact investing in support of these organizations. Raise Green takes advantage of recent regulatory changes that open up the opportunity for non-accredited individuals to invest directly into private project finance companies that can accelerate the deployment of clean energy in a socially and financially inclusive way.
Old Point is a family of organizations designed to meet all of your financial needs. Their employees live, work, and shop in the footprint in which they serve, and they pride themselves on creating a better community every day. Visit OldPoint.com to discover Old Point National Bank, Old Point Trust, Old Point Mortgage, and Old Point Insurance. Old Point National Bank is a full service community bank that offers everything from sophisticated commercial banking services and reasonably priced consumer services to good, old fashioned personal service. We offer convenient branch locations throughout Hampton Roads and surcharge-free access to over 55,000 ATMs worldwide as part of the Allpoint ATM network. We are committed to helping our community through support of hundreds of local charitable organizations. Old Point Trust is the oldest and largest trust company headquartered in Hampton Roads, providing sophisticated wealth management solutions since 1926. Old Point Mortgage proudly assists customers nationwide with all of their new home and refinance loan needs. We offer trusted, transparent, and responsible lending and you'll find everything you want in a mortgage loan experience. Old Point Insurance offers a full suite of personal and commercial insurance offerings, including home, flood, automobile, group health/life, and more. We make sure our customers have the insurance plan that protects what matters most to them. Here are just a few of the reasons that we believe that you should consider banking with Old Point: • Old Point is about people, community, and lasting relationships. • Decisions are made locally - right here in Hampton Roads. • Our advisory boards are made up of individuals who are genuinely committed to community involvement and growth. • Our reputation is built on customer service delivered by friendly, knowledgeable staff committed to servicing the needs of our customers.
