LGT Wealth India

LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitization represents a key pillar of how we continually innovate to find better ways of doing things - today and for the future. LGT Wealth India is majority owned by LGT Group, a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. We offer comprehensive investment solutions for private investors, with a particular focus on entrepreneurial and family wealth, drawing from the legacy of LGT’s long-standing experience in managing the assets of the Princely Family. The global scale and access of LGT, combined with its stability, deep client focus and long-term approach, will enable us to build relationships that transcend generations with you. A new era in private wealth begins here. Visit www.lgtindia.in for more details

Ives Bank

Established in 1849 and headquartered at 220 Main Street, Danbury, Ives Bank is a mutual savings bank with assets in excess of $1.6 billion. Ives Bank has 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury. Stamford Mortgage Company, a division of Savings Bank of Danbury, has a local office on Summer Street in Stamford. Ives Bank provides a full array of deposit, savings and lending products for individuals and businesses, and we’re a Small Business Administration (SBA) approved lender. We provide convenient, quick service through technology that allows you to access your accounts and manage your money on the go, anytime. As a Connecticut community bank, we are proud to support our local communities. Ives Bank Foundation was established in 2004 to provide grants to eligible 501(c)(3) tax-exempt organizations in five primary areas: Affordable Housing; Arts & Culture; Community & Economic Development; Education; and Health & Human Services. The Foundation’s mission is to help strengthen our local communities by providing grants to organizations that are vital to the well-being, growth and prosperity of the places in which we live and work. Since its inception, the Foundation has donated over $1.6 million to area non-profit organizations. For more information about Ives Bank, visit www.IvesBank.com or Facebook at www.facebook.com/IvesBank.

Percent

Percent has created the modern private credit market, empowering investors, borrowers, and underwriters with innovative technology to increase the speed and velocity of transactions at a fraction of the cost. The company’s core infrastructure delivers public market efficiencies to the analog private credit market by powering the sourcing, structuring, syndication, surveillance and servicing of private credit transactions from beginning to end. Founded in 2018, Percent’s platform is becoming the market standard for asset-based and corporate lending, powering over $1 billion in transaction volume in a multi-trillion-dollar private credit industry. For additional information, please visit www.percent.com.

zacks investment management

In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research. As a boutique wealth management firm, we apply the time-tested insights of our parent company to create models like the Zacks Dividend Strategy. Since our inception, Zacks Investment Management has been dedicated to delivering results for our clients by seeking excess returns over standard benchmarks within a risk-controlled framework. Ultimately, our active management approach and bottom-up fundamental stock selection process were built upon the very discoveries that changed the industry over 40 years ago, and have generated exceptional results ever since. Within the Zacks Dividend Strategy, we will continue to adhere to this discipline in all market cycles. “The Zacks legacy was born on research and it has been proven through history. We’re an independent family business and to this day we’re proud to share the fruits of our expert insights for the benefit of our clients.” Mitch Zacks Principal and Senior Portfolio Manager

Prospect 33

Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the technological advancements of the future. Prospect 33 specializes in leveraging AI to enhance financial operations, risk management, and customer engagement, thereby driving the industry towards a more efficient, secure, and integrated future. The company’s strategy hinges on a collaborative approach, partnering with tech innovators and industry leaders to pioneer solutions that are not only scalable and sophisticated but also sustainable. This commitment to pushing the boundaries of financial technology, coupled with a deep understanding of market complexities, positions Prospect 33 as a transformative force in the financial services landscape, ready to lead the way in the AI-driven evolution of the sector.