CONCENTRATED QARP

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advisory services; hedge fund investment services; investment management, management of capital investment funds, financial asset management services, management of financial portfolios of hedge funds; financial advisory services regarding the creation and management of alternative assets related to alternative asset classes; capital investment services; financial services, namely, operation and management of hedge funds and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial consulting and advisory services, namely, providing investment advice to and managing of private equity funds, hedge funds, and managed accounts; financial advisory services relating to equity capital investment; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial services, namely, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; funds investment; global investment research services; investment advice; investment management; management of a capital investment fund; mutual fund investment; mutual funds and capital investment; private equity fund investment services; providing information and advice in the field of finance, financial investments, and financial valuations; public equity investment management, but excluding all risk management and financial risk topics for all of the foregoing

Providing an online column in the field of investing, financial services and investment services; providing online publications in the nature of a blog, white papers and newsletters about investing and financial and investment services; education services, namely, providing live classes, educational courses, seminars and workshops in the field of finance, investing and investment services; educational services, namely, conducting classes, seminars, conferences, field trips, workshops, executive coaching, executive education seminars, on-line workshops, live training, coaching and mentoring, university level courses, graduate level courses in the field of investment banking, mergers and acquisitions, corporate finance, capital markets, wealth management, asset management, portfolio management, financial analysis, financial engineering, finance, business management, entrepreneurship, trading, investing, hedge funds, private equity, structured financial products, quantitative finance and distribution of educational materials in connection therewith; educational services, namely, providing educational speakers in the field of investment banking, mergers and acquisitions, corporate finance, capital markets, wealth management, asset management, portfolio management, financial analysis, financial engineering, finance, business management, entrepreneurship, trading, investing, hedge funds, private equity, structured financial products, quantitative finance; educational services, namely, providing internships and apprenticeships in the field of investment banking, mergers and acquisitions, corporate finance, capital markets, wealth management, asset management, portfolio management, financial analysis, financial engineering, finance, business management, entrepreneurship, trading, investing, hedge funds, private equity, structured financial products, quantitative finance, but excluding all risk management and financial risk topics for all of the foregoing