DEVELOPMENT AND DISSEMINATION OF EDUCATIONAL MATERIALS IN THE FIELDS OF FINANCE, INVESTMENT MANAGEMENT AND TREASURY MANAGEMENT; EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, SEMINARS, CONFERENCES AND WORKSHOPS IN THE FIELDS OF FINANCE, INVESTMENT MANAGEMENT AND TREASURY MANAGEMENT, AND DISTRIBUTING COURSE MATERIALS IN CONNECTION THEREWITH; PUBLICATION OF BOOKS, MAGAZINES, NEWSLETTERS, AND HOUSE ORGANS IN THE FIELDS OF FINANCE, INVESTMENT MANAGEMENT AND TREASURY MANAGEMENT; ELECTRONIC PUBL...

INVESTMENT MANAGEMENT; INVESTMENT MANAGEMENT SERVICES, NAMELY CONSULTATION, DEVELOPMENT AND MANAGEMENT SERVICES; PROVIDING FINANCIAL FORECASTING AND RISK ANALYSIS SERVICES

ELECTRONIC PUBLISHING SERVICES, NAMELY, PUBLICATION OF REPORTS IN THE FIELD OF ENDOWMENT MANAGEMENT, INVESTMENT MANAGEMENT AND OTHER INVESTMENT PRACTICES

INVESTMENT MANAGEMENT SERVICES

Financial asset management, investment management and treasury management services

Economic forecasting and analysis services; bookkeeping for electronic funds transfer; market analysis services; procurement services, namely, purchasing investment management business consulting services in the field of fundraising and alumni development for educational or other non-profit institutions; business management and consultation; data processing services

Providing advisory and investment management services, namely, investment advice, investment management, monitoring and reporting and rebalancing to educational institutions, health care institutions and to other non-profit institutions

Investment management services

INVESTMENT MANAGEMENT SERVICES

[ COMPUTER PROGRAMS AND SOFTWARE FOR DATABASE MANAGEMENT, CREATING SPREADSHEETS AND WORD PROCESSING FOR USE BY EDUCATIONAL INSTITUTIONS, HEALTH CARE INSTITUTIONS AND OTHER NON-PROFIT INSTITUTIONS IN THE FIELDS OF FINANCE, INVESTMENT MANAGEMENT AND TREASURY MANAGEMENT ]

PRE-RECORDED AUDIO AND VIDEO CASSETTES AND CD-ROMS FEATURING FINANCIAL ADVISORY AND INVESTMENT MANAGEMENT SERVICES INFORMATION; COMPUTER PROGRAMS AND SOFTWARE FOR DATABASE MANAGEMENT, CREATING SPREADSHEETS AND WORD PROCESSING FOR USE BY EDUCATIONAL INSTITUTIONS, HEALTH CARE INSTITUTIONS AND OTHER NON-PROFIT INSTITUTIONS IN THE FIELDS OF FINANCE, INVESTMENT MANAGEMENT AND TREASURY MANAGEMENT

TREASURY MANAGEMENT SERVICES, NAMELY, CASH, FUNDS, LIQUIDITY, AND INTERMEDIATE TERM FUNDS INVESTMENT FOR OTHERS; CREDIT AND DEBIT CARD SERVICES, PROVIDING ACCOUNT INFORMATION AND FINANCIAL TRANSACTION INFORMATION VIA TELEPHONE, GLOBAL COMPUTER INFORMATION NETWORK, AND ONLINE; FINANCIAL MANAGEMENT, NAMELY, MANAGEMENT OF ACCOUNT RECEIVABLES, ASSETS, AND DISBURSEMENT OUTSOURCING; INVESTMENT MANAGEMENT; FUND MANAGEMENT SERVICES, NAMELY, MUTUAL FUND BROKERAGE; FUNDS INVESTMENT CONSULTATION

Financial asset management, investment management and treasury management services

entertainment and educational services, namely, an on-going series of lectures and workshops featuring financial information provided through webcasts and teleconferences