Printed materials, namely, printed written articles, reports, and periodicals in the fields of finance, lending, investments, and asset management, and financial advisory services

Educational services, namely, providing classes, courses, seminars, and non-downloadable webinars in the fields of finance, lending, investments, asset management, and financial advisory services, and distribution of course and educational materials in connection therewith; Providing online non-downloadable electronic publications in the nature of blogs, brochures, slide decks, and white papers being research reports in the field of finance, lending, investments, asset management, and financi...

Financial services, namely, investment advisory and investment management services for private investment funds, pooled investment vehicles and investment accounts; investment management; money lending, commercial lending, middle-market commercial and consumer lending, and financial consultation services regarding lending services; investment of funds for others; investment consultation; financial asset management; financial advisory services