Richard Shalowitz

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

Zoologic, Inc. provides learning solutions for financial professionals. Its learning programs cover a range of topics in the areas of investment banking and securities, commercial and retail banking, asset and wealth management, and insurance. The company was founded in 1993 and is headquartered in New York, NY.

Part of SS & C Technologies Holdings, Inc., DBC is a company that develops financial software for fixed income analysis in municipal finance. The company is based in Hayward, CA. DBC was acquired by SS&C Technologies, Inc., a subsidiary of SS&C Technologies Holdings, Inc. from Thomson Corp. on November 18, 2002 for $4.50 million.