INCOME OPTIMIZED UNITS

Owner

Goods & Services

Financial consulting services, namely, expert analysis in finance; Investment management; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information in the field of finance; Providing information in the field of finance via a website; Financial services, namely, asset and investment management services; Real estate investment services; Financial investment in the field of real estate; Financial services, namely, investment management services for portfolios of middle-market loans; Financial services, namely, investment advisory and investment management services for pooled investment vehicles, private investment funds, and investment accounts; Financial services, namely, investment management of collateralized loan obligations, hedge funds and pooled investment vehicles; Financial services, namely, management and operation of investment funds including investments in the fields of real estate, real estate related debt or equity securities, mortgages or other real estate related securities; Financial services, namely, management and operation of investment funds including investments in the fields of directly originated loans, secured floating and fixed rate syndicated loans, corporate bonds, and other types of credit instruments; Financial services, namely, management and operation of investment funds including debt investments that are unrated or below investment grade; Financial services, namely, management and operation of investment funds including investments into interest rate, foreign exchange or other derivative agreements to hedge interest rate, currency, credit or other risks

Software as a service (SAAS) services featuring software using artificial intelligence for providing real-time, integrated business management intelligence and producing financial models; Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles