Christa Martine Short

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

CentralSquare Technologies LLC develops public safety and administration software solutions. It offers CentralSquare, where citizens interact with government, whether it be at city hall, police or fire station, or a hospital. The company was founded in 1981 and is headquartered in Lake Mary, FL.

DraftKings Holdings, Inc. operates as a digital sports entertainment and gaming company. It operates through the Business-to-Consumer (B2C) and Business-to-Business (B2B) segments. The B2C segment focuses on providing users with daily fantasy sports, sports betting, and online casino products. The B2B segment develops, designs, and licenses sports betting and casino gaming software for its Sportsbook and casino gaming products. The company was founded by Jason D. Robins, Matthew Kalish and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

SBE Entertainment Group LLC operates as an investment holding company with interests in entertainment and hospitality services. The firm develops, manages and operates hotels, restaurants and night clubs. The company was founded by Sam Nazarian in 2002 and is headquartered in Las Vegas, NV.

Prime Visibility Media Group, Inc. provides advertising services. The company was founded was founded in 2007 and is headquartered in New York, NY.

FreightWatch International (USA), Inc. engages in the provision of logistics security services. It offers active monitoring solutions that provide organizations with real-time location and sensor data to protect supply chain integrity and provides visibility from origin to destination. The company was founded by Terry Downes and Barry Heeran in 1996 and is headquartered in Austin, TX.

QDiscovery LLC provides electronic technology services. It offers forensics, collections, consulting, trial presentation and managed review services. The company was founded by Matt McCormack in 2012 and is headquartered in New London, CT.

Grain Management LLC (Grain Management) is a private equity firm founded in 2007 by David Grain. The firm is headquartered in Washington, Columbia.

Field Trip Health, Inc. operates as mental wellness firm. It offers ketamine-enhanced psychotherapy and psychedelic medicine services. The company was founded by Ronan Levy, Joseph del Moral, Hannan Fleiman, Mujeeb Jafferi, and Ryan Yermus on November 1, 2019 and is headquartered in Toronto, Canada.

Palo Santo Inc (Palo Santo) is a venture capital firm founded in 2005 by Timothy J Schlidt and Daniel L. Goldberg. The firm is headquartered in New York.

Bridge Investments LLC (Bridge Investments) is a private equity and venture capital firm founded in 1998 by Robert Goldberg and Daniel Goldberg. The firm is headquartered in Chicago, Illinois.

Pine Street Inn, Inc. provides programs and services for homeless individuals. It offers a comprehensive range of services, including permanent supportive housing, job training and placement, emergency shelter, and street outreach. The company was founded by Paul Sullivan in 1969 and is headquartered in Boston, MA.

Alltel Communications LLC provides telecommunications equipment and services. It provides the connections for wireline, wireless, cable, broadcast and enterprise networks around the world. The company's network infrastructure equipment and professional services enable internet, data, video and voice services to residential, business and mobile subscribers. Alltel Communications was founded in 1943 and is headquartered in Little Rock, AR.

Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Bain Capital Private Equity LP (Bain Capital Private Equity) is a private equity firm, a subsidiary of Bain Capital LP founded in 1984. The firm is headquartered in Boston, Massachusetts.

IBM Global Services provides systems integration and technology consulting services. Its services include application development, data storage, infrastructure management, networking, and technical support. The company was founded in 1991 and is headquartered in Armonk, NY.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.