Christina Smith

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Greenbriar Equity Group LP (Greenbriar Equity) is a private equity firm founded in 1999 by Reginald Lamont Jones and Gerald Greenwald. The firm is headquartered in Greenwich, Connecticut.

Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp.

Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.

Huron Capital Partners LLC (Huron Capital) is a private equity firm founded in 1999. The firm is headquartered in Detroit, Michigan.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Siemens AG Österreich engages in the manufacture and sale of industrial products in the fields of electrical engineering, telecommunications engineering, measurement engineering, control engineering, machine building, as well as precision mechanics and related technologies. It also plans, executes, and sells all types of systems and system components for the production, transmission, and processing of information and energy. The company was founded on October 23, 1879 and is headquartered in Vienna, Austria.

QUALCOMM Ventures (QUALCOMM Ventures) is a venture capital subsidiary of QUALCOMM, Inc. The firm is headquartered in San Diego, California.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Part of FactSet Research Systems, Inc., FactSet GmbH is a German company that provides integrated financial database services. The company is based in Frankfurt, Germany. The CEOs of the company are Mark Anthony Dell'isola, Julian Casu.

Octagon Credit Investors LLC (Octagon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Andrew Gordon, James Ferguson and Joyce Delucca in 1994 as a business unit of Chemical Bank a (predecessor of JPMorgan Chase & Co.) to create an asset management capability for below investment grade debt investments. They were incorporated in 1998 and separated from The Chase Manhattan Corp. in 1999. In 2016, the firm was acquired by Conning & Co., which is ultimately owned by Cathay Financial Holding Co., Ltd. (TPE: 2882) in Taiwan. Octagon manages CLOs, separately managed accounts, private funds, and registered Funds.

Eurasia Group Ltd. is a private global political risk research and consulting firm headquartered in New York. The firm was founded by Ian Bremmer in 1998. Eurasia Group provides advisory and consulting services for business decision-makers and investors. They offer unique and integrated products and services that combine best-in-class political risk advisory with the tools required for success in today's politically charged global economy.

Material Impact Management LLC (Material Impact Management) is a venture capital firm founded in 2015 by Carmichael Roberts and Adam Sharkawy. The firm is headquartered in Boston, Massachusetts.

DataCule, Inc. develops molecular data storage technology. The company is headquartered in Boston, MA.

Charmides Capital LLC (Charmides Capital) is a venture capital firm founded in 2015 by Jack Eggleston. The firm is headquartered in Carmel, Indiana.

Cove Hill Partners LP (Cove Hill Partners) is a private equity firm, a subsidiary of Cove Hill Partners Management LLC founded in 2017. The firm is headquartered in Boston, Massachusetts.

MBX Capital LLC (MBX Capital) is a venture capital firm founded in 2020 by Zeshan Muhammedi and Gurdane Bhutani. The firm is headquartered in Claymont, Delaware.

FundRx, Inc. (FundRx) is an Independent Venture Capital firm founded in 2014 by Zeshan Muhammedi. The firm is headquartered in New York.

Free Solo Ventures (Free Solo Ventures) is a venture capital firm founded in 2021 by Mason Plumlee and Manusha Chereddy. The firm is headquartered in Boston, Massachusetts.

Leaps by Bayer is venture investment unit of Bayer AG (Xetra: BAYN) founded in 2015. The firm is headquartered in Leverkusen, Germany.

Waterbridge Capital Advisors LLP (Waterbridge Capital Advisors) is a venture capital firm founded in 2015 by Manish Kheterpal. The firm is headquartered in New Delhi, India with an additional office in Bangalore.

Castle Island Management LLC (Castle Island Management) is a venture capital firm founded in 2018 by Matthew Walsh and Nic Carter. The firm is headquartered in Cambridge, Massachusetts.

Coin Metrics, Inc. is an investment research and holding firm headquartered in Cambridge, Massachusetts. The firm was co-founded by Timothy “Tim” Rice and Nicolas “Nic” Carter in 2017 as an open-source project to determine the economic significance of public blockchains. Coin Metrics provides crypto financial intelligence, network data, market data, index and network risk solutions to institutions touching crypto assets.

Lightbay Management LLC (Lightbay Capital) is a private equity firm founded in 2016 by Nav Rahemtulla and Adam Lance Stein. The firm is headquartered in Los Angeles, California.

Neutron Holdings, Inc. operates as a transportation rental company. It runs dock free electric scooters, e-assist bikes, and pedal bikes. The firm offers bike and car sharing services. The company was founded by Weiyao Sun, Adam Zhang, Charli Gao and Brad Bao in 2017 and is headquartered in Fremont, CA.

Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California.

Gratitude Management LLC (Gratitude Railroad) is a venture capital firm founded in 2013 by Howard Fischer and Eric Jacobsen. The firm is headquartered in Park City, Utah.