Dan Lukpanov

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications).

Vanbridge Holdings Ltd. operates as an insurance intermediary and capital advisory firm. It provides products and services to private equity funds, hedge funds and other investors, insurers, reinsurers and banks. The company was founded in 2013 and is headquartered in Hamilton, Bermuda.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Nordic Capital Ltd. (Nordic Capital) is a private equity subsidiary of Triona Holding SA founded in 1989 by Robert Andreen and Morgan Olsson. The firm is headquartered in St Hellier, New Jersey.

Conning Research & Consulting, Inc. is a broker-dealer headquartered in Hartford, Connecticut. The firm is a subsidiary of Conning & Co. and their ultimate parent is Cathay Financial Holdings Co. Ltd. (TPE: 2882). They offer an array of specialty information products and services, providing analysis of both performance and key issues confronting the insurance industry. Their coverage areas include the property-casualty, life-annuity, and health insurance industries.

Grant Thornton UK LLP provides accounting and management consultancy services. Its services include tax, audit & assurance, financial planning, corporate finance, recovery, reorganization, forensic, and investigation services. The company is headquartered in London, the United Kingdom.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

Part of The Travelers Cos., Inc., The Travelers Indemnity Company of America is a company based in Hartford, CT.

3i Private Equity is a private equity firm, founded in 1945. The firm is headquartered in London, United Kingdom with additional offices around the world.

Oakley Capital Ltd. (Private Equity) (Oakley Capital) is a private equity firm, a subsidiary of Oakley Capital Ltd. founded in 2002 by Peter Adam Daiches Dubens and David John Till. The firm is headquartered in London.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

Maven Capital Partners UK LLP (Maven Capital Partners) is a private equity subsidiary of Mattioli Woods PLC founded in 1986. The firm is headquartered in Manchester, United Kingdom.

Raines International, Inc. provides management consulting services. It specializes in healthcare, financial services and CPG retail, private equity, industrials, entertainment, media, technology, and board positions. The company was founded by Bruce R. Raines in 1969 and is headquartered in New York, NY.

Part of Evercore, Inc., Evercore Group Services Ltd. is a British company that provides payroll services. The company is based in London, UK.

Achievement First operates as a public charter school in New Haven. It serves in five cities across Connecticut, New York and Rhode Island. The company was founded by Doug McCurry and Dacia Toll in 2003 and is headquartered in New Haven, CT.

Audley Travel Group Ltd. provides tour packages and customized holiday services. It offers trips such as wildlife and safari holidays, cruises, honeymoon ideas, cultural, luxury, self-drive, outdoor activity, and family holidays. The firm also offers group tours. The company was founded by Craig Burkinshaw and John Brewer in 1996 and is headquartered in Witney, the United Kingdom.

Dowling Capital Partners LLC (Dowling Capital Partners) is a private equity firm wholly owned by Dowling & Partners Securities LLC founded in 2011. The firm is headquartered in Vero Beach, Connecticut.

Part of N1 Singer Ltd., Singer Capital Markets Securities Ltd. is a brokerage firm. The company is based in London, UK. The British company was founded in 2012 by Timothy Bruce Cockroft, Peter Welch. Timothy Bruce Cockroft has been the CEO since 2012.

Syncona Partners LLP (Syncona Partners) is a venture capital subsidiary of Syncona Investment Management Ltd. founded in 2012 by Martin Murphy. The firm is headquartered in London, United Kingdom.

Vanbridge Holdings LLC operates in the financial industry focusing on insurance business. The company was founded in 2013 and is headquartered in New York, NY.

Meridian Street Capital LLC (Meridian Street Capital) is a venture capital firm founded in 2016. The firm is headquartered in New York.

Apiary Capital LLP (Apiary Capital) is a private equity firm founded in 2017. The firm is headquartered in London, United Kingdom.

Quell Therapeutics Ltd. is a London-based biotechnology company, which develops immune cell therapies to target transplant rejection, autoimmune and inflammatory diseases. It develops engineered T regulatory cell therapies for a variety of non-cancer targets. The company was founded on March 19, 2019 and is headquartered in London, the United Kingdom.

Monograph Capital Advisors (UK) LLP (Monograph Capital) is a private equity and venture capital firm founded in 2021 by Fred Ehrenkranz Cohen and Charles Conn. The firm is headquartered in London, GB.

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.

G Square Healthcare Private Equity LLP (G Square Healthcare) is a private equity firm founded in 2008 by Laurent Gerard Ganem. The firm is headquartered in London, United Kingdom.

Part of Adlai Nortye Ltd., Hangzhou Adlai Nortye Biopharma Co. Ltd. is a clinical-stage biopharmaceutical company based in Hangzhou, China. Adlai Nortye is developing differentiated, innovative immuno-oncology medicines with a focus on discovering and developing important new treatments for cancer. The Chinese company's mission is to improve patient lives by identifying and developing differentiated innovative medicines that help people live better and longer. The company was founded in 2004 by Yang Lu, Dong Hui Yang, and Yang Lu has been the CEO since then.

BDO UK LLP provides tax, audit & assurance, advisory and business outsourcing services. The private company is based in London, UK.

SIS Ventures Ltd. (SIS Ventures) is a Venture Capital firm, a subsidiary of Social Investment Scotland founded in 2018. The firm is headquartered in Edinburgh, UK.

The Vincent Dowling Family Foundation, Inc. is a non-profit organization founded in 2003. The company operates as a non-profit organization and is based in Wilmington, DE.