David A. Frankel

Valassis Communications, Inc. provides media and marketing services. It offers direct mail, newspaper advertising, coupon clearing, consulting and analytic services. The company was founded by George F. Valassis in 1970 and is headquartered in Livonia, MI.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LSE: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients.

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.

Cravath, Swaine & Moore LLP provides legal services. The firm's practice areas encompasses corporate, executive compensation and benefits, international business, litigation, pro bono, tax, and trusts and estates. Its lawyers and associates' training focus on addressing and handling clients' legal issues, business transaction, and disputes. The company was founded in 1819 and is headquartered in New York, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

FactSet (UK) Ltd. develops computer software. The company was founded is headquartered in London, the United Kingdom.

Blaylock Beal Van LLC (BBV) is a full service minority-owned investment banking and financial services company headquartered in New York City. The firm was formerly known as Blaylock Robert Van LLC. In 2007, Blaylock Robert Van LLC was formed when Blaylock & Co., an investment bank founded in 1993 by Ronald E. Blaylock, and Robert Van Securities, a financial services firm founded in 1991 by Eric V. Standifer joined forces. In January 2014, Bernard B. Beal, Founder and CEO of M.R. Beal & Co., joined the firm as Chairman, and the firm was renamed Blaylock Beal Van LLC. BBV focuses on the execution of domestic and international equity securities and baskets. Their domestic equity services include listed trading, NASDAQ trading, program trading, direct market access, algorithmic and dark pool access and transition management. Their international equity services include 24 hour global trading, FIX-enabled direct market access and individual stocks and baskets. BBV implements trading strategies globally through a network of brokerage relationships in all European, Latin American and African markets. They specialize in direct execution and step-out trades of international equities. The firm's fixed-income unit focuses on the competitive, cost-effective trading of U.S. Treasury bills, notes, bonds and agency securities.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSX: RY) in Canada. The firm was created when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high-net-worth individuals as well as to registered investment companies, a private fund and institutional clients.

Suvretta Capital Management LLC (Suvretta) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Aaron Cowen in 2011 and is a wholly-owned subsidiary of Suvretta Capital LP. Suvretta provides discretionary investment management services to private pooled investment vehicles intended for sophisticated investors and institutional investors.

Morrow Sodali Pty Ltd. engages in the provision of strategic advice and shareholder services. It offers corporate governance advisory services, debt-related services, board services, and capital market intelligence services. The company was founded in 1972 is headquartered in Sydney, Australia.

Morrow Sodali Global LLC provides consulting services. It specializes in shareholder services, corporate governance, proxy solicitation, and capital markets transactions. The firm offers proxy solicitation, information agent services, activism, proxy fight, and contested mergers and acquisition, capital markets intelligence, corporate governance consultation, IPO preparedness, and fixed income services. The company was founded in 2006 and is headquartered in New York, NY.

FactSet Europe Ltd. provides online financial and economic information to the financial community. Its clients include analysts, portfolio managers, investment bankers and other financial professionals. The company is headquartered in London, the United Kingdom.

Neuberger Museum of Art operates as a museum. The non-profit company is based in Purchase, NY.

The Baldwin School provides education services. It offers preparatory, secondary and college curriculum with academics, arts, athletics, and community services programs. The company is headquartered in Bryn Mawr, PA.