David Y. Howe

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.

Datalot, Inc. provides mobile and web marketing solutions for insurance industry. It offers real-time call marketplace delivers qualified customers directly into existing sales process. The company was founded by Josh Reznick on January 12, 2009 and is headquartered in Brooklyn, NY.

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.

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.

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.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Part of Financial Communications Co., Financial Information Publishing is an American company that provides information retrieval services as well as printing and publishing. The company is located in the US. Financial Information Publishing was acquired by Financial Communications Co. from The Dun & Bradstreet Corp. on July 16, 1998.

ConsumerNet, Inc. acquires, manages, and markets self-reported consumer preference information from both online and off-line data sources, creating an opt-in cooperative database of demographic and psychographic consumer preference information. The company was founded by Paul C. Chachko in September 7, 1999 and is headquartered in NJ.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

V12 Group, Inc. provides digital marketing technology and data. It offers launchpad marketing cloud is a collection of online and offline marketing solutions designed to manage existing customer relationships and identify new customers by granting users access to the V12 group data cloud. The company also offers managed, data enhancement and data licensing services. V12 Group was founded by Paul C. Chachko in 2002 and is headquartered in Matawan, NJ.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Pine Brook Road Partners LLC (Pine Brook Partners) is a Private Equity firm founded in 2006. The firm is headquartered in New York.

Jazz at Lincoln Center, Inc. develops programs for jazz appreciation. The firm’s productions include concerts, national and international tours, residencies, a jazz hall of fame and concert series, weekly national radio programs, television broadcasts, recordings, publications, an annual high school jazz band competition and festival, a band director academy, jazz appreciation curriculum for students, music publishing, children’s concerts and classes, lectures, adult education courses, student and educator workshops and interactive websites. The company was resisted on March 13, 1996 and is headquartered in New York, NY.

The Financial Information Group, Inc. provides online financial advisory services. The company founded by Paul C. Chachko and is headquartered in Eatontown, NJ.

Infinata, Inc. provides web-enabled databases for the life sciences and financial services industries. Its services include custom application, data management solutions, and profitability modeling. The company is headquartered in Boston, MA.

PHI Acquisitions, Inc. provides internet and catalog retail services. The company was founded on June 2, 2005 and is headquartered in North Billerica, MA,

Quovo, Inc. develops and markets a platform that provides financial analytics, data management, and insights to small- and mid-sized investors. It offers Quovo that automatically fetches, normalizes, and reconciles portfolio data from across financial institutions from retail brokerages to prime brokerages, custodians, and mutual fund families. The company was founded by Lowell Putnam, Michael DelMonte and Niko Karvounis in 2010 and is headquartered in New York, NY.

Napier Park Global Capital (US) LP (Napier Park) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2013 when Citi completed its spin-out of Napier Park into an independent operating entity. They are now wholly-owned by Napier Park Global Capital LP. Napier Park offers a broad range of investment products and provides advisory services to private investment companies such as funds of hedge funds, private equity funds, securitized asset vehicles and infrastructure funds, and institutional investors, pension plans, state and municipal government entities, sovereign wealth entities and high net worth individuals.

Ten Coves Capital LP (Ten Coves Capital) is a private equity firm founded in 2009 by Dan Kittredge, Ned May, and Steve Piaker. The firm is headquartered in Darien, Connecticut.

Alegeus Technologies LLC engages in the provision of benefits platform, benefit debit car, and mobile app to help customer navigate the U.S. healthcare system. Its platform include administer benefit accounts, manage HSA assets, influence consumer behavior, and process payments and communications. The company was founded in 1995 and is headquartered in Waltham, MA.

The Spence School provides educational services. It offers a day school services for girls in kindergarten. The company was founded by Clara Bebbe Spence in 1892 and is headquartered in New York, NY.

McKinsey & Co. LME Ltd. is a consulting firm founded in 2013. The private company is based in London, UK. The British company specializes in helping energy and materials companies create value in volatile times. The company believes that generative AI has the potential to add trillions of dollars in value to the economy. McKinsey & Co. LME works with organizations that are on a new growth journey, pursuing sustainability, inclusion, and economic growth simultaneously.

Part of McKinsey & Co., Inc., McKinsey & Company Holdings Ltd. is a consulting firm that partners with leaders on strategy, innovating to net zero, leading with tech, and building capabilities for a sustainable, inclusive, growing future. The company is based in London, UK. The British company specializes in Consumer Packaged Goods and has conducted research, articles, and reports on the changes that matter most for the challenges and opportunities ahead. The company was founded in 2011 by Brian K. Stafford.

Therapy Brands Holdings LLC operates as a holding company which through its subsidiaries designs and develops mental and behavioral health software. The company is headquartered in DE.

7shifts Employee Scheduling Software, Inc. develops scheduling software for restaurants. Its products include mobile scheduling application, restaurant scheduling, and manager log book. The company was founded by Andrée Carpentier and Jordan Boesch in 2014 and is headquartered in Saskatoon, Canada.

DadeSystems, Inc. develops virtual payment automation software. Its products include AR automation, mobile, epayments, mailroom, remote deposit capture and virtual lockbox under DadePay brand. The company was founded by David Wilson in 2011 and is headquartered in Miami, FL.

Sentieo, Inc. engages in the development of financial data platform. It offers financial document search, research management, financial data terminal, mosaic alternative datasets, and mobile apps. The company was founded by Alap Shah and Naman Shah in 2012 and is headquartered in San Francisco, CA.