Donn Hu

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.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Maxar Technologies ULC engages in the provision of operational solutions to commercial and government organizations. Its products include SecureWatch, Crow’s Nest, WeatherDesk, SeaStar Information Service, GeoHIVE, analytic reports, spatial on demand, global enhanced GEOINT delivery, and eeospatial services. The firm serves the consumer mapping, environmental, mining, mobility & logistics, satellite communications, telecommunications, U.S. defense, U.S. intelligence, international civil Government, and international defense & intelligence sectors. The company was founded by John S. MacDonald and Werner Dettwiler on February 3, 1969 and is headquartered in Westminster, CO.

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.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of Barclays PLC, Barclays Capital Holdings, Inc. is a holding company for corporate investments. The company is based in New York, NY.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

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

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts.

Morgan Stanley Infrastructure, Inc. (Morgan Stanley Infrastructure) is a private equity firm founded in 2006. The firm headquartered in New York, US.

Linse Capital LLC (Linse Capital) is a private equity firm founded in 2015 by Michael Linse. The firm is headquartered in San Juan, Puerto Rico.

Levitate Capital (Levitate Capital) is a venture capital firm founded in 2017 by Michael Linse and Simon Hobart Charles Morrish. The firm is headquartered in San Francisco, California.

Juvo Ventures LLC (Juvo Ventures) is a venture capital subsidiary of Western Governors University. The firm is founded in 2018 and headquartered in Salt Lake City, Utah.

Optimum Healthcare IT provides consulting services within the healthcare industry. It offers advisory, staffing deployment, security, regular compliance, and revenue cycle services. The firm provides advisory, EHR deployment, staffing solutions, go-live support and training, revenue cycle services, integration & support, security, and regulatory compliance. The company was founded in 2012 and is headquartered in Jacksonville Beach, FL.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Shanghai Fosun Chuangfu Equity Investment Management Co. Ltd. is a private equity firm founded in 2007, headquartered in Shanghai, China.

Jiangsu Straw Bear Films Ltd. engages in the production and distribution of television broadcasting programs. The firm also provides investment services. The company was founded on June 13, 2014 and is headquartered in Nanjing, China.

Ro Health, Inc. operates as a medical staffing and home health agency firm. It offers client solutions, school health, psych, therapy and behavioural services, travel nursing, correctional health, staffing request and in-home services. The company was founded by Jeffrey Widmyer in 2013 and is headquartered in Seattle, WA.

Voxy enGen PBC is a public benefit corporation that provides virtual English language education to immigrants and refugees. The company is based in Bethesda, MD. The company helps these individuals achieve self-sufficiency, economic mobility, civic participation, and a better quality of life. The language learning platform was built and refined for ten years and informed by data of over four million learners. The platform offers customized learning pathways that adapt to language level, real-world interests, and career goals. According to a May 2023 Bureau of Labor Statistics report, immigrants, refugees, and speakers of other languages now represent nearly one in five workers. The company was founded in 2018 by Katharine Nielson. The CEO is Gregg Levin.

University Ventures Funds Management LLC (University Ventures) is a private equity firm founded in 2011 by Ryan D. Craig and Daniel S. Pianko. The firm is headquartered in New York.

Yellowbrick Learning, Inc. provides education services. The firm builds, markets and delivers academic programs in conjunction with colleges and universities. The company was founded by Robert Kingyens and Ankit Dhir and is headquartered in New York, NY.

Achieve Partners Management LLC (Achieve Partners) is a private equity firm founded in 2018 by Ryan D. Craig and Daniel S. Pianko. The firm is headquartered in New York.

Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois.

Cerebral, Inc. provides care and medication management online for anxiety and depression. The firm offers ongoing video visits with a prescribing provider, medication and medication delivery if prescribed. The company was founded by Ho Anh and Kyle Robertson and is headquartered in San Francisco, CA.