Forrest Beck

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Lone Pine Capital LLC (LPC) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in Greenwich, Connecticut. The firm was founded in 1997 by Stephen F. Mandel, Jr. LPC provides investment advisory services to private investment funds offered to investors on a private placement basis (LPC Funds). Investors in the funds include high net-worth individuals, corporations, trusts, charitable institutions, foundations, endowments, funds-of-funds and other US and international institutional investors.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

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.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, 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.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

The Black Tux, Inc. manages fashion stores. It provides suits and tuxedos rental services in the United States. The firm offers suits and tuxedos for various types of events, including wedding parties through its showrooms and online store. The company was founded in 2013 by Andrew Blackmon, Patrick Coyne and Mike Gammarino and is headquartered in Santa Monica, CA.

Maverick Work Wear, Inc. provides clothing and footwear. The company is headquartered in Boston, MA.

Aviron Interactive, Inc. provides physical fitness experience. It provides gamifying fitness experience starting with the rowing machine. The company was founded in 2015 and is headquartered in Toronto, Canada.

Harvest Hosts Opco LLC is the largest private RV camping network in the world, offering a variety of services to enhance the road travel and camping experience. Additionally, Harvest Hosts offers Boondockers Welcome, a community of RVers who allow guests to stay overnight on their property for free, CampersCard, a campground discounts and benefits program, CampScanner, an alert service to book sold-out campgrounds, and Brit Stops, a membership connecting motorhome tourists in the UK and US with small businesses for overnight stays. Harvest Hosts Opco is based in the United States and has subsidiaries in the United Kingdom. The American company provides a membership club for RVers, allowing them to stay overnight at over 8,000 unique locations, including farms, wineries, breweries, distilleries, golf courses, museums, and other small businesses. The company was founded in 2010 by Don Greene and Kim Greene, and the CEO is Joel Holland.

Shibumi Shade, Inc. has revolutionized the beach experience by creating beach shades that work with the wind, not against it. The company was founded by Scott Barnes, Alex Slater, and Dane Barnes and is based in Raleigh, NC. The company continues to innovate and improve their products, with the Shibumi Shade Mini® being a new, smaller version of their original shade. Shibumi Shade was born from their family beach vacations to Emerald Isle, and their shades have now spread to beaches around the world.

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

Levain Bakery, Inc. owns and operates bakery. The company was founded by McDonald Weekes and Pam Weekes in 1994 and is headquartered in New York, NY.

Butterfly Equity LP (Butterfly Equity) is a private equity firm founded in 2016 by Adam Waglay and Dustin Beck. The firm is headquartered in Beverly Hills, California.

Part of Altamar CAM Partners SL, Altamar Capital Partners SL operates as a private equity firm. The company is based in Madrid, Spain and was founded in 2004.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Crown Advisors Management, Inc. (Crown) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Larkspur, California. The firm was founded in 2014 when they merged with and into Crown Capital Management, a California corporation, with Crown continuing as the surviving corporation of the merger. Crown provides investment advice to Foundation Partners LP.

Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers.

Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida.

TZP Group LLC (TZP Group) is a private equity firm founded in 2007 by Sam L. Katz. The firm is headquartered in New York.

Corlex Capital LLC (Corlex Capital) is a private equity firm founded in 2018 by Jason Bedasse, Jake L. LaJoie, Daniel G. Lonergan, Chad Magee, and Jeffrey E. Kolton. The firm is headquartered in Atlanta, Georgia.

NYC Seed LLC (NYC Seed) is a venture capital firm founded in 2008. The firm is headquartered in New York.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).