Jack Shannon

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

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.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

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.

CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Aurelius Capital Management LP (Aurelius) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2005 by Mark Brodsky and Adam Stanislavsky. Aurelius provides investment management and certain administrative and managerial services to private investment funds.

Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Cortec Group Management Services LLC (Cortec Group) is private equity firm founded in 1984 by Richard Scott Schafler. The firm is headquartered in New York.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

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.

Energy Capital Partners Management LP (ECP) is a private equity firm founded in 2005 by Doug Kimmelman. The firm is headquartered in Summit, New Jersey with an additional office in San Diego, Fort Lauderdale, New York City, Houston and Seoul .

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Golden State Bank operates as commercial bank. Its services include online banking, business banking and personal banking. The firm also offers loans and mortgages, including consumer loans, automobile financing, equipment loans, home improvement loans, home equity loans, overdraft lines of credit, and commercial loans. The company was founded on August 6, 2003 and is headquartered in Glendale, CA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

IDEA Fund Partners LLC (IDEA Fund Partners) is a venture capital firm founded in 2007 by David P. Rizzo, John Cambier and Lister Delgado. The firm is headquartered in Durham, North Carolina.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Michigan Ross Zell Lurie Institute / Venture Capital/ (Zell Lurie Institute) is a venture capital subsidiary of Zell Lurie Institute for Entrepreneurial Studies Studies founded in 1997 by Samuel Zell, Ann Lurie and Robert H. Lurie. The firm is headquartered in Ann Arbor, Michigan.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

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).

Banker's Toolbox, Inc. engages in the provision of bank secrecy act and anti-money laundering compliance solutions. It solutions include AML (anti-money laundering) compliance software, fraud prevention, CRE (commercial real estate) loan stress testing, secure wire transfer automation, suspicious activity monitoring services. The company was founded by Daniel Cho in 2000 and is headquartered in Austin, TX.

CenterHarbor Canapi Ventures Investment Advisor LLC (Canapi Ventures) is a venture capital subsidiary of Live Oak Bancshares, Inc founded in 2018 by Neil Underwood and Walker Forehand The firm is headquartered in Washington, District of Columbia.

KLH Capital Partners LP (KLH Capital) is an independent private equity firm founded in 2005 by John F. Kirtley, Jeff Leck and Mark J. Hunter. The firm is headquartered in Tampa.

Founded in 1987, Pantheon Ventures (US) LP is a private equity firm headquartered in San Francisco. The firm is the U.S. investment arm of Pantheon Ventures (UK) LLP. Their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in June 2010. Pantheon Ventures manages regional primary investments, global secondary and infrastructure investments and customized separate account programs.

Nova Infrastructure Management LLC (NOVA Infrastructure) is a private equity firm founded in 2018 by Christopher R. Beall and Allison Kingsley. The firm is headquartered in New York.

BuzzFeed, Inc. operates as a social news and entertainment company. It offers an online service that keeps track in real-time and highlights new content. The firm provides information in the categories of culture, movies, music, television, celebrity, style, food, politics, business, sports, and science and technology. The company was founded by Jonah H. Peretti and John S. Johnson III in 2006 and is headquartered in New York, NY.

Castle Creek Capital LLC (Castle Creek Capital) is a private equity firm founded in 1990 by John Eggemeyer and William Ruh. The firm is headquartered in San Diego, California with additional office in Dallas.

Six Columns Capital LP is an independent hedge fund manager headquartered in Dallas, Texas. The firm was founded by Brad Stephens in 2019. Six Columns Capital provides investment advice to high-net-owrth clients.