Jane Jeong

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut

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.

Digitas, Inc. provides digital and interactive marketing services to the Internet-based and e-commerce companies. The company also provides cross-channel communications to clients. Its services include customer acquisition, cross-sell, loyalty, affinity and customer care operations. The company was founded by Robert L. Cosinuk in 1999 and is headquartered in Boston, MA.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

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.

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.

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.

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.

RA Capital Management LP (Private Equity) (RA Capital) is a private equity & venture capital subsidiary of RA Capital Management LP founded by Peter Kolchinsky in 2004. The firm is headquartered in Boston, MA.

L.E.K. Consulting LLC operates as a management consulting firm. It offers disruption management, post-merger integration, and marketing and sales services. The company was founded by James Lawrence, Iain Evans and Richard Koch in 1983 and is headquartered in Boston, MA.

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.

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.

Anacapa Capital Management LLC (Anacapa Capital) is a private equity firm founded in 2010 by Jeff Stevens. The firm is headquartered in San Mateo, California.

Joy Works LLC, headquartered in Austin, TX, is the leader in the celebratory yard greetings industry, with over 500 locations across 46 states. Committed to spreading joy within communities and collaborating with local organizations, Joy Works offers a yard card and yard greeting rental service for various occasions such as birthdays, graduations, anniversaries, back-to-school, and birth announcements. Leveraging a purpose-built, proprietary technology platform, the company ensures a seamless customer ordering experience while empowering franchisees to efficiently manage their businesses. Joy Works has been consistently recognized as a top franchise by franchise business review and entrepreneur. Part of Five Star Franchising LLC, Joy Works is a company founded in 2014 by Amy Arnold, James Stanley, Jessica Stanley, and Josh Arnold. Joy Works was acquired by Five Star Franchising LLC on April 18, 2024.

Transformation Capital Partners LP (Transformation Capital) is a private equity firm founded in 2016 by Todd C. Cozzens. The firm is headquartered in Boston, Massachusetts.

Accelerated Brands LLC provides consumer and commercial automotive services. The company is based in Winston-Salem, NC and has subsidiaries in the United States. The company was founded in 2012 by Justin W. Strickland.

Princeton Medspa Partners LLC is a national aggregator of medspas and aesthetic medical practices. The private company is based in Spring Hill, FL, and has subsidiaries in the United States. The company acquires and manages provider-owned and driven businesses. The company was founded in 2004 by Hayley DeGraaff. The CEO is Nick Williams.

Cicero Therapies LLC is a public benefit LLC that aims to provide exceptional care to more clients and families while creating a supportive and enriching environment for clinicians. The company is based in Rockville, MD. The company welcomes clinicians and clients to get in touch with them. It was founded by Gordy Rogers, Taylor J. Davidson, and Grant P. Schafle, and Taylor J. Davidson and Grant P. Schafle have been the CEOs since incorporation.

Health Velocity Mgmt LLC (Health Velocity Capital) is a venture capital firm founded in 2016. The firm is headquartered in San Francisco, California.

Flat6Labs (Flat6Labs) is an independent venture capital firm founded in 2011 by Ahmed El-Alfi and Hany Al-Sonbaty. Flat6Labs is headquartered in Cairo. Egypt.

National Mass Housing SAOC provides real estate housing services. It develops contemporary affordable residential communities to help individuals overcome the challenges of construction and project management. The company was founded in 2008 and is headquartered in Muscat, Oman.

Riviera Capital Partners LLC (Riviera Capital Partners) is a private equity firm founded in 2018 by Christopher Jenkins and Alex Wang. The firm is headquartered in Newport Beach, California.

The Health Management Academy LLC is a private company that has been cultivating a community of healthcare's most influential changemakers since 1998. The company is based in Alexandria, VA. The company provides peer groups, leadership development programs, and market insights to over 2,000 health system senior executives and 200 industry organizations. The Health Management Academy was founded by Sherrie Jones, Gerald E. Bisbee, and Renee DeSilva has been the CEO of the company since 2018.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Part of Financial Health Network, Inc., Financial Solutions Lab is an initiative that cultivates, supports, and scales innovative ideas to improve the financial health of low- to moderate-income (LMI) consumers and historically underserved communities. The American company focuses on credit, insurance, digital banking, and asset building solutions for LMI, Black, Latinx, and LGBT+ communities. Financial Solutions Lab has delivered various programs to help underserved populations, including those impacted by the criminal justice system. The company has also awarded grants to nonprofit and fintech partnerships working to promote financial health by improving access to benefits and measuring the impact of their projects on the consumers they serve. Additionally, Financial Solutions Lab has selected companies for its accelerator program, which focuses on expanding financial resilience and growth for LMI and Black and Latinx communities.

Financial Health Network Inc /Venture Capital/ (Financial Health Network) is a venture capital division of Financial Health Network Inc founded in 2004 by Jennifer Tescher. The firm is headquartered in Chicago, Illinois.

Captains Neck Brands LLC supplies carbonated beverages. The private company is based in Southampton, NY. The company was founded by Philip Piro.