Joe W. Pattison

The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

PitchBook Data, Inc. provides data, news, and analysis to the private equity industries. The firm?s products include pitchbook desktop, pitchbook mobile, excel plugin, direct Data, CRM integration, chrome extension, institutional research group and product releases. It also offers solutions like private market Intel, fundraising, deal sourcing, due diligence, business development, networking and deal execution. The company was founded by John R. Gabbert in 2007 and is headquartered in Seattle, WA.

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.

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.

Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

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 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Deutsche Bank AG operates as a national commercial bank. It provides clearinghouse services, loans, certificates of deposits, and derivatives. The company is headquartered in Singapore.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Skyward IO, Inc. provides software and professional services. The firm is the integrated solution to address this need for drones and makes for operators to track the specific information and airspace data needed for business and regulatory requirements. It offers professional services to help companies to assess their regulatory, insurance and operational needs. The company was founded by Jonathan Evans, Dana Maher, Eric Ringer, Stephen McKeon, Eric Ringer and Jake Weber in 2012 and is headquartered in Portland, OR.

Alberta Investment Management Corp. (AIMCo) is the investment management subsidiary of State-owned Her Majesty the Queen in Right of Alberta. The firm was founded in 2008 and is headquartered in Edmonton, Alberta. AIMCo manages investments on behalf of public sector pension, endowment and special purpose funds as designated by the Alberta Ministry of Finance and Enterprise.

Galois, Inc. designs and develops technologies for security-critical systems, networks and applications. It offers research and evaluation, software engineering, Haskell language, assurance methodology, verification and validation services. The company was founded in 1999 and is headquartered in Portland, OR.

Real Property Association of Canada operates as an association for owners and managers of investment real estate. It offers RPIC program, training courses, and conferences. The company was founded in 1970 and is headquartered in Toronto, Canada.

HSBC Holdings Plc engages in the provisions of various financial services. It offers different kinds of investments and private banking, trade services, cash management, treasury and capital market services, insurance, consumer and business finance, pension and investment fund management, trustee services, and securities and custody services. The company was founded on September 6, 1990 and is headquartered in Hong Kong.

Part of Deutsche Bank AG, PT Deutsche Securities Indonesia provides investment banking services.

Part of HSBC Holdings Plc, HSBC Bank Ltd. (Indonesia) operates as a nationally chartered commercial bank. The company is based in Kota, Indonesia.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Wells Fargo Strategic Capital, Inc. (Wells Fargo Strategic Capital) is a private equity firm subsidiary of Wells Fargo & Co founded in 1996. The firm is headquartered in San Francisco, California with additional offices in Texas New York, Charlotte, Chicago, and Houston.

Part of Excelsior Mining Corp., Excelsior Mining Arizona, Inc. is a company that provides copper mining and exploration services. The company is based in Phoenix, AZ. The company was founded in 2010. The CEO is Stephen C. Twyerould.

Balyasny Asset Management Holdings LP functions as an investment holding American company.

Centenus Global Management LP is a privately-held hedge fund management firm headquartered in New York City. Founded in 2017, the firm provides investment advice to high net-worth individuals and institutional investors.

Saros LLC engages in the provision of internet-based technologies. The company is headquartered in West Hollywood, CA.