Jonathan Kim

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Illinois. The firm was founded in 1990 by Kenneth Griffin and is a wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

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.

Tremblant Capital LP (Tremblant) is a registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was firm was founded by Brett Barakett in 2001. Tremblant provides investment supervisory services on a discretionary basis to private pooled investment vehicles and separately managed accounts.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds.

Morningstar Asia Ltd. is an investment research firm headquartered in Hong Kong. The firm was founded in 2000 and is a subsidiary of Morningstar Holland BV, ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar Asia provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

Hudson Bay Capital Management LP (Hudson Bay Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Sander Gerber and Yoav Roth in 2005. Hudson Bay Capital provides investment management services on a discretionary basis to privately offered investment vehicles. The Fund investors generally consist of institutions, “funds of funds” and high net-worth families and individuals.

A subsidiary of CIT Group, Inc. (NYSE: CIT), CIT Transportation Finance is a private equity firm headquartered in New York City

Goldman Sachs (Asia) LLC (GS-Asia) is the Hong Kong-based brokerage subsidiary of Goldman Sachs Holdings (Hong Kong) Ltd., ultimately owned by The Goldman Sachs Group, Inc. (NYSE: GS), a multinational investment bank and financial services company headquartered in New York City. Founded in 1984, GS-Asia provides market insight, risk management and execution services to institutional clients which includes asset managers, hedge funds, banks and brokerages, pensions, endowments and foundations, corporations, and governments.

Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York.

Precision Toxicology LLC provides drug testing services. It specializes in quantitative confirmation urine drug testing designed to monitor patients on chronic opioid therapy. The firm offers NextGen precision testing, precision TBM, SOF-Adhere and oral fluid testing services. Precision Toxicology was founded by Jason Hansen and is headquartered in San Diego, CA.

Part of Argosy Healthcare Partners, Hudson Robotics, Inc. designs and assembles liquid handling, micro plate automation, laboratory robotics and customized software-driven laboratory automation solutions. The company is based in Springfield, NJ. The company was founded in 1983. The CEO is Andrew Witschi. Hudson Robotics was acquired by Argosy Healthcare Partners on July 12, 2022.

Sass Labs, Inc. engages in developing an artificial intelligence (AI) recruiting platform. Its platform AllyO utilizes deeply conversational AI to fully automate an end-to-end recruiting workflow by engaging via texting over mobile and web. The company was founded by Sahil Sahni and Ankit Somani in 2016 and is headquartered in Palo Alto, CA.

KaNDy Therapeutics Ltd. engages in the provision of a treatment of chronic debilitating female sex-hormone related conditions. Its product is NT-814 a non-hormonal therapy to treat moderate to severe post-menopausal vasomotor symptoms. The company was founded by Dr. Mike Trower and Mary Kerr in 2017 and is headquartered in Stevenage, the United Kingdom.

V3 Group Ltd. is an investment holding company, which engages in the development of lifestyle and wellness products. It operates its business through the following segments: Lifestyle, Wellness, and Corporate. The Lifestyle segment retails lifestyle and tea products. The Wellness segment sells nutraceutical products and supplements. The Corporate segment comprises of group-level corporate services; investment properties; treasury functions; and group financing and investments. The company was founded by Chye Hock Sim on March 9, 2016 and is headquartered in Singapore.

Nested Therapeutics, Inc. is a biotechnology company based in Cambridge, MA. The company focuses on discovering and developing novel, targeted, small molecule precision medicine therapies for cancer patients. The company uses mutation clusters to identify druggable pockets and have a platform that utilizes insights from genomics, computational chemistry, proteomics, and AI. Nested Therapeutics aims to advance precision oncology medicine by finding new driver mutations to reach a broader group of patients. The company was founded by Arvin Dar and Klaus Hoeflich. The CEO is Darrin Miles.

Neurana Pharmaceuticals, Inc. engages in a biotechnology industry. It focused on the development of drugs to treat neuromuscular disorders. The company was founded in 2013 and is headquartered in San Diego, CA.

Avenge Bio, Inc. is an oncology-focused biotechnology company based in the United States. The American company develops cell-based immunotherapeutic products for the treatment of solid tumors using its proprietary Lococyte™ platform. The platform delivers engineered cells to the local tumor environment, generating high concentrations of immune effector molecules in proximity to the tumor, which initiates a robust, local, and durable systemic immune response while avoiding toxicities associated with systemic immunotherapies. Avenge's most advanced product candidate, AVB-001, produces native IL-2 immunotherapy and is initially being studied in metastatic peritoneal cancers such as ovarian cancer. The company has additional pipeline candidates for the treatment of a wide range of cancers, including pancreatic, lung, and breast cancers. Avenge was founded in 2019 by Paul Kevin Wotton and Michael Thomas Heffernan, with Heffernan serving as CEO since incorporation.