Jordan Goldstein

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.

IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY.

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.

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.

CRM Holding GmbH provides music publishing services. The firm also engages in sound recording, music production, and publishing of journals and periodicals. The company is headquartered in Guetersloh, Germany.

Reed Smith LLP provides legal services. It also provides appellate advocacy, business immigration, class-action defense, commercial litigation, corporate and securities, financial, insurance recovery, employment, real estate, restructuring, bankruptcy and tax controversy services. The company was founded in 1877 and is headquartered in Pittsburgh, PA.

Part of Huntsworth Ltd., Admaster Communications, Inc. is a company that provides marketing communications services. The company is based in New York, NY. Admaster Communications was acquired by Incepta Group Plc on August 09, 2001.

McCann Worldgroup, Inc. provides advertising and marketing services. The firm provides services through the divisions: McCann Erickson Worldwide, Universal McCann, FutureBrand and Weber Shandwick. It also offers relationship marketing services through MRM Partners and serves clients in the health care industry through McCann Healthcare. The company was founded in 1997 and is headquartered in New York, NY.

O'Reilly Media, Inc. publishes books and magazines online. Its solutions are used for teams, enterprise, individuals, government, and education. The company was founded by Timothy F. O'Reilly in 1978 and is headquartered in Sebastopol, CA.

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

CNBC LLC provides television programming services. It focuses on different sectors such as sports, automotive, technology, real estate, and energy. The company was founded in 1989 and is headquartered in Englewood Cliffs, NJ.

Intercept Interactive, Inc. develops and provides digital advertising solutions. It offers a suite of video, display ad formats that enable advertisers to engage consumers across desktops, tablets and smartphones and these formats are served, optimized and measured at scale across a handpicked portfolio of digital media properties. The company was founded by Michael Cassidy and Eric Franchi in 2001 and is headquartered in New York, NY.

Part of Gleacher & Co., Inc., American Technology Research Holdings, Inc. provides research on information technology and defense companies. The company is based in Greenwich, CT. American Technology Research Holdings was acquired by BroadPoint Securities Group, Inc. on October 03, 2008 for $19.37 million.

SenaHill Investment Group LLC (SenaHill Investment) is a Venture Capital subsidiary of SenaHill Partners LP founded in 2013. The firm is headquartered in New York.