Joseph Gais

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009.

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.

Svoboda Capital Partners LLC (SC) is a private equity firm founded in 1998 by John Anton Svoboda and Michelle Lynn Collins. The firm is headquartered in Chicago, Illinois.

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.

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

JPMorgan Chase Bank (JPMorgan Hong Kong) is the Hong Kong-based wealth management arm of JPMorgan Chase & Co. (NYSE: JPM), an American multinational financial services company headquartered in New York City. JPMorgan Hong Kong provides corporate and investment banking, commercial banking, asset management and private banking services to local corporations and institutions, multinationals, governments and private clients.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018.

The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand.

Nomura Securities International, Inc. (Invt Mgmt) (NSI-IM) is the investment management division of Nomura Securities International, Inc., a broker-dealer headquartered in New York City. The firm is a subsidiary of Nomura Holding America, Inc., which is owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. NSI-IM provides advisory research services for a fee to institutional clients, such as banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state government entities, investment companies, other investment advisers, corporations, or other businesses.

Konew Financial Express Ltd. provides property loans with a maximum amount of $10 million through their "Save More" program. The private company is based in Hong Kong, Hong Kong. The program allows customers to transfer their existing properties to Konew Financial Express for cash, regardless of the type of property. The Chinese company offers a quick approval process, with a preliminary approval time of 15 minutes and loan disbursement within 24 hours. Kun Tai Lee has been the CEO of the company since 2003.

Jiayi Education Holdings Ltd. engages in the provision of online-merge-offline after-school tutoring services. It operates through the After-School Education Services and Childcare Services segments. The After-School Education Services segment offers after-school tutoring courses and its proprietary mathematics and Chinese course content to third-party after-school tutoring service providers. The Childcare Services segment includes childcare centers under Bambinos brand. The company was founded by Ming Zhou Fan and Xiao Bing Wang in March 2005 and is headquartered in Huai’an, China.

Longfor Property Services Group Co., Ltd. is a Chinese company that provides property management services. The private company is based in Chongqing, China. The company was founded in 2003.

Longfor Intelligent Living Ltd. engages in property management and commercial operations in China. It provides services ranging from living, consumption, urban services, to commercial operations and real estate asset management. The firms services include residential and other non-commercial property management services and commercial operational and property management services. The company was founded in 1998 and is headquartered in Hong Kong.

Yango Intelligent Life Service Group Co., Ltd. engages in property management and parking garage operation services. It provides diversified services in two business segments: property management services and commercial property operational and management services. The company was founded on July 29, 2020 and is headquartered in Shanghai, China.

Founded in 2018, Longfor Jiayue Property Service Co. Ltd. is a subsidiary of Longfor Group Holdings Ltd. that provides property development and rental services. The company is based in Chongqing, China.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

National University Health System Pte, Ltd. provides healthcare services in Singapore. The firm also works with community hospitals, general practitioners, family medicine clinics, nursing homes and other community partners to provide integrated care to the community. The company is headquartered in Singapore.

Fung Global Institute Ltd. engages in business-relevant research on issues. The non-profit company is based in Hong Kong, Hong Kong. The Chinese company was founded in 2010 by Kwok King Fung.

Hapoalim Securities USA, Inc. (Hapoalim Securities) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PCM-HSU Holdings, Inc., which is owned by Bank Hapoalim BM (TLV: POLI) in Israel. Founded in 1993, Hapoalim Securities specializes in value added investment strategy services and products for institutional and high net-worth private investors. The firm combines a full product offering with international capability. They seek to provide investors with access to Israeli financial markets and companies.