Katelyn Brown

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.

Ansoft LLC develops electronic design automation (EDA) software used primarily in technology industry. Its products define the architecture of device, create specifications for functional blocks, design the circuits and components, evaluate component level interactions, and optimize circuit or system performance under operating conditions. The firms products are used to design technology products, such as cellular phones, Internet networking, satellite communications systems, integrated circuits and circuit boards, and electronic sensors, and motors. The company was founded by Zoltan Cendes in 1984 and is headquartered in Pittsburgh, PA.

AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

1nhealth, Inc. operates as digital technology company which utilizes big data analysis to provide subject recruitment for clinical research. The company was founded by Dan Brenner in 2019 and is headquartered in Orlando, FL.

Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY.

Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY.

Part of BC Partners Ltd., BC Partners Advisors LP is a leading pan-European buy-out firm that has maintained its position in the market for over three decades. The company is based in New York, NY. With over $1.7 billion in debt opportunities and co-investments provided to over 89 unique Limited Partners, BC Partners is an established leader in upper middle market alternative investment. Founded in 1986, the company has delivered superior returns to its investors and has developed a comprehensive co-investment platform.

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.

One To Watch (One To Watch) is a venture Capital firm founded in 2013. The firm headquartered in Lalitpur, Nepal.

Sandalphon Capital LLC (Sandalphon Capital) is a venture capital firm founded in 2016 by Jonathan Ellis. The firm is headquartered in Chicago, Illinois.

Ferrara Candy Co., Inc. manufactures and supplies gummy, chewy, and hard candy. It operates through the following brand names: Black Forest Organic, Trolli, Now and Later, Brachs, Bobs, RedHots, LemonHead, Sathers, JujyFruits, Boston Baked Beans, Atomic FireBall, Jase Busters, Chuckles, Rain Blo, Super Bubble, and Fruit Stripe. The company was founded in 1908 and is headquartered in Oakbrook Terrace, IL.

Centre Lane Partners LLC (Centre Lane Partners) is a private equity firm founded in 2007 by Quinn Morgan and Kenneth Lau. The firm is headquartered in New York.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.

Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process.

Falfurrias Capital Partners (Falfurrias Cap Partners) is a private equity firm founded in 2006 by Hugh McColl, Jr. and Marc Oken. The firm is headquartered in Charlotte, North Carolina.

ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida.

Payward, Inc., also known as Kraken, is a cryptocurrency platform that offers spot trading, staking, regulated derivatives, and index services. The company is based in San Francisco, CA, and has subsidiaries in Australia, United Kingdom, and United States. Kraken's mission is to accelerate the adoption of crypto to achieve financial freedom and inclusion. The platform is trusted by over 10 million individuals, traders, and institutions worldwide, and offers professional 24/7/365 client support. Kraken has set the industry standard for transparency and client trust, and was the first crypto platform to conduct proof of reserves audits. The company was founded in 2011 by Karsten Nilsen and Jesse William Powell, and the CEO is David Ripley.

Starlight Ventures Management LLC (Starlight Ventures) is a venture capital firm founded in 2017 by Patricia Halfen Wexler and Matias Mosse. The firm is headquartered in Miami, Florida.

Mathnasium LLC offers mathematical educational programs. It specializes in teaching kids math in a way that makes sense to them. The firm provides services to early education, elementary school, middle and high school. The company was founded in April 2002 by Peter Markovitz, Mitch Brown and David Ullendorff and is headquartered in Los Angeles, CA.

Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio.

RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast.

Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL.

Sandia National Laboratories develops science based technologies. The company provides research services in nuclear weapons, energy and infrastructure assurance, nonproliferation, and defense systems. The company was founded in 1948 and is headquartered in Albuquerque, NM.