Michael Freeburg

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.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Cantella & Co., Inc. operates as an independent broker or dealer and SEC registered investment advisor. It develops investment portfolios and strategies for individuals, families, and business owners. The company was founded by Vincent Cantella in 1952 and is headquartered in Boston, MA.

NASDAQ OMX BX, Inc. provides securities exchange services. It offers electronic and floor-based trading solutions to financial firms, dealers, investment institutions and listed public companies. The firm’s products include automated price improvement; Boston Exchange automated communication and order-routing network, BEACON REMOTE and execution quality report. The company was founded in 1834 and is headquartered in Boston, MA.

Scaled Agile, Inc. provides Scaled Agile Framework (SAFe) for enterprise agility. It specializes in software and systems development knowledgeware. The company was founded by Drew Jemilo and Dean A. Leffingwell in 2011 and is headquartered in Boulder, CO.

Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

The New York Mercantile Exchange, Inc. provides markets for the trading and clearing of crude and heating oil, gasoline, natural gas, and electricity. The company is headquartered in New York, NY.

Astute, Inc. develops consumer engagement software. It specializes in call center efficiency, knowledge management, customer experience, digital self-service, artificial narrow intelligence, social relationship management, natural language processing, omni-channel engagement, contact center software, machine learning, sentiment analysis, social listening, chatbots, consumer engagement, live and video chat, and artificial intelligence. The company was founded by Joseph M. Sanda in 1995 and is headquartered in Columbus, OH.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

AppNeta, Inc. develops network performance management software solutions. Its monitoring solutions include SaaS and web applications, remote locations, and cloud adoption. The company was founded by Fred Klassen, Matt Stevens, Gordon Janzen, Irfhan Rajani, and Kelly Frank Daniels in 2000 and is headquartered in Boston, MA.

Personify, Inc. engages in the provision of association management software solutions and services. Its products include Personify360 CRM, Personify360 operations, Personify360 analytics and Personify360 mobile. It offers software, consulting, interactive web, and cloud hosting solutions. The firms serves the associations, charities, health and wellness organizations, and emerging nonprofits. The company was founded on November 27, 1996 and is headquartered in Austin, TX.

Stonehill Capital Management LLC (SCM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by John A. Motulsky in 1999 and they a subsidiary of SCM LP. SCM manages the portfolios of and provides administrative and other services to three private investment funds. Investors in the funds may include corporations, endowments (including pooled endowments), foundations, individuals, pension plans, pooled investment vehicles and trusts.

Verition Fund Management LLC (Verition) is a SEC-registered investment advisor and multi-strategy, multi-manager hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Nicholas M. Maounis in 2008 and is a subsidiary of Verition Fund Management NY, Inc. Verition serves as the manager for and provides discretionary investment advisory services to several private funds.

AudienceView Ticketing Corp. engages in the provision and development of software and media solutions for ticket sales. It offers services through its platform, which under the brands of OvationTix, Vendini, TheaterMania, WhatsOnStage, LaughStub, ElectroStub, and TuneStub. The company was founded by Kevin Kimsa and Paul J. Atkinson in 2002 and is headquartered in Toronto, Canada.

Bamboo Rose LLC develops multi-enterprise supply chain platform. The firm offers business-to-business marketplace, product lifecycle management, global sourcing, order management, global trade management, and supplier financing. The company was founded in 2001 and is headquartered in Gloucester, MA.

Central Logic, Inc. provides healthcare technology solutions for hospitals. Its solutions include transfer center technology, on call scheduling, advanced reporting and central logic patient connect. The company was founded by Darin M. Vercillo, Ryan Larsen and Scott Jordan in 2005 and is headquartered in South Jordan, UT.

Part of Harborview Investments LLC, Harborview Advisors LLC is a wealth management company based in Portland, ME. Harborview Advisors offers financial planning and portfolio management services to help clients achieve their investment goals. The company's team of experienced finance professionals provides unbiased recommendations and impartial guidance to clients. Harborview Advisors' approach involves clarifying their fee structure, analyzing clients' goals, and recommending an investment strategy designed to meet their risk tolerance. The company's website also offers a form to get started on an investment plan and a downloadable form CRS. The company was founded in 2004 by David Stefansky.

QSR International Pty Ltd provides researchers, marketers and others to utilize data analysis collected via social media, consumer and community feedback and other means. The company was founded by Tom Richards and Lyn Richards in 1995 and is headquartered in Doncaster, Australia.

NWK Group, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Nadim Nahas in 2002. NWK Group provides comprehensive wealth planning, portfolio management, and retirement advisory services to affluent individuals and families, as well as corporate and nonprofit institutions in the greater northern California area.

Frontline Ventures Management Co. Ltd (Frontline Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Dublin, Ireland.

Rubicon Technology Partners LLC (Rubicon Technology) is an independent private equity firm founded in 2013 by Andy S. Gesell, Steve Carpenter and John C. Hodge. The firm is headquartered in Boulder.

Uptempo, Inc. provides automated payment and budget solutions. It focuses on partnering with automotive dealerships. The company is headquartered in Toronto, Canada.

3ES Innovation, Inc. provides integrated planning, execution, and reserves solutions to the energy industry. It offers business planning, asset development, capital management, petroleum economics, technical forecasting, operational scheduling, and reserves management. The company was founded by Wayne D. Sim, Salvador Clave, and Sandra Moreland in 2005 and is headquartered in Calgary, Canada.

Uplight, Inc. provides end-to-end customer-centric technology solutions. The firm also leads demand side management, energy analytics, utility marketplaces, utility personalization, and home energy management. The company is headquartered in Boulder, CO.

Part of QSR International Pty Ltd., QSR International (UK) Ltd. provides software supply and training services. The company is based in Daresbury, UK and was founded in 2009.

Ecellix, Inc. engages in the provision of renewable. and environmental services. Its technology includes the eCell high Silicon-content anode. The company was founded in 2018 and is headquartered in Seattle, WA.

Cin7 Ltd. provides cloud-based solutions with fully integrated inventory management, POS, EDI and 3PL functions in a single system. Its integrations include 3PL warehouses, retailers (with built-in EDI), online marketplaces, ecommerce platforms, and accounting. The company was founded by Danny Ing in 2012 and is headquartered in Auckland, New Zealand.

BETR Technology Ltd. operates as a open banking powered lender. The firm offers personal loans using open banking technology. The company was founded by Thomas Olszewski in 2018 and is headquartered in London, the United Kingdom.