Michael Gerald Gardner

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Part of Sun Life Financial, Inc., Keyport Life Insurance Co. is a provider of fixed, variable, and indexed annuities products to financial institutions. The company is based in Boston, MA.

Banco Santander Puerto Rico provides commercial banking services to corporate and individual clients. It offers loans, mortgages, financing, checking accounts, savings accounts, insurance, investment advisory, and portfolio management. The company was founded in 1976 and is headquartered in San Juan, Puerto Rico.

Proterra Operating Co., Inc. designs and manufactures zero-emission battery electric transit solutions. It offers solutions to the public transit, commercial transit, airports, universities, and schools industries. The company was founded by Ryan Popple and Dale Hill in January 2004 and is headquartered in Burlingame, CA.

The Arbor Co. provides assisted independent living services. The company is headquartered in Atlanta, GA.

Burke & Herbert Bank & Trust Co. is a bank holding company, which engages in the provision of personal banking, business banking, and on line banking through its subsidiary. Its services include checking, order checks, statement savings, student banking, convenient checking, overdraft protection, visa gift cards, cash card, visa debit card, mortgage, and instalment loans. The company was founded by John Woolfolk Burke and Arthur Herbert in 1852 and is headquartered in Alexandria, VA.

DALBAR, Inc. provides management consulting services. The firm's services include customer experience audit, contact centre solutions, research and communications, digital solutions, sales desk, quantitative analysis of investor behaviour, advisor solutions, audits and due diligence, and training. The company was founded by Louis S. Harvey in 1976 and is headquartered in Marlborough, MA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of Fiserv, Inc., Shareholder Services Group is a company that specializes in automated loan recovery systems. The company is based in New York, NY.

Part of Nielsen Consumer LLC, GfK Custom Research, Inc. is a market research firm. The company is based in Minneapolis, MN. GfK Custom Research was acquired by GfK SE, part of Nielsen Consumer LLC from July 11, 2023 on December 21, 1999.

Ernst & Young provides services including accounting and auditing, tax reporting and operations, tax advisory, business risk services, technology and security risk services, transaction advisory, and human capital services. It is located in New York, NY.

Dutchess Capital Management LLC (Dutchess Capital Management) is a private equity firm founded in 1996 by Douglas H. Leighton and Michael A. Novielli. The firm is headquartered in Boston, Massachusetts.

Solar Turbines, Inc. manufactures industrial gas turbines. Its products are used for developing oil, natural gas and power generation projects. The company was founded on November 13, 1927 and is headquartered in San Diego, CA.

Manulife Investment Management Private Markets (US) LLC (Manulife Investment Management) is a private equity subsidiary of Manulife Financial Corp founded in 1997. The firm is headquartered in Boston, Massachusetts.

Icos Capital Management BV (ICM) is an independent private equity investment firm headquartered in Badhoevedorp, Netherlands. ICM is the investment manager of Icos Cleantech Fund I (also known as Dutch Technology Fund I) and Icos Cleantech Growth Fund II. Their first fund was co-founded by ICM, CSM, Imtech, Farm Frites, and also gets support from the Dutch Ministry of Economic Affairs.

The Advertising Research Foundation is a non-profit organization, which engages in creating, curating, and sharing research on media, advertising, and marketing. The firm has 400 members from brand advertisers, agencies, research firms, and media-tech companies. The company was founded in 1936 and is headquartered in New York, NY.

Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses.

Workplace Technologies Research, Inc. provides computer programming services. It offers the modeler, the rehearsal, virtual worlds solutions and strategic agility assay. The company was founded in 1996 and is headquartered in San Diego, CA.

Part of Wells Fargo & Co., Norwest Venture Capital Management, Inc. functions as an alternative investment manager. The company is based in Minneapolis, MN. The CEO of the company is Timothy C. DeVries.

Biofoam of North Carolina LLC provides spray foam insulation services. It offers commercial and residential services. The company was founded by Jay Melamed in 2008 and is headquartered in Raleigh, NC.

GFK Boutique Research, Inc. operates as analytics firm. The firm functions as publisher of GfK OvernightNews, and produces forecasts for sales of technology devices based on GfK point-of-sale-data and external data sets. The company is headquartered in Boston, MA.

Pantheon Investment Group LLC is an independent investment advisory firm headquartered in Pasadena, California. The firm was founded by Thomas Moritz and Allen Mercer in 2016. They provide investment advice to individual and institutional clients.