Nicole G. Blakley

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

JonesTrading Institutional Services LLC (JonesTrading) is a registered broker/dealer headquartered in Thousand Oaks, California. The firm was founded in 1975 and is owned by Jones & Associates, Inc. JonesTrading provides equity block trading services to institutional money managers and hedge funds in North America. They proactively source the liquidity required to execute outsized blocks in domestic and global equities and option listed derivatives, at advantageous prices. The firm offers robust access to both developed and emerging market trading.

Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Olive Street Investment Advisers LLC (OSIA) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm is a subsidiary of The Jones Financial Cos. LLLP. OSIA provides investment advisory services to individuals and institutional investors.

Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008.

Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and sub advisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS).

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.

Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth.

The Palm Beach Civic Association is an organization that advocates for the town of Palm Beach. The non-profit company is based in Palm Beach, FL. The company produces news and events for all residents on the island and aim to protect and improve the quality of life in the town by taking proactive stands on civic affairs. The company was founded in 1944. Robert C. Wright has been the CEO of the company since 2010.

CNL Lifestyle Co. LLC provides management, acquisition, disposition, advisory and administrative services for the real estate investment trusts. It also manages resorts and hotels. The company was founded in July 2003 and is headquartered in Orlando, FL.

Sumitomo Corp. of Americas provides trading and investment services. Its services include distribution, project management, supply chain management, technology transfer, trade and logistics transport. The firm serves in the area of oil and gas, infrastructure, life style and consumer and natural resources. The company was founded in 1952 and is headquartered in New York, NY.

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.

AP Ventures LLP (AP Ventures) is a venture capital firm founded in 2018. The firm is headquartered in London, England.

Hitachi America, Ltd. manufactures and markets electronics, computer systems and products. Its business products include information technology, medical and life sciences, mining and construction machinery. The company was founded on October 28, 1959 and is headquartered in Tarrytown, NY.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.