Richard Bookstaber

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.

The Guardian Life Insurance Company of America engages in the provision of life insurance services. It offers insurance services in life, disability, and dental insurance services. The company was founded in 1860 and is headquartered in New York, NY.

PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Greenwich Wealth Management LLC (GWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded by Michael J. Freeburg in 2006. GWM provides investment supervisory services to high net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, defined benefit/contribution plans and profit-sharing plans.

Trident Bancshares, Inc. is the holding company of Trident National Bank. The Bank provides individuals, professionals and businesses international financial services like letters of credit, wire transfers and documentary collections. The company was incorporated on June 4, 2008 and is located in Atlanta, GA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

EP Income Co. LLC engages in investing in junior debt tranches of collateralized loan obligations (CLO). It focuses on the construction of portfolio of CLO securities. The company was founded on September 28, 2018 and is headquartered in Greenwich, CT.

Mantra Health, Inc. operates as a digital psychiatry company. It offers online diagnosis, medication delivery, ongoing care and treatment service for patients with various mental health conditions including anxiety, depression and ADHD. The company was founded by Edouard Gaussen, Ravi N. Shah and Matthew Kennedy in 2018 and is headquartered in New York, NY.

FOX News Network LLC provides news coverage services. It also runs news related radio network. The firm offers news related to politics, entertainment, technology, science, health, travel, lifestyle, world, sports and weather. The company was founded by Roger Ailes in 1996 and is headquartered in New York, NY.

Part of Trident EP-II Holdings LLC, Eagle Point Income Management LLC is a company that provides investment advisory services. The company is based in Greenwich, CT.

Eagle Point Institutional Income Fund is an American closed-end management investment company. Thomas Philip Majewski has been the CEO of the private company since 2022.

Eclipse Ventures LLC (Eclipse Ventures) is a venture capital firm founded in 2015 by Lior Susan. The firm is headquartered in Palo Alto, California.

Voxel Labs, Inc. is an AI company that helps businesses eliminate injuries and reduce bottlenecks in their operations. The company is based in Danville, CA. The company's technology teaches security cameras to detect safety hazards and inefficiencies in real-time, with a focus on security as a priority. Voxel is working towards a world with zero injuries and protecting the people that power our economy. The company was founded by Troy Carlson, Anurag Kanungo, Harishma Dayanidhi, Alexander Senemar. Alexander Senemar has been the CEO since incorporation.

Circular Exchange Inc. operates as a trading software. The company is based in Palo Alto, CA. The company was founded by Ian Arthurs. Ian Arthurs has been the CEO since incorporation.

Gravity Climate Co. develops a software platform for carbon management. The company is based in San Francisco, CA. The company was founded by Saleh ElHattab and he has been the CEO since incorporation.

HL Acquisition, Inc. develops artificial intelligence powered software. The American company was founded by Rachelle Villalon and Henriette Fleischmann, with Rachelle Villalon serving as CEO since incorporation.

Argonne National Laboratory provides research and technology services. Its research areas include computer science, energy, environmental management, and industrial technology. The company was founded in 1946 and is headquartered in Lemont, IL.

Hewlett-Packard Financial Services Co. provides financial lifecycle management services. Its customers include small and mid-sized businesses, government agencies, educational institutions and large, multinational corporations. The company was founded in 1997 and is headquartered in Murray Hill, NJ.

Omgeo LLC develops trade management software solutions. Is solutions include fixed income, equities, derivatives, repurchase agreements, managed accounts and private wealth. The company was founded in 2001 and is headquartered in Boston, MA.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Sverica Capital Management LP (Sverica Capital Management) is a private equity firm founded in 2001. The firm is headquartered in Boston, Massachusetts.