Robert McMenimon

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.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

The North Face, Inc. retails climbing and backpacking equipment. It designs and distributes outerwear, skiwear, functional sportswear, tents, backpacks, and climbing and backpacking equipment. The company was founded in 1966 and is headquartered in Denver, CO.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.

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.

Gabelli Funds LLC is a SEC-registered investment advisor headquartered in Rye, New York. The firm is a wholly owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). Gabelli Funds provides discretionary investment advisory services primarily to open and closed-end investment companies.

G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology.

Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs.

Polaris Capital Management LLC (Polaris) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Bernard Horn in 1995 and is a subsidiary of Polaris Capital Management Holdings LLP. Polaris offers global and international equity management services as separately managed accounts and commingled vehicles for institutions and high net-worth individuals. The firm serves as an investment advisor to mutual funds, limited partnerships, and other pooled investment vehicles.

GAMCO Asset Management (UK) Ltd. (GAMCO-UK) is a mutual fund management firm headquartered in London, UK. The firm was founded in 2000 and is a subsidiary of GAMCO Asset Management Inc. which is the investment management arm and a subsidiary of GAMCO Investors, Inc. (NYSE: GBL) in the US. GAMCO-UK offers investment strategies through a variety of investment vehicles to accommodate a broad range of client needs.

Middlefield Capital Corp. (Middlefield Capital) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was founded by Murray J. Brasseur in 1979 and is a subsidiary of Middlefield Group. Middlefield Capital offers institutional, professional and individual investors a variety of investment solutions which includes Exchange Traded Funds (ETFs), Mutual Funds, Closed-End Funds, Split-Share Funds and Flow-through LPs.

BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

City Brewing Co. produces and markets alcoholic beverages. It produces beers under Kul and Lacrosse labels. The company also brews numerous seasonal beers including Pale Ale and Winter Porter. It distributes its products in Wisconsin, Northern Illinois, Northeastern Iowa, and Southeastern Minnesota. It also manufactures and markets teas, soft drinks, energy drinks, and other beverages. The company was founded in 1858 by John Gund and Gottlieb Heileman and is headquartered in La Crosse, WI.

Cushman & Wakefield, Inc. provides commercial real estate services. Its services include agency leasing, asset services, capital markets, facility services, global occupier services, investment and asset management, project and development, tenant representation, and valuation and advisory. The company was founded by J. Clydesdale Cushman and Bernard Wakefield on October 31, 1917 and is headquartered in New York, NY.

Girls, Inc. provides educational programs for girls. It offers healthy living, academic enrichment and support and life skill instruction. The company was founded in 1864 and is headquartered in New York, NY.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

Khosla Ventures LLC (Khosla Ventures) is a venture capital firm founded in 2004 by Vinod Khosla. The firm is headquartered in Menlo Park, California.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Real Estate Board of New York, Inc. operates as a real estate trade association. It represents commercial, residential, and institutional property owners, builders, managers, investors, brokers, and salespeople; banks, financial service companies, utilities, attorneys, architects, and contractors. The company was founded in 1896 and is headquartered in New York, NY.

Founded in 1993 by Thomas Trkla, Brookwood Financial Partners LP is a private equity firm located in Beverly, Massachusetts with an additional office in Temecula, California. The firm specializes in acquiring and managing real estate and corporate securities for private individual and institutional investors.

Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California.

Recognize Partners LP (Recognize Partners) is a private equity firm founded in 2019 by Francisco D' Souza, Charles Phillips, David Wasserman and Rajeev Mehta. The firm is headquartered in New York.

Tonal Systems, Inc. provides health, wellness and fitness services. The company was founded by Aly Orady and is headquartered in San Francisco, CA.

Offline Ventures LLC (Offline Ventures) is a venture capital firm founded in 2020 by Dave Morin, Brit Morin, James Higa and Nate Bosshard. The firm is headquartered in Mill Valley, California.

Lowercase Capital LLC (Lowercase Capital) is a venture capital firm founded in 2007 by Chris Sacca. The firm is headquartered in San Francisco, California.

Montessorium, Inc. develops educational applications for children. The firm creates resources for parents, providing encouragement and inspiration for engaging with their children. It also help schools and teachers become better educators through videos, articles, and conversations. The company was founded by June George and Bobby George on March 29, 2010 and is headquartered in Sioux Falls, SD.

GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J. Weber, Robert J. Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota.

Shape Therapeutics, Inc. operates as a biotechnology firm. It offers genome medicine. The company was founded by Francois Vigneault and John D. Suliman in 2018 and is headquartered in Seattle, WA.

Right To Dream USA provides educational support services.

Inveniam Capital Partners LLC engages in the provision and development of digital financial instruments. It offers a software as a service (SaaS) technology platform, which assists financial professionals to digitize securities utilizing the block chain technology to model securities as data, not code. The company was founded in 2015 and is headquartered in New York, NY.

Dropcam, Inc. manufactures Wi-Fi video camera with cloud-based monitoring and digital video recorder services. It focuses on easy setup and mobile apps for iPhone, iPad, and Android. The company was founded by Greg Duffy and Aamir Virani in January 2009 and is headquartered in Palo Alto, CA.