Ruby Zhang

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.

The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system.

Lone Pine Capital LLC (LPC) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in Greenwich, Connecticut. The firm was founded in 1997 by Stephen F. Mandel, Jr. LPC provides investment advisory services to private investment funds offered to investors on a private placement basis (LPC Funds). Investors in the funds include high net-worth individuals, corporations, trusts, charitable institutions, foundations, endowments, funds-of-funds and other US and international institutional investors.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Sierra Global Management LLC (Sierra Global) is an independent hedge fund manager headquartered in New York City. The firm was founded in 1996 by Charles Michaels and Stefan Alb. Sierra Global provides portfolio management services to the Sierra Funds and to certain separately managed accounts.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

Stepstone Group Real Estate LP is a Private Equity firm, a subsidiary of StepStone Group, Inc. founded in 2007. Stepstone Group Real Estate LP is headquartered in New York.

Pace Global is a leading energy consulting and management company. They combine deep industry knowledge with commercial, technical, financial, and regulatory expertise to help organizations maximize value and manage risk in today’s complex energy and environmental markets. For more than 35 years and in over 60 countries, they have worked closely with their clients to define strategies and implement solutions. They offer a unique, integrated perspective of their clients have come to trust. Some call this synergy. They call it the Power of Integration.

CoverMyMeds LLC provides insurance coverage determination forms for drug plans to physicians and pharmacists. The firm integrates with plans using the NCPDP ePA standard, and uses health-plan forms to support an all-plan experience for plans that do not support the NCPDP standard. The company was founded by Sam Rajan and Matt Scantland in 2008 and is headquartered in Columbus, OH.

Octagon Credit Investors LLC (Octagon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Andrew Gordon, James Ferguson and Joyce Delucca in 1994 as a business unit of Chemical Bank a (predecessor of JPMorgan Chase & Co.) to create an asset management capability for below investment grade debt investments. They were incorporated in 1998 and separated from The Chase Manhattan Corp. in 1999. In 2016, the firm was acquired by Conning & Co., which is ultimately owned by Cathay Financial Holding Co., Ltd. (TPE: 2882) in Taiwan. Octagon manages CLOs, separately managed accounts, private funds, and registered Funds.

CCCC Dredging (Group) Co., Ltd. provides waterway dredging and construction services. Its business areas include Dredging, Environmental protection, Marine industry, Overseas business, and Investment business. The Dredging business provides infrastructure construction, port and deep-water channel construction, and dredging and landfill services. The Environmental protection business engages in eco-environmental protection and watershed management projects. The Marine industry business engages in offshore engineering infrastructure, construction of integrated industrial parks, transportation and installation of large-scale offshore and special equipment, and modern marine logistics services. The Overseas business includes overseas dredging and port navigation projects. The company was founded on May 7, 2015 and is headquartered in Shanghai, China.

Meridian Logistics LLC engages in the provision of freight brokerage services. It offers LTL freight shipping, truckload shipping, inbound vendor management, intermodal, and custom freight solutions. The company was founded by Christopher J. Clever in January 2009 and is headquartered in Austin, TX.

Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs).

Macquarie Bank provides investment banking and financial services. The company is headquartered in New York, NY.

Updata Management LLC (Updata Partners) is a venture capital/private equity firm founded in 1998. The firm is headquartered in Washington, Columbia.

Columbus Downtown Development Corp. operates as a non-profit development corporation. its projects include Columbus Commons, Lazarus Building, Scioto Mile, and The Peninsula. The company was founded in 2002 and is headquartered in Columbus, OH.