Theodora Lee Joseph

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Founded in 2011, Evercore ISI International Ltd. is a British brokerage services company that is part of Evercore, Inc. The company is based in London, UK.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

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.

River Global Investors LLP is the investment management subsidiary of River & Mercantile Holdings Ltd., ultimately owned by AssetCo Plc (LSE: ASTO) in Great Britain. Formerly known as River & Mercantile Asset Management LLP, the firm was founded by James Barham as a limited liability partnership in 2006 with Pacific Investment as a cornerstone investor. They became part of AssetCo Plc in 2022. Headquartered in London, River Global Investors advises institutional clients such as employee benefit plans, foundations, endowments and other charitable organizations.

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

EQT Partners AB is a Private Equity firm, a subsidiary of EQT AB founded in 2021. EQT Partners AB is headquartered in *.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Part of The Goldman Sachs Group, Inc., Goldman Sachs Asset Management BV is a Dutch global asset management company. The company is based in The Hague, Netherlands. The company's mission is to help clients achieve their investment goals. The CEOs of the company are Martijn C. M. Canisius, Gerald Cartigny.

euNetworks Group Ltd. provides bandwidth infrastructure services. It delivers scalable, fibre based products and solutions to wholesale, finance, content, media, data centre and enterprise segments. The firm?s solutions include dc connect, euSpectrum, euTrade, wavelength exress, cloud connect, managed optical, and remote peering. The company was founded by Noel Meaney in 2002 and is headquartered in London, the United Kingdom.

JB Capital Markets Sociedad de Valores SA (JB Capital Markets) is a broker/dealer firm headquartered in Madrid, Spain. The firm was founded by Javier Botín in 2008 and formerly known as M&B Capital Markets Sociedad de Valores SA. JB Capital Markets offers brokerage and advisory services to a wide base of institutional investors.

ExodusPoint Capital Management UK LLP (ExodusPoint) is an alternative investment management firm headquartered in London, UK. The firm was founded by Michael Gelband and Hyung Lee in 2017. They are a subsidiary of ExodusPoint Services UK Ltd., which is owned by Exoduspoint Capital Management International Holdings, Inc., in the US. ExodusPoint provides investment solutions to individual and institutional clients.

Goldman Sachs (Singapore) Pte. (Goldman Sachs-Singapore) is the brokerage subsidiary of New York-based Goldman Sachs Group, Inc. (NYSE: GS), a global investment bank that offers financial services to corporations, institutions, governments and high-net worth individuals. Headquartered in Singapore, the firm opened in 1989 and is the regional hub for the group's activities in Southeast Asia, particularly asset management and energy trading. Goldman Sachs-Singapore provides a full range of corporate finance and capital markets products and services across a wide range of operating areas. Business functions include capital structuring advisory, and security services.

Braeburn Wealth Management LLC is a financial planning and investment management company that offers services such as retirement planning, investment strategies, and college savings plans. The private company is based in Norton Shores, MI. The company also provides assistance with company retirement plans, 401 (K) s, IRAs, Roth 401 (K) s, Roth IRAs, and Social Security planning. The company's goal is to help clients invest with knowledge and discipline throughout their entire lives.

Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA.

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.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

GIC (London) Private Ltd. (GIC London) is a sovereign wealth manager headquartered in London, UK. The firm was founded in 1990 and is owned by GIC Pte Ltd., a sovereign wealth fund wholly owned by the Government of Singapore. GIC London manages the Government of Singapore’s reserves.

Tesco Pension Investment Ltd. (TPI) is the pension management subsidiary of Tesco Plc (LON: TSCO) in Great Britain. Headquartered in London, TPI was founded in 2011 to run one of the UK's biggest defined-benefit pension funds and reduce dependence on external providers.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

Bell Rock Capital Management LLP (Bell Rock Capital) is an independent alternative investment manager headquartered in London, UK. The firm was founded by Peter de Putron in 1996. Bell Rock Capital manages assets on behalf of institutional clients and high net worth investors.

Tower House Partners LLP (Tower House) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Paolo Mortarotti in 2015. Tower House provides discretionary investment management services to private funds which are intended for financially sophisticated investors.

Part of HSBC Holdings Plc, HSBC Yatirim Menkul Degerler AS is a financial investment company based in Istanbul, Turkey. The Turkish company's services include a variety of investment products that can be explored on their website. The company, founded in 2002, offers a range of investment solutions tailored to meet the needs of its clients.

QNB Finans Yatirim Menkul Degerler AS is a Turkish financial investment company founded in 1996. QNB Finans Yatirim Menkul Degerler is based in Etiler/Istanbul, TR and ultimately controlled by the Government of Qatar. The company provides investment services through its platform, QNB Finansinvest, which is user-friendly, innovative, fast, and reliable. The platform allows customers to easily make transactions and monitor the market.