Yong Xian Chan

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

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.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom.

Spanos Barber Jesse & Co LLC (SBJ & Co) is a private equity firm founded in 2013 by Thomas D. Barber and Gus Spanos. The firm is headquartered in Walnut Creek, California.

NB Crossroads Private Markets Fund VII LP operates as a closed-end, non-diversified, management investment company. The fund invests all or substantially all of its assets in the Master Fun, which has same investment objective, investment policies and restrictions as those of the fund. Its investment objective is to seek to provide attractive risk-adjusted returns to investors. Through its investment in the Master Fund, the fund seeks to achieve its investment objective principally by making primary Investments in a portfolio of newly formed portfolio funds managed by experienced portfolio fund managers that generally have an established track record. The company was founded on March 11, 2021 and is headquartered in Dallas, TX.

Dixon Hughes Goodman LLP engages in the provision of accounting, tax, and advisory services. The firm offers employee benefit plan audits, internet audit services, statutory financial audits, cost segregation, tax accounting, transfer pricing, healthcare consulting, risk advisory, and information technology advisory. The company was founded in 1932 and is headquartered in Charlotte, NC.

CAVU Technology Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 19, 2021 and is headquartered in Tampa, FL.

Financial Health Network Inc /Venture Capital/ (Financial Health Network) is a venture capital division of Financial Health Network Inc founded in 2004 by Jennifer Tescher. The firm is headquartered in Chicago, Illinois.

PolicyGenius, Inc. provides insurance services. The company was founded by Jennifer Fitzgerald and Francois de Lame on March 18, 2013 and is headquartered in Brooklyn, NY.

PatientWisdom, Inc. develops and operates platform that collects, curates, segments and shares patient stories. The firm offers services to patients and families, healthcare providers, researchers and educators, and manufacturers and payers. The company was founded by Gregory Makoul and Eric Langshur in 2015 and is headquartered in New Haven, CT.

Arbella Mutual Insurance Co. provides insurance services. Its services include consumer auto and homeowners insurance, liability, commercial auto, personal umbrella and worker's compensation. The firm also provides coverage for exterior signs, newly acquired or constructed buildings or personal property, valuable papers and records, accounts receivable, business property off-premises, and outdoor property. The company was founded in 1988 and is headquartered in Quincy, MA.

Apollo Realty Income Solutions, Inc. operates as real estate investment trust. It is sole general partner of ARIS Operating Partnership LP and ARIS Special Limited Partner LLC. The company was founded on September 8, 2021 and is headquartered in Baltimore, MD.

GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations.

Post University is a company headquartered in Waterbury, CT, that functions as a College/University. The firm was founded in 1890. John L Hopkins is currently the CEO of the company. The company says this about itself: Based in Waterbury, Connecticut, since 1890, Post University is known for its innovation and focus on providing every online and on-campus student an educational experience with personalized support. Among the first in the nation and the first in Connecticut to offer full degrees online, Post University offers more than 55 areas of study. Respected for its Honors Program and role in military online education for over 45 years, the University is licensed by the State of Connecticut through the Office of Higher Education and is institutionally accredited by the New England Commission of Higher Education.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Tipping Point Community is a non-profit organization based in the Bay Area. The American company's mission is to break the cycle of poverty for people who lack the resources to meet their basic needs. Since 2005, Tipping Point has invested in housing, early childhood, education, and employment solutions in the region. The non-profit company's board covers 100% of its operating costs, ensuring that every dollar donated goes where it's needed most. Tipping Point's grantees provided life-changing services to more than 500,000 people in the region last year, helping over 130,000 people on a path out of poverty. The company was founded by Daniel Lurie, who has been the CEO since incorporation.

The Mount Sinai Health System, Inc. provides health care system services. It is an integrated health care system providing exceptional medical care to our local and global communities. The company is headquartered in New York, NY.

Bay Area Council operates as an advocacy and research organization. The private company is based in San Francisco, CA. The CEO of the company is James Wunderman.