Yvonne Higgins

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.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

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.

Mountain Origins Design LLC provides apparel for both the epic and quiet moments of outdoor life. It offers baselayers, fleece, down, soft shells, and outerwear for men, women and children. The company was founded by Stephen Sinclair Sullivan in 2011 and is headquartered in Wilson, WY.

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.

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.

Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California.

The Blackstone Group, Inc. provides marketing research services. It provides custom market research services for clients in industries as consumer packaged goods, financial services, healthcare and technology. The firm's clients include eBay, Harris Bank and Pfizer. The company was founded by Ashref A. Hashim in 1987 and is headquartered in Chicago, IL.

Holocene Advisors LP (Holocene) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by J. Brandon Haley in 2016. Holocene serves as the investment manager to several private investment funds.

US Food & Drug Administration operates agencies to protect health and human services. It protects and promotes public health through the control and supervision of food safety, tobacco products, dietary supplements, prescription and over-the-counter pharmaceutical drugs, vaccines, biopharmaceuticals, blood transfusions, medical devices, electromagnetic radiation emitting devices, cosmetics, animal foods and feed and veterinary products. The company was founded by Theodore Roosevelt and Harvey Washington Wiley on 30th June, 1906 and is headquartered in Silver Spring, MD.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

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.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Goodwin Procter LLP is a law firm which provides advice to companies in public and private enterprises. It provides services to financial, life sciences, private equity, real estate, and technolgy industries. The company was founded in 1912 and is headquartered in Boston, MA.

Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA.

Remedy Organics is a leading producer of plant-based functional beverages, including wellness shakes and shots. The company was founded by Cindy Kasindorf, a certified nutritional health counselor, and is based in Englewood Cliffs, NJ. Remedy Organics products are formulated with adaptogenic herbs, superfoods, and ayurvedics, providing health and wellness benefits beyond general nutrition. All products are gluten-free, dairy-free, soy-free, and non-GMO, made with certified organic, plant-based ingredients. The company's mission is to make functional nutrition accessible and convenient to all, and their products are available at major retailers across the US, as well as online at Amazon.com and remedyorganics.com.

GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut.

Vina Beverages, Inc. produces an effervescent prebiotic soda that supports brain and gut health. The private company is based in Los Angeles, CA. The soda is made with a blend of trace minerals, plant fiber, and organic ingredients. It contains 5 grams or less of sugar, is certified organic, has 25 calories or less, and is made with all-natural ingredients. The soda has a subtle and smooth taste with a slight kick of classic ginger spice.

Zola, Inc. operates an online wedding registry platform that allows couples and guests to share, buy and ship wedding gifts. It offers home goods such as decors, furniture, bedding, bath products, and electronics. The company was founded by Shan-Lyn Ma, Kevin P. Ryan, and Nobu Nakaguchi on December 13, 2002 and is headquartered in New York, NY.

Raen Optics.com, Inc. manufactures and sells handmade eyewear through stores and online. Its products include sunglasses, eyeglasses, accessories, and apparel. The company was founded by Justin Heit and Jeremy Heit in 2008 and is headquartered in Oceanside, CA.

Homestate Hospitalities LLC is a company based in Los Angeles, CA. Homestate Hospitalities LLC was founded in 2013 by Briana Valdez, who has been the CEO since its inception.

Citrus CBD Industries, Inc. is a data and American science-driven CBD company that offers the purest and safest CBD products made from orange peels. The company is based in an undisclosed location and is committed to innovation and improving the lives of consumers. The company's products are 100% THC-free and deliver unrivaled purity and taste. The company offers a variety of CBD wellness products, including an immunity shot that contains wellmune, a beta-glucan clinically proven to help strengthen the immune system, as well as vitamins B6, B5, D, and C, plus zinc and 20 mg of CBD per shot. Customers can save 25% on their limited-edition morning and night set of two full-size products without THC. The company was founded by Chris Hetherington, who has been the CEO since incorporation.

De La Calle Co. produces a modern version of the traditional pre-Columbian probiotic beverage called Tepache. De La Calle's Tepache is certified organic, probiotic, good for the gut, less than 40 calories, low in sugar, and rich in vitamins C & D. The company is based in Los Angeles, CA. The company uses fresh, organic pineapples and other regionally sourced ingredients like sugar and tamarind to make their fermented fizzy drink. De La Calle was founded by Alex Matthews and Rafael Martin del Campo, and Alex Matthews has been the CEO since incorporation.

Drinkpak LLC is a contract manufacturer of aluminum canned beverages. With 1.4 million square feet of production and warehousing space in the US and 3 million square feet under construction, Drinkpak supports procurement, purchasing, batching, filling, packaging, and warehousing activities for large, complex organizations and high-growth emerging brands. The American company manufactures and distribute billions of cans of product for the most prominent beverage brands. Drinkpak is committed to providing world-class customer service through technology, format flexibility, and industry-leading talent. The private company is a next-generation contract manufacturer of alcoholic and non-alcoholic premium can beverages, serving some of the largest brands in the industry.

Noho Dental, Inc. provides dental care services. It offers checkup, braces, veneers, implants, whitening and preventative, restorative, and cosmetic services. The company was founded by Andrew Grover, Larson Douglas Hudson and Michael Stenclik in 2018and is headquartered in New York, NY.

Rowing Blazers Ltd. engages in the sale of apparel and accessories. It offers blazers and jackets, rugby shirts, sweaters, outerwear, button-down shirts, hoodies and sweats, tees, polos and tennis shirts, pants and shorts, hats, socks, bags, shoes, belts, sunglasses, face masks, ties, scarves, watches, watch straps, charms, and patches. The company was founded by Jack Carlson and is headquartered in New York, NY.

KarpReilly LLC (KarpReilly) is a private equity firm founded in 2006 by Alan Karp and Christopher Reilly. The firm is headquartered in Greenwich, Connecticut.

Royal Group Phnom Penh SEZ Plc. engages in real estate related business. It focuses on the establishment, development, and operation of the Special Economic Zone in Phnom Penh. It also focuses on other related commercial activities. The company was founded on April 19, 2006 and is headquartered in Phnom Penh, Cambodia.

Founded in 2009 by Ed Bosek and Noam Ohana, BeaconLight Capital LLC is a hedge fund manager located in New York City.

Westchester Capital Management LLC (Westchester) is a SEC-registered investment advisor headquartered in Valhalla, New York. The firm was founded by Roy Behren and Michael Shannon in 2010 as the successor to Westchester Capital Management, Inc., a hedge fund manager that was originally formed in 1980 by William Green. In 2021, the firm was acquired by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Westchester provides investment advice to registered investment companies. Their flagship fund is The Merger Fund®, which was launched in 1989.