Anthony Perez

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.

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.

Plasmonics, Inc. specializes in the development and production of infrared sensors and meta-material surfaces. It offers custom built infrared and terahertz filters, broadband wave-plates, rapid prototyping services, and electromagnetic design and consultation services. The company was founded by David J. Shelton and Glenn D. Boreman in 2010 and is headquartered in Orlando, FL.

Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY.

Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY.

Quilty Analytics LLC provides investment research. The private company is based in St. Petersburg, FL. The company was founded by Chris Quilty.

Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology.

Florida Funders LLC (Florida Funders) is a venture capital firm founded in 2013 by David Chitester. The firm is headquartered in Tampa, Florida.

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.

Outpost Technologies Corp. operates as a space company. It develops a platform for returning satellites to earth. The company was founded by Jason Dunn, Michael Vergalla, and Aaron Kemmer in 2020 and is headquartered in Los Angeles, CA.

Starlight Ventures Management LLC (Starlight Ventures) is a venture capital firm founded in 2017 by Patricia Halfen Wexler and Matias Mosse. The firm is headquartered in Miami, Florida.

Part of BC Partners Ltd., BC Partners Advisors LP is a leading pan-European buy-out firm that has maintained its position in the market for over three decades. The company is based in New York, NY. With over $1.7 billion in debt opportunities and co-investments provided to over 89 unique Limited Partners, BC Partners is an established leader in upper middle market alternative investment. Founded in 1986, the company has delivered superior returns to its investors and has developed a comprehensive co-investment platform.

Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process.

Sandalphon Capital LLC (Sandalphon Capital) is a venture capital firm founded in 2016 by Jonathan Ellis. The firm is headquartered in Chicago, Illinois.

RYE Consulting, Inc. provides educational strategic consulting services for selling to schools, edtech in schools, ed-tech funding, school purchasing, and school funding. The private company is based in Melbourne and has subsidiaries in the United States. The American company's team of experts helps clients achieve their short and long-term goals by aligning content to scope and standards at the state and district level in California and Paris. The company offers services such as curriculum creation, instructional design, custom content, standards alignment, scope and sequence, and more.

Ferrara Candy Co., Inc. manufactures and supplies gummy, chewy, and hard candy. It operates through the following brand names: Black Forest Organic, Trolli, Now and Later, Brachs, Bobs, RedHots, LemonHead, Sathers, JujyFruits, Boston Baked Beans, Atomic FireBall, Jase Busters, Chuckles, Rain Blo, Super Bubble, and Fruit Stripe. The company was founded in 1908 and is headquartered in Oakbrook Terrace, IL.

Centre Lane Partners LLC (Centre Lane Partners) is a private equity firm founded in 2007 by Quinn Morgan and Kenneth Lau. The firm is headquartered in New York.

Bloom Equity Partners Management LLC (Bloom Equity Partners Management ) is a venture capital firm founded in 2020 by Bart Macdonald. The firm is headquartered in New York.

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.

First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.

Crescent Cove Capital Management LLC (Crescent Cove Capital) is a private equity firm founded by Jun Hong Heng in 2016. The firm headquartered in San Francisco, California.

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.

Falfurrias Capital Partners (Falfurrias Cap Partners) is a private equity firm founded in 2006 by Hugh McColl, Jr. and Marc Oken. The firm is headquartered in Charlotte, North Carolina.

ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

One To Watch (One To Watch) is a venture Capital firm founded in 2013. The firm headquartered in Lalitpur, Nepal.

Payward, Inc., also known as Kraken, is a cryptocurrency platform that offers spot trading, staking, regulated derivatives, and index services. The company is based in San Francisco, CA, and has subsidiaries in Australia, United Kingdom, and United States. Kraken's mission is to accelerate the adoption of crypto to achieve financial freedom and inclusion. The platform is trusted by over 10 million individuals, traders, and institutions worldwide, and offers professional 24/7/365 client support. Kraken has set the industry standard for transparency and client trust, and was the first crypto platform to conduct proof of reserves audits. The company was founded in 2011 by Karsten Nilsen and Jesse William Powell, and the CEO is David Ripley.