Brendan Fogarty

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.

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

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.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan.

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.

Bloomberg Tradebook LLC provides electronic trading services. It offers services to institutional traders, broker-dealers, plan sponsors, market makers, and hedge fund & portfolio managers with direct and anonymous access to equities, futures and foreign exchange markets. The firm also offers equity brokerage services, execution and settlement commission management services. The company was founded in 1996 and is headquartered in New York, NY.

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.

Founded in 1997, Pareto Securities, Inc., formerly Nordic Partners, Inc. is a broker/dealer located in New York City. The firm is a joint venture formed by leading Nordic & Baltic brokers, E. Ohman J:or Fondkommission AB in Sweden, Evli Bank Plc in Finland and Pareto AS in Norway. Suprema Securities (part of Evli Group) is their affiliate in the Baltics. Their sales and trading network is based on memberships of the Stockholm Stock Exchange, Helsinki Stock Exchange, Oslo Stock Exchange and Copenhagen Stock Exchange. The firm is a leading provider of stock and bond brokerage and financial advisory services, focusing on sectors where Norway has particular advantages. Pareto Securities' New York office provides a wide array of trading and execution services for their clients. They do not provide any internal research.

Executive Leadership Council, Inc. operates as a preeminent member organization for the development of global black leaders. It increase the number of successful black executives both domestically and internationally by adding value to their development, leadership, and philanthropic endeavors throughout the life-cycle of their careers thereby strengthening their companies, organizations and communities. The company was founded in 1986 and is headquartered in Alexandria, VA.

MediaMath, Inc. operates programmatic marketing technology which provides digital advertising services. It offers enterprise software which is used to launch, analyze, and optimize digital advertising campaigns across displays, native, mobile, video, audio, social, digital out of home, and advanced television formats. The company was founded by Joseph Zawadzki, Gregory Dale Williams, and Erich Wasserman in 2007 and is headquartered in New York, NY.

Qualtré, Inc. operates as a holding company, which engages in the development of solid-state silicon micro-electro-mechanical systems based motion sensor solutions for consumer electronics. Its product is bulk acoustic wave. The company was founded by Farrokh Ayazi and Mehran Mehregany in 2008 and is headquartered in Marlborough, MA.

Bricksolve, Inc. engages in the operation of an online platform for store shopping. It allows retailers to activate web and mobile browsers to deliver more primed-to-purchase customers into their local stores. The company was founded by David Munczinski in 2014 and is headquartered in New York, NY.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

H.I.G. BioHealth Partners LLC (H.I.G. BioHealth Partners) is a private equity and venture capital subsidiary of H.I.G. Ventures LLC founded in 1993. The firm is headquartered in Miami, Florida with additional offices around the globe.

Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York.

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.

INROADS, Inc. provides education and training services. It develop and place talented underserved youth in business and industry, and prepare them for corporate and community leadership. The company was founded by Frank C. Carr in 1970 and is headquartered in St. Louis, MO.

The Links, Inc. is a volunteer service organization founded in 1946, committed to enriching and sustaining the culture and economic survival of African Americans and other persons of African ancestry. With over 17,000 professional women of African descent in 299 chapters located in 41 states, the District of Columbia, the Commonwealth of the Bahamas, and the United Kingdom, the organization engages in educational, civic, and inter-cultural activities that enrich the lives of members of the black community at large. The non-profit company is based in Washington. The organization's five programming facets include services to youth, the arts, national trends and services, and international programs.

PFC Energy, Inc. provides advisory and consulting services to energy companies. The firm provides analysis and business solutions for the oil and gas industry, financial players and government organizations. The company was founded in 1984 and is headquartered in Washington, DC.

Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

The Swagelok Co. develops and manufactures fluid system products. Its products include fittings, valves, hoses and flexible tubing, medium and high pressure products, regulators, measurement devices, tubing and tube accessories, filters, cylinders, miniature modular systems, pre-engineered sub-systems, welding systems, and leak detectors, lubricants and sealants. Its services include field engineering, custom solutions, purchasing and procurement, and plant maintenance. The company was founded by Fred A. Lennon in 1947 and is headquartered in Solon, OH.

Safeguard International Management LLC (Safeguard Intl Mgmt) is a private equity subsidiary of Safeguard Scientifics, Inc founded in the year 1953. The firm is headquartered in Radnor, Pennsylvania.