Chris Castellano

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.

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

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Sightway Capital LP (Sightway Capital) is a subsidiary of Two Sigma Investments LP founded in 2017. The firm is headquartered in New York.

Munich Re America Corp. provides insurance brokerage solutions. Its specializes in reinsurance, specialty markets, and industrial clients. The company was founded in 19717 and is headquartered in Princeton, NJ.

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.

Davis Polk & Wardwell LLP provides legal services. It offers legal solutions to areas such as capital markets, mergers and acquisitions, credit, insolvency, and restructuring, investment management, tax, and litigation. The company was founded by Francis N. Bangs in 1849 and is headquartered in New York, NY.

Marks Paneth & Shron LLP provides accounting services. It provides accounting and wealth management services to businesses, entrepreneurs, not-for-profit organizations and professional practices services. The company was founded in 1907 and is headquartered in New York, NY.

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.

Clarksons Securities, Inc. is an SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1992 and formerly known as RS Platou Markets, Inc. and Clarksons Platou Securities, Inc. They are a wholly owned subsidiary of Clarksons Securities AS, which is ultimately owned by Clarkson Plc (LON: CKN) in Great Britain. Clarksons Securities executes trades globally in equities, bonds, convertible notes, derivatives, OTC securities and certain forward freight instruments (FFA). They also offer foreign exchange services (FX) to existing clients. Clarksons Securities serves institutional investors globally.

Pzena Investment Management LLC (Pzena) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard S. Pzena 1995 and is owned by Pzena Investment Management LP. Pzena manages investment portfolios for endowments, foundations, state and municipal government entities, partnerships, corporations, investment companies, public funds, pension trusts, profit-sharing plans, high net-worth individuals, and pooled funds located in the US and in select foreign jurisdictions. The firm became a signatory to the Principles for Responsible Investment (PRI) in early 2018 and a SASB Alliance member in 2020, and they have accepted Japan’s Stewardship Code.

Tomorrow's Hope Foundation is a non-profit organization that provides scholarship and program funding for the needs of students and schools. The company was founded in September 2005 and is headquartered in Uniondale, NY.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

Founded in 2009 by Andrew Marcus, Sugarloaf Rock Capital LLC is a hedge fund manager located in Greenwich, Connecticut.

Infusive Us Trust is an open-end management investment company. It offers portfolio management and advisory services. The company was founded on July 10, 2018 and is headquartered in New York, NY.