Dan Gorman

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.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

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.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities.

Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates.

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.

HSV Holdings LLC (Indicator Ventures) is a venture capital firm founded in 2013 by Geoffrey T. Bernstein, Ben F. Luntz and Jonathan M. Struhl. The firm is headquartered in Boston, Massachusetts.

Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

Textron Systems Corp. provides aerospace and defense technologies. It specializes in unmanned aircraft systems, advanced marine craft, armored vehicles, intelligent battlefield and surveillance systems, intelligence software solutions, precision smart weapons, piston engines, test and training systems, total life cycle sustainment, and operational services. The company is headquartered in Providence, RI.

Part of Sapphire Holdco Ltd., Basware Holdings Ltd. provides innovative procurement solutions and professional services. The company is based in London, UK. The British company was founded in 2006 by Veera Johnson. Basware Holdings was acquired by Basware, Inc. from Pa Consulting Group Ltd. on April 08, 2015 for $28.13 million.

RAGE Frameworks, Inc. provides enterprise mission critical business process automation, cognitive intelligence, and big data solutions. The firm provides enterprise solutions in wealth management and business banking through information products and custom solutions. It offers RAGE LiveWealth, a wealth management service ranging from data aggregation to powerful big data analytics; and RAGE LiveCredit that enables near real time development of solutions for various financing products. The company was founded by Venkat Srinivasan in 2001 and is headquartered in Dedham, MA.

Ocrolus, Inc. engages in the provision of data verification and analysis for bank statements and other financial documents. Its products include document capture, intelligent fraud detection, and robust cash-flow analytics. The company was founded by Sam Bobley, John Guerci, Victoria Meakin, and Peter A. Bobley in 2014 and is headquartered in New York, NY.

Bose Corp. designs and manufactures music systems and loudspeakers. Its products include headphones, audio sunglasses, and speakers. The company was founded by Amar Gopal Bose in 1964 and is headquartered in Framingham, MA.

Differential Venture Partners LLC (Differential Venture Partners) is a venture capital firm founded in 2017 by Nick Adams and David Magerman. The firm is headquartered in New York.

Chongqing Changshou Steel Co., Ltd. mainly engages in the ferrous metal smelting and processing industry. Its business activities include technology development, technology transfer, technology services, and technology management consulting in the fields of iron and steel, metallurgy and minerals, coal, chemical, electric power, and transportation; sales of steel raw materials; terminal operations; warehousing services; leasing of own property and equipment; import and export of goods and technologies; and corporate management and consulting services. The company was founded on October 12, 2017 and is headquartered in Chongqing, China.

Backupify, Inc. provides online backup solutions. Its products include google apps backup, office 365 backup, salesforce and social media backup, pricing and cloud to cloud backup. The company was founded by Vikram Chadha, Robert May and Dharmesh Shah in November 2008 and is headquartered in Boston, MA.

Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992.

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.