David Gerard O'Neill

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.

Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

Hamilton Partners, Inc. develops, leases, and manages commercial projects throughout Chicago. It offers land planning and development, property management, marketing, acquisition and coordination, and sustainability services. The company was founded by Allan J. Hamilton, Ronald C. Lunt, Jim Sheridan, and John Wauterlek in 1987 and is headquartered in Itasca, IL.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds.

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.

Part of GBO, Inc. (Arizona), Listo, Inc. is a development stage company. The company is based in Phoenix, AZ. Listo was acquired by GBO, Inc. (Arizona) on June 01, 2003.

WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA.

Corkteam LLC operates as an online retailer of craft wines. It offers Pinot Noir, Cabernet Sauvignon, Zinfandel, Merlot, Syrah, red, and white wines. The company was founded by Robert Francis Wilson, John Gould Wilson and Scott Elliot Washburn in 2011 and is headquartered in Gurnee, IL.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL.

CampusLogic, Inc. develops software for finance, accounting and other back office services. It offers computer related services to the education, health care, real estate development, and agriculture industries. The company was founded by Gregg Scoresby in 2011 and is headquartered in Phoenix, AZ.

Interstate Auto Group, Inc. provides financing for car purchases. It offers financing, sales, and service for all available new and used cars, trucks, vans, and SUVs. The company was founded in 1996 and is headquartered in Minnetonka, MN.

Visage Payroll, Inc. develops free payroll app for small businesses. It specializes in payroll, human resources, payments, taxes and small business services. The company was founded by Craig J. Lewis in June 2014 and is headquartered in Dallas, TX.

Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients.

Drizly, Inc. provides a digital marketplace for the sale of beer, wine and liquor. Accessible through their website and the company's Drizly mobile app, customers can browse and make purchases. Drizly partners with retailers around North America, offering competitive pricing and delivery options to their clients. The company was founded by Spencer Frazier, Nicholas Rellas, James Cory Rellas, and Justin Robinson on July 1, 2012 and is headquartered in Boston, MA.

Veritec Solutions is a private company that specializes in practical pricing analytics. The company is based in Belmont, CA. The company offers a VRMS dashboard for self-storage revenue management that provides accessible, relevant, and actionable information. The company's expertise in pricing guidance can benefit businesses looking to optimize their pricing strategies.