Jake Rothman

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.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

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.

Anchorage Capital Group LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Kevin Ulrich in 2003 as Anchorage Advisors LLC. They are a subsidiary of Anchorage Advisors Management LLC. Anchorage Capital Group provides investment advisory services to private investment funds and structured credit vehicles.

Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds.

Founded in 1992, Ziff Brothers Investments LLC is a hedge fund manager located in New York City. The firm is the primary investment vehicle of the Ziff family, founders of Ziff-Davis Publishing.

Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Morningstar Asia Ltd. is an investment research firm headquartered in Hong Kong. The firm was founded in 2000 and is a subsidiary of Morningstar Holland BV, ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar Asia provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

Hudson Bay Capital Management LP (Hudson Bay Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Sander Gerber and Yoav Roth in 2005. Hudson Bay Capital provides investment management services on a discretionary basis to privately offered investment vehicles. The Fund investors generally consist of institutions, “funds of funds” and high net-worth families and individuals.

Vilcap Advisory LLC (Vilcap Advisory) is a venture capital firm subsidiary of Vilcap Inc founded in 2009 by Victoria Elouise Fram and Ross E Baird. The firm is headquartered in Washington, DC.

Alumni Association of the University of Virginia assists and encourages relation between alumni and students. The company was founded on July 4, 1838 and is headquartered in Charlottesville, VA.

Bluearc Capital Partners LLC (Bluearc Capital Partners) is a private equity firm founded in 2005 by Ronald Jr Zazworsky. The firm is headquartered in Atlanta, Georgia.

James River Capital Corp. (James River) is an independent hedge fund manager headquartered in Manakin Sabot, Virginia. The firm was founded in 1986 as KP Futures Management Corp. and served as the alternative investment department of Kidder, Peabody & Co., Inc. They became an independent investment firm in 1995, when Paul Saunders and Kevin Brandt, the two senior officers in the department, acquired the business from Kidder, concurrent with the acquisition of Kidder by Paine Webber. James River sponsors and serves as discretionary investment adviser to private investment funds that are currently offered only to high net-worth, financially sophisticated institutional and individual investors.

Sustainability Partners LLC is an ESG focused company that converts infrastructure into a monthly usage-based utility service through its innovative model, Infrastructure as a Service®. The company is based in Chandler, AZ and was founded in 2014 by Tom E. Cain and John Denniston. Sustainability Partners pays to convert essential infrastructure into a monthly utility service for government institutions, including hospitals, cities, towns, and schools across the nation. The company is committed to eliminating deferred maintenance infrastructure by enabling sustainability, providing outstanding customer experiences, and ultimately improving the resilience, health, and safety of communities through innovation and best industry practices. Zero upfront capital is required from customers. Tom E. Cain has been the CEO since 2014.

Rose Capital (CT) (Rose Capital) is an Independent Private Equity/Venture Capital firm founded in 2014 by Andrew T. Schweibold. The firm is headquartered in Connecticut.

BR Brands LLC manufactures and sells cannabis products. Its brands include Mary's Medicinals, Mary's Nutritionals, and Mary's Methods. The company was founded by Andrew T. Schweibold and is headquartered in Greenwich, CT.

Gamee Ltd. engages in the development of online games. The company was founded by Bozena Rezab, Miroslav Shmelka, Jan Castek, and Lukas Stibor in 2015 and is headquartered in Preston, the United Kingdom.

The First National Bank operates as a nationally chartered commercial bank. It offers personal and business banking, loans and mortgages and investment services. The company is headquartered in Altavista, VA.