Jason Sippel

Founded in 2002, Natixis Securities Americas LLC is an investment bank and SEC-registered broker/dealer headquartered New York City with offices in several leading U.S. cities and affiliate offices in London and Paris. The firm is a division of Natixis and a subsidiary of Natixis SA. Their client base is located throughout North America and Europe and ranges from the largest mutual fund and pension fund managers to specialist hedge funds. Natixis Securities Americas' sales and trading teams are located in New York, Boston, Los Angeles and Houston. Natixis Securities Americas' research efforts focus on identifying new insights about companies that are not fully reflected in their stock prices. The firm also seeks to provide clients with access to the managements of listed companies and to other industry experts. They arrange for such marketing opportunities, in the form of road shows, conferences, meetings and conference calls. Natixis Securities Americas' institutional trading desk offers clients trading capabilities in equities all over the world. The firm focuses on specific global markets to provide clients with the best possible execution worldwide. Natixis Securities Americas employs a transatlantic approach that examines the effects of technological, market and regulatory developments across both continents on the companies under coverage. In the U.S., they provide in-depth sector coverage on energy (oil services, exploration and production, alternative energy and coal), healthcare (large-cap pharmaceuticals, specialty pharmaceuticals, biotechnology, medical devices and healthcare services) and media (media conglomerates, content creators, interactive TV and new media, as well as technical analysis. In Europe, Natixis Securities Americas applies a country-wide approach to all of the key sectors of France, Germany, Austria and Central and Eastern Europe. Combined, the firm's product offering includes more than 600 stocks. Natixis Securities Americas global trading group specializes in the trading, execution and settlement of international equities. The firm provides 24-hour access to 55 global markets. They cater to broker/dealer and institutional clients, providing ADR and ordinary share executions on an agency or proprietary basis. The firm can accommodate most client trading requirements from basket trading to block orders. To complement their international trading reach, Natixis Securities Americas domestic bulletin board trading group currently markets over 2000 U.S.-based companies. The firm offers their clients innovative trading technology through a proprietary Direct Market Access (DMA) platform, Enabler Direct. This product allows immediate access to a variety of liquidity sources through one anonymous interface. Natixis Securities Americas' global brokerage services group offers services to a select group of professional clients. The firm seeks to partner with banks, broker/dealers, hedge funds and high net-worth clients that can utilize their blend of international capabilities and traditional brokerage services to support and enhance their success. Their global brokerage services group is prominent in international securities, equity trading and brokerage operations in over 55 countries around the world. They have experience in both the pre-trade and post-trade requirements in each of these countries.

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

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

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.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

JPMorgan India Pvt Ltd. is the Indian broker-dealer subsidiary of JPMorgan Securities India Pvt Ltd. and their ultimate parent is JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Mumbai, JPMorgan India provides clients in India with a comprehensive range of corporate and investment banking services.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

JPMorgan Securities (Asia Pacific) Ltd. (JPM Asia) is the Hong Kong-based brokerage subsidiary of JP Morgan Chase & Co. (NYSE: JPM), a global financial services company headquartered in the US. JPM Asia provides brokerage services to local corporations and institutions, multinationals, governments and private clients.

Part of BPCE SA, Natixis (United Kingdom) is a brokerage services provider. The company is based in London, UK. Natixis (United Kingdom was founded in 2000.

QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds.

CQS (UK) LLP (CQS) is a Great Britain-based alternative investment management firm headquartered in London. In 2024, the firm was acquired by Manulife Investment Management Ltd., a subsidiary of Manulife Financial Corp., in Canada from CQS Cayman LP. The firm was founded by Michael Hintze in 1999 as a global multi-strategy asset management firm. CQS offers a range of strategies and bespoke solutions in multi-strategy, convertibles, asset-backed securities, credit, loans, and equities.

Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees.

Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders.