John Hartley Tattersall

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.

Allied Irish Banks Plc operates as a holding company, which offers commercial banking, international banking, leasing, insurance and mortgage banking. It operates through the following segments: Retail & Commercial Banking (RCB), Wholesale, Institutional & Corporate Banking (WIB), AIB UK and Group. The RCB segment services the personal and SME customers, provides net loans and customer accounts, broad infrastructure facilitating various locations and ATMs and is digital enabled. The WIB segment comprises of corporate banking, a relationship driven model with sector specialisms; syndicated & international finance, a bank's interface to public loan markets, real estate finance, a centralized origination and management and specialized finance, which provides structured finance, mezzanine finance, and equity product offering. The AIB UK segment comprises retail and commercial banking operations in Great Britain operating under the trading name Allied Irish Bank and in Northern Ireland operating under the trading name First Trust Bank. The Group segment comprises group, treasury and support functions, which includes treasury activities, central control and support functions The company was founded on September 1, 1966 and is headquartered in Dublin, Ireland.

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.

Oxford Diocesan Board of Education provides support services to church schools and academies. The non-profit company is based in Kidlington, UK. and has subsidiaries in United Kingdom.

British Banker's Association operates as national commercial banks. It focuses large retail, small retail, private, wholesale and foreign banks. The company is headquartered in London, the United Kingdom.

UK Financial Investments Ltd. is a bank recapitalisation fund and acts as a bank holding company for government-owned banks. The company is based in London, UK and ultimately controlled by the Government of United Kingdom.

The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members.

Alliance & Leicester Ltd. provides banking and financial services to both the retail and commercial sectors. It offers retail banking products, including mortgages, retail savings, current accounts, long term investments, life assurance and general insurance. The company was founded in 1852 and is headquartered in Leicester, the United Kingdom.

The National Trust operates as a charitable organization. It works to preserve and protect environment and historic properties in England, Wales, and Northern Ireland. The company was founded in 1895 by Octavia Hill, Robert Hunter, and Canon Hardwicke Rawnsley and is headquartered in Swindon, the United Kingdom.

Part of British Business Bank plc, British Business Financial Services Ltd. is a government-owned economic development bank that helps thousands of businesses access financial support. Founded in 2014, the company is based in Sheffield, UK. The British company offers Regional Programmes to boost long-term growth in the regions and provide a helpful guide to identify spam messages. The Small Business Equity Tracker 2021 report provides information on equity finance available to small businesses and recent developments.

Part of British Business Bank plc, British Business Finance Ltd. is a government-owned economic development bank. The company was founded in 2014 and is based in Sheffield, UK. The British company helps thousands of businesses access the financial support they need to get back on track, with a focus on providing start-up solutions for early-stage companies.

Part of Arthur J. Gallagher & Co., Arthur J. Gallagher Holdings (UK) Ltd. is a holding British company that provides insurance brokerage and employee benefits advisory services through its subsidiaries. The company is based in London, UK.

British Business Bank plc is a government-owned business development bank that aims to improve access to finance for smaller businesses. The private company is based in Sheffield, UK, and has subsidiaries in the United Kingdom. The British company offers bank referrals for designated finance platforms and provide commercially focused finance through microfinance, debt, and equity finance funds. The company invests in businesses to accelerate technological development and focuses on developing dual-use technologies. The company also provides helpful guides on how to identify spam texts, emails, or calls from legitimate companies or scammers. The company was founded in 2014, and Louis Taylor has been the CEO of the company since 2022.

UBS Switzerland AG (Investment Management) (UBS Switzerland-IM) is the investment management subsidiary of UBS Switzerland AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2014 and provides financial advice and solutions to private, institutional and corporate clients worldwide, as well as private clients in Switzerland. They are signatories to initiatives such as the Principles for Responsible Investment and the UK Stewardship Code.

Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The company is based in Zurich, Switzerland.

Allia Ltd. is a charity that supports small businesses and charities in developing and achieving their impact aims. The private company is based in Cambridge, UK, and has subsidiaries in the United Kingdom. The British company offers a range of support programs to help entrepreneurs and ventures grow their ideas and businesses. The CEO of the company is Timothy Roy Treleaven Jones.

UBS AG (London Branch) is the Great Britain-based brokerage subsidiary of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded in 1998 and provides nimble, innovative and bespoke access to solutions, from market and insight tools, to trading strategies and execution for private, institutional and corporate clients worldwide, as well as private clients in Switzerland. They distribute, trade, finance and clear cash equity and equity-linked products. The firm also structures, originates and distributes new equity and equity-linked issues.

Stony Brook Foundation, Inc. provides fundraising services. The private company is based in Stony Brook, NY.

Carbon13 Ltd (Carbon13) is a venture capital firm founded in 2019 by Christopher Henry Coleridge, Nicky Dee and Michael Langguth. The firm is headquartered in Cambridge, United Kingdom.

Goldman Sachs Group Holdings provides investment banking and securities services. It provides its services to corporations, financial institutions, governments and wealthy individuals. Investment banking, trading, asset management and securities represent London's core activities. The company was founded in 1970 and is headquartered in London, the United Kingdom.

Part of Flushing Financial Corp., Empire National Bank is a nationally chartered commercial bank. The company is based in Islandia, NY.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.