Jonathan Lubash

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

Tel-Aviv University operates as a university in Israel. Its faculties include arts, engineering, science, humanities, law, life science, management, medicine, and social science. The company was founded in 1956 and is headquartered in Ramat Aviv, Israel.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

MFB Magyar Fejlesztési Bank Zrt. provides development and investment banking services. It offers loans and combined loan programs, infrastructural investments, and financial solutions. The company was founded in 1991 and is headquartered in Budapest, Hungary.

Wuxi Jingtong Network Technology Co. Ltd. develops software to provide convenient access to merchants and enterprises for the use of blockchain services. The company is based in Wuxi, China. The Chinese company was founded in 2014 by David Chen, Deng Mu, and Sha Zhou. Sha Zhou has been the CEO since 2014.

Outpost Capital LLC (Outpost Capital) is a venture capital firm founded in 2016 by Wang Ryan and Zhou Sha. The firm is headquartered in San Francisco, California.

Hiventures Kockázati Tökealap-kezelö Zrt (Hiventures) is a Venture Capital firm, a subsidiary of MFB Invest Befektetési és Vagyonkezelo Zrt founded in 1999. Hiventures Kockázati Tökealap-kezelö Zrt is headquartered in Budapest.

Government Debt Management Agency Pte. Ltd. is the government-owned pension fund management firm headquartered in Budapest, Hungary. The firm was founded in 1995 and is locally known as Államadósság Kezelo Központ Zrt. (ÁKK). ÁKK is responsible for all debt management related functions of the Minister Responsible for Public Finances. They co-ordinate the buying and selling of government securities by retail investors in the branch network of the Hungarian State Treasury.

Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and financial services.

Optimum Healthcare IT provides consulting services within the healthcare industry. It offers advisory, staffing deployment, security, regular compliance, and revenue cycle services. The firm provides advisory, EHR deployment, staffing solutions, go-live support and training, revenue cycle services, integration & support, security, and regulatory compliance. The company was founded in 2012 and is headquartered in Jacksonville Beach, FL.

University Ventures Funds Management LLC (University Ventures) is a private equity firm founded in 2011 by Ryan D. Craig and Daniel S. Pianko. The firm is headquartered in New York.

Yellowbrick Learning, Inc. provides education services. The firm builds, markets and delivers academic programs in conjunction with colleges and universities. The company was founded by Robert Kingyens and Ankit Dhir and is headquartered in New York, NY.

Achieve Partners Management LLC (Achieve Partners) is a private equity firm founded in 2018 by Ryan D. Craig and Daniel S. Pianko. The firm is headquartered in New York.

Freedom Learning Group, Inc. provides educational services to underemployed military spouses and veterans. It specializes in educational content development, assessment writing, accessibility compliance, ADA/508 accessibility compliance, accuracy review, high-quality education training solutions, and organizational and strategy development. The company was founded by Stacey Ecelbarger and Nathan Ecelbarger in 2017 and is headquartered in Lake Mary, FL.

Surge Private Equity LLC (Surge Private Equity) is a private equity firm founded in 2017. The firm is headquartered in Dallas, Texas.

Morgan Stanley Infrastructure, Inc. (Morgan Stanley Infrastructure) is a private equity firm founded in 2006. The firm headquartered in New York, US.