Jordan Estevez

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations.

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.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Bitvore Corp. develops intelligence gathering and big data mining systems. Its products include Bitvore for Muni Bonds, Bitvore Developer API and Bitvore Intelligence Applications. The firm offers Bitvore, a cloud-based analytics platform to ingest Web news, social media, press releases, linkedIn updates, personnel changes, competitive insights, and customer support records; and load up competitor’s names, Websites, and sales teams and executives, as well as add in feeds from industry analysts, bloggers, and journals. The company was founded by David Mandel and Carl Mandel in 2009 and is headquartered in Irvine, CA.

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.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

BNP Paribas USA, Inc. provides banking and financial services. It offers corporate and investment banking services; asset management services to institutional and retail clients; commercial banking services, including business credit, deposit, and cash management for mid-market and larger companies, and small businesses; and retail banking services. The company is headquartered in New York, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

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.

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).

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.

O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada.

Merrill Lynch & Co. Financial Consultants provides financial consulting services. The private company is based in Manalapan, FL.

Part of Standard Chartered Plc, Standard Chartered Bank (Los Angeles Branch) is a company based in Los Angeles, CA.

Covenant Venture Capital LLC (Covenant Venture Capital) is a venture capital firm founded in 2020. The firm is headquartered in New York.

Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Embodied, Inc. operates as a robotics and artificial intelligence firm. It designs companion robots to provide human-centric care and wellness for individuals and families. The company was founded by Paolo Pirjanian and Maja Mataric on July 29, 2016 and is headquartered in Pasadena, CA.

Cognaize Holdings, Inc. is an AI company that offers a hybrid intelligence solution to automate document processing. The company is based in New York, NY and was founded by Vahe Andonians. The company's proprietary AI capability and novel methodology empower users to automate the majority of their documents without sacrificing quality or control. Cognaize's end-to-end solution seamlessly connects data scientists with users and improves business outcomes. Alfred Eisaian has been the CEO of the company since 2022.

BHMS Investments LP (BHMS Investments) is a private equity firm founded in 2010 by Kevin L. Angelis and Robert L. Salamon. The firm is headquartered in Westport, Connecticut.

Guard Hill Holdings LLC (Guard Hill Holdings) is a private equity firm founded in 1989. The firm is headquartered in Bedford, New York.

Cornell Venture Capital is an American company that offers project-based learning opportunities to students by working with leading venture capital firms and their portfolio companies. The private company provides market research and strategic advisory services to venture-backed companies and host prominent entrepreneurs and venture capitalists as guest lecturers on Cornell's campus. The company was founded by Siddhant Trivedi.

Founded in 1983, Revere Securities LLC is a broker/dealer headquartered in New York City.

Arctos Partners LP (Arctos Sports) is a private equity firm founded in 2019. Arctos Partners LP is headquartered in Dallas, Texas.

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.

Sheridan Capital Partners LLC (Sheridan CP LP) is a private equity firm founded in 2011 by Richard J Stephenson and Jonathan B Lewis. The firm is headquartered in Chicago, Illinois.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Guidepoint Global LLC provides research services to investors. Its services include phone consultations, events, surveys and data insights. The company was founded by Albert Sebag in 2003 and is headquartered in New York, NY.

Searchlight Capital Partners LP (Searchlight Capital Partners) is a private equity investment firm founded in 2010 by Eric Zinterhofer, Erol Uzumeri, and Oliver Haarmann. The firm is headquartered in New York with additional offices in London and Toronto.

Armistice Capital LLC is an independent hedge fund manager and SEC-registered investment advisor headquartered in New York City. The firm was founded in 2012 by Steven Boyd. They provide discretionary investment advisory services to private investment funds and to a separately managed account client, which is also a private investment fund.