Richmond Holden

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.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

KDI Capital Partners LLC (KDI) is a registered investment advisor headquartered in Raleigh, North Carolina. It was founded in 1996 as Maynard Capital Partners LLC and changed its name to KDI Capital Partners LLC in 2007 to highlight the firm’s core operating principles of knowledge, discipline and integrity. The firm was acquired by Curi Capital LLC in 2021. KDI provides discretionary management services to privately placed investment funds, which are organized as domestic limited partnerships. It also provides discretionary portfolio management services to separately managed accounts clients. SMA accounts may include individuals, IRA/SEP IRA’s, other retirement plans, trusts, foundations, endowments, corporations, family offices, etc.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

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.

Chase Investment Services Corp. is a private company based in Chicago, IL.

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.

Allied World Assurance Co. Holdings Ltd. provides fire, marine and casualty insurance services. The company is headquartered in Pembroke, Bermuda.

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.

Sikorsky Aircraft Corp. designs, manufactures and services of military and commercial helicopters. It offers light turbine, piston helicopters, fixed-wing and twin turboprop aircraft and spare parts. The company was founded in 1923 and is headquartered in Stratford, CT.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

BR Ventures, inc (Big Red Ventures) is a venture capital subsidiary of Cornell University founded in 2001. The firm is headquartered in Ithaca, New York.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Seguin Partners LLC (Seguin Partners) is an Independent Private Equity firm founded in 2007 by Martin C. Madden and Chris E. Needham. The firm is headquartered in Lynnfield, Massachusetts.

Blue Bear Capital LLC (Blue Bear Capital) is a venture capital firm founded in 2016 by Timothy L. Kopra. The firm is headquartered in Los Angeles, California.

Gordian Group LLC provides financial advisory services. It offers financial advisory, merges and acquisitions, structured finance, access to capital, litigation support, financial options and asset management. The company was founded by Patricia A. Caldwell and Henry Furlow Owsley III in 1998 and is headquartered in New York, NY.

Bacchus Capital Management LLC (Bacchus Capital Management) is a private equity firm founded in 2007 by Sam Bronfman, Peter S. Kaufman and Henry F. Owsley. The firm is headquartered in San Francisco, California with additional offices in New York.

First Resonance, Inc. develops software solutions to aerospace manufacturing. Its product, Testhub, is a hardware testing platform that allows companies to manage, execute, and analyze real-world hardware tests. The firm has created industry-specific solutions to replace old methods of tracking and shipping rocketship parts. The company was founded by Karan Talati in 2018 and is headquartered in Los Angeles, CA.

Mira Labs, Inc. designs and develops smartphone powered augmented reality headset. The company was founded by Ben Taft, Matt Stern and Montana Reed and is headquartered in Los Angeles, CA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Schonfeld Group Holdings LLC is a private company that offers institutional brokerage, clearing, retail, and strategic investments services. The company is based in Jericho, NY and has subsidiaries in the United States.

Chargetrip BV develops intuitive route planning solutions for the EV market based on innovative UX paradigms, proprietary BEV navigation algorithms, and a curated dynamic station database. The company was founded Mark Hulsbergen, Gideon van Dijk, Andreas Sansano and Pieter Waller in 2016 and is headquartered in Amsterdam, Netherlands.

Transect, Inc. engages in the provision of environmental consulting services. It specializes in natural resources, endangered species act, geographic information systems, geospatial analysis, wed mapping, oil and gas, clean water act, environmental compliance, real estate development, midstream pipelines, civil engineering, its planning, due diligence, and renewable energy. The company was founded by Robin Laine and Sam Laine in July 2016 and is headquartered in San Antonio, TX.

ExodusPoint Capital Management LP (ExodusPoint) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2017 by Michael Gelband and Hyung Lee. ExodusPoint provides investment advisory services directly to private investment funds.

Commonwealth Business Media, Inc. publishes directories in the transportation, international trade and commercial credit markets. The company was founded in 2000 and is headquartered in East Windsor, NJ.

Lateral Capital LLC (New York) (Lateral Capital) is a venture capital firm founded in 2016 by Rob Eloff. The firm is headquartered in New York.

Intel Capital Corp (Intel Capital) is a venture capital subsidiary of Intel Corp founded in 1991 by Les Vadasz, and Avram Miller. The firm is headquartered in Wilmington, Delaware.

ETS Strategic Capital (ETS Strategic Capital) is a private equity/venture capital subsidiary of Educational Testing Service, Inc. founded in 2012 by Ralph E Taylor Smith. The firm is headquartered in Princeton, New Jersey.