Daqi Zhao

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts.

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.

Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts.

Daiwa Asset Management (America) Ltd. (DAMA) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1990 and is a wholly-owned subsidiary of Daiwa Asset Management Co., Ltd. (DAM), which in turn is wholly owned by Daiwa Securities Group, Inc. (TYO: 8601) in Japan. DAMA manages Japanese investment funds that DAM advises, interests in which are sold in Japan.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

Zuma Partners is a venture capital firm founded in 2015 by David Carter. The firm is headquartered in Santa Monica, California.

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.

Shukun (Beijing) Technology Co., Ltd. engages in the research and development of artificial-intelligence (AI) medical image diagnosis platform and the provision of intelligent diagnosis and treatment solutions. The company was founded by Chun’e Ma and Xin Sheng Mao on June 22, 2017 and is headquartered in Beijing, China.

WoodLake Group (WoodLake Group) is a private equity firm founded in 1980 by Jim Needham. The firm is headquartered in New York.

Temerity Capital Partners LLC (Temerity Capital Partners) is a venture capital firm founded in 2015. The firm is headquartered in Washington, DC.

Chaoju Medical Technology Co., Ltd. is an eye hospital based in China. The Chinese company was founded in 2015 by Chao Ju Zhang.

KPMG Advisory (China) Ltd. provides advisory services. The joint venture company is based in Beijing, China.

Xtract Research LLC provides a technologically advanced platform for analyzing covenants, tracking events, and spotting trends in credit agreements and facility agreements. The company is based in Westport, CT and was founded by Manish Aggarwal. The company's reports have revolutionized how lenders analyze loans. Xtract Research also tracks and provides commentary on the latest covenant trends.