Jack Manson

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.

Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals.

Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages.

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.

Lone Pine Capital LLC (LPC) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in Greenwich, Connecticut. The firm was founded in 1997 by Stephen F. Mandel, Jr. LPC provides investment advisory services to private investment funds offered to investors on a private placement basis (LPC Funds). Investors in the funds include high net-worth individuals, corporations, trusts, charitable institutions, foundations, endowments, funds-of-funds and other US and international institutional investors.

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.

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.

Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY.

Ironwood Capital (Ironwood) is a private equity firm is founded in 1986. The firm has headquartered in Avon, Connecticut.

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.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC.

PWC Corp. is a private company that wholesales steel water pipes and plumbing and heating equipment. The company is based in Santa Ana, CA.

Founded in 2002, Permira Advisers LLC is a private equity firm located in New York City with an additional office in Menlo Park, California. The firm is a subsidiary of Permira Advisers LLP, formerly known as Schroder Ventures, a London, England-based private equity firm that was founded in 1985

Tortoise Investment Management LLC (Tortoise) is an independent, wealth management firm and registered investment advisor headquartered in White Plains, New York. The firm was founded by Ian Yankwitt in 2004. Tortoise provides discretionary investment management primarily to high net-worth families and individuals, and trusts.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

Alpaca VC Investment Management LLC (Alpaca VC ) is a venture capital arm of Corigin Holdings LLC founded in 2010 by Ryan Freedman. The firm is headquartered in New York.

Safanad, Inc (Safanad) is a private equity firm founded in 2009 by Kamal Abdullah Bahamdan. The firm is headquartered in New York with additional offices in London and Dubai.

Capital Markets Gateway, Inc. operates as a financial technology firm offering an integrated digital workflow and analytics platform for capital markets professionals. The company was founded by Greg Ingram and Mike Wilcox and is headquartered in Chicago, IL.

Nassau Global Credit LLC (NGC) is a SEC-registered investment advisor headquartered in Darien, Connecticut. Formerly known as Nassau Corporate Credit LLC, the firm was founded in 2017 and is a subsidiary of Nassau NGC Holdings LLC, ultimately owned by Nassau Reinsurance LLC. NGC provides investment advisory services to collateralized loan obligation funds, which are pooled investment vehicles generally offered to qualified investors.

Eagle Point Credit Management LLC (Eagle Point) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Thomas Majewski and Stone Point Capital LLC in 2012. They are a subsidiary of Eagle Point Parent LLC, which is ultimately owned by Trident EP-II Holdings LLC. Eagle Point manages capital on behalf of institutional, high-net worth and retail investors through private funds, separately managed accounts and publicly listed closed-end vehicles.

Procyon Advisors LLC (Procyon) is a registered investment advisor headquartered in Shelton, Connecticut. Formerly known as Procyon Private Wealth Partners LLC, the firm was founded in 2017 by Phil Fiore, Jr. and is owned by Procyon Partners LLC. Procyon provides fiduciary investment advisory services to institutions and retirement plans, and personal wealth management services to individuals and families.

Bardin Hill Investment Partners LP (Bardin Hill) is a SEC-registered investment advisor headquartered in New York City. Founded by Alan B. Slifka in 1981, the firm was formerly known as Halcyon Capital Management LP and changed their name into Bardin Hill Investment Partners LP in 2018. They are a subsidiary of Bardin Hill Management Partners LP. Bardin Hill provides investment advisory services to a variety of private investment funds, managed accounts, and collateralized loan obligation investment vehicles.