Marc Anthony Traverso

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY.

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).

Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.

Part of Avis Budget Group, Inc., Coldwell Banker & Co. provides commercial real estate brokerage services.

Eastdil Secured LLC provides real estate investment banking services. It offers wholesale and mortgage banking, investment banking, insurance agency, mortgage-backed securities & brokerage services. It has offices in Los Angeles, San Francisco, Washington, Boston, San Diego and Silicon Valley. The company was founded in 1967 and is headquartered in New York, NY.

PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals.

FourSixThree Capital LP (FourSixThree) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was co-founded by Richard Balkan and William Kelly in 2020. FourSixThree serves as the Investment Adviser, with discretionary trading authority, to: (i) private, pooled investment vehicles, (ii) a separately managed account (SMA) and (iii) in a non-discretionary capacity, as a sub-advisor to multiple investment entities under sub-advisory agreements.

Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California.