Matthew Schwarz

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

DecisionOne Corp. provides information technology services. It offers installation and upgrades to maintenance and services. The firm also manages infrastructure services, legacy equipment support and logistics management across all technologies. The company was founded in 1958 and is headquartered in Devon, PA.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

SkyBridge Capital LLC provides alternative investment management services. It specializes in funds of hedge funds products and hedge fund advisory services. The company was founded by Anthony Scaramucci in 2005 and is headquartered in New York, NY.

Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds).

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Water Island Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by John Orrico in 2000 and is owned by Water Island Capital Partners LP. They provide investment advisory services for both institutional and retail clients through registered investment companies (including mutual funds and an ETF), other pooled investment vehicles (hedge funds or private funds), and separately managed accounts.

Part of The Toronto-Dominion Bank, Webco Securities, Inc. is a broker-dealer specialist at the New York Stock Exchange. Webco Securities, Inc. is based in New York, NY. Webco Securities was acquired by LaBranche & Co., Inc., part of The Toronto-Dominion Bank from June 28, 2011 on March 10, 2000 for $50.05 million.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

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.

Geller & Co. LLC and its subsidiary, Geller Advisors LLC, provide financial advisory and wealth management services to individuals, families, business owners, institutions, and non-profits. The private company is based in New York, NY and has subsidiaries in the United States. The company's services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology. Geller Advisors is a multi-family office with over $9 billion of assets under management and advisement. The company was founded by Laurence Stephen Geller and Martin Jay Geller, with Martin Jay Geller serving as CEO since incorporation.

Clark Thomson Insurance Brokers Ltd. provides insurance brokerage services. It specializes in commercial insurance, personal insurance, higher value home and contents insurance, and claims. The company was founded by John Clark on March 17, 1997 and is headquartered in Edinburgh, the United Kingdom.

Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania.

Intermarine LLC provides project transportation and customized break bulk shipping services. It operates vessels servicing heavy industry construction projects, power generation plants, oil field and mining developments and United States Flag heavy-lift services. The firm services are into Americas, Africa, U.S. Flag, Worldwide Chartering Services, Industrial Terminals, Worldwide Wind Division, Barge and Container Service. The company was founded on February 7, 1990 and is headquartered in Houston, Texas.

Barnegat Fund Management, Inc. (Barnegat) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Hoboken, New Jersey. The firm was founded by Robert (Bob) Treue III in 2003. Barnegat provides portfolio management services to private placement vehicles which are offered to sophisticated investors.

H&M International Transportation, Inc. engages in the provision of logistics services. Its services include rail terminal operations, intermodal trucking, warehousing and distribution, container freight stations, and customs exam sites. The company was founded in 1968 and is headquartered in Iselin, NJ.

Part of VTech Holdings Ltd., VTech Communications, Inc. is a company that designs, manufactures and distributes corded and cordless phones. The company is based in Beaverton, OR and was founded in 1989.

Virgo Investment Group LLC (Virgo Investment Group) is a private equity firm founded by Jesse Watson and Barry Jay Uphoff in 2009. The firm is headquartered in Burlingame, CA.

Papamarkou Wellner Asset Management, Inc. is an independent multi-family office that provides innovative, strategic, and financial advice to a diverse client base. The private company is based in New York, NY, with an office in an undisclosed location. The company offers bespoke investment management and merchant banking solutions to domestic and international high-net worth individuals, family offices, endowments, and foundations. The company takes a highly collaborative approach on every assignment to achieve creative solutions for their clients.

Solaris Alternative Asset Management LLC provides investment advice. The private company is based in New York, NY.

3d Lacrosse, Inc. offers lacrosse training, clubs and events. It offers training for individuals and teams, hosts events, tournaments, select travel teams, recruiting showcases and leagues for different levels of organized competition. The company was founded by Jamie Munro in 2009 and is headquartered in Denver, CO.

Maintech, Inc. engages in the provision of information technology (IT) infrastructure management services. It offers data center, hyperscale, IT as a service, IT support, International Business Machines server support, Hewlett-Packard server support, and Dell server support. The company was founded by Frank W. D'Alessio in 1973 and is headquartered in Cranford, NJ.

Mustard Seed Impact Ltd (Mustard Seed) is a venture capital firm founded in 2015 by Alex Pitt, Stanislas de Joussineau and Henry Wigan. The firm is headquartered in London, United Kingdom.

Oak Lane Partners LLC (Oak Lane Partners) is a private equity firm founded in 2012. The firm is headquartered in Boca Raton, Florida.

Kets Quantum Security Ltd. is a British company that develops a chip-based telecommunication platform. The company is based in Bristol, UK. The company was founded in 2016.

Outmind SAS is a French company that offers an intelligent search engine to accelerate the response time to calls for tenders. The company is based in Palaiseau, France and was founded by Grace Mehrabe and Arthur Caillaud. The company helps users find relevant data such as emails and documents across various tools like Office 365, Google Drive, and Dropbox. Outmind is compliant with the RGPD and provides a secure platform for users to capitalize on their knowledge. Grace Mehrabe has been the CEO since incorporation.

StudentFinance SL is a Spanish company that provides a career mobility platform to support upskilling into the most in-demand market sectors. The company is based in Madrid, Spain. The company offers data insights for career choice, flexible financing, and matching with education programs and employers. The company pioneers in financing digital skills education by bringing income share agreements to students and schools around the world. The company was founded in 2019 by Miguel Santo Amaro. Mariano Alejandro Kostelec has been the CEO of the company since 2019.

Winnow Holdings Ltd. is a British company that manufactures electronic industrial process control equipment. The private company is based in Milton Keynes, UK and was founded in 2016.