Mauricio Kiblisky

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.

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

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.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Jacobs Asset Management LLC (JAM) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Seymour (Sy) Jacobs in 1995. JAM provides investment management services on a discretionary basis to privately offered pooled investment vehicles consisting of hedge funds and private equity funds.

Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.

Global X Management Co. LLC (Global X) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bruno del Ama and Jose Carlos Gonzalez Navarro in 2008. They are a subsidiary of Global X Management Co., Inc., ultimately owned by Mirae Asset Global Investments Co., Ltd. in South Korea. Global X provides portfolio management services to SEC registered open-end management investment companies (Global X ETFs), Separately Managed Accounts and UCITS Funds.

Spartan Capital Securities LLC provide financial services that focuses on investment guidance for high net worth individuals and institutions. It offers wealth management and investment banking services. The company was founded by John Lowry and is headquartered in New York, NY.

Stelac Advisory Services LLC (Stelac) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2007 and is a subsidiary of Integer LLC, which is ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Stelac provides advisory services primarily to international (non-US) high net-worth individuals, families and institutions. These individuals may use trusts or other entities to control their liquid assets.

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.

UBS Asset Management Deutschland GmbH (UBS AM-Deutschland) is the German asset management subsidiary of UBS Deutschland AG, ultimately held by UBS Group AG (NYSE: UBS) in Switzerland. Established in 1989, the firm is based in Frankfurt and manages a range of investment funds across all major asset classes for institutional and private clients.

Newport Group, Inc. engages in the provision of retirement, insurance, and consulting services. It offers retirement plan, deferred compensation and executive benefit plans, institutional trustee service, and independent fiduciary services. The firm also offers Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI), Insurance Company-Owned Life Insurance (ICOLI), and after-tax plans. The company was founded by Peter Cahall in 1984 and is headquartered in Walnut Creek, CA.

ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

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.

MKH Capital Partners (MKH Capital) is a private equity firm founded in 2020 by Miguel Heras and Annette Rodriguez. The firm is headquartered in Miami, Florida.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

NGC Capital Management LLC (NGC) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2008 as Angel Island Capital Management LLC. In 2023, they were acquired by Nassau NGC Holdings LLC, which is ultimately owned by Nassau Reinsurance LLC. NGC offers differentiated value-oriented capital solutions across traded corporate credit, private credit and middle market distressed to meet the specific needs of investors and issuers.

Madison Avenue Partners LP is an independent, SEC-registered registered investment advisor and hedge fund manager headquartered in New York City. Founded in 2018, the firm serves as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles, the securities of which are offered through a private placement memorandum to accredited investors.

SEVEST Management GmbH (SEVEST) is a private equity subsidiary of Serafin Unternehmensgruppe GmbH founded in 2022 by Philipp Haindl, David Lisewski and Marco Pagacz. The firm is headquartered in Munich, Germany.

Rigeto Unternehmerkapital GmbH is a financial company based in Munich, Germany. The German company describe themselves as a combination of a private equity society and a family office, investing flexibly and in the long term. Rigeto Unternehmerkapital GmbH has a strong management team and work with companies to develop growth strategies and expand their businesses. Rigeto has made over 40 transactions and invested around 300 million euros. The company focuses on medium-sized companies and aim to shape change to the advantage of everyone involved. The company was founded in 2013, and Richard K. Lenz has been the CEO since 2012.

Lorient Capital Management LLC (Lorient Capital) is a private equity firm founded in 2018 by Mark Mitchell. The firm is headquartered in Birmingham, Michigan.

White Wolf Capital LLC (White wolf) is a private equity firm founded in 2011 by Elie Azar. The firm is headquartered in Miami, Florida.