Oskar Yao

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.

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.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Paloma Partners Management Co. (PPMC) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1989 by S. Donald Sussman. PPMC provides discretionary investment advisory services to private investment funds.

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.

Highbridge Capital Management LLC (HCM Highbridge is a registered investment advisor and global alternative investment firm headquartered in New York City. The firm was founded in 1992 and is a subsidiary of JPMorgan Asset Management Holdings Inc., which is a wholly-owned subsidiary of JPMorgan Chase & Co. (NYSE: JPM). Highbridge manages capital for sophisticated investors, who include financial institutions, public and corporate pension funds, sovereign wealth funds, endowments and family offices.

King Street Capital Management LP (King Street) is a SEC-registered investment advisor and global alternative asset manager headquartered in New York City. The firm was co-founded in 1995 by Brian Higgins and Ottavio Biondi. King Street provides investment management services on a discretionary basis to private investment funds.

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.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

Fitness Cubed, Inc. designs and manufactures fitness equipment. Its products include Cubii Jr, Cubii Pro, Cubii Elite, Cubii Essentials, and Cubii Extras. The company was founded by Arnav Dalmia, Shivani Jain, and Ryota Sekine in 2014 and is headquartered in Chicago, IL.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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).

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

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.

Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop.

Corvex Management LP (Corvex) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Keith Meister in 2010. Corvex provides discretionary investment management services to private investment funds.

Applied Research Investment Advisors Corp. (Applied Research) is an independent boutique investment firm headquartered in Montréal, Canada. Applied Research provides investment management services to institutional and qualified private clients.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

ARI Group LLC (ARI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Amira Strasser in 2016 as Applied Research Investments LLC. ARI offers customizable portfolios and advises their clients. They target institutional clients and high-net-worth individuals such as family offices, endowments, pension funds and sub-advisory relationships.

The Buoniconti Fund to Cure Paralysis, Inc. provides treatment for spinal cord and brain injuries. The company was founded by Nicholas A. Buoniconti and Barth A. Green in 1992 and is headquartered in Miami, FL.

M13 Ventures Management LLC (M13 Ventures) is a venture capital firm founded in 2016 by Carter Milliken Reum and Courtney Reum. The firm is headquartered in Santa Monica, California.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Part of IAC, Inc., MONEY Magazine is a finance magazine publishing company. The company is based in Chicago, IL.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

AML RightSource LLC provides financial and risk analytics, intelligence and regulatory advisory services. It offers compliance, staffing, and consulting services. The company was founded in 2004 and is headquartered in Cleveland, OH.

Jacent Strategic Merchandising LLC sells non-edible, impulse items to grocery stores and other retailers. Its products include baby essentials, barware, cleaning supplies, gadgets, and beverage. The firm’s services include surveys and planning, merchandising support, re-ordering and replenishing. The company was founded by Larry Dion and Michael Dion in 1986 and is headquartered in Huntingdon Valley, PA.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.