Ryan Greene

Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

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.

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.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Penn Schoen Berland (PSB), a member of Young & Rubicam Brands and of the WPP Group, is a global research-based consultancy that specializes in messaging and communications strategy for blue-chip political, corporate and entertainment clients. Founded in 1975, they bring together lessons from the campaign trail and the boardroom to create innovative strategies to handle complex situations. Their powerful hybrid model combines both political and corporate research, recognizing that the strategies used to effect change in one area can be innovative and effective in the other. They call this Winning Knowledge. In the political arena, PSB has thirty years of experience winning competitive elections. They’ve won nearly three quarters of the races they’ve run, and have worked as pollster and strategic advisor to candidates including President Bill Clinton, New York City Mayor Mike Bloomberg and UK Prime Minister Tony Blair. Their innovative and successful political work led Time Magazine to dub them “Masters of the Message.” In the corporate sector, PSB is a strategic research provider to more than 30 of the Fortune 100 companies, including many of the leading consumer and business brands. They help these organizations implement proactive, research-driven and integrated communications efforts like the ones that win political campaigns. In the entertainment world, PSB is a leading provider of cover testing research to leading magazine publishers, motion picture research for major Hollywood studios, and video game research to top game publishers. Their proprietary visual testing capabilities help clients assess and fundamentally enhance the power of their execution. Their operations include over 200 consultants and a sophisticated in-house market research infrastructure with the capability to conduct work in over 90 countries. Their offices in Washington, D.C., New York, , London, Seattle, Hong Kong, Los Angeles, San Francisco, Dubai, Beijing, Austin and Denver are supported by an in-house fielding capability and are fully equipped to provide the complete creative solutions their clients need.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

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.

ForwardPMX Group LLC provides digital marketing services. The firm offers strategy and consulting, media services, customer relationship management, data science and analytics and technology. The company was founded in 2019 and is headquartered in New York, NY.

National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research.

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.

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.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Part of Axel Springer SE, Politico LLC is the authority on the intersection of politics, policy, and power. The company is based in Arlington, VA. Politico was acquired by Axel Springer SE from Sinclair Broadcast Group, Inc. on October 19, 2021. It is the most robust news operation and information service in the world specializing in politics and policy, which informs the most influential audience in the world insight, edge, and authority. Its seven-year-old European edition has grown to nearly 200 employees. Nobody knows politics like Politico. Founded in 2007 by Frederick J. Ryan, Robert L. Allbritton, Jim VandeHei, Barbara B. Allbritton, Politico has grown to a team of 700 working across, more than half of whom are editorial staff. Early this year it acquired E&E News, the renowned news organization focused solely on energy and the environment.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Cornell Capital LLC (Private Equity) (Cornell Capital) is a private equity division of Cornell Capital LLC founded in 2013 by Henry Cornell. The firm is headquartered in New York.

Harris Insights & Analytics LLC is a global consulting and market research firm that delivers social intelligence for transformational times. The company was founded by Louis Harris in 1960 and is headquartered in New York, NY.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

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

Audax Mezzanine (Audax Mezzanine) is a private equity subsidiary of Audax Group LLC founded in 2000. The firm is headquartered in New York.

Advance Realty Group LLC provides commercial real estate, development, investment and management solutions. The company was founded by Peter J. Cocoziello in 1979 and is headquartered in Bridgewater, NJ.

Part of Publicis Groupe SA, Fallon London Ltd. is an advertising agency. The company is based in London, UK. The British company was founded by Robert William Senior. Charlie Rudd has been the CEO of the company since 2019.

The HongKong & Shanghai Banking Corp. Ltd. provides banking services. It offers personal, commercial and corporate banking financial services across Asia. The company was founded by Thomas Sutherland on March 3, 1865 and is headquartered in Hong Kong.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

NS Partners Ltd. is the wholly-owned Great Britain-based investment management subsidiary of Worldinvest Management Ltd., ultimately held by Connor, Clark & Lunn Financial Group Ltd. (CCLFG) in Canada. Headquartered in London, the firm was founded in 1988 and primarily provides investment advice and management on a discretionary basis to US and non-US accounts.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.