Benjamin Sarnoff

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.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

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.

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).

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.

Samsung Venture Investment Corp. (SVIC) is a corporate venture capital investment firm based in Seoul, South Korea. Founded in 1999, they manage investment and investment-related activities for the Samsung Group. The parent firm, founded in 1938 and headquartered in Seoul, produces semiconductors, business communications systems, reciprocating and rotary compressors, optical and hard disc drives, LCD panels, set-top boxes, CC televisions, as well as fiber optics. In 2004, SVIC established Samsung Ventures America, their US-based venture capital arm.

Taurus Ventures Capital Management LLC (Taurus Ventures) is a venture capital firm founded in 2015 by Hemant Bhardwaj. The firm is headquartered in San Jose, California.

The Urban Institute is a nonprofit organization that conducts research and offers evidence-based solutions to improve social and economic policies. The non-profit company is based in Washington and was founded in 1968 by Lyndon Baines Johnson. The American company's objective research helps expand opportunities for all, reduce hardship among the most vulnerable, and strengthen the effectiveness of the public sector. The company studies how family and individual well-being is shaped by economic, social, and demographic trends, and how policies and programs can improve economic security, human capital, family stability, and child development.

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.

CardWorks, Inc. provides credit card services such as adjustment and collection services. The firm provides services through CardWorks Servicing and Merrick Bank divisions which include third-party services of credit cards and issues, collections, risk management and portfolio management. The company was founded by Donald M. Berman in 1987 and is located in Woodbury, NY.

Wealthfront Corp. provides investment advisory services. The company was founded by Andrew Samuel Rachleff and Daniel Joseph Carroll in 2008 and is headquartered in Redwood City, CA.

Hersh Family Investments (Hersh Family Investments) is a venture capital firm founded in 1997. The firm is headquartered in Irving, Texas.

Altitude Ventures (Altitude Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Nashville, Tennessee.

Xhale Assurance, Inc. designs and develops a patient monitoring technology designed to improve and expand the use of conventional pulse oximetry used in hospitals and other clinical settings to monitor critical patient parameters, as well as to increase the number of parameters which can be measured. It provides Assurance Nasal Alar SpO2, a disposable sensor placed on a patient’s nasal ala which transmits heart rate and blood oxygenation information to an oximetry monitor. The company was founded in 2005 and is headquartered in Gainesville, FL.

Please Touch Museum is a celebration of imagination for all children and families. Please Touch Museum is based in Philadelphia, PA. Patricia D. Wellenbach has been the CEO of the private company since 2015. The museum offers free parking, free general admission for 12 months, free carousel rides, and more. Visitors can explore two floors of fun exhibits and enjoy a snack or meal at the museum's café or dining area outside in the Please Touch Garden. The museum also partners with regional colleges and universities to host leading-edge child development research studies.

PointClickCare Corp. engages in the operation of healthcare technology platform enabling meaningful collaboration and access to real-time insights at every stage of the patient healthcare journey. The company was founded by Michael Wessinger and David Wessinger on August 23, 1995 and is headquartered in Mississauga, Canada.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Coventure Management LLC (Coventure) is a venture capital firm founded in 2012 by Ali Hamed, Jamil Goheer and Thatcher Bell. The firm is headquartered in Miami, Florida.

CV Crypto Holding Co. LLC provides banking and financial services. The company is headquartered in New York, NY.

Crossbeam Venture Partners LLC (Crossbeam Venture Partners) is a venture capital firm founded in 2020 by Ali Hamed. The firm is headquartered in New York.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.

Delaware Bankers Association is a business association. The firm is a not-for-profit private trade association comprised of national and state chartered banks, non-depository trust companies and savings banks that have assets in or are authorized to accept deposits in Delaware. The company was founded in 1895 and is headquartered in Dover, DE.

The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY.

Dorm Room Fund makes investments in college-bound startups in Philadelphia, focusing primarily on Penn and Drexel. The fund targets companies operating in the fields of technology services. It provides financing for seed stage capital requirements.