Braden Snyder

Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual 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.

Qsent, Inc. provides contact and identity management services. The company's services are used by data bureaus, information solutions companies, marketing services providers, and direct end users in the financial services, eCommerce, retail, insurance, marketing services, and telecommunications industries. Qsent was founded in 1998 by Patrick M. Cox, Kevin S. Anderson, and Greg A. Keene and is headquartered in Beaverton, OR.

PetFoodDirect.com provides online retail services for pet foods and accessories. It manufactures canned and dry pet food for dogs, puppies, cats, kittens, birds, rabbits, ferrets, guinea pigs, hamsters, fish, and other domestic animals. The company was founded by Jon Roska in 1997 and is headquartered in Harleysville, PA.

Alert Logic, Inc. provides managed detection and response (MDR) solutions. It offers coverage for public clouds, software as a service (SaaS), on-premises, and hybrid environments. The company was founded by Misha Govshteyn and Matthew Harkrider in 2002 and is headquartered in Houston, TX.

The Chartered Alternative Investment Analyst Association provides educational and professionalism services in the field of alternative investments. The private company is based in Amherst, MA and has subsidiaries in Switzerland and Canada. The company was founded by Alexander M. Ineichen, Jayson Reagan Bronchetti, Peter Douglas, Florence Lombard. William J Kelly has been the CEO of the company since 2014.

Jama Software, Inc. provides web-based management tools. It offers management software solutions that feature test and change management, diagramming, reports and dashboard development, and workflow monitoring solutions. The firm serves to the aerospace, defense, automotive, consumer electronics, industrial technology and medical device industries. The company was founded by Eric Winquist, Sean Tong and Derwyn Harris in 2007 and is headquartered in Portland, OR.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.

Trilantic Capital Management LP (Trilantic Capital) is a private equity firm founded in 2009 by Danny James. The firm is headquartered in New York.

Investure LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded by Alice Handy and Charles Cooke in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations.

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.

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Stern Value Management Ltd.. provides management consulting services. The firm advises clients in transaction, strategy, performance, and transformation. The company was founded by Joel M. Stern on November 1, 1982 and is headquartered in New York, NY.

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

Ruby Receptionists, Inc. engages in the provision of live virtual receptionist and chat services. It offers services to the legal healthcare, real estate, finance, and home services. The company was founded by Jill Nelson in 2003 and is headquartered in Portland, OR.

Netwrix Corp. provides information technology auditing software services. Its products include Netwrix Auditor and Netwrix Data Classification. It offers data access governance, risk assessment, data remediation, subject rights requests, records management, file analysis, change auditing, storage optimization, and asset inventory solutions. The company was founded by Michael Fimin and Alex Vovk in 2006 and is headquartered in Irvine, CA.

Digital.ai Software, Inc. engages in the provision of automation software. Its primary product, the XebiaLabs DevOps Platform, allows enterprises to connect all DevOps tools, manage interactions, and create a data hub for reporting. The company was founded by Vincent Partington and Coert Baart in 2008 and is headquartered in Burlington, MA.

Adthena Ltd. designs and develops an intelligence solution for search marketers. The firm offers partner management, strategic planning, gap analysis, ad copy analysis, and brand protection. The company was founded by Ian Whitney O’Rourke and Andrew Richard Denby Evetts in 2012 and is headquartered in London, the United Kingdom.

ForeSee Results, Inc. provides online survey services. It captures and analyzes online voice of customer data to help its clients increase sales, loyalty, recommendations and website value. The company was founded by Larry S. Freed in 2001 and is headquartered in Ann Arbor, MI.

Mid-Atlantic Venture Association represents private equity and venture capital companies. The private company is based in Timonium, MD. The company was founded by Charles W. Newhall.

Nintex Global Ltd. engages in the provision and design of a automated and intelligent process automation system. It serves the energy, financial services, government, health, and life sciences industry. The company was founded in 2006 and is headquartered in London, the United Kingdom.

Cdata Software, Inc. provides data access and connectivity solutions. It includes development of drivers and data access technologies for real-time access to online or on-premise applications, databases, and Web APIs. The company was founded by Gent Hito and Amit Sharma and is headquartered in Chapel Hill, NC.

Asian Healthcare Group Bhd. operates as a development stage investment holding company. The company was founded on October 27, 2014 and is headquartered in Kuala Lumpur, Malaysia.

Blackstone Credit /Private Equity/ (Blackstone Credit) is a private equity subsidiary of Blackstone Alternative Credit Advisors LP founded in 2005. The firm is headquartered in New York.

Blackstone Alternative Credit Advisors LP (BACA) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Stephen Schwarzman in 2005 as GSO Capital Partners LP and changed their name to Blackstone Alternative Credit Advisors LP in 2020. They are a subsidiary of GSO Holdings I LLC, ultimately owned by The Blackstone Group, Inc. (NYSE: BX). BACA provides their services to a limited number of sophisticated investors such as institutional and high-net worth individual investors.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London.

Part of ACT Commodities Group BV, Green Project Technologies, Inc. is a SaaS climate and ESG data management platform. The company is based in New York, NY. Green Project Technologies offers three primary market segments: helping private equity firms track the emissions of their portfolio companies, enabling companies to track the emissions of their vendors and supply chain, and allowing eco-minded organizations to align their sustainability values with rigorous data reporting efforts. The company's mission is to decarbonize the private markets. Green Project Technologies was founded in 2020 by Samuel Stark, who has been the CEO since 2020. Green Project Technologies was acquired by ACT Commodities Group BV on April 17, 2023.

The Chesapeake Bay Foundation, Inc. is an independent organization that focuses on restoring and protecting the Chesapeake Bay and its tributary rivers. It was founded in 1967 and is headquartered in Annapolis, MD.

Part of McKinsey & Co., Inc., McKinsey & Company Holdings Ltd. is a consulting firm that partners with leaders on strategy, innovating to net zero, leading with tech, and building capabilities for a sustainable, inclusive, growing future. The company is based in London, UK. The British company specializes in Consumer Packaged Goods and has conducted research, articles, and reports on the changes that matter most for the challenges and opportunities ahead. The company was founded in 2011 by Brian K. Stafford.