Ching-Yee Joey

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

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.

Part of Zenkel Schoenfeld LLC, Global Credit Services LLC provides business credit information and credit risk management software. The private company is based in New York, NY. Douglas Newman has been the CEO of the company since 2010. Global Credit Services was acquired by Zenkel Schoenfeld LLC on March 19, 2008.

Barclays Private Credit Partners LLC is a private equity firm headquartered in New York City. The firm is a division of the Barclays Capital U.S. Leveraged Finance Group. Their ultimate parent is Barclays Plc. (NYSE: BCS).

AB Private Credit Investors LLC (AB Private Credit Investors) is a private equity/venture capital subsidiary of Alliance Capital Management LLC founded in 2014. The firm is headquartered in Austin, Texas.

Tiptree Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael Barnes and Arif Inayatullah in 2003 as Tricadia Capital Management LLC. They are wholly owned by Tiptree Advisors Holdings LP. Formerly known as Corvid Peak Capital Management LLC, Tiptree Advisors provides discretionary portfolio management and advisory services to institutional investors. They also manage certain assets on behalf of Tiptree, Inc.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Part of PX, Inc., Colossus, Inc. is a private company that helps businesses sell more solar through their marketplace. The company is based in Revere, MA. The company provides quality solar leads to sales teams and connect them with real-time solar inquiries to help close more deals. The company was founded by Nima Hakimi and Douglas J. Tate, and the CEOs are Daniel Gloede and Heather Griffin. Colossus was acquired by PX, Inc. on April 03, 2023.

Patterson Belknap Webb & Tyler LLP engages in the provision of legal services. The firm serves finance, medical, media, and pharmaceutical industries. Its practice areas include litigation, tax, intellectual property transactions, mortgage and credit, employment law, and insurance coverage. The company was founded in 1919 and is headquartered in New York, NY.

Activate Venture Partners (Activate Venture Partners) is a venture capital firm founded in 1999 by Glen Bressner and Todd T. Pietri. The firm is headquartered in New York.

ATX Venture Partners (ATX Venture Partners) is a venture capital firm founded in 2014 by Chris R. Shonk and Danielle Weiss Allen, Brad Bentz. The firm is headquartered in Austin, Texas.

NCH Capital, Inc. is a SEC-registered investment advisor headquartered in New York City. It was founded in 1993 by George Rohr and Moris Tabacinic. The firm is a subsidiary of Russian-based NCH Advisors, Inc. NCH Capital provides investment supervisory and management services on a discretionary basis to clients that are pooled investment funds intended for institutional and other sophisticated investors.

ATL Advisor LP (ATL Advisor) is a private equity firm founded in 2014 by Frank V. Nash and Paul Teske. The firm is headquartered in New York.

Part of UBS Group AG, Credit Suisse First Boston Pacific Ltd. is a private company based in Hong Kong, Hong Kong.

Xiabu Restaurant Management Co. Ltd. is a Beijing-based hot pot chain with outlets. It offers hot pot dishes such as vegetables, fishes, meats and meatballs. The company was founded in 1998 and is headquartered in Beijing, China.

The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

SQN Alternative Investment Fund III LP owns and invests leased equipment and related financings. It purchases equipment and leases it to the third-party end users. The firm sells its equipment directly to its leasing customers. The company was founded on March 10, 2010 and is headquartered in New York, NY.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers LLP is a private company based in Hong Kong, Hong Kong. The Chinese company specializes in providing services to help businesses achieve their tax objectives and strategically move forward. The company's focus is on building trust in society and solving important problems, and they work closely with clients to ensure they are ready to take advantage of new opportunities for growth.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Zhong Tian LLP provides accounting services. The private company is based in Shanghai, China.

VI Asset Management Co., Ltd. offers security brokerage services. The company is headquartered in Hong Kong.

Avo Insurance Co. Ltd. engages in the provision of digital travel and health insurance services. It also offers lifestyle insurance. Its features include travel protection, eWallet protection, cancer protection, and child vaccination protection. The company is headquartered in Hong Kong.

Citigroup Global Markets Asia Ltd. (CGMA) is a securities brokerage firm headquartered Hong Kong. They are a subsidiary of Citigroup Global Markets Hong Kong Holdings Ltd., ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Formerly known as Citi Smith Barney, the firm was reorganized in 2008 when Citigroup combined their brokerage and private banking businesses. CGMA offers stock trading services to various institutional investors.

Gladly, Inc. is a customer service software company that uses AI to provide personalized customer service at scale. The company is based in San Francisco, CA and has subsidiaries in the United States. The company's platform includes voice, email, SMS, chat, social messaging, and self-service channels to create a lifelong conversation stream with customers. Gladly helps commerce brands understand their customers and match them with the right agent, resulting in no missed conversation history and no time wasted on channel switching. Many well-known brands, such as Allbirds, Bombas, Crate&Barrel, and Ulta Beauty, partner with Gladly to transform their customer service and build lifelong loyal customers. The company was founded by Kevin Jennison and Alexander Groth, with Alexander Groth serving as CEO since incorporation.

SQN Capital Management LLC (SQN) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 by Jeremiah Silkowski and Neil Roberts. They are a subsidiary of SQN Capital Partners LLC, a subsidiary of SQN Capital Corp. SQN provides investment advisory and management services to alternative investment funds as well as to separate managed accounts for institutions. The firm manages or advises on funds domiciled in the US, Great Britain, the Channel Islands and the Cayman Islands.

SmartKem Ltd. engages in the design, development, industrialization, and technology transfer of solution-deposited organic semiconductors for transistor backplanes. The company was founded by Steve Paul Kelly in 2009 and is headquartered in St. Asaph, the United Kingdom.