David M. Flannery

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.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

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.

Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.

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.

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.

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.

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.

Strength Capital Partners LLC (Strength Capital Partners) is a private equity firm founded in 2000 by Mark McCammon and Mike Bergeron. The firm is headquartered in Birmingham, Michigan.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, 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.

Ludlow Ventures LLC (Ludlow Ventures) is a venture capital firm founded in 2009 by Jonathon Triest. The firm is headquartered in Detroit, Michigan.

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).

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

The Institute of International Finance, Inc. operates as a financial institute. The company's members include commercial and investment banks, insurance companies, and investment management firms. It provides stocks, bonds, mutual & financial funds, and other investments services. The company was founded in 1983 and is headquartered in Washington, DC.

Part of Secretariat International, Inc. /Florida/, Economists, Inc. provides economic and risk management consulting services. The company is based in Washington. The American company was founded in 1981. The CEO is Jonathan L. Walker. Economists was acquired by Secretariat International, Inc. /Florida/ on July 01, 2021.

Fibo, Inc. develops mobile software application for construction companies to track time, take notes and photos. The company was founded by Christopher Smeder, Ruben Gonzalez and Zane Salim on July 21, 2016 and is headquartered in Sunnyvale, CA.

Exto, Inc. offers a modern 0% APR credit card called Atlas. The company is located in the US. The credit card allows users to build credit, get cash back at over 50,000 locations, and provides complete fraud protection.

CCF Capital Management I LLC (Crescent Fund) is a venture capital firm founded in 2020. The firm is headquartered in Southern California.

PatientPop, Inc. operates a marketing platform for growing a medical practice. Its platform is a solution for patient acquisition, reputation management, retention marketing and business insights with a dashboard. The company was founded by Luke Kervin, Travis S. Schneider and Taylor Timmer in 2014 and is headquartered in Santa Monica, CA.

Transifex US, Inc. operates as a localization platform. The company was founded by Dimitris Gelezos in 2009 and is headquartered in Menlo Park, CA.

Thumbtack, Inc. engages in the operation of online marketplace for hiring workers. It enables the customers to hire professionals for painting and remodeling homes, learning a new language, teaching kids, DJ and photographing weddings, dog-sitting, and planning birthday parties. The company was founded by Marco Zappacosta, Jonathan Swanson, Sander Daniels and Jeremy Tunnell in August 2008 and is headquartered in San Francisco, CA.

Zhongke Yueda Shanghai Material Technology Co.,Ltd. The company is based in Shanghai, China and was founded in 2018. is a high-tech enterprise that focuses on the research and development of graphene production technology and application solutions. The Chinese company has a strong research and development team and a materials testing center equipped with advanced testing equipment. The company offers a range of graphene products, including graphene powder, graphene film, and graphene functional slurry, which are widely used in various fields such as new energy battery electrode conductive agents, composite functional materials, and graphene heat dissipation film materials. The company also provides graphene-based solutions for thermal management coatings, textiles, and electronics products. The CEO is Gu Qiao Yu.

RCF Management LLC (RCF Management) is a private equity firm founded in 1998 by Henderson Gilbert Tuten and James and James Timothy McClements. The firm is headquartered in Denver, Colorado.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.