Hao Yuan Liu

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Scribble Press is a multimedia platform for creating, sharing and publishing stories. Accessible via the web and on the iPad, Scribble Press is an easy, fun and free way to create and publish your stories. In use in thousands of classrooms and hundreds of thousands of homes around the world, Scribble Press is the leading publishing platform for kids. Based in Los Angeles, California, Scribble Press is an amazing team of creative people in New York and Los Angeles. The company was founded in 2008 as a retail entertainment experience, and shifted its focus to the digital channel in 2011.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

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.

SRI International provides contract research and development services. It is an independent, nonprofit research institute conducting client-sponsored research and development for government agencies, commercial businesses, foundations, and other organizations. The company was founded in 1946 and is headquartered in Menlo Park, CA.

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.

Part of Candlelight Investment Holdings, Inc., The Source is a company that provides incentive programs and medical services. The company is based in Chicago, IL. The CEO of the company is Geoffrey G. Wormer. The Source was acquired by HA-LO Industries, Inc. on March 17, 1993.

Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies.

China Cinda (HK) Holdings Co. Ltd. operates as an investment holding company. The company was incorporated on December 16, 1998 and is headquartered in Hong Kong.

Part of BNP Paribas SA, BNP Paribas SA (Hong Kong Branch) is a banking and financing company based in Hong Kong, Hong Kong. The Chinese company provides banking, financing, and advisory services to local and overseas corporations, financial institutions, and institutional investors. The company was founded in 1862. Pak Hon Leung has been the CEO of the company since 2019.

Part of The National Academies of Science, the National Academy of Engineering operates as a professional membership organization. The company is based in Washington.

OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France.

State Administration of Foreign Exchange operates as a sovereign wealth fund. It draft rules and regulations governing foreign exchange market activities and manage China's foreign exchange reserves for the People's Bank of China. The company is headquartered in Beijing, China.

M13 Ventures Management LLC (M13 Ventures) is a venture capital firm founded in 2016 by Carter Milliken Reum and Courtney Reum. The firm is headquartered in Santa Monica, California.

Capstone Partners LLC (Private Equity) is a Private Equity firm, a subsidiary of Headwaters MB LLC founded in 2001 by Philip William Seefried and John Ferrara. The firm is headquartered in Denver.

AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.

Sun Life Everbright Asset Management Co., Ltd. (SLEBAM) is an independent investment management firm headquartered in Beijing, China. The firm was founded in 2012 and is owned by Sun Life Everbright Life Insurance Co. Ltd. SLEBAM’s business scope are entrusted management of RMB and foreign currency funds entrusted by the principal; management and utilization of self-owned RMB and foreign currency funds; development of insurance asset management product business; other businesses approved by the China Insurance Regulatory Commission; businesses approved by other departments of the State Council.

Wisemont Capital Management Co LLC (Wisemont Capital) is a venture capital firm founded in 2015 by Li Zhu, Qiang Wan and Jun Li. The firm is headquartered in Belmont, California.

Advanced Research Investment Solutions LLC (ARIS) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Alex Shahidi and Damien Bisserier in 2014 as Kristy Advisors LLC. They are wholly-owned by Evoke Holdings LLC. ARIS provides investment advisory services to pension and profit-sharing plans, pooled investment vehicles, endowments, charitable organizations, guilds and health plans, investment companies, family offices, corporations and other business entities, individuals, and trusts and estates.

Techstars Ventures is a venture capital subsidiary of TechStars Central LLC founded in 2006. The firm is headquartered in Boulder, Colorado.

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.

Lightbay Management LLC (Lightbay Capital) is a private equity firm founded in 2016 by Nav Rahemtulla and Adam Lance Stein. The firm is headquartered in Los Angeles, California.

Good Harbor Partners is a boutique mergers and acquisitions and outsourced corporate development firm that specializes in the learning and workforce space. The firm provides strategic consulting, advisory, and M&A services to mature companies, growth stage companies, and high potential startups in the edtech, publishing, and media sectors. Good Harbor Partners has a unique, high-touch approach that enables clients to actualize their vision and achieve their personal and professional goals. The team has deep knowledge and relationships in the industry, built on decades of experience as operators, and has a track record of delivering outsized exits for high potential, growth companies.

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).

Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts.

Muse Capital LLC (Muse Capital) is a venture Capital firm founded in 2016 by Assia Grazioli-Venier and Rachel Springate. The firm is headquartered in California.