Howard Glenn

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.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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.

Fire Rock Products LLC manufactures and distributes pre-engineered and masonary fireplace and chimney systems. Its products include fireplaces, flooring, pavers, steel windows and doors; and slate roofing. The company was founded by Jeffrey Warner Stevens in 2007 and is headquartered in Birmingham, AL.

OSP GLOBAL LLC provides software solutions for information technology governance, risk and compliance. The firm offers external vulnerability scan, firewall security review, and application and network level penetration testing services. Its products include cloud governance, risk management, and compliance platform, data discovery, and audit and vendor manager software. The company was founded by Mark E. Mercer and Rohit Tripathy in 2004 and is headquartered in Fairfax, VA.

Collect Rx, Inc. provides revenue cycle management services in health sector. It provides services to hospitals, ambulatory surgical centers, physicians, and other health care providers to maximize reimbursements on out-of-network bills. The company is headquartered in Bethesda, MD.

Healthfuse LLC is a company that provides revenue cycle vendor management services to over 150 hospitals and health systems. The company is based in Milwaukee, WI. The company offers an automated auditing solution for hospital account collection that operates 24/7 to improve the efficiency of vendor functions and processes. Healthfuse guides hospitals and health systems in creating a sustainable revenue cycle vendor structure that increases outputs and saves money. Healthfuse was founded in 2011 by Nick Fricano, Jon Myhre, and Mike Zimmerman, with Nick Fricano serving as the CEO since then.

Loyalty Express LLC customizes, automates, and manages retention marketing programs. Its solutions include CustomerManager a complete customer relationship management solution and marketing service with integrated email, direct mail and print fulfillment, MarketingCentral a private-label store that delivers complaint and branded sales collateral. The company was founded by Mary Beth Doyle and Jeff Doyle in 2004 and is headquartered in Woburn, MA.

Precision Solutions is a private company based in Dallas, TX, founded in 2001 by Colin Campbell. The company specializes in providing business professionals with data and facts to make informed decisions that drive return on investment. Precision Solutions builds long-term partnerships with clients based on trust and mutual goals. The company takes Big Data and turns it into actionable insights for client partners, helping B2B suppliers, distributors, and wholesalers uncover growth opportunities, increase revenue, and maximize margin. Precision Solutions' B2B industry experts span across Cleaning & Hygiene, Medical-Surgical, Industrial, Office Supply, and more. The CEO is Brett Friedman.

Telehealth Solution, Inc. develops telemedicine technology device. It serves hospitals and senior living. The company was founded by Waseem Ghannan and Jason Perlman and is headquartered in Charlotte, NC.

MDO Holdings LLC (MDO Holdings) is a venture capital firm founded in 2005 by Michael D. Olander Jr. The firm is headquartered in Raleigh, North Carolina.

O2 Fitness LLC operates a network of fitness centers and health clubs. It offers personal training, nutrition solutions, and corporate wellness programs. The company has offices in Cary, Chapel Hill, Fuquay Varina, Raleigh, Wake Forest and Wilmington. O2 Fitness was founded by Michael D. Olander Jr., and Kevin Hedley in 2002 and is headquartered in Raleigh, NC.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Saudi Technology Ventures (Saudi Technology Ventures) is a venture capital firm founded in 2017 by Abdulrahman Tarabzouni. The firm is headquartered in Riyadh, Saudi Arabia.

Saudi Arabian Investment Co. /Private Equity/ (Sanabil Investments) is a private equity firm, a subsidiary of Saudi Arabian Investment Co. founded in 2008. The firm is headquartered in Riyadh, Saudi Arabia.

Alwans For Information Technology LLC invests in e-commerce, mobile and game development. The company was founded by Mosab Al-Othmani and Ahmad Al Zaini in 2010 and is headquartered in AlKhobar, Saudi Arabia.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

North Carolina Association of Certified Public Accountants, Inc. provides financial services. It offers curriculum for professional education, student recruitment efforts, financial literacy, and the annual CPA day of service.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

Elite Conductors Ltd. is engaged in the business of manufacturing and supplying copper strips & wires. Its product portfolio includes paper covered copper wire, annealed bare copper wire, polyamide enameled round copper wire, oxygen free copper wire, winding copper wire, electrical copper wire and others. The company also offers copper wire flexible strips, paper insulated copper strip, PVC coated copper strip, earthing copper bonded rods, round copper rods. Elite Conductors was founded on March 20, 2006 and is headquartered in Ahmedabad, India.

Select Energy Services LLC operates as an oil and gas service company. The firm offers water solutions and environmental, well completions & intervention and facilities construction & engineering services. The company was founded in 2008 and is headquartered in Houston, TX.

UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

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.