Jim Fox

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.

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.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

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.

Aegis Holdings, Inc. engages in the provision of information technology services. The company was founded in 2014 and is headquartered in New York, NY.

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.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Leo Burnett Co., Inc. provides advertising services. It offers planning, creation, and management of advertising campaigns. The firm provides promotions, direct marketing services, multimedia and interactive marketing development. The company was founded in 1935 and is headquartered in Chicago, IL.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

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

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

IPI Partners LLC (IPI Partners) is a private equity subsidiary of Iconiq Capital LLC founded in 2016. The firm is headquartered in Chicago, Illinois.

Apollo Global Management, Inc /Private Equity/ (Apollo Global Private Equity) is a private equity firm founded in 1990. The firm is headquartered in New York City.

JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore.

dunnhumby Ltd. offers market research and data analysis services. It serves businesses in retail, manufacturing, consumer markets, and retail media sectors. The company was founded by Clive Humby and Edwina Dunn in 1989 and is headquartered in London, the United Kingdom.

Connetic Ventures LLC (Connetic Ventures) is a venture capital firm founded in 2014 by Kyle Schlotman and Brad Zapp . The firm is headquartered in Covington, Kentucky.

Novitex Acquisition LLC provides consulting and outsourcing services. It offers digitized records, fax, mail and document management services to universities, schools, government agencies and financial firms. The company was founded in 2013 and is headquartered in Stamford, CT.

Constellation Club Holdings, Inc. functions as an investment holding company. The company is headquartered in Dallas, TX.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Leo Burnett Ltd. provides advertising services. It specializes in digital, social media, content, sales promotion, direct marketing, event management, and licensing and luxury branding. The company was founded in 1967 and is headquartered in London, the United Kingdom.

Founded in 2012, Interval Partners LP is a registered investment advisor and hedge fund manager located in New York City. The firm provides discretionary investment advice to private investment funds and certain separately managed accounts.

Fengh Medical Co. Ltd. engages in the research and development, manufacture, and sale of minimally invasive and laparoscopic surgical instruments and consumables. Its products include electric endoscopic staplers, manual endoscopic staplers, open staplers, and other instruments. The company was founded on October 14, 2011 and is headquartered in Jiangyin, China.

SourceHOV Holdings, Inc. operates as a holding company with interest in providing business and knowledge process outsourcing solutions. The company through its subsidiaries offers document centric applications, in healthcare payer and provider, finance and banking, public sector, publishing, legal, insurance, manufacturing and commercial industries, includes specialized consulting services for construction management, tax benefits, legal claims settlements and economic consultancy. SourceHOV Holdings was founded in 2011 and is headquartered in Irving, TX.

Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA.

Travel Nurse Across America LLC provides healthcare staffing, travel nurse placement and travel therapist placement services. The firm covers the costs of all necessary licenses and credentials, travel reimbursement and housing program. The company was founded in 1999 and is headquartered in North Little Rock, AR.

Nationwide Marketing Group LLC provides marketing consulting services. It offers training, web, and digital content and high definition commercials. The company is headquartered in Winston-Salem, NC.

Colibri Group LLC provides online learning solutions to licensed professionals. The firm's brands include McKissock, Real Estate Express, The Institute for Luxury Home Marketing, Elite Professional Education and Superior School of Real Estate. It serves real estate, healthcare, personal care and financial services industries. The company was founded by Richard McKissock and Matthew Richard McKissock in 1989 is headquartered in St. Louis, MO.

Class Valuation LLC engages in the provision of real estate asset valuation and appraisal management solutions for the residential mortgage industry. The company was founded in 2009 and is headquartered in Troy, MI.

Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

The Variable is an advertising agency and innovation consultancy that helps well-known brands accelerate business transformation through an integrated offering that includes strategy, design, product innovation, advertising, social, community building, and more. The company is based in Winston-Salem, NC and has subsidiaries in the United States. The agency has received impressive awards from leading publications for its unique combination of creativity and innovation. The Variable champions change and strives to make great work.

Clarion Healthcare LLC engages in healthcare industry. The firm offers strategies and organizational consultancy services. The company is was founded by Thomas Murtagh and Bart Lombardi and is headquartered in Boston, MA.