Jonathan Grad

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.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

OneSource Virtual, Inc. provides business process outsourcing technology and support services. The firm's services include strategic consulting for workday, workday implementation, workforce administration, benefits administration, payroll services on workday, prescriptive solutions, finance and accounting services and application management services. The company was founded Brian David Williams, Wesley John Bryan and Britton Carl Wirt in 2008 and is headquartered in Irving, TX.

Corporate Capital Trust II operates as an investment company. It offers capital appreciation, alternative investments, asset management, and investment consulting services. The company was founded on August 12, 2014 and is headquartered in Orlando, FL.

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.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

HCPro, Inc. provides newsletters and books for the healthcare industry. The firm provides integrated information, education, training, and consulting products and services in the areas of healthcare regulation and compliance. It offers assistance and expertise in the areas of accreditation, ambulatory surgery centers, case management, clinical documentation improvement, corporate compliance, credentialing/privileging, executive leadership, health information management, home health hospice, infection control, life sciences, long-term care, managed care, marketing, medical staff, nursing, physician practice, patient safety, rehabilitation, residency, revenue cycle, and safety. The company was founded in 1986 and is headquartered in Middleton, MA.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Peachtree Equity Investment Management Inc (Peachtree Equity Partners) is a private equity firm founded in 1997 by David Christopher and Matt Sullivan. The firm is headquartered in Atlanta, Georgia.

Moxie Marketing Services LLC provided advertising and marketing services. Its client roster included Nationwide Insurance, Perkins Restaurant & Bakery, Ainsworth Pet Nutrition, Best Buy For Business, Chick-fil-A, Food Lion, The State of Georgia, Donatos, NGK Spark Plugs and more. The company was founded in 2007 and was headquartered in Atlanta, GA.

MG LLC provides marketing consulting services. It offers end-to-end customer acquisition solutions using platforms, marketing techniques and case management practices. The company was founded in 1997 and is headquartered in Fort Lee, NJ.

Jun Group LLC provides mobile video and branded content advertising platform. It offers native video placements that allow advertisers to reach their target audiences; SightSoundEmotion, a destination that promotes videos from causes and creates a brand-safe environment for advertisers to reach their consumers; and traffic products that drive visitors to Website, social media pages, branded content and mobile destination. The company was founded by Mitchell Reichgut and Corey Weiner in 2005 and is headquartered in New York, NY.

Datamyx LLC provides data, technology, and analytics for financial services organizations. Its solutions include audience targeting, lead optimization and retention and cross-sell. The firm also offers data-driven technology solutions for the marketing industry. The company was founded by Benjamin Waldshan in 2000 and is headquartered in Boca Raton, FL.

Part of Real Chemistry, Inc., Halyard MD Opco LLC provides advertising and business services. The company is based in New York, NY. The company was founded by Erin DeRuggiero. Erin DeRuggiero has been the CEO since incorporation. Halyard MD Opco was acquired by Swoop.com, Inc. on March 01, 2023.

EducationDynamics LLC engages in the provision of higher education marketing and enrollment management services. It helps colleges and universities to find, enroll, and retain students. It offers LeadWatchLive, a Web-based inquiry management system. The company was founded in 2005 and is headquartered in Hoboken, NJ.

White Hat Capital Partners LP (White Hat Capital) is a private equity firm founded in 2016 by Dave J. Chanley and Mark R. Quinlan. The firm is headquartered in New York.

Brooks Houghton & Co. (Private Equity) (BHC) is a private equity subsidiary of Brooks Houghton & Co. Inc founded in 1989 by Gerald H. Houghton. The firm is headquartered in Stamford, Connecticut.

Magnetar Asset Management LLC (Magnetar) is an asset management firm headquartered in Evanston, Illinois. They are a wholly-owned subsidiary of Magnetar Capital Partners LP. The firm was founded in 2005 by Alec Litowitz. Magnetar provides investment advisory and portfolio management services.

Part of Deluxe Media, Inc., Post Haste Digital is a company that offers a wide range of services, talent, and support in audio and video mastering, digital intermediate, archival and migration, compression and authoring, and timed-text. The company is based in Los Angeles, CA and was founded in 2003. The company takes the COVID-19 pandemic seriously and has implemented significant measures to keep their workplace safe. The company has a fully certified nearfield room that supports Dolby Atmos and DTS-X, a main theater that can accommodate both large and small monitoring setups, and a state-of-the-art ADR stage that is spacious and elegant. The company also offers digital intermediate services with their brand-new Dolby Vision-certified digital intermediate bay. The CEO is Erik Allan Falk. Post Haste Digital was acquired by Deluxe Media, Inc. on November 30, 2022.

KKR Group Co., Inc. engages in the provision of investment and private equity asset management services. The firm manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit, and hedge funds. It operates through the Asset Management and Insurance segments. The Asset Management segment includes investment management and other services to funds, vehicles, collateral loan obligations, managed accounts and portfolio companies, and transaction-specific income from capital markets transactions. The Insurance segment offers retirement and life insurance services which provide a suite of protection, legacy and savings products to customers and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry R. Kravis and George R. Roberts in 1976 and is headquartered in New York, NY.

Home Partners of America, Inc. provides lease programs for home ownership. It acquires homes in Illinois, Texas, Colorado, Florida, California, Oklahoma, Washington, Indiana, Georgia and Minnesota. The company was founded in 2012 and is headquartered in Chicago, IL.

Part of International Financial Reporting Standards Foundation, The Value Reporting Foundation is a non-profit organization that offers support services for businesses and investors. The company is based in San Francisco, CA. The CEO of the company is Janine M. Guillot. The Value Reporting Foundation was acquired by International Sustainability Standards Board on November 04, 2021.

Alvarez & Marsal, Inc. engages in the provision of consulting services. It offers business advisory, performance improvement, turnaround management, and interim management services. The company was founded by Antonio Clemente Alvarez II and is headquartered in New York, NY.

Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Capital Finance Corporation Canada is a Canadian company that provides financial services. The company is based in Toronto, Canada.