Ken Wong

Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts.

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.

Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million.

Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds.

Promotes private investments in developing countries

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.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Monitor Clipper Partners LLC (Monitor Clipper Partners) is a private equity firm founded in 1998 by Michael Bell, Robert Calhoun, Mark Thomas and Kevin Macdonald. The firm is headquartered in Boston, Massachusetts.

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

The Urban Institute is a nonprofit organization that conducts research and offers evidence-based solutions to improve social and economic policies. The non-profit company is based in Washington and was founded in 1968 by Lyndon Baines Johnson. The American company's objective research helps expand opportunities for all, reduce hardship among the most vulnerable, and strengthen the effectiveness of the public sector. The company studies how family and individual well-being is shaped by economic, social, and demographic trends, and how policies and programs can improve economic security, human capital, family stability, and child development.

Investcorp Corporate Investment Group is a private equity arm of Investcorp Holdings BSC founded in 1982. The firm is headquartered in New York with offices across the globe.

Partners Group (Private Equity) (Partners Group-PE) is the private equity division of Partners Group AG, itself a subsidiary of Partners Group Holding AG (SW: PGHN), founded in 1996. It is headquartered in Baar, Switzerland. The firm seeks opportunities to create value through working with investee management teams to expand their businesses and attain leadership positions in their markets. Partners Group-PE aligns interests by investing alongside clients.

Cirrus Research LLC is an independent investment strategy research firm headquartered in New York City. The firm was founded by Satya Pradhuman in 2007. They provide small-to-mid cap equities research insights. Their clientele includes active portfolio managers, fundamental and quantitative managers, research analysts, strategists, asset allocators, and risk managers at some of the largest global institutions. The firm’s approach is idea driven, supported by quantitative discipline.

The American Council on Education (ACE) is a membership organization that mobilizes the higher education community to shape effective public policy and foster innovative, high-quality practice. The organization is based in Washington, D.C. ACE provides services for employers, training providers, colleges and universities, and military and working learners. The organization offers a suite of learning solutions informed by adult, community, and blended learning pedagogies, while its services include evaluation, transcript, and technical assistance for students, employers, and higher education institutions. ACE's research and insights focus on equity-minded leadership, institutional transformation, and student success.

Ithaka Harbors, Inc. provides education services. It serves scholars, researchers and students by providing the content, tools, and services needed to preserve the scholarly record and to advance research and teaching in sustainable ways. The company was founded by Kevin Guthrie in 2003 and is headquartered in New York, NY.

T. Maco & Associates LLC provides accounting and tax preparation services. The firm provides services to individuals and businesses. Its services include bookkeeping, tax planning, and other accounting services. The company was founded in 1995 and is headquartered in Doylestown, PA.

Salade Etcetera !, Inc. engages in retail sale of fresh fruits and vegetables. The company is headquartered in Saint-Patrice-de-Sherrington, Canada.

Vision Ridge Partners LLC (Vision Ridge Partners) is a firm founded in 2008 by Reuben Aguilar Samuels Munger. The firm is headquartered in Colorado, United States.

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Pacific Lake Partners LLC (Pacific Lake Partners) is a private equity firm founded in 2009 by Coley Andrews and Jim Southern. The firm is headquartered in California.

Bridgewater Advisors, Inc. (Bridgewater) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Milton Stern and Leo Marzen in 1992. Bridgewater provides advisory services to high net-worth individuals, families and not-for-profit organizations around the world.

Pear Ventures Management LLC (Pear Ventures) is a venture capital firm founded in 2013 by Pejman Nozad and Mar Hershenson. The firm is headquartered in San Francisco, California with an office in Menlo Park.

Equilibrium Capital Investment Management LLC (Equilibrium Capital) is an Private Equity firm founded in 2008. The firm is headquartered in Portland, Oregon.

The World Bank (Research) (World Bank-Research) is the investment research division of The World Bank, an international financial institution headquartered in Washington, DC. It provides loans and grants to the governments of low- and middle-income countries for the purpose of pursuing capital projects. World Bank-Research provides research to developing nations to aid economic advancement.

Cornell University (Investment Management) (The Investment Office) is the investment management division of Cornell University, a private Ivy League and statutory land-grant research university headquartered in Ithaca, New York. Founded in 1865, The Investment Office is responsible for implementing policies established by the University Board of Trustees and its Investment Committee.

Global Partnerships (Private Equity)(Global Partnerships) is a private equity subsidiary of Global Partnerships firm founded in 1994. The firm is headquartered in Seattle, Washington.

Fusion International Ltd. is a Chinese company that manufactures and wholesales chemical products. The private company is based in Shanghai, China.

Charlie Finance Co. engages in developing text message applications. It provides financial advisory services. The company was founded by Ilian Georgiev, Ivo Parashkevov and Robert Luedeman in 2016 and is headquartered in San Francisco, CA.

Chime Financial, Inc. engages in the design and development of a digital banking application. Its mobile app, Chime, provides online banking, fee-free overdraft, mobile banking, automatic savings, mobile payments, and security and control capabilities. The company was founded by Christopher R. Britt and Ryan King in 2013 and is headquartered in San Francisco, CA.

Caduceus Capital Partners LLC is a venture capital firm co-founded in 2020 by Dave Vreeland and Scott Kolesar. The firm is headquartered in Nashville, Tennessee with offices in Ohio, New Jersey, Texas, Florida, Colorado and New York.