Marisa Rosenblatt

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Founded by Chris Shumway in 2002, SCP III LP, dba Shumway Capital Investments, is a family office and growth equity investment firm located in Greenwich, Connecticut.

Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities.

Cuttone & Co., Inc. is the broker/dealer subsidiary of DriveWealth Holdings, Inc., which is owned by DriveWealth LLC. The firm was founded in 1984 by Donato A. Cuttone. Headquartered in New York City, Cuttone & Co. provides advanced institutional trading technology and execution services which includes institutional direct market access, custom algorithmic trading strategies, prime brokerage, options execution, and fixed income trading. They provide execution and consulting services to institutional asset managers, hedge funds, family offices, professional traders, and other broker dealers.

Meridian Equity Partners, Inc. (MEP) is a registered, agency-only broker/dealer headquartered in New York City. The firm was founded in 2004 by Jon Acquafredda and Columb Lytle. MEP provides best-of-breed strategic solutions to the investment community for Equity, Option and Electronic Execution. The firm is a full-service trading on the NYSE floor and has access to all markets and liquidity pools. Their options desk specializes in accessing liquidity through their counterparty network, and also caters to high frequency and quantitative traders.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California.

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.

IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities.

Salzinger & Co. Inc., provides consulting and strategy services. It develops business plans, analysis of financial strategies and investments, creates strategic alliances and joint ventures. The company was founded by Steve Salzinger in 2007 and is headquartered in Scardale, NY.

Redwood Technology Ventures (Redwood Technology Ventures) is a venture capital subsidiary of Redwood Partners Ltd. founded in 1994 by Michael Flannery. The firm is headquartered in New York.

Schick-Wilkinson Sword, Inc. manufactures and markets shaving products. The company was founded in 1921 and is headquartered in Milford, CT.

Innovation Works, Inc. (Innovation Works) is a venture capital firm subsidiary of Ben Franklin Technology Partners founded in 1988. The firm is headquartered in Pittsburgh, PA.

The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY.

The New York Football Giants, Inc. provides professional football team belonging in the Eastern Division of the National Football Conference of the National Football League. It focuses on football operations, scouting, stadium and game operations, brand development, broadcasting and marketing partnerships. The company was founded by Tim Mara in 1925 and is headquartered in East Rutherford, NJ.

Heidrick & Struggles Ventures (Heidrick & Struggles Ventures) is a private equity subsidiary of Heidrick & Struggles International, Inc. The firm is headquartered in Chicago, Illinois.

Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Shumway Capital Management LLC (Shumway Capital) is a private equity and venture capital firm founded in 2001 by Chris Shumway. The firm is headquartered in Greenwich, Connecticut.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection.

EOS Management LLC (EOS Management) is a private equity firm founded in 1993 by Steven Friedman. The firm is headquartered in New York.

Morgan Stanley Alternative Investment Partners (PE) is a private equity subsidiary of Morgan Stanley Alternative Investment Partners LP founded in 2000. The firm is headquartered in New York.

Wasserstein Perella & Co. provides investment banking services. The private company is based in New York.

Marble Point Credit Management (Marble Point Credit) is a private equity firm founded by Thomas Shandell. The firm is headquartered in Greenwich, Connecticut.

Part of Mizuho Financial Group, Inc., Mizuho Americas LLC is a leading provider of corporate and investment banking services to clients in the Americas, EMEA, and Asia. The company is based in New York, NY, and the CEO of the company is Shuji Matsuura. The company offers comprehensive financial services to clients in 35 countries and 800 offices worldwide. Mizuho Americas employs 3,000 professionals across 15 offices within the Americas and offers clients corporate and investment banking, financing, securities, treasury services, asset management, research, and more.