Matthew Groome

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.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Water Street Capital, Inc. (WSC) is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Jacksonville, Florida. The firm was founded by Gilchrist Berg in 1987. WSC provides investment management services to private pooled investment vehicles. Investors in the funds may include high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowments and employees.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

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.

Investors Management Corp (Investors Management) is a private equity firm founded in 1971 by James H Maynard and Bill Carl. The firm is headquartered in Raleigh, North Carolina.

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.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

NovaQuest Capital Management LLC (NovaQuest Capital Management) is a private equity firm founded in 2010 by John Layton Bradley and Jonathan Edward Tunnicliffe. The firm is headquartered in Raleigh, North Carolina.

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.

Healthcare Royalty Management LLC (Healthcare Royalty) is a private equity subsidiary of Cowen, Inc. founded in 2007 by Gregory Brown. The firm is headquartered in Stamford, Connecticut.

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

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Chop't Creative Salad Co. LLC engages in the management and owning of restaurants, which specializes in gourmet chopped salads. It offers rolled out seasonal salads featuring ingredients, including the Hong Kong Cobb, Madrid Caesar, and spicy souvlaki Cobb. The firm also provides wheat pasta and soups. The company was founded by Colin McCabe and Tony Shure in 2001 and is headquartered in New York, NY.

NongHyup Bank provides commercial banking services. Its services include personal, corporate, and internet banking, funds, loans, bank assurance, electronic billing, checks notes, school internet banking, and credit and check cards. The company was founded on March 2, 2012 and is headquartered in Seoul, South Korea.

SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

GlaxoSmithKline LLC engages in discovering, developing, and delivering medicines, vaccines, and other healthcare products. It offers prescription medicines that treat various diseases, including cancer, HIV/AIDS, depression, diabetes, high blood pressure, herpes, asthma, migraine, and heart diseases, as well as stomach and skin problems, infections, and flu. It also provides vaccines for children and adults; and over-the-counter products. The company was founded in 1929 and is headquartered in Philadelphia, PA.

Neal, Gerber & Eisenberg LLP provides legal services, including transactions of all kinds, litigation, and intellectual property. The company was founded in 1986 and is headquartered in Chicago, IL.

Spirit AeroSystems, Inc. engages in designing and manufacturing aerostructures for both commercial and defense aircraft. Its products include fuselages, pylons, nacelles, and wing components. It also provides maintenance, repair, and overhaul services. The company was founded in 2005 and is headquartered in Wichita, KS.

Camp Corral is a national nonprofit organization that aims to transform the lives of children of wounded, ill, and fallen military heroes. The organization has served over 30,000 children from every state in the US through resilience-based programs that focus on the unique attributes and challenges shared by military-connected children. Camp Corral is based in Raleigh, NC. Camp Corral has grown to 22 camp sessions in 19 states and has served more than 24,000 children. The organization prioritizes registration for children of wounded, disabled, or fallen military service members. The CEO of the non-profit company is Leigh Longino.