Stephanie Dash

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

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.

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.

Australia & New Zealand Banking Group Ltd. provides banking, financial products and services to retail, small business, corporate and institutional clients. It operates its business through the following segments: Australia Retail and Commercial; Institutional; New Zealand; Pacific; and Technology, Services and Operations and Group Centre. The Australia segment comprises the retail and corporate and commercial business units which provides products and services to consumer and private banking customers in Australia via the branch network, mortgage specialists, the contact centres, a variety of self-service channels and and third party brokers; and banking services including traditional relationship banking and financial solutions through managers focusing on privately owned small, medium, and large enterprises as well as the agricultural businesses. The Institutional segment refers to the transaction banking, loans and specialised finance and markets solutions. The New Zealand segment refers to the retail and commercial business units. The Pacific segment offers products and services to retail customers, small to medium-sized enterprises, institutional customers and governments located in the Pacific Islands. The Technology, Services and Operations, and Group Centre segment provides support to the operating divisions including technology, operations, shared services, property, risk management, financial management, strategy, marketing, human resources and corporate affairs; as well as group treasury, shareholder functions, enablement functions and minority investments in Asia. The company was founded in 1835 and is headquartered in Docklands, Australia.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Global Atlantic Financial Group Ltd. engages in the provision of financial services that focuses on annuity, life insurance and reinsurance markets. Its brands include Forethought, Accordia Life and Commonwealth Re-Global Atlantic that offers retirement and protection products and reinsurance solutions. The company was founded in 2004 and is headquartered in Hamilton, Bermuda.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

Members Equity Bank Ltd. provides banking services. It offers home loans, credit cards, personal loans, asset finance solutions, deposit products and financial planning services. The company was founded in 1994 and is headquartered in Melbourne, Australia.

Part of Deutsche Bank AG, Deutsche Bank Australia Ltd. is a financial institution based in Sydney, Australia. The Australian company provides information on its legal form, authorized representatives, address, contact information, and other regulatory and mandatory information. The CEOs of the company are Glenn Morgan, Michael Ormaechea, Rod Everitt.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Westpac Institutional Bank provides banking and financial services. It delivers financial products and services to commercial, corporate, institutional and government customers. The company is headquartered in Sydney, Australia.

UBS Securities Australia Ltd. is a brokerage firm headquartered in Melbourne, Australia. The firm is a wholly-owned subsidiary of UBG AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Securities Australia offers execution and settles trade in ASX quoted financial products for private investors.

CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London.

KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California.

Part of Deutsche Bank AG, Deutsche Bank AG (Auckland Branch) is a New Zealander banking company that provides banking services. The company is based in Auckland, New Zealand. The CEO of the company is Michael Ormaechea.

Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors.

IFM Investors Pty Ltd (Private Equity) (IFM Investors) is a private equity subsidiary of Industry Super Holdings Pty Ltd founded in 1990. The firm is headquartered in Melbourne, Australia with additional offices in New Zealand.

CLSA Australia Pty Ltd. is a securities brokerage firm headquartered in Sydney, Australia. The firm was founded in 2009 and is a subsidiary of CLSA Ltd., which is owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Australia provides equity research and broking, asset management, corporate finance and capital markets and securities services to corporates and investors.

Macquarie Capital (Australia) Ltd. provides financial advisory services. The company is headquartered in Melbourne, Australia.

Climate Fund Pty Ltd. provides natural resource project development and environmental markets platform. The company was founded by James Schultz and Lewis Tyndall in 2011 and is headquartered in The Rocks, Australia.

EQuest Education Group is a company based in Ho Chi Minh City, Vietnam, with subsidiaries in Vietnam. The Vietnamese company provides education services, although the specific details of their offerings are not provided in the given text. EQuest Education Group was founded in 1999 by Toan Quoc Nguyen, Son Thanh Nguyen, and Tuyet Lan Thi Nguyen, with Toan Quoc Nguyen serving as CEO since its inception.

CSL Capital Management LLC (CSL Capital) is a private equity firm founded by Charles Leykum in 2008. The firm is headquartered in Houston, Texas.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

Windsor Willits Co. is a manufacturer of craftsman primed wood trim boards, moldings, shiplap, tongue & groove, and casing. The company is based in Petaluma, CA. The company offers traditional boards or protected boards with a 30-year warranty. The company was founded in 1972 by Raymond Flynn. The CEO is Craig Flynn.

Ancala Partners LLP (Ancala Partners) is an independent private equity firm founded in 2010 by Spence Matthew Clunie. The firm is headquartered in London, England with an additional office in Luxembourg.

D. E. Shaw & Co., (Asia Pacific) Ltd. (D E Shaw-Asia Pacific) is the Hong Kong-based alternative investment subsidiary of D.E. Shaw & Co. LP in the US, founded in 1988 by David E. Shaw. Registered in Hong Kong in 2007, the firm invests in a wide range of companies and financial instruments within both the major industrialized nations and emerging markets. They also help to advance societal interests, developing and deploying technologies to convert waste to energy and producing energy from biofuels and wind power.

Part of Barclays PLC, Barclays Bank Plc (Australia) is an Australian company that provides brokerage services. The company is based in Sydney, Australia. The company was founded by Reubert E. Hayes.