Stephen Golding

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.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

Pharmaceutical Product Development LLC engages in the operation of a global contract research organization, which provides drug development, laboratory and lifecycle management services. It offers adaptive trial design, bio analytical lab, bio similar development, biostatistics, GMP lab, clinical supplies, trial monitoring, CMC regulatory, data management, dental pain clinic, real-world outcomes, site intelligence and activation, central lab, global regulatory affairs, IRT systems, late stage research, medical communications, device and diagnostics, medical writing, nonclinical development and regulatory consulting and intelligence, regulatory development, innovation and vaccine sciences. The company was founded by Fredric N. Eshelman in 1985 and is headquartered in Wilmington, NC.

Varian Semiconductor Equipment Associates, Inc. designs and manufactures semiconductor processing equipment. The company was founded in April 1999 and is headquartered in Gloucester, MA.

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.

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.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Adage Capital Management LP (Adage) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Phil Gross and Robert Atchinson in 2001 and is owned by Adage Capital Partners GP LLC. Adage provides investment advisory services to its sole client, Adage Capital Partners LP (ACP), a private investment fund. The firm does not manage any separate accounts.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska with additional office in Boston.

Ekostinger, Inc. provides hurricane protection devices for commercial signs, Automated Teller Machines (ATMs), and fuel pumps. The firm also offers hurricane protection system for residential and commercial windows. The company was founded by John Parr Wiegel in 1999 and is headquartered in Palmyra, NY.

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.

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.

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).

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.

ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC.

Global Alternative Investment Services, Inc. provides brokerage and investment services. The private company is based in Charlotte.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Milken Institute provides research and analysis services in the areas of economic issues. The private company is based in Santa Monica, CA. Michael L. Klowden has been the CEO of the company since 2001.

Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Alternative Strategies Brokerage Services, Inc. is a company that provides brokerage services. The company is based in Boston, MA.

Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA).

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Part of Playhouse Square Foundation, Advantix is a managed connectivity experience (MCX) provider that helps enterprises manage their telecom assets in real-time. The company is based in Cleveland, OH. The company leverages its proprietary SaaS platform and expense management tools to optimize, manage, and report on any SIM or circuit, any device or hardware type, any plan type or service, and any invoice or spend. Advantix's platform integrates carrier APIs and network management and business-intelligence (BI) dashboarding to give customers complete control over their telecom assets.

Sikorsky Aircraft Corp. designs, manufactures and services of military and commercial helicopters. It offers light turbine, piston helicopters, fixed-wing and twin turboprop aircraft and spare parts. The company was founded in 1923 and is headquartered in Stratford, CT.

The MITRE Corp. provides systems engineering, research and development and information technology support services. It offers federally funded research and development centers for the department of defense, the federal aviation administration, the internal revenue service and department of veteran affairs and the department of homeland security. The company was founded by Robert Everett in 1958 and is headquartered in McLean, VA.

U.S. Anesthesia Partners, Inc. provides practice management services to anesthesiologists. The firm offers chronic pain management, monthly operating reports, billing and claims processing, human resources services, legal and regulatory compliance, credentialing, physician support, collaboration tools, and scheduling and resource planning. The company was founded in 2012 and is headquartered in Fort Lauderdale, FL.

Founded in 1992, BC Partners, Inc. is a private equity firm located in New York City. The firm is a subsidiary of BC Partners Ltd., a London-based private equity firm.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.