Andrew Kovacs

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.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

HUB International Ltd. engages in the provision of insurance brokerage and wealth management services. It offers business and personal insurance, risk services, employee benefits, and risk management services. The firm serves the agribusiness and farm, education, entertainment, healthcare, real estate, sports, and transportation. The company was founded by Richard A. Gulliver in 1998 and is headquartered in Chicago, IL.

PayPal, Inc. provides online payment services. It facilitates people to send money through PayPal account balances, bank accounts, PayPal Credit and credit cards. The company?s digital wallet assists to perform online transactions, in store and mobile devices. It?s a global payments platform, which offer withdraws funds and hold balances in their PayPal accounts in multiple currencies. The company was founded by Luke Nosek, Ken Howery, Yu Pan, Peter Andreas Thiel, Max R. Levchin and Elon Reeve Musk in December 1998 and is headquartered in San Jose, CA.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Polyera Corp. supplies semiconductor materials for the electronics industry. It offers ActivInk semiconductors, dielectrics and interfacial materials for the printed and flexible electronics industry. The company was founded by Philippe Inagak, Antonio Facchetti, Edwin V. Zschau, Tobin J. Marks, Jean Pfau, Karen Cindrich and Mark Morales in August 2005 and is headquartered in Skokie, IL.

Upstart Network, Inc. operates as an online lending platform. It allows clients to raise capital in exchange for a small portion of client’s future income. The company was founded by David Joseph Girouard, Anna Mongayt Counselman and Paul Gu in 2012 and is headquartered in San Mateo, CA.

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.

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.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

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.

Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

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.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

Acrew Capital Management Corp.(Acrew Capital) is a venture capital firm is founded in 2019 by Asad Khaliq and Vishal Lugani. The firm is headquartered in Palo Alto, CA.

Evolution Capital Management LLC (Evolution) is an independent registered investment advisor and alternative investment manager headquartered in Crystal Bay, Nevada. The firm was founded by Michael Lerch in 2002 and is a subsidiary of Tiger Trust. Evolution manages private investment funds for corporations, pension plans, foundations, trusts, estates, and high net worth individuals.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

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.

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

Part of Publicis Groupe SA, Rosetta LLC is a company that provides independent interactive marketing services. The company is based in Hamilton, NJ.

Base Capital LLC operates an investment platform for income share agreements (ISAs), mixture of cash and stock. It provides sales financing services. The company was founded by Brendan Florez on January 3, 2017 and is headquartered in Harrisonville, MO.

Purpose Built Ventures LLC (Purpose Built Ventures) is a venture capital firm founded in 2018 by Miles Lasater. The firm is headquartered in San Francisco, California.

Stella.ai, Inc. develops an artificial intelligence platform which can manage an applicant’s job application and fast-track the selection process. The company was founded by Richard Joffe, Adam Zoia and Amrit Saxena and is headquartered in New York, NY.

International Bar Association operates as a non profit organization of legal practitioners, bar associations and law societies. It operates various divisions that include Legal Practice and Public and Professional Interest. The company was founded in 1947 and is headquartered in London, the United Kingdom.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

Jenner & Block LLC provides legal services. It focuses on mergers and acquisitions, securities, finance, private equity, real estate, tax, environmental, insurance, commercial law, technology, intellectual property, bankruptcy and reorganization, labor and employment, executive compensation, government contracts, health care and associations. The company was founded in 1914 and is headquartered in Chicago, IL.

Goodwin Procter LLP is a law firm which provides advice to companies in public and private enterprises. It provides services to financial, life sciences, private equity, real estate, and technolgy industries. The company was founded in 1912 and is headquartered in Boston, MA.

Invesco Investment Advisers LLC (IIA) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm is a direct wholly-owned subsidiary of Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). Founded in 1958, IIA provides portfolio supervisory services to unit investment trusts sponsored by Invesco Capital Markets, Inc. (ICMI).

SRS Distribution, Inc. engages in the distribution of commercial and residential roofing products. It offers roofing shingles, metal, commercial supplies, skylights, chalking and cement supplies, ventilation equipment, building tools, siding materials, windows, doors, decking, veneer stones, building and farming supplies, acrylic block, soffits, fascia, gutter products and wood shakes, asphalt composition shingles, and slates. The company was founded in February 2008 and is headquartered in McKinney, TX.