Andy Wong

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.

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights.

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.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

Brant Point Investment Management LLC (BPIM) is an independent registered investment advisor and hedge fund management firm headquartered in New York City. BPIM provides discretionary investment management services to US and non-US private investment funds.

Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks.

A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs.

Tuohy Brothers Investment Research, Inc. provides equity research, sales and trading services to a variety of institutional investors, and also offers investment banking services to sector companies. They focus on energy industry trends, commodity markets and individual company developments. Within the energy sector, the firm focuses on the U.S. natural gas industry. Within the commodities markets, Tuohy Brothers focuses on analysis of variables affecting natural gas supply and demand with the objective of forecasting prices. They offer opinions on crude oil prices related to global capacity, interaction with the U.S. dollar, asset class impact and other variables. The firm also provides analysis of coal prices as revealed in ongoing contracts and spot transactions. In addition, they analyze developments affecting a broad range of energy companies. They consider active communications related to company-specific events and information on companies found in periodic publications. The company was founded in 2004 and is located in New York City.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY.

Part of Constellation Insurance Holdings, Inc., The Ohio National Life Insurance Co. is a leading insurance holding company that provides protection, retirement income, and reinsurance solutions through its subsidiaries. The company is based in Cincinnati, OH. The company markets indexed universal life, indexed whole life, term, and BOLI through a national network of direct agents and independent marketing organizations. It also markets retirement income and accumulation solutions through institutional distribution and independent marketing organizations. Gary Thomas Huffman has been the CEO of the company since 2012.

Dellora Investments LP provides investment advice. The private company is based in Greenwich, CT. The company was founded in 2020 by Kevin Pyun. Kevin Pyun has been the CEO since 2020.

Fiduciary Capital Management, Inc. provides financial services. It offers discretionary portfolio management, stable value pooled fund management, nondiscretionary portfolio advice, GIC and synthetic wrapper placements, contract renegotiation services. The company was founded by Peter E. Bowles in 1987 and is headquartered in Wallingford, CT.

Ohio National Investments, Inc. (ONII) is a SEC-registered investment advisor and mutual fund manager headquartered in Montgomery, Ohio. The firm was founded in 1996 and is a subsidiary of The Ohio National Life Insurance Co., ultimately owned by Constellation Insurance Holdings, Inc. ONII serves as the investment adviser to mutual funds sponsored by their parent, Ohio National Life Insurance Co. The firm also provides investment advice and invests the assets of the Ohio National Fund, Inc. (Ohio National Fund) and National Security Life and Annuity Co. (National Security).

FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana.

Great American Life Insurance Co. provides annuity products. It offers indexed, fee-based, registered index-linked, fixed, and immediate annuities . The company was founded in 1961 and is headquartered in Cincinnati, OH.

BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients.

Pinnacle Ventures LLC (Pinnacle Ventures) is a venture capital firm founded in 2001 by Kenneth Pelowski and Robert Savoie. The firm is headquartered in Burlingame, California.

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

Friends of the Israel Defense Forces (FIDF) was established in 1981 by a group of Holocaust survivors to provide for the well-being of the men and women who serve in the Israel Defense Forces (IDF) as well as the families of fallen soldiers. The organization provides social, education and recreational programs and facilities. The organization also provides support to widows and orphans of fallen soldiers. The organization is headquartered in New York, 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.

The Juilliard School operates as an art school. It provides artistic education for musicians, dancers, and actors. The company was founded in 1905 and is headquartered in New York, NY.

ExodusPoint Capital Management LP (ExodusPoint) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2017 by Michael Gelband and Hyung Lee. ExodusPoint provides investment advisory services directly to private investment funds.