Brett Lamonda

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.

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Comvest Partners, Inc. (Comvest Partners) is a private equity frim, a subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Martingale Asset Management LP (Martingale) is an independent, privately held registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale offers investment advisory and supervisory services to separately managed accounts and to private pooled investment funds open to qualified investors.

Arrowstreet Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Arrowstreet Capital Holding LLC. They provide investment advisory services to a global institutional client base. Arrowstreet Capital is a signatory to the UN Principles for Responsible Investment (UNPRI).

Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses.

Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.

Natel Energy, Inc. operates as a renewable energy systems company. Its turbines build and sell hydroEngines and hydropower turbines. The firm’s developers design Restoration Hydro projects: resilient and distributed hydropower systems. Its analytics project monitors with Upstream for intelligent siting, analysis and operations monitoring. The company was founded by Gia Schneider and Abe Schneider and is headquartered in Alameda, CA.

Growing Energy Labs, Inc. provides software and business solutions. Its services include designing, automating, and managing energy storage and microgrid systems. The firms suite of products creates an ecosystem where project developers, original equipment manufacturers, financiers, and project operators can deploy advanced energy projects using a hardware-agnostic software platform. The company was founded by Ryan Wartena and Crispell Wagner in 2010 and is headquartered in San Fransisco, CA.

Blackstone Corporate Private Equity (Blackstone Corporate) is a private equity division of The Blackstone Group Inc founded in 1985 by Stephen Allen Schwarzman. The firm is headquartered in New York.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

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.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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

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.

FCA US LLC engages in the design, engineering, manufacture, distribution, and sale of vehicles. The company was founded on May 22, 2009 and is headquartered in South Lyon, MI.

RK Capital Management LLC (RK Capital) is an independent registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Robert Ammann and Kevin Sonnett in 2004. RK Capital provides investment advisory services to pooled investment vehicles, specifically hedge funds, a private, long-only fund, and separately managed accounts.

National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt

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).

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.

Neuberger Berman Investment Advisers, Inc. (NBIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted their present name in 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds.

The Engine Accelerator, Inc. (The Engine) is a venture capital firm founded in 2016. The firm is headquartered in Cambridge, Massachusetts.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

Settlement Funding LLC provides factoring services. The firm, through its group of affiliated companies, purchases deferred payment obligations, structured legal settlements, annuity payments, lottery prize payments, sweepstakes awards, life insurance policies, tobacco transition payments, and sports contract payments. The company was founded by Timothy J. Trankina and James D. Terlizzi in 1996 and is headquartered in Radnor, PA.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Axlehire, Inc. engages in the provision of logistics solutions. It offers same-day and next-day shipping, freight shipping, refrigerated shipping, and distribution services. The company was founded by Daniel Aaron Sokolovsky and Peter Wysinski in 2015 and is headquartered in Berkeley, CA.