Helena Scholz

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.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

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.

Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.

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.

Dealerweb, Inc. develops platform that provides voice trading brokerage services. The company was founded on December 12, 1975 and si headquartered in New York, NY.

New Horizons Asset Management Group LLC engages in the provision of investment services to individuals and institutions. It offers group employee benefit program, asset management, full service brokerage, and planning services. The company is headquartered in Newburgh, NY.

Par-Four Investment Management LLC (Par-Four) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Woodcliff Lake, New Jersey. The firm was founded by Robert B. Burke in 2003 as Par IV Capital Management LLC. Par-Four provides investment advisory services on a discretionary basis to clients, which are institutional investors and private investment funds intended for institutional investors and other sophisticated investors.

Roundwood Asset Management LLC is the insurance management subsidiary of Alleghany Insurance Holdings LLC, which is owned by Alleghany Corp. (NYSE: Y). Headquartered in New York City, the firm was founded in 2007 and manages public equities for Alleghany’s insurance subsidiaries.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

Apex Healthcare, Inc. provides web based managed care technology and administrative service solutions. Its services include on-line eligibility, claims and utilization review data, information management, and enrollment and eligibility administration. The company was founded in 1996 and is headquartered in Bolingbrook, IL.

Coho Partners Ltd. (Coho) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Peter Thompson and Lisa Moneymaker in 1999. They provide continuous investment advice and investment management services to, among others, institutional and individual clients. Coho is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

TAG Associates LLC (TAG) is a SEC-registered investment advisor and multi-client family office headquartered in New York City. The firm was founded in 1983 and is principally owned by TAG Associates Holding LLC. TAG offers investment management and family office services to individuals, families, endowments and foundations with substantial assets.

Tiptree Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael Barnes and Arif Inayatullah in 2003 as Tricadia Capital Management LLC. They are wholly owned by Tiptree Advisors Holdings LP. Formerly known as Corvid Peak Capital Management LLC, Tiptree Advisors provides discretionary portfolio management and advisory services to institutional investors. They also manage certain assets on behalf of Tiptree, Inc.

Bennett Marine, Inc. manufactures hydraulic and electric trim tab systems. It provides and distributes actuators, conversion kits, dealer service kits, hydraulic power unit, indication and controls, hatch lifting systems, electric actuator parts, trim plane assembly, and parts and accessories. The company was founded by Charles Bennett in 1959 and is headquartered in Deerfield Beach, FL.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Norias Research Group is a private company that specializes in a long-short equity platform that combines deep research with systematic portfolio construction. The company is based in West Palm Beach, FL. The company utilizes best practices for alpha generation and portfolio performance. The company was founded by Douglas Dale Haynes and he has been the CEO since incorporation.

Harbourview Equity Partners is a private equity/venture capital firm founded in 2021 by Sherrese Clarke Soares. The firm is headquartered in Newark, New Jersey.

Cantor Fitzgerald LP provides brokerage services. It offers capital market, investment banking and portfolio business services. The company was founded in 1945 and is headquartered in New York, NY.

TAG Associates, Inc. provides consulting services to public and subsidized housing providers. Its services include financial management and planning assistance, asset management, admissions and occupancy, resident services, and operating fund. The company was founded by Jeffrey K. Lines in 1991 and is headquartered in Norwood, MA.

Bienville Capital Management LLC (Bienville) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by M. Cullen Thompson, William (Billy) Stimpson and Ralph Reynolds. Bienville works with a select group of sophisticated families and institutional clients as an advisor and fund manager.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020.

The Community YMCA operates as a non-profit organization that provides community and social services. It offers programs for adults, families, teens, and youth. The company was founded in 1874 and is headquartered in Shrewsbury, NJ.