Jeffrey Alan O'Donohue

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.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

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.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Tennenbaum Capital Partners LLC (TCP) is a registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 1999 and is a subsidiary of BlackRock Capital Investment Advisors LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK), which acquired them in 2018. TCP manages assets for pooled investment vehicles, US-registered investment companies, business development companies and private investment funds.

ValueClick Media, Inc. provides online advertising network services. Its services include display advertising and lead generation. The company was founded in 1998 and is headquartered in Westlake Village, CA.

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.

Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors.

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.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

Sapphire Ventures LLC (Sapphire Ventures) is a private equity and venture capital firm, subsidiary of SAP Ventures Investment GmbH founded in 1996 by R. Douglas Higgins and Andreas Markus Weiskam. The firm is headquartered in Palo Alto, California.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

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

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.

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.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

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).

Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.

Employer Direct Healthcare, LLC provides healthcare solutions for self-funded employers in the United States. It allows plan members to access a network of medical providers and facilities for various procedures, such as major heart, orthopedic, spine, colonoscopy and endoscopy, and outpatient procedures. The company offers a capacity-management tool for healthcare providers to manage patient flows. The company was founded by Robert Kummer and Erickson Ken in 2010 and is headquartered in Dallas, TX.

Partnership Capital Growth LLC (Partnership Cap Growth) is a private equity firm founded in 2005 by Tripp Baird, Brian Smith and Brent R. Knudsen. The firm is headquartered in San Francisco, California.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

FranConnect, Inc. provides franchise management systems. It offers a software that enables franchise organizations to manage sales, marketing, financial data collection and royalty invoicing, and automated funds transfer. The company was founded by Amit Pamecha in 2000 and is headquartered in Reston, VA.

Axiom Medical Consulting LLC provides complete occupational health services. The company was founded by Michael J. DeLitta in 1999 and is headquartered in The Woodlands, TX.

National Institutes Of Health conducts & supports peer-reviewed medical research and science. The firm's scientists & researchers investigate on different ways to prevent diseases as well as the causes, treatments and cures for common and rare diseases. The company was founded in 1887 and is headquartered in Bethesda, MD.

Lightbox engages in the provision of risk management and workflow solutions. Its brands include EDR, ExactBid, and Real Capital Markets. The company was founded in 2018 and is headquartered in Irvine, CA.