Jonathan Cooper

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.

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

MC10, Inc. develops stretchable silicon materials for the microelectronics industry. The firm's technology uses semiconductors in conjunction with interconnect and packaging technologies to produce conformal electronics. It offers solutions for applications in consumer electronics, medical devices, industrial products, defense systems, differentiated consumer products, industrial, and military markets. The company was founded by Carmichael S. Roberts Jr., John A. Rogers, Benjamin Schlatka, Marvin J. Slepian, George M. Whitesides, Gilman Callsen and Roozbeh Ghaffari in 2008 and is headquartered in Lexington, MA.

Profusa, Inc. provides biofeedback for chronic disease management and healthy livingg. It develops an in vivo human sensor system to generate real-time data on the levels of various body chemistries. Its first application being a glucose monitoring system. The company was founded by William McMillan, Kristen Lloyd Helton and Natalie Ann Wisniewski in 2009 and is headquartered in San Francisco, CA.

C-III Capital Partners, Inc. provides commercial real estate services. The firm provides investment management, property management, real estate brokerage and online real estate market place . The company is headquartered in New York, NY.

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.

Founded in 1985, Barclays Capital Asia Ltd. is a Chinese brokerage services company. Part of Barclays PLC, the company is based in Hong Kong, Hong Kong.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

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).

Samsung Venture Investment Corp. (SVIC) is a corporate venture capital investment firm based in Seoul, South Korea. Founded in 1999, they manage investment and investment-related activities for the Samsung Group. The parent firm, founded in 1938 and headquartered in Seoul, produces semiconductors, business communications systems, reciprocating and rotary compressors, optical and hard disc drives, LCD panels, set-top boxes, CC televisions, as well as fiber optics. In 2004, SVIC established Samsung Ventures America, their US-based venture capital arm.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

Emergent Technology Holdings LP engages in the development of technology platform that traces sourced gold from mine to refiner, to vault and digitizes that gold into secure g-coins. It specializes in payments, blockchain, supplychain, gold. and emerging markets. The company was founded by Brent de Jong and is headquartered in Houston, TX.

SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA.

Zaff Capital LP provides investment advisory services. The private company is based in Houston, TX. The American company was founded by Brian R. Zatarain.

McDermott Will & Emery LLP provides legal services. The company's practices include corporate, employee benefits, health law, intellectual property, private clients, regulation and government affairs, tax, and trial. The company was founded in 1934 and is headquartered in Chicago, IL.

Eurasia Group Ltd. is a private global political risk research and consulting firm headquartered in New York. The firm was founded by Ian Bremmer in 1998. Eurasia Group provides advisory and consulting services for business decision-makers and investors. They offer unique and integrated products and services that combine best-in-class political risk advisory with the tools required for success in today's politically charged global economy.

Quinbrook Infrastructure Partners LLC is a Private Equity firm, a subsidiary of Quinbrook Infrastructure Partners Ltd. founded in 1900. Quinbrook Infrastructure Partners LLC is headquartered in Houston.

Avogy, Inc. provides total systems solutions for power electronics applications utilizing GaN on GaN discrete devices, modules, and systems. It focuses on developing and manufacturing vertical power semiconductor devices built in homoepitaxial GaN layers formed on bulk GaN substrates. The company was founded by Isik C. Kizilyalli in 2010 and is headquartered in San Jose, CA.

Stone Key Partners LLC provides investment advice. It offers merges and acquisition, sale transactions and divestitures services. The company is headquartered in Greenwich, CT.

Chadbourne & Parke LLP engages in the provision of legal services. It provides counsel to areas such as antitrust and trade regulations, employment, intellectual property, leasing, litigation, pro bono, real estate, and tax. The company was founded in 1902 and is headquartered in New York, NY.

Valedor Partners LLC (Valedor Partners) is a private equity/venture capital firm founded in 2018 by Collins Kuper and Jeremy Lawrence Radcliffe. The firm is headquartered in Houston, Texas.