Ken Farsalas

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.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

Founded by James D. Oberweis in 1978, Oberweis Securities, Inc. is a full-service, SEC-registered broker/dealer headquartered in Lisle, Illinois. The firm offers assistance with investment planning, portfolio analysis or asset allocation strategies including the following services: individual stock ideas, fixed-income, mutual fund allocation and managed account platform. They also offer trading and execution services with a special emphasis on rapidly growing companies. Oberweis is a member of FINRA, the NASD and the SIPC. They affiliated with Oberweis Asset Management, Inc. and serve as the distributor of the Oberweis family of mutual funds

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Jetstream Capital LLC is an independent alternative investment manager headquartered in Brentwood, Tennessee. The firm was founded in 2003 by Joel Dobberpuhl and they manage the assets of financially sophisticated clients.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships.

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.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Part of Leggett & Platt, Inc., RHC Spacemaster Corp is a company that manufactures retail store fixtures, including both metal and wood store fixtures. The company is based in Melrose Park, IL. RHC Spacemaster was acquired by Leggett & Platt, Inc. on July 10, 2003 for $46 million.

IFC Asset Management Co is a Private Equity firm, a subsidiary of International Finance Corp. (District of Columbia) founded in 1900. The firm is headquartered in Washington.

Madison Atlantic Partners LLC provides turnaround, crisis management, financial advisory and wind-down management services. The company was founded in 2008 and is headquartered in New York, NY.

Part of B. Gaon Holdings Ltd., Hamashbir Holdings (1999) Ltd. is an Israeli company that provides investment services. The company is located in Israel.

Adler Planetarium & Astronomy Museum Operates and maintains planetarium and museum. It provides astronomy education for students, adults and families through variety of lectures and special events. The company was founded by Max Adler in 1930 and is headquartered in Chicago, IL.

Part of Rothschild Concordia SAS, N.M. Rothschild & Sons Canada Ltd. is a provider of banking and financial services. The company is based in Montréal, Canada.

Atlantic Street Capital Management LLC (Atlantic Street Capital Management) is a private equity firm founded in 2006 by Peter J. Shabecoff and Timothy Lewis. The firm is headquartered in Greenwich, Connecticut.

Alba Wheels Up International, Inc. is a logistics services provider that offers freight forwarding, customs brokerage, warehousing, and supply chain management solutions. The company is based in Valley Stream, NY, and has subsidiaries in the United States. The company is committed to providing innovative and cost-effective logistics solutions tailored to the unique needs of its customers. Alba Wheels Up has a robust network and a dedicated team of professionals that ensure superior service delivery. The company was founded in 1949 by Salvatore J. Stile and Damien Stile, and Damien Stile has been the CEO since then.

Tier One Holding Corp. operates as a holding company. The company is headquartered in Greenwich, CT.

The Kelvin Group is a private company that specializes in industrial and commercial mission-critical mechanical services, process safety management, and environmental compliance. The company is based in Wilmington, MA and has subsidiaries in the United States. The company offers turnkey solutions that include design, installation, ongoing service, and preventative maintenance of mechanical systems for various industries such as food and beverage, cold storage, pharmaceutical, educational, healthcare, and process industries. The company was founded by Michael Sirois, and Harry Gray has been the CEO of the company since 2022.

Franchise FastLane, Inc. is an outsourced franchise sales organization (FSO) that provides franchise development services to emerging franchisors. The company is based in Omaha, NE and has subsidiaries in the United States. The company manages the entire franchisee sales lifecycle from initial lead generation to prospect qualification through to deal closure. Franchise FastLane works with franchisors to perfect their discovery process, bring qualified franchisee leads, and drive explosive growth. The company leverages a rigorous diligence and onboarding process, industry-leading technology platform, and exceptional sales executives to drive successful franchise development for its franchisor clients. Franchise FastLane was founded in 2017 by Carey Gille and Ryan Zink, with Carey Gille serving as the CEO since then.

American Refrigeration Company, founded in 1996, is the largest independent industrial refrigeration service company in the United States. The company is based in Wilmington, MA and has subsidiaries in the United States. The company provides services for refrigeration and air conditioning system design, alternative refrigerant evaluation, product freezing/cooling response assessments, energy studies, and computerized performance plans. ARC also provides construction and equipment maintenance and repair for other industrial and commercial refrigeration and HVAC needs. ARC is widely known and respected for recreational refrigeration applications including artificial ice surfaces for various sporting activities including hockey and skating. The company provides full-service capabilities including design, installation, and after-market services. ARC Mechanical provides 24/7 commercial & industrial refrigeration and HVAC service and emergency response throughout New England. The company has rebranded as Mechanical, offering a full range of commercial and industrial HVAC/R services including 24/7 emergency response. The Mechanical parts department stocks a large inventory of competitively priced parts and supplies for most manufacturers.

Milrose Consultants, Inc. provides consulting services. The firm offers code and zoning consulting, due diligence research, municipal filings and approvals, and fire department services. The company is headquartered in New York, NY.

Keystone Group LP provides investment services. The company was founded on September 21, 2005 and is headquartered in Fort Worth, TX.

Southfield Capital Advisors LLC (Southfield Capital) is a private equity firm founded in 2002 by A. Andrew Levison. The firm is headquartered in Greenwich, Connecticut.

Ntiva, Inc. engages in the provision of information technology services. It offers managed information technology services, information technology consulting, cyber security, cloud services, business phone systems and application development. The company was founded by Steven Freidkin in 2004 and is headquartered in McLean, VA.

The Institutional Limited Partners Association (Canada) operates as a trade association. The non-profit company is based in Toronto, Canada. Jennifer Choi has been the CEO of the Canadian company since 2014.