Lisa Joswick

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds.

Rodale, Inc. publishes health-related books and magazines. Its magazines include Men's Health, Prevention, Women's Health, Runner's World, Best Life, Bicycling, Running Times, Organic Gardening, and Mountain Bike. The firm also publishes books on health, fitness, cooking, gardening, spirituality, nature, and the environment. The company was founded in 1930 by J.I. Rodale and is headquartered in Harlan, IA

Accountnow LLC provides online banking solutions. It offers prepaid cards, prepaid cards, budgeting, bad credit loans, check cashing, chexsystems, identity theft, and tax information services. The company was founded by Timothy Coltrell, Greg Pacheco, Benjamin Liu, and Matt Montes in 2004 and is headquartered in San Ramon, CA.

ScanScout is a technology-driven video ad network that delivers precise audience targeting and superior brand results by capturing and synthesizing billions of content and user interaction data points to match the right ad to the right video, at the right time. Online video has established itself as a compelling opportunity in digital advertising but effectively harnessing the power of the medium still presents unique challenges. From finding ways to optimize content monetization to delivering engaging brand experiences, ScanScout is the video advertising solution that guarantees results. Founded in 2005, ScanScout is the world's largest in-stream video ad network. The company creates significant revenue for its network of publisher partners by generating the most value out of video content in a user-friendly manner. For advertisers, ScanScout matches content and audience, ensuring that brands meaningfully connect to its desired audience through engaging and innovative ad units. The company has offices in Boston, New York, San Francisco, Los Angeles, and Chicago.

MetLife Investment Management LLC (MIM) is a registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The New Jersey Division of Investment (NJDI) is a State-owned pension fund manager headquartered in Trenton, New Jersey. NJDI was founded in 1950 and is responsible for the investment management of the seven pension funds that comprise the New Jersey Pension Fund and the State of New Jersey Cash Management Fund. The Pension Fund supports the retirement plans of active and retired employees in seven public pension systems: the Consolidated Police & Firemen’s Pension Fund, the Judicial Retirement System, the Police & Firemen’s Retirement System, the Prison Officers Pension Fund, the Public Employees’ Retirement System, the State Police Retirement System and the Teachers’ Pension & Annuity Fund.

Horizon Healthcare Services, Inc. provides healthcare and insurance services. The company was founded in 1932 and is headquartered in Newark, New Jersey.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

VentureOne Corp. provides information and research for the venture capital investment industry. The company is headquartered in San Francisco, CA.

Part of Finexa, Inc., Sycomex SA is a French company that provides financial planning software. Sycomex was acquired by Finexa, Inc. on October 09, 2000.

Part of News Corp., The Wall Street Journal Europe Holding, Inc. provides financial commentary.

Part of Power Financial Corp., Great-West Retirement Services is a company that provides retirement products and services to corporate and institutional clients, as well as government, healthcare, and education customers. The company is based in Anchorage, AK.

ProQuest LLC provides software research solutions that connect people and information. It offers discover services, management solutions, data services, research tools, ebooks, collection management services, print books, and news and newspapers. The company was founded by Eugene Power in 1938 and is headquartered in Ann Arbor, MI.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

Alcentra NY LLC (Alcentra) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 and became a subsidiary of The Bank of New York Mellon Corp. in 2006. They were acquired by Franklin Resources, Inc. (NYSE: BEN) in 2022. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients, which include US registered investment companies, US private funds, other pooled investment vehicles and other institutions.

New Jersey Society of Certified Public Accountants operates as professional organization serving the needs of Garden State CPAs and aspiring CPAs. It supports its members through education, networking, leadership and volunteer initiatives. The company was founded in 1898 and is headquartered in Roseland, NJ.

Part of The PMI Group, Inc., PMI Mortgage Insurance Co. provides mortgage insurance services. The company is based in Walnut Creek, CA.

The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC.

AL Talent, Inc. is a leading fund service platform called AngelList that creates products and services for venture firms, investors, startups, and fund managers. The company is based in San Francisco, CA and has subsidiaries in the United States. The company provides a platform for investment opportunities and fosters growth within the industry. AngelList offers everything needed to invest in top-tier startups, all in one place. AngelList was founded in 2010 by Naval Ravikant and Babak Nivi.

Top Tier Capital Partners LLC (TTCP) is a venture capital firm founded in 1999 by Philip Paul and David York. The firm is headquartered in San Francisco, California with additional office in London.

Northgate Capital LP (Northgate Capital) is a venture capital and private equity firm founded in 2000 by Thomas Arthur Vardell and Brent Jones. The firm is headquartered in San Francisco, California.

Founded by Jeffrey Lynford in 1997, Reis, Inc. (Research) is the investment research arm of New York City-based Reis, Inc. (NasdaqGM: REIS). The firm is located in New York City. Reis provides of commercial real estate performance information and analysis at the metropolitan, submarket (neighborhood) and property level. On a quarterly basis, the firm provides updated trends and forecasts of rent, vacancy and inventory for apartment, office, retail and industrial properties in up to 169 metropolitan areas and more than 1,800 submarkets/neighborhoods. Their clients include commercial real estate professionals at hundreds of institutions including banks, lenders, investment banks, insurance companies, brokerage firms, investment firms and development firms. Reiss flagship product is Reis SE, which provides on-line access to commercial real estate information and analytical tools designed to facilitate debt and equity transactions, as well as ongoing evaluations. In addition to trend and forecast analysis at metropolitan and neighborhood levels, the product offers detailed building-specific information such as rents, vacancy rates, lease terms, property sales, new construction listings and property valuation estimates.

Equilar, Inc. operates as a provider of board intelligence solutions. It offers solutions for compensation, governance and shareholder engagement, board recruiting, business development and networking. The company was founded by David Chun in 2000 and is headquartered in Redwood City, CA.

First Commerce Bank engages in the provision of commercial banking services. The firm serves small to medium-sized businesses, professional entities, governmental agencies, and individuals. It offers products relating to business, personal banking, and loans such as commercial mortgages, construction loans, lines of credit, and term loan. The company was founded in January 2006 and is headquartered in Lakewood, NJ.

Johnson & Johnson, Inc. provides insurance brokerage services. The company was founded in 1930 and is headquartered in Mount Pleasant, SC.