Pete Kistler

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to 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.

Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

FNY Capital Management LP is an independent investment manager headquartered in New York City. The firm manages assets of individual and institutional clients.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

SkyBridge Capital LLC provides alternative investment management services. It specializes in funds of hedge funds products and hedge fund advisory services. The company was founded by Anthony Scaramucci in 2005 and is headquartered in New York, NY.

Drexel Hamilton LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 2007 and is a subsidiary of Drexel Hamilton Holdings LLC. Drexel Hamilton provides underwriting and executing securities transactions for corporations, municipalities and financial institutions. They offer meaningful employment opportunities for service-disabled veterans in the field of financial services.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California.

Kramer Levin Naftalis & Frankel LLP engages in the provision of legal services. It provides services to banking and finance, bankruptcy and restructuring, employment law, environmental, immigration, intellectual property, litigation, and real estate. The company was founded by Arthur Kramer and Lou Lowenstein in 1968 and 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.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Smith Affiliated Capital Corp. (SAC) is a registered investment advisor headquartered in New York City. The firm was founded by Robert G. Smith in 1982 and is a wholly-owned subsidiary of Smith Affiliated Ventures LLC. SAC provides investment advice for separately managed portfolios of individual and institutional investors.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Adit Ventures Management LLC (Adit Ventures) is a venture capital firm founded in 2014 by Daniel Francis McCooey and Eric Lawrence Munson. The firm is headquartered in New York.

RMKB Ventures (RMKB Ventures) is a venture capital firm founded in 2015. The firm is headquartered in Jakarta, Indonesia.

UBIQ SECURITY INC. develops cyber security software solutions. It includes high-speed cybersecurity, user and key management and PoweClick products. The firm secures enterprise protection, backup, ransomware safeguarding and end-to-end data protection services. The company was founded in 2012 by Eric Tobias and Linda Eigner and is headquartered in La Jolla, CA.

PT Aksi Visitama develops and offers gift cards. The firm provides end-to-end services in loyalty and gift card industries, including gift card processing, distribution through its corporate sales and retail partners. It products include Tada, Fokado and gift cards. The company was founded in 2012 and is headquartered in South Jakarta, Indonesia.

Asymmetric Capital LLC (Asymmetric Capital) is a venture capital firm founded in 2020 by Robert Duke Biederman. The firm is headquartered in Boston, MA.

Tellimer Ltd. is an independent Great Britain-based frontier market brokerage firm which was founded in 1999 by Peter Bartlett as Exotix Partners LLP through joint venture with ICAP plc. Headquartered in London, the firm specializes in illiquid bonds and loans, equities, structured finance, asset management, research and capital raising in frontier markets. In 2007, private holding company IPGL Ltd. became a significant shareholder in the firm. Tellimer's core competencies are their specialist understanding of illiquid, distressed or undervalued debt and equity, skills in raising structured finance or capital and alternative investments. Through their client base, investor relationships, international presence and research capability, they are able to identify value, provide specialist expertise and advice as well as intermediate buyers and sellers and originate, structure, place or distribute emerging markets products.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Volta Global LLC (Volta Global) is an private equity firm founded in 2015 by Marko Dimitrijevic. The firm is headquartered in Miami, Florida.

LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.

KSL Advisors LLC ( KSL Advisors) is a private equity firm founded in 2005 by Mike S. Shannon and Eric C. Resnick. The firm is headquartered in Denver, Colorado.

American Immigration Lawyers Association (AILA) is a national bar association of over 16,000 attorneys who practice and teach immigration law. The non-profit company is based in Washington. AILA's CLE Center is a resource for identifying jurisdiction requirements, learning about approved formats, including new on-demand options, and finding related resources for programs.

Dealogic LLC provides financial software. It designs, develops and markets software, communications and analytical products for the investment banking industry. The company was founded in 1997 and is headquartered in New York, NY.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.