Sandra Familet

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.

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

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.

Impact First Investments Ltd. (Impact First Investments) is a venture capital firm founded in 2011 by Cecile Blilious. The firm is headquartered in Hertzliya, Israel.

The World Economic Forum USA, Inc. operates an organization for economic reforms. The non-profit company is based in New York, NY.

Colt Group Ltd. manufacturers smoke control, solar shading, and air handling products. The firm offers heating, ventilation, fire ventilation, solar control, environmental control, and air pollution control solutions. The company was founded Jack O’Hea in 1931 and is headquartered in Havant, the United Kingdom.

Next Level Ventures LLC (Next Level Ventures) is a venture capital firm founded in 2013 by Craig Ibsen. The firm is headquartered in Des Moines, Iowa.

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

Crow Holdings Capital Partners LLC is an independent private equity firm founded in 1948. The firm is headquartered in Dallas.

Hidden Harbor Capital Partners LLC (Hidden Harbor Capital Partners) is a private equity firm founded in 2016. The firm is headquartered in Boca Raton, Florida.

Thorpe Specialty Services Corp. provides insulation and refractory materials and services. The firm also offers engineering and manufacturing capabilities for non metallic corrosion resistant equipment and materials, insulation services, high temperature systems and industrial flooring and resurfacing systems for a variety of industrial plants. It offers corrosion, refractory, insulation and scaffolding services. The company was founded in 1954 and is headquartered in Houston, TX.

Allredi LLC is a premier distributor of surface preparation, safety, and environmental control solutions. The company is based in Pasadena, TX. With over 100 years of expertise, the company provides reliable solutions to get the job done right. The company was founded in 2020. Robert M. Case has been the CEO of the company since 2022.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Simmons & Co. International Ltd. (Private Equity) (Simmons & Co. International) is a private equity subsidiary of Simmons & Co. International Ltd. founded in 1974. The firm is headquartered in London.

Orion Mine Finance LLP (Orion Mine Finance) is a private equity firm founded in 2008 by Oskar Lewnowski. The firm is headquartered in New York.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

Part of Deloitte LLP (New York), Deloitte & Touche Corporate Finance Ltd. provides investment banking services. The company is based in Hong Kong, Hong Kong.

Part of Industrial & Commercial Bank of China Ltd., ICBC International Holdings Ltd. is a Chinese company that provides investment banking and advisory services. The company is based in Hong Kong, Hong Kong.

Congruent Management LLC (Congruent Management) is a venture capital firm founded in 2017 by Joshua Posamentier and Abe Yokell.. The firm is headquartered in San Francisco, California.

MentorWorks Education Capital, Inc. provides income share agreement (ISA) programs to help college and non-traditional students complete their education without incurring up-front tuition costs. The company is based in Boston, MA. The ISA programs are alternatives to loans, and approved students will have their tuition paid and, once employed, will make payments calculated to a fixed percentage of their income, for a set period of time, up to a maximum cap, without accruing interest. Additionally, MentorWorks provides career development support, mentoring, and access to employers through their online and asynchronous Talent Accelerator Platform (TAP). The company was founded in 2016 by Karthik Krishnan and Mark Bernfeld. Karthik Krishnan has been the CEO since 2016.

Alumni Ventures Group LLC (Alumni Ventures) is an independent venture capital firm founded by Michael Collins in 2010. The firm is headquartered in Manchester, United Kingdom.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

Breakaway Ventures LLC (Breakaway Ventures) is a venture capital firm founded in 2006 by Dennis Baldwin. The firm is headquartered in Boston, Massachusetts.

Cordillera Investment Partners LP (Cordillera Investment) is a private equity firm founded in 2014 by Agustin Araya, Chris Heller and Ashley Marks. The firm is headquartered in San Francisco, California.

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.