Scott D. Allen

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.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

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.

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.

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).

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Glosslab LLC is a hygiene-first, membership-based nail studio operator founded by Rachel Apfel Glass in 2018. The company is based in New York, NY. The company has locations in NY, NJ, CT, MD, TX, and FL. Glosslab's mission is to modernize the nail studio experience with its hygiene-first, membership-based concept. The company focuses on three key pillars, including hygiene, efficiency, and membership. Glosslab prides itself on being totally water-free, with strict measures in place to ensure hygiene. The studio features technology-enhanced services and performance-based products, including long-lasting vegan polish, gel, and non-toxic polishes. Glosslab also offers a line of self-care must-haves, including proprietary polishes, at-home mani and pedi kits, nail treatments, hand creams, and foot creams. The CEO of the company is Rachel Glass.

The Lab Capital Advisors LLC (The Lab Capital Advisors) is a private equity/venture capital firm founded in 2021 by Andy Stenzler, M J Bas and Speight Wilton. The firm is headquartered in New York.

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.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Cayuga Management Group LLC (Cayuga Management Group) is a venture capital firm founded in 1994 by Philip Proujansky. The firm is headquartered in Ithaca, New York.

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.

Atalaya Capital Management LP (Atalaya Capital) is a private equity firm founded in 2006 by Ivan Q. Zinn. The firm is headquartered in New York.

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.

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.

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 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Seclore, Inc. provides rights management solutions to secure and protect critical files and data. It offers flexible protection methods, data-centric usage tracking and audits, identity integration, and connectivity products and solutions. The firm serves banking, financial services, manufacturing, insurance, pharmaceuticals, telecommunications, and legal industries. The company was founded by Vishal Gupta and Abhijit Tannu in 2005 and is headquartered in Sunnyvale, CA.

Timetrade Silvercloud, also known as engageware, is a customer engagement solutions provider that offers end-to-end customer engagement platforms powered by conversational and generative AI. The platform automates responses to routine questions, provides instant access to knowledge bases, and gives organizations a holistic view of the customer journey. The platform allows synchronous channel handoffs and robust data and analytics to inform strategic business decisions that drive growth, efficiency, and stronger customer relationships. Nina K. Vellayan has been the CEO of the American company since 2022. With the acquisition of Aivo, engageware serves over 700 organizations in various sectors, including banking, financial services, retail, health, and education.

Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need.

Trailer Park Group is a company that specializes in entertainment marketing and content production. The company is based in Hollywood, CA and has subsidiaries in India and United States. The company offers premium talent and capabilities in AV/content, design, and live-action/experiential. The company was founded in 1994. Rick Eiserman has been the CEO of the company since 2008.

TimeTrade Systems, Inc. provides web-based appointment scheduling and event registration software. Its products include purchase path appointments, concierge, and analytics. The company was founded by Carl Lambert, Kenneth Coleman, John E. Loring and Marco D. Peterson in 1999 and is headquartered in Tewksbury, MA.

Syxsense, Inc. engages in the provision of cloud-based information technology (IT) endpoint management and green technology solutions. The company was founded by Steve DeWindt, Dave R. Taylor, and Ashley Leonard in 2007 and is headquartered in Aliso Viejo, CA.

Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.

Oquirrh Ventures LLC (Oquirrh Ventures) is a private equity firm founded in 2020 by Ron Heinz and Jevan Sadler. The firm is headquartered in Salt Lake City, UT.

Alesco Advisors LLC (Alesco) is an independent registered investment advisor headquartered in Pittsford, New York. The firm was founded Pittsfordby Jim Gould in 2000. Alesco provides investment management services primarily to institutions (such as foundations, endowments, for-profit organizations, retirement plans, trusts, and estates) and high net worth individuals.

Origami Capital Partners LLC (Origami Capital Partners) is a private equity firm founded in 2008 by Thomas Elden. The firm is headquartered in Chicago, IL.

Trident Resources Corp. provides natural gas exploration services. It focuses on the exploration for and exploitation of unconventional natural gas resources, primarily in the Western Canadian Sedimentary Basin ('WCSB'). The company was founded in 2000 and is headquartered in Calgary, Canada.

Trident Exploration Corp. produces natural gas and coal. The firm develops coal bed methane in central Alberta. It focuses on the exploration for and exploitation of unconventional natural gas resources from coal. The company was founded in September 2001 and is headquartered in Calgary, Canada.

Notable Labs, Inc. provides personalized testing services for cancer patients. Its testing prioritizes combinations of FDA-approved treatments that can be prescribed by a doctor without a clinical trial. The company was founded by Peter Quinzio and Matthew De Silva in 2013 and is headquartered in Foster City, CA.