Adam Morgan

Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

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

Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts.

WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations.

Founded in 1989, BCP Securities LLC is a fully licensed U.S. investment bank that offers a select range of high-quality investment banking services, with a focus on emerging markets. The firm is registered with the SEC, FINRA, the Accounting and Corporate Regulatory Authority (ACRA) of Singapore, and the Comisión Nacional del Mercado de Valores (CNMV) of Spain. BCP provides fixed-income research on Latin American and Eastern European Markets. The macroeconomic research includes medium- and long-term forecasting of foreign exchange and economic activity. They provide in-depth credit analysis and coverage of corporate issuers.

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.

Lewis Corp. provides construction services. The company was founded in 2000 and is headquartered in Pocatello, ID.

Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY.

Friedman Kaplan Seiler & Adelman LLP provides legal services. Its services include complex commercial, securities, bankruptcy litigation, private equity, joint ventures, international transactions, insolvency-related transactions and non-bankruptcy proceedings. The company was founded in 1986 and is headquartered in New York, NY.

Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices.

Part of NYPPEX Holdings LLC, Offroad Capital Corp. operates an online securities marketplace. The company is based in San Francisco, CA. The company was founded by Denise M. Thomas. Offroad Capital was acquired by New York Private Placement Network LLC on October 12, 2001.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

First Citizens Bank Ltd. engages in the provision of financial services. It operates through the following segments: Retail Banking, Corporate Banking, Treasury Management and Investment Banking, Asset Management, and Group Function. The Retail Banking segment includes loans and mortgages, deposit, foreign exchange transactions, credit and debit cards, and card merchant acquiring business with retail and commercial customers. The Corporate Banking segment offers loans and credit facilities, and deposits and current accounts for corporate and institutional customers. The Treasury Management and Investment Banking segment comprises of liquidity management and investment banking services as well as corporate finance, and specialized financial trading. The Asset Management segment consists of investment products and services to institutional investors and intermediaries. The Group Function segment involves in finance, legal, and other centralized functions. The company was founded in March 1993 and is headquartered in Port of Spain, Trinidad and Tobago.

Atticus Partnership Ltd. provides executive searching services. The firm focuses on leadership appointments including functional heads across most vertical markets. The company is headquartered in Caterham, the United Kingdom.

Donoghue Forlines LLC is a SEC-registered investment advisor and holding firm headquartered in Boston, Massachusetts. The firm was founded by William Donoghue in 1986 as W.E. Donoghue & Co. LLC (WEDCO). In 2017, WEDCO acquired JAForlines Global and rebranded in 2020 to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm. Donoghue Forlines offers a full suite of proactive strategies to help advisors and their clients de-risk when market circumstances warrant it, which enables the client to stay disciplined to meet their investment objectives.

Neon Underwriting Ltd is a British insurance company that offers coverage for specialty, property, and casualty classes. The private company was founded in 1998 and is based in London, UK, with subsidiaries in the United Kingdom. Neon is a vibrant insurer in the specialist Lloyd's market, providing dynamic insurance risk solutions and underwriting services. In case of any complaints, the company prides itself on providing the best possible service and encourages customers to contact them for resolution.

StarStone U.S. Holdings, Inc. operates as an insurance holding company. It offers a diversified range of property and casualty insurance products for small to mid-sized businesses. The company is headquartered in Jersey City, NJ.

Core Specialty Insurance Holdings, Inc. provides property and casualty insurance products for small to midsized businesses. The company is based in Morristown, NJ and has subsidiaries in the United States. The company was founded by Joseph Evans Consolino and he has been the CEO since incorporation.