Adrian Alfieri

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.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Coatue Management LLC (Coatue) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philippe Laffont in 1999 and is a subsidiary of Coatue Management Partners LP. Coatue provides investment advisory services on a discretionary basis to US and non-US private investment funds intended for sophisticated investors and institutional investors. Their flagship funds include Coatue Qualified Partners LP (CQP), Coatue Offshore Fund Ltd. (COF), and Coatue Offshore Master Fund LP (COMF). CQP and COF invest all of their investable assets in COMF. Coatue is a signatory of the UN Principles of Responsible Investment (PRI).

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.

Great Point Partners LLC (Great Point) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 2003 by Dr. Jeffrey Jay and David Kroin. Great Point provides discretionary investment management services to pooled investment vehicles, which includes hedge funds and private equity funds, as well as separately managed accounts.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

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.

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.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Brown University Investment Office (The Investment Office) is the investment office of the Brown University, a private Ivy League research university headquartered in Providence, Rhode Island. The Investment Office manages a diverse portfolio of the University’s investments.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

Hellman & Friedman LLC (Hellman & Friedman) is a private equity firm founded in 1984 by Warren Hellman and Tully Friedman. The firm is headquartered in San Francisco, California.

Poolit, Inc. provides investment management services. The company is based in Miami Beach, FL. The CEO of the company is Dakotah Blue Rice.

Great Point Partners Private Equity (Great Point Partners) is a private equity subsidiary of Great Point Partners LLC founded in 2003 by Jeffrey Robert Jay and David Eric Kroin. The firm is headquartered in Greenwich, Connecticut.

TCG Crossover Management LLC (TCG Crossover Management) is a venture capital firm founded in 2021 by Chen-Ming Yu. The firm is headquartered in Palo Alto, California.

Vista Equity Partners Management LLC (VEP) is a private equity firm founded in the year 2000 by Robert Frederick Smith, Stephen J. Davis and Brian Niranjan Sheth. The firm is headquartered in Austin with an additional offices in Oakland, Chicago, New York and San Francisco .

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Ethos Capital LP (Ethos Capital) is a private equity firm founded in 2019 by Erik Brooks and Fadi Chehade Erik. The firm is headquartered in Boston, Massachusetts.

The Invus Group LLC is an Independent Venture Capital firm founded in 1985 by Raymond Debbane. The Invus Group LLC is headquartered in New York, US with additional office in Paris.

Venture Capital Fund of America III Inc. (VCFA Group) is a venture capital firm founded in 1982 by Dayton T. Carr. The firm is headquartered in New York.

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.

57 Stars LLC (57 Stars) is a private equity and venture Capital firm founded in 2005 by Stephen H. O'Neill, Gene Vincent Pohren and Steve A. Cowan. The firm is headquartered in Washington, District of Columbia.

Claremedica Health Partners LLC engages in the provision of health care services to seniors. It offers annual wellness exam; diabetes care management; cancer screenings and care; all heart and cardiovascular, blood pressure, breathing, and lung relates issue; bone health, obesity, female and male health issues; and stomach and digestion services. The company was founded by Robert L. Palenzuela and is headquartered in Miami, FL.

HealthAxis Group LLC provides integrated healthcare information technology services. It offers core benefit administration system, web based self service portals, smart front end services, post adjustment, business outsourcing, electronic health records and practice management system services. The company was founded by Shilen Patel in 2011 and is headquartered in Tampa, FL.

Casdin Capital /Private Equity/ (Casdin Capital) is a private equity/venture capital subsidiary of Casdin Capital LLC founded in 2012 by Eli Casdin. The firm is headquartered in New York.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Graycliff Partners LP (Graycliff Partners) is a private equity firm founded in 1991. The firm is headquartered in New York.