Erik Mathieson

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

ESL Investments, Inc. is a privately-owned hedge fund sponsor and registered investment adviser founded in 1988. Headquartered in Bay Harbor Islands, Florida, ESL manages assets on a discretionary basis in one master fund, ESL Partners LP. They also offer investments in ESL Partners through ESL Limited, a Bermuda-based “feeder fund”. Investors in the funds are generally comprised of ultra high-net worth individuals and family offices, but also include private and public pension plans, financial institutions, and other institutional investors.

Financeit Canada, Inc. engages in the provision of online money lending services. It also offers point-of-sale purchases for ticket items in retail, vehicle, home improvement and healthcare spaces. The company was founded by Michael Garrity, Casper Wong, and Colin Henderson in 2007 and is headquartered in Toronto, Canada.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

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.

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.

Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.

Declaration Partners LP(Declaration Partners) is a private equity/venture capital firm founded in 2017 by Brian Frank. The firm is headquartered in New York.

Forge Energy LLC focuses on exploration and production of oil and gas. The firm is an independent exploration and production company focused on acquisition and leasing, consolidation and exploitation of mature oil and gas producing properties. The company was founded by Danny Boone, Arnold Nall and Barry Winstead in 2011 and is headquartered in San Antonio, TX.

BayPine Capital LP (BayPine Capital) is a private equity firm founded in 2019 by David Roux. The firm is headquartered in Boston, Massachusetts.

Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.

BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Bank Leumi USA engages in the provision of commercial and international banking services to large and midsized corporations. The company was founded in 1954 and is headquartered in New York, NY.

Part of Citigroup, Inc., Citi Global Wealth Management provides wealth management services. The company is based in New York, NY.

Stonegate Production Co. LLC engages in exploration of oil and gas fields. It identifies undrained fault blocks, fracture systems, bypassed pays, subtle undrilled structures, stepouts, deeper horizons and stratigraphic plays. The company was founded by Michael L. Harvey in April 2007 and is headquartered in Houston, TX.

Greycastle Holdings Ltd. engages in the operations as an investment holding company. The company is headquartered in Hamilton, Bermuda.

Piston Holdings LP provides insurance services. The company was founded in 2016 and is headquartered in lake Forest, CA.

Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.