Jeffrey Sherman

New York State Teachers' Retirement System (NYSTRS) is a State-owned pension fund manager headquartered in Albany, New York. NYSTRS was founded in 1921 by the New York State Legislature to administers a defined benefit plan that provides retirement, disability and death benefits to eligible New York State public school teachers and administrators.

U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

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.

R. W. Pressprich & Co. (RWP) is an employee-owned institutional broker-dealer headquartered in New York City. Founded in 1909, RWP’s principal focus is to provide fixed-income relative value and market timing research for clients.

Pacific Lake Partners LLC (Pacific Lake Partners) is a private equity firm founded in 2009 by Coley Andrews and Jim Southern. The firm is headquartered in California.

Campus Venture Network, Inc. operates a website. The private company is based in Cary, NC. The company was founded by S. Travis May, Vivek Ramaswamy.

Part of Sio Gene Therapies, Inc., Axovant Sciences, Inc. is a company that manufactures and distributes pharmaceutical products. The company is based in New York, NY.

Roivant Sciences, Inc. operates as a pharmaceutical firm. It develops and markets drugs. The firm specializes in uterine fibroids, endometriosis, prostate cancer, diabetes, and pulmonary arterial hypertension. The company was founded by Vivek Ramaswamy in 2014 and is headquartered in New York, NY.

Sumitovant Biopharma, Inc. provides biotechnology services. It offers oncology, gene therapy, rare, pulmonary, urological disease, digital innovation and novel platforms. The company is headquartered in New York, NY.

Shenkman Capital Management, Inc. (Shenkman) is an independent SEC-registered investment advisor headquartered in New York City, with offices in Stamford, Connecticut; and London, UK. It was founded by Mark R. Shenkman in 1985. The firm provides investment advisory services to a wide variety of clients through multiple platforms, including separately managed accounts, private funds, mutual funds and UCITS. Shenkman is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Advention Business Partners SAS provides investment consulting services. It offers its expertise to the consumer goods and retails; financial services; healthcare; manufacturing; private equity; social and public sector; utilities; tecnology; media; and telecommunications industries. The company was founded by Jean-Michel Schmitt and Anthony W. Besso in 2001 and is headquartered in Paris, France.

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.

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.

O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California.

Marathon Asset Management LLC provides investment advice.

Part of SVB Financial Group, MoffettNathanson LLC is a company that provides investment research. The company is based in New York, NY. The company was founded in 2013 by Michael Brian Nathanson, Craig Eder Moffett.

Fuller Road Management Corp. is a real estate company based in Albany, NY. The non-profit company specializes in real estate management and agency services.

St. Peter's Hospital of the City of Albany operates a hospital in Albany, NY. Virginia L. Golden has been the CEO of the private company since 1987.

Community Newspaper Holdings, Inc. engages in publication of local news and information. Its services include local news, media, and publishing services such as daily, weekly, and semiweekly news papers. The company was founded by Ralph Martin in 1997 and is headquartered in Montgomery, AL.

Council of Institutional Investors is a non-profit association of pension funds, other employee benefit funds, endowments and foundations. The company was founded in 1985 and is headquartered in Washington DC.

Saratoga Performing Arts Center (SPAC) is an outdoor amphitheater located in Saratoga Springs, NY. The center is situated in a 2,400-acre park preserve surrounded by hiking trails, geysers, and natural mineral springs. SPAC hosts performances by resident companies such as The Philadelphia Orchestra, The Chamber Music Society of Lincoln Center, the Freihofer's Saratoga Jazz Festival, and concerts by Live Nation. The center also offers imaginative programming such as Caffè Lena @ SPAC and initiatives in culinary, literary, healing, and visual arts. SPAC is a 501c3 charitable organization, and donations and proceeds from fundraising events benefit the center's thriving education program, community outreach efforts, and the vibrancy of its programming.

Research Foundation of the State University of New York Raises funds, promotes research, and administers gifts and grants that support the educational activities. It focuses on research and other sponsored programs funded by federal and state governments, private sector companies and nonprofit foundations. The company was founded by John B. Fitzgibbons in 1951 and is headquartered in Albany, NY.

Trinity Health Corp. engages in the provision of healthcare services. It offers health volunteers, cancer network, senior services management, integrity and compliance, and population health and supply chain management solutions. The firm operates hospitals, home health agencies, and hospice programs. The company was founded on May 1, 2013 and is headquartered in Livonia, MI.

Arbutus Biopharma, Inc. engages in the research and development of pharmaceutical products for Hepatitis B. Its operation includes covalently closed circular DNA, Capsid Assembly, Cyclophilins, and Surface Antigen. The company was founded by Patrick T. Higgins, Michael J. Sofia, Michael J. McElhaugh, and Bryce A. Roberts in May 2012 and is headquartered in Doylestown, PA.

St. Peter's Health Partners provides health care services. It offers bariatric care, breast health & mammography, cancer care, cardiac & vascular care, chest pain, senior services, emergency care, gastroenterology, orthopedic care and women’s health. The company was founded in 2011 and is headquartered in Albany, NY.