Joseph Branosky

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.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner.

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.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

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.

Bristol West Holdings, Inc. engages in the provision of automobile insurance. It offers liability, comprehensive, and collision insurance. The company was founded in 1973 and is headquartered in Davie, FL.

Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA.

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.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

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.

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.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX.

Reciprocal Ventures (Reciprocal Ventures) is a venture capital firm founded in 2016 by Michael Steinberg. The firm is headquartered in New York.

Seifried & Brew LLC provides educational tools for both boards and management, including an economic chart that focuses on important key trends in the economy. Seifried & Brew is based in Bethlehem, PA. The private company offers a comprehensive capital planning process, including contingency planning, that adheres to regulatory guidelines. The company also provides a quarterly performance risk report that provides bank management and board members with a deeper understanding of the ongoing operations of their financial institution.

FiscalNote, Inc. engages as a global data analytics and advisory firm. Its government relationship management platform offers information discovery, tracking, network building and response coordination into a single, accessible working environment. The firm's services include workflow optimization and augmentation, reporting and analysis, and research and insights. The company was founded by Timothy Hwang, Jonathan C. Chen and Gerald Yao in 2013 and is headquartered in Washington, DC.

Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change.

JPMorgan Asset Management Holdings, Inc. provides asset management services. It serves institutional and individual investors, managing portfolios, and retirement plans for corporations, governments, and foundations. The company was founded on June 5, 2000 and is headquartered in New York, NY.

Bregal Private Equity Partners (Bregal Private Equity Partners) is a private equity subsidiary of Bregal Investments LLP founded in 2002. The firm is headquartered in London, United Kingdom.

Performance Equity Management LLC (Performance Equity Management) is a private equity and venture capital subsidiary of Performance Equity Associates LLC founded in 2005. The firm is headquartered in Greenwich, Connecticut.

ELCO Management Co. LLC (ELCO) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Paul Elliot in 1995. ELCO provides investment supervisory services to two investment limited partnership and separately managed accounts.

Part of Gordon Haskett Capital Corp., Gordon Haskett Research Advisors is an independent research boutique that publishes highly differentiated, independent research from top analysts for a targeted group of institutional investors. The company is based in New York, NY. GHRA's current research platforms include event-driven, retail, restaurants, industrials and multi-industry, and insurance. The company's analysts generate unique insights and ideas by analyzing and often anticipating significant strategic events such as activism, M&A, spin-offs, and restructurings. Chuck Grom leads a senior team focused on broadline, grocer, dollar, and hardline retailers utilizing proprietary GHRA data. Jeff Farmer uses a custom and highly regarded valuation driver and ROIC framework for deep dives into thematic restaurant sector debates while also leveraging GHRA proprietary data. John Inch has been a leading industrial equity research analyst for over 20 years and is supported by his longstanding senior team and unique data. Bill Wilt combines deep industry relationships with in-depth research valued both by investors and industry executives. The company was founded by John P. Argenti.

Ridgecrest Capital Partners, Inc. provides investment banking services. The private company is based in Larkspur, CA. The CEO of the company is Joshua M. Rafner.

Digital Currency Group Inc (Digital Currency Group) is a private equity/venture capital firm founded in 1900 by Barry Edward Silbert. The firm is headquartered in New York.

Syncarpha Management LLC (Syncarpha Capital) is a private equity firm founded in 2009 by Cliff W. Chapman and Richard L. Turnure. The firm is headquartered in New York City.

Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York.

Pandion Mine Finance LP (Pandion Mine Finance) is an private equity firm founded in 2016 by Joseph Archibald and Ryan Byrne. The firm is headquartered in New York.