Kristi Wano

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.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Oak Ridge Investments LLC (Oak Ridge) is an independent registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David M. Klaskin in 1989. Oak Ridge manages discretionary accounts for a variety of clients including individuals, investment companies, pension and profit sharing plans, retirement accounts, trusts, estates, corporations and other business entities, charitable organizations, and banks and thrift institutions.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Airgas-Mid America, Inc. distributes welding gases and supplies. The company also provides technical support for machinery. It operates in Missouri, Illinois, Indiana, Kentucky, West Virginia, Tennessee and Virginia. Airgas-Mid America is headquartered in Bowling Green, KY

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Founded in 1997, Joseph Gunnar & Co. LLC is a full-service broker/dealer headquartered in New York City. The firm is a subsidiary of Joseph Gunnar Holding Co. LLC They provide financial advisory, brokerage and trading for investors in connection with listed equities, corporate and municipal bonds, preferred stock, mutual funds, IRA, pension plans and NASDAQ NMS securities.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Part of CVS Health Corp., Horizon Behavioral Services LLC is a company that manages mental health programs. The company is based in Lewisville, TX. Horizon Behavioral Services was acquired by Aetna, Inc., a subsidiary of CVS Health Corp. from Psychiatric Solutions, Inc. on November 03, 2009 for $70 million.

Environmental Systems Research Institute, Inc. engages in development of a geographic information systems software solutions. Its products include ArcGIS apps, geographic information system (GIS) and mapping, and other GEO-enabled products. It also offers technical support, training, managed cloud services, advantage program, and consulting services. The company was founded by Jack Dangermond and Laura Dangermond in 1969 and is headquartered in Redlands, CA.

Manhattan West Asset Management (Private Equity) (Manhattan West Asset Management) is a private equity subsidiary of Manhattan West Asset Management LLC founded in 1900. The firm is headquartered in Manhattan Beach, California.

AeroNavData, Inc. provides aeronautical navigation services. It provides reliable and accurate aeronautical navigation information and innovative consulting and software development solutions. The company was founded by Robert Neal Covington in 2004 and is headquartered in Columbia, IL.

Airgas USA LLC engaged in the production of atmospheric gases, carbon dioxide, dry ice, and nitrous oxide. The company is headquartered in Columbus, OH.

J.D. Irving Ltd. manufactures forest products. It provides an integrated rail, sea, and road transportation network, shipbuilding and industrial fabrication, retail and distribution, industrial equipment and construction, and specialty printing and translation. The company was founded by James Dergavel Irving in 1882 and is headquartered in St. John, Canada.

Manhattan West Asset Management LLC (Manhattan West) is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Lorenzo D. Esparza in 2016. Manhattan West provides investment advisory services to a diverse group of private clients and institutional investors.

Buttonwood Group Advisors LLC /Private Equity/ (Buttonwood Group Advisors) is a private equity subsidiary of Buttonwood Group Advisors LLC founded in 2011 by Joseph Anthony Alagna and Stephan A Stein. The firm is headquartered in Uniondale, New York.

Evolve Capital LLC (Evolve Capital) is a private equity firm founded in 2005 by Mike Crothers. The firm is headquartered in Dallas, Texas.

Valesco Industries Inc (Valesco Industries) is a private equity firm founded in 1993 by Jack Sadden. The firm is headquartered in Dallas, Texas.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

Edward Jones Investments operates as a financial advisory firm.

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).

Part of UBS Group AG, Credit Suisse Private Equity LLC is a private equity firm. The company is based in New York, NY.