Matt Ristuccia

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.

Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.

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.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Rev.com, Inc. provides online audio, video transcription and document translation services. It also provides marketplace that works with selected freelancers to deliver services to businesses. The company was founded by David Abrameto, Jason M. Chicola, Josh Breinlinger and Paul Huck in 2010 and is headquartered in San Francisco, CA.

Windrose Advisors LLC (Windrose) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by William Heitin and David Lowe in 2009 as Fireman Capital Advisors LLC. Windrose delivers sophisticated, highly customized, financial advice to a select group of high net-worth individuals, families, charitable foundations, and pooled investment vehicles.

Towne Air Freight LLC provides trucking services for both air freight and commercial companies. The company was founded in 1963 by Eugene Towne and is headquartered in South Bend, IN.

The Strive Group LLC engages in the provision of in-store promotional display solutions. The company is headquartered in Chicago, IL.

RGM Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Naples, Florida. The firm was founded in 2003 by Robert Moses and is owned by Moses Family Trust. RGM Capital provides advisory services on a discretionary basis to its clients, which include private pooled investment vehicles and institutional investors.

Polaris Capital Management LLC (Polaris) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Bernard Horn in 1995 and is a subsidiary of Polaris Capital Management Holdings LLP. Polaris offers global and international equity management services as separately managed accounts and commingled vehicles for institutions and high net-worth individuals. The firm serves as an investment advisor to mutual funds, limited partnerships, and other pooled investment vehicles.

Bent Tree Financial Consulting provides flexible solution for small and mid-sized companies. Its areas of expertise include financial operations, business financing, business combinations, and financial leadership. The company is headquartered in Minnetonka, MN.

BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts.

Recognize Partners LP (Recognize Partners) is a private equity firm founded in 2019 by Francisco D' Souza, Charles Phillips, David Wasserman and Rajeev Mehta. The firm is headquartered in New York.

Operation HOPE, Inc. operates as non-profit organization that provides credit counseling, case management, economic education, loan preparation and outreach services to the community. The company was founded by John Hope Bryant in 1992 and is headquartered in Los Angeles, CA.

The Consumer Bankers Association focuses on retail banking. The company was founded in 1919 and is headquartered in Washington, DC.

White Star Capital Investments UK Ltd (White Star Capital) is a venture capital firm founded in 2007 by Eric Martineau-Fortin, Jean-François Marcoux and Christian Hernandez Gallardo. The firm is headquartered in London, United Kingdom .

GoDigital Media Group LLC operates as a media and technology company which focuses on intellectual property rights. The company is headquartered in Los Angeles, CA.

City Brewing Co. produces and markets alcoholic beverages. It produces beers under Kul and Lacrosse labels. The company also brews numerous seasonal beers including Pale Ale and Winter Porter. It distributes its products in Wisconsin, Northern Illinois, Northeastern Iowa, and Southeastern Minnesota. It also manufactures and markets teas, soft drinks, energy drinks, and other beverages. The company was founded in 1858 by John Gund and Gottlieb Heileman and is headquartered in La Crosse, WI.

Innosight Consulting LLC provides management consulting and training services. The firm offers market research, identification, classification, assessing potential and process development services. The company was founded by Clayton Matt Christensen and Mark W. Johnson in 2000 and is headquartered in Lexington, MA.