Amanda Johnson

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.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

AmerInst Insurance Group Ltd. operates as a holding company through its subsidiaries. It engages in the reinsurance of professional liability insurance for certified public accountants and attorneys, as well as investments and other activities. The firm operates through the following segments: Reinsurance activity and Insurance activity. The Reinsurance activity segment includes investments and other related activities. The Insurance activity segment offers professional liability solutions to professional service firms. AmerInst Insurance Group was founded in 1998 and is headquartered in Hamilton, Bermuda.

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.

Founded in 1997, Williams Trading LLC is a registered broker/dealer located in Westport, Connecticut. The firm provides outsourced trading solutions to hedge fund managers. They seek to also provide greater access to information, increased liquidity, full anonymity and better execution in equity trading.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Harron Communications LP engages in the ownership and operation of cable television systems. It also offers Internet, phone, digital cable, and digital video services. The company was founded by Paul F. Harron, Jr. in 1976 and is headquartered in Frazer, PA.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Main Line Equity Partners LLC (Main Line Equity Partners) is a private equity firm founded in 2005 by Chris Randazzo. The firm is headquartered in Ardmore, Pennsylvania.

Gibbons P.C. provides legal services. It offers business and commercial litigation, corporate, government affairs, criminal defense and employment law. The company was founded in 1926 and is headquartered in Newark, NJ.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

Tourmaline Partners LLC (Tourmaline) is a trading solutions firm headquartered in Stamford, Connecticut. The firm was founded in 2011 by Daniel DiSpigna, Jon Goldstein, Henry Higdon, Daniel Groff and Aaron Hantman. Tourmaline provides outsourced, supplemental and customized trading services to asset managers of all sizes. They deliver buy-side execution offers in global equites, derivatives and ETFs on behalf of hedge funds, mutual funds, RIAs, family offices, sovereign wealth funds and asset owners.

Wind River Holdings LP (Wind River) is a private equity firm founded in 2000. The firm is headquartered in King of Prussia, Pennsylvania.

New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ.

Lufkin Advisors LLC (Lufkin) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Mateo, California. The firm was founded by Chauncey F. Lufkin in 2004. Lufkin manages capital for global investors which includes pension funds, insurance companies, institutional money managers, and sophisticated high-net-worth individuals.

Accretive LLC (Accretive) is a private equity firm founded in 1999 by Michael Cline. The firm is headquartered in New York.

JXP MGMT LLC (Juxtapose) is a venture capital firm founded in 2015 by Jed Cairo and Patrick Chun. The firm is headquartered in New York.

Accumen, Inc. engages in the provision of outsourced laboratory services. It offers laboratory operations, blood utilization, outreach and supply chain management, and test menu optimization. The company was founded by J. Michael Cline in 2011 and is headquartered in Phoenix, AZ.

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

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

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.

Stern Value Management Ltd.. provides management consulting services. The firm advises clients in transaction, strategy, performance, and transformation. The company was founded by Joel M. Stern on November 1, 1982 and is headquartered in New York, NY.

Spring Mountain Capital LP /Private Equity/ (Spring Mountain Capital) is a private equity subsidiary of Spring Mountain Capital LP founded in 2001 by John Laundon Steffens. The firm is headquartered in New York.

Inverness Graham Investments, Inc. (Inverness Graham) is a private equity subsidiary of The Graham Group, Inc. (Pennsylvania) founded in 1994 by Kenneth Graham, Steven Wood, and Scott Kehoe. The firm is headquartered in Wayne, Pennsylvania.

Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs.