Charlie Susi

Advance Publications, Inc. is a private, family-owned firm that operates and invests in a broad range of media, communications, technology and education businesses globally. Headquartered in New York, the firm was founded by Samuel Irving Newhouse, Sr. in 1922.

The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Columbia Capital LLC (Columbia Capital) is a venture capital firm founded in 1989 by Dave P. Mixer. The firm is headquartered in Alexandria, Virginia.

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.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

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

Invesco Dynamic Credit Opportunity Fund is a closed-end fund, which seeks to gain a high level of current income, with the secondary objective of capital appreciation. The company was founded on November 1, 2021 and is headquartered in Houston, TX.

The Olayan Group operates as a diversified enterprise that engages in trading, manufacturing, services and investments sectors. It manages commercial and industrial operations in Saudi Arabia through its subsidiary Olayan Financing Company. The firm’s investment team focuses on public and private equities, real estate, fixed income securities, and other specialized assets. It operates through its offices located in Europe, Saudi Arabia and the United States. The company was founded by Suliman S. Olayan in 1947 and is headquartered in Riyadh, Saudi Arabia.

The Abernathy MacGregor Group, Inc. provides counseling services. The firm offers services to the senior management of business corporations and large organizations in corporate, financial, public & investor relations and transaction & crisis communications disciplines. It has offices in New York, Los Angels, and San Francisco. The company was founded in 1984 and is headquartered in New York, NY.

CollabraLink Technologies, Inc. is federal contractor offering clients mission-critical solutions. It offers agile digital services, human centered design, low code applications, mission support, rpa, and emerging technologies. The company was founded by Yash N. Pandhi in 2003 and is headquartered in McLean, VA.

Bandwidth Infrastructure Group CA LLC provides dark fiber network solutions. The company is based in Sunnyvale, CA. The company was founded in 2019 by Jim Nolte. Bruce Garrison has been the CEO of the company since 2022.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Adler Planetarium & Astronomy Museum Operates and maintains planetarium and museum. It provides astronomy education for students, adults and families through variety of lectures and special events. The company was founded by Max Adler in 1930 and is headquartered in Chicago, IL.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

Part of ING Groep NV, ING Barings Group LLC is a British company that provides investment banking and financial services. The company is based in London, UK.

Financial Sponsors Group provides investment solutions. The American company was founded by Peter Amory Weinberg, Ros L'Esperance, Barry Best.

Probitas Partners, Inc. provides investment advisory solutions. Its services include market assessment, comprehensive capital raising services and top-tier global capital relationships. The company was founded in 2001 and is headquartered in San Francisco, CA.

Streetwise Media, Inc. provides digital media and event management. It offers news publication and blogs. The company was founded on June 21, 2011 and is headquartered in Boston, MA.

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

Elucida Oncology, Inc. operates as a biotechnology company which focuses on clinical research and development. The company was founded by Isaac Blech, Michelle Bradbury, Ulrich Weisner, and Steven Larson in 2014 and is headquartered in Monmouth Junction, NJ.

Environmental Liability Transfer, Inc. provides environmental liability transference services. The firm offers economic solutions for environmental liability transfer and removal. The company was founded by Randall Jostes in 2004 and is headquartered in St. Louis, MO.

Commercial Development Co., Inc. operates as a diversified real estate acquisition and development firm. It engages in acquisition, remediation, retrofitting, demolition, and redevelopment of environmentally challenged, distressed, and impaired corporate real estate assets. The company is headquartered in St. Louis, MO.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.