Jay Stolkin

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

HOPE International Credit Corp. provides loans to enable sustainable economic development. The firm offers microfinance programs, microfinance plus programs which incorporate health care, literacy training, or other community empowerment initiatives outside the realm of traditional microfinance, savings-led microfinance programs and small and medium enterprise development programs. The company was founded by Jeff Rutt in 1997 and is headquartered in San Francisco, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Sherman & Howard LLC provides legal services. It offers antitrust counseling and litigation, bankruptcy, insolvency and creditors’ rights, business and corporate, franchising, real estate, mergers and acquisitions. The company was founded in 1892 and is headquartered in Denver, CO.

The American Psychiatric Association is the largest scientific and professional organization of psychiatrists. The private company is based in Arlington, VA and has subsidiaries in the United States. The company works together to ensure humane care and effective treatment for all individuals with mental illness, including substance use disorders. Marketa Wills has been the CEO of the company since 2024.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Craig Hospital is a center for specialty rehabilitation and research for people with spinal cord injury and traumatic brain injury. The firm provides a system of inpatient and outpatient medical care, rehabilitation, neurosurgical rehabilitative care and long-term follow up services. The company was founded in 1907 and is headquartered in Denver, CO.

Colorado Mining Association is a non-profit organization which provides networking opportunities for business development and professional growth through membership forums, committees, and events. It offers national mining association toolkit, national western mining conference, and rock and coal archive. The organization was founded in 1876 and is headquartered in Denver, CO.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

The Denver Metro Chamber of Commerce offers a Chamber Welcome Series to help members make the most of their membership. The Chamber is based in Denver, CO and is a leading business voice in the area. Members can participate in an in-depth look at the Chamber's offerings alongside a cohort of other members. The Chamber also hosts a quarterly All-Programs Mixer, a happy hour event for members in one or more of the Chamber's engagement programs.

Denver Zoological Foundation is a non-profit organization that is home to almost 3,000 animals from over 450 species. The non-profit company is based in Denver, CO. Bert Vescolani has been the CEO of the company since 2018. The organization is dedicated to inspiring communities to save wildlife for future generations and spends almost $2 million annually on programs aimed at protecting animals in their natural habitats around the world.

Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial.

The Institute of International Education, Inc. is a non-profit organization that provides educational and training programs for participants, sponsors and donors. It promotes educational relations, strengthen and link learning institutions. The firm?s programs are focused on the advancement of academic freedom, leadership skills development and capacity enhancement of individuals and organizations to address educational challenges. The organization was founded in 1919 and is headquartered in New York, NY.

Knowledge Systems & Research, Inc. is a global market research firm. It provides market research and management consulting services. The firm?s services include new concept testing/product development, market opportunity sizing, customer loyalty retention / acquisition, segmentation, brand assessment, advertising testing and measurement, pricing, innovation research and social insight exchange. The company was founded by Rita L. Reicher and Lynnette S. Van Dyke in 1983 and is headquartered in Syracuse, NY.

Burke, Inc. provides research and consulting services. The firm offers brand assessment, product, service development, customer and employee engagement, linking data sources, market segmentation, and shopper research. The company was founded by Alberta Burke in 1931 and is headquartered in Cincinnati, OH.

Opus Point Partners Management LLC (OPPM) is a hedge fund manager headquartered in New York City. The firm was founded by Lindsay Rosenwald and Michael Weiss in 2009. They are owned by Opus Point Partners LLC, which is a subsidiary of Weiss & Co. LLC. OPPM manages investments that are dedicated to healthcare and life science.

ZERO TO THREE provides support and services for infants and toddlers. It informs, trains, and supports professionals, policymakers and parents in its efforts to improve the lives of infants and toddlers. The company was founded by T. Berry Brazelton, Selma Fraiberg, Stanley I. Greenspan, J. Ronald Lally, Bernard Levy, Reginald S. Lourie, Peter B. Neubauer, Robert A. Nover, Sally Provence, Julius B. Richmond, Albert J. Solnit, and Leon J. Yarrow in 1977 and is headquartered in Washington, DC.

Fishtail, Inc. is a company that provides financing services for small-to-medium shippers and forwarders worldwide. The company is based in Wellesley, MA. The company specializes in financing purchase orders, inventory, and invoices. The CEO of the company is Marc Held.

Volley Automation, Inc. designs and develops automated parking equipment. The company was founded by AG Gangadhar and is headquartered in Newark, CA.

Chronosphere, Inc. develops software tools which help the users to store and analyze monitoring data. It provides infrastructure, application and business monitoring solutions for the enterprises. The company was founded by Chen Mao and Robert James Skillington in 2019 and is headquartered in New York, NY.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Rail Delivery Group Ltd. is a British company that provides leadership to the rail industry in the UK. The private company is based in London, UK and has subsidiaries in the United Kingdom. The company was established in 2011 and brings together the owners of the UK's passenger train operators. The CEO of the company is Paul Jonathan Plummer.