Jeremy Morgan

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.

Pegasus Aviation Finance Co. provides aircraft leasing services. It also provides aircraft purchase and management solutions. The company was founded in 1988 and is headquartered in San Francisco, CA.

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.

Banner Health is a non-profit health system, which owns and operates hospitals and other specialized facilities. Its services include academic medicine, allergy and immunology, anticoagulation, endoscopy, endocrinology, geriatrics, infusion therapy, intensive care, pain management, paramedic care, physical therapy, and weight loss and bariatric surgery. The company was founded on September 1, 1999 and is headquartered in Phoenix, AZ.

Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO.

National Public Radio, Inc. produces and distributes noncommercial news and entertainment programs. The company is headquartered in Washington, DC.

Taylor Woodrow, Inc. provides construction services. The firm also offers home financing products and services. The company was founded in 1921 and is headquartered in Scottsdale, AZ.

Nine Entertainment Co. Pty. Ltd. provides television production and broadcasting services. The company was founded in 2006 and is headquartered in Sydney, Australia.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

The District of Columbia Bar provides legal services. The private company is based in Washington.

American Jewish Joint Distribution Committee, Inc. provides charity relief. It offers critical social-support services and helps build self-sustaining Jewish communities. The company was founded in 1914 and is headquartered in New York, NY.

Whispering Hope Ranch Foundation provides hope and healing to those with challenging illnesses or special needs through the wonders of camp, the beauty of nature and the human-animal connection. The company was founded on January 1, 1997 and is headquartered in Phoenix, AZ.

Monarch Communities, Inc. is engaged in real estate industry. The company is headquartered in Scottsdale, AZ.

Opps X REIT Funding LLC operates as a real estate investment trust. The company was founded in 2015 and is headquartered in Los Angeles, CA.

Hartree Partners LP engages in the provision of merchant commodities. The firm specializes in energy and its associated industries. Its services include proprietary trading and arbitrage, risk management, structured transactions, consultancy, and principal investing. The company was founded by Stephen Michael Hendel, Stephen Michael Semlitz and, Guy Merison in March 1997 and is headquartered in New York, NY.

Part of Banner Health, Banner Alzheimer's Institute is a company that focuses on Alzheimer's disease, the most common type of dementia. The company is based in Phoenix, AZ. It affects the brain and nervous system.

Jewish Community Foundation of Greater Phoenix operates as a non-profit organization that provides financial support to Jewish community. It offers charitable fund creation, grantmaking, mentoring young Philanthropists, endowment book of life, and planned giving resources. The company was founded by Neal Kurn and Irv Pearlstein on December 13, 1972 and is headquartered in Scottsdale, AZ.

Distress Centres of Toronto is a non profit organization that provides social and mental health services. Its support program include individualized support for survivors, bereaved family and friends, and suicide and homicide loss; follow-up series of group support sessions; maintains suicide resource centre; and consultation and support to community and caregivers. The company was founded in 1967 and is headquartered in Toronto, Canada.

Jackson Square Aviation LLC engages in the provision of commercial aircraft services. It provides fleet and financial solutions such as leaseback financing, PDP financing, new aircraft placements, and leasing solutions. The company was founded in 2010 and is headquartered in San Francisco, CA.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

The Virginia State Bar provides access to various legal documents and forms for public use, including practice certificates, good standing certificates, and annual dues forms. The Virginia State Bar is based in Richmond, VA. The organization also offers resources related to disasters, COVID-19, and other legal matters. The Standing Committee on Legal Ethics answers ethics questions and issues opinions.