Kevin L. Angelis

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

CELF Advisors LLP is an alternative investment manager headquartered in London, UK. The firm was founded in 2010 and is a subsidiary of CELF LLC, owned by The Carlyle Group, Inc. (NASDAQ: CG) in the US. CELF Advisors manage assets on behalf of institutional shareholders such as pension funds, insurance companies, investment trusts and other collective investment vehicles.

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).

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

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

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.

Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.

Thor Equities LLC invests as a principal in retail, office, hotel and mixed-use properties. The firm invests in & around metropolitan areas throughout the United States and manages the properties. The company comprises of two divisions, which are Thor Properties, specializing in trophy commercial real estate in urban settings and Thor Urban Development, focusing on retail real estate in urban ethnic markets. The company was founded by Joseph J. Sitt in 1986 and is headquartered in New York, NY

Alamo Fireworks, Inc. is a private company that distributes consumer-grade fireworks. The company is based in San Antonio, TX. The company is the largest distributor of these types of fireworks with over 160 stores.

Dura Holdings LLC acquires and operates hyper-niche software products. The firm provides an administration software service which includes Moki, Nordic IT, 6Connex and Lane. The company was founded by Christopher Burney and Paul Salisbury in 2018 and is headquartered in San Antoino, TX.

Jungle Disk LLC develops and provides data threat protection cloud solutions services. Its products include encrypted backups, email archiving network protection and jungle disk pricing. The company was founded by Dave Wright and is headquartered in San Antonio, TX.

Alamo Angels (Alamo Angels) is a venture capital firm founded in 2016 by Amit Mehta and Michael Girdley. The firm is headquartered in San Antonio, Texas.

Part of Brevity Coffee Co Franchising LLC, Red Runner Coffee, Inc. operates coffee shops. The company is based in San Antonio, TX. The company was founded by Michael Girdley. The CEO is Evan Smith. Red Runner Coffee was acquired by Brevity Coffee Co Franchising LLC on May 03, 2023.

RealCo Accelerator Manager LLC (RealCo) is a venture capital firm founded in 2017. The firm is headquartered in San Antonio, Texas.

Codeup LLC offers 20-week accelerator programs to launch career as a computer programmer or a data scientist. The company was founded by Michael Girdley, Chris Turner, and Jason Straughan in November 2013 and is headquartered in San Antonio, TX.

Riverwalk Capital LLC (Riverwalk Capital) is a venture capital firm founded in 2007 by Michael Girdley. The firm is headquartered in San Antonio, Texas.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Investit Ltd. provides management consultancy services. Its services include client service departments, launching and managing relationship management. The company is headquartered in St Paul's, the United Kingdom.

Schick-Wilkinson Sword, Inc. manufactures and markets shaving products. The company was founded in 1921 and is headquartered in Milford, CT.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

Founded by Chris Shumway in 2002, SCP III LP, dba Shumway Capital Investments, is a family office and growth equity investment firm located in Greenwich, Connecticut.

Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities.