Kristy Karpinski

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.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Founded in 2005 by Darell Zink and Richard Hurd, Strategic Capital Partners LLC is a privately-held real estate investment management firm headquartered in Chicago with additional offices located in New York City and Indianapolis. They are a subsidiary of Triton Pacific Capital Partners LLC

Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients.

BNP Paribas Asset Management USA, Inc. (BNPP AM USA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1972 as Fischer Francis Trees & Watts, Inc. (FFTW). In 2015, FFTW’s affiliated US registered investment advisor, BNP Paribas Asset Management Inc., was merged into FFTW. FFTW was re-branded as BNP Paribas Asset Management USA, Inc. in 2017. The firm is a wholly-owned subsidiary of BNP Paribas Asset Management USA Holdings, Inc. (BNPP AM), part of the International Financial Services division of BNP Paribas SA (EPA: BNP) (BNPP) in France. BNPP AM USA provides customized investment management services to institutional clients. The firm also provides non-discretionary investment management activities and/or acts as collateral manager for structured products such as CDOs and CLOs.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Merit Capital Partners (Merit Capital Partners) is a private equity firm founded in 1993. The firm is headquartered in Chicago, Illinois.

Finacity Corp. provides securitization and funding services. It offers asset-backed working capital funding solutions, consumer receivables financing, supplier and payables finance, back-up servicing, and transaction reporting. The company was founded by Kit Codik in 2001 and is headquartered in Stamford, CT.

Hendricks Regional Health operates as a hospital. The non-profit company is based in Danville, IN.

bioMérieux, Inc. develops in-vitro diagnostics solutions. It offers microbiological testing solutions for medical and industrial applications. The company was founded on December 31, 1986 and is headquartered in Durham, NC.

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.

Stone Belt Arc, Inc. provides services for individuals with developmental disabilities. The firm offers a full range of programs and services in Monroe, Lawrence and Bartholomew counties, empowering people to demonstrate self-determination, contribute to the building of community, and experience quality of life. It provides staffing in a variety of living situations to promote self-sufficiency, including group homes, supported living sites and respite situations. The company was founded in 1958 and is headquartered in Bloomington, IN.

Garcia Construction Group, Inc. provides construction services. The company was founded on March 15, 1989 and is headquartered in Indianapolis, IN.

Hovde Financial, Inc. provides financial services. The private company is based in Washington. The American company was founded by Eric Donald Hovde.

IU Ventures (IU ventures) is a venture capital subsidiary of Indiana University founded in 1997. The firm is headquartered in Bloomington, Indiana.

Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities.

BAML Global Principal Investments (GPI) is the capital investment division of Bank of America Corp. (NYSE: BAC) (BofA). Headquartered in Charlotte, North Carolina, GPI originates, structures, executes and manages all direct private equity investments that are a strategic priority for BofA.

Blue Mountain Capital Group LLC (Private Equity) (Blue Mountain Capital) is a private equity subsidiary of Assured Investment Management LLC founded in 2012 by Andrew Todd Feldstein. The firm is headquartered in New York.

Alphatrai, Inc. operates as an AI-based equity trading platform. The firm trades stocks and commodities using algorithms. The company is headquartered in San Diego, CA.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.

Caduceus Capital Partners LLC is a venture capital firm co-founded in 2020 by Dave Vreeland and Scott Kolesar. The firm is headquartered in Nashville, Tennessee with offices in Ohio, New Jersey, Texas, Florida, Colorado and New York.