Lorenzo Esparza

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.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Oak Ridge Investments LLC (Oak Ridge) is an independent registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David M. Klaskin in 1989. Oak Ridge manages discretionary accounts for a variety of clients including individuals, investment companies, pension and profit sharing plans, retirement accounts, trusts, estates, corporations and other business entities, charitable organizations, and banks and thrift institutions.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

York Capital Management Global Advisors LLC, dba York Capital Management (York), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by James Dinan in 1991 as JGD Management Corp. York provides investment advice to a variety of private investment partnerships and offshore investment funds. The funds are comprised of various types of investors, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, endowments, and foreign sovereign wealth funds.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Founded in 1997, Joseph Gunnar & Co. LLC is a full-service broker/dealer headquartered in New York City. The firm is a subsidiary of Joseph Gunnar Holding Co. LLC They provide financial advisory, brokerage and trading for investors in connection with listed equities, corporate and municipal bonds, preferred stock, mutual funds, IRA, pension plans and NASDAQ NMS securities.

Audant Investments Pty Ltd. provides investment services. The private company is based in Sydney, Australia.

Novitas Capital Management (Novitas Capital) is a venture capital firm founded in 1997. The firm is headquartered in Wayne, Pennsylvania.

Part of UBS Group AG, Credit Suisse Private Equity LLC is a private equity firm. The company is based in New York, NY.

Valley Economic Development Center, Inc. provides financing services and business training programs. Its programs and projects include the SBA Women's Business Center, Downtown LA Retail Project, San Fernando Valley Financial Development Corporation, Pacoima Development Federal Credit Union, San Fernando Learning Center and Pacoima Training Center. The company was founded in 1976 and is headquartered in Sherman Oaks, CA.

Vino Vault, Inc. is a wine storage network that offers a modern inventory platform for managing collections, providing comprehensive inventory data, tasting notes, and drinkability recommendations, along with market valuations for insurance and auctions consideration. Vino Vault is based in Los Angeles, CA, and has subsidiaries in the United States. Since launching in 2021, Vino Vault has been actively building its network across nine locations in five states, making it one of the industry's largest collectible wine and spirits storage providers. The company's top priority is to enhance the customer and collection experience with safe and secure storage, top-level auxiliary services, and expert advice. The company was founded by Jeff Anthony, who has been the CEO since incorporation.

OmniValley, Inc. is a platform that aims to connect members of the venture capital and startup industry. The platform offers introduction features to its premium members, handles opt-ins, and provides discounted tools and providers for companies and venture funds. The communal network is designed to offer better transparency and access for those seeking connections to the right investors, startups, and supporters throughout the venture landscape. The American company also welcomes investors who want to invest alongside them.

Capital Innovators LLC (Capital Innovators) is an independent venture capital firm founded in 2010 by Judy Sindecuse. The firm is headquartered in Saint Louis, Missouri.

Part of Accenture Plc, Accenture India Pvt Ltd. is an Indian company that provides business management consulting services. The company is based in Mumbai, India and was founded in 1991.

Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Pentas Ventures (Pentas Ventures) is a venture capital firm founded in 2021 by Emir Talu. The firm is headquartered in New York.

Polarity Investment Partners LP is an independent investment manager headquartered in Manhattan Beach, California. The firm manages the assets of individual and institutional investors.

Forge Global, Inc. engages in the provision of online trading services. It offers access and exposure to pre-IPO companies shares and enables to sell share ownership. The company was founded by Andrea Lamari, Sohail Prasad, Samvit Ramadurgam, and Gil Silberman in 2014 and is headquartered in San Francisco, CA.

Embedded Ventures LLC (Embedded Ventures) is a venture capital firm founded in 2020 by Jenna Bryant and Jordan Noone. The firm is headquartered in Los Angeles, California.

Top Shelf Ventures Management LLC (Top Shelf Ventures) is a venture capital firm founded in 2021 by Jason Sherman and Noah Sanborn Friedman. The firm is headquartered in the United States.

Virtual Chapter, Inc. is an American company that helps insurance chapters host virtual events. The private company's website provides a menu with categories such as "uncategorized" and a sample page. The company's goal is to assist insurance chapters in hosting virtual events, and their website is powered by WordPress.

Evolve Capital LLC (Evolve Capital) is a private equity firm founded in 2005 by Mike Crothers. The firm is headquartered in Dallas, Texas.

Valesco Industries Inc (Valesco Industries) is a private equity firm founded in 1993 by Jack Sadden. The firm is headquartered in Dallas, Texas.

Cannon-Brookes Services Pty Ltd (Cannon-Brookes Services) is a Venture Capital firm founded in 2016 by Michael Cannon. The firm is headquartered in Surry Hills, Australia.