Matthew O’Loughlin

Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.

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.

Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.

Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Clayton, Dubilier & Rice LLC (Clayton, Dubilier & Rice) is a private equity subsidiary of Clayton, Dubilier & Rice Holdings LP founded in 1978 by Joseph L. Rice. The firm is headquartered in New York.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

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.

Digital Currency Group Inc (Digital Currency Group) is a private equity/venture capital firm founded in 1900 by Barry Edward Silbert. The firm is headquartered in New York.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

Arosa Capital Management LP (Arosa) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Abraham Joseph and Till Bechtolsheimer in 2013. Arosa serves as the investment advisor with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis.

Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”).

Audax Mezzanine (Audax Mezzanine) is a private equity subsidiary of Audax Group LLC founded in 2000. The firm is headquartered in New York.

Capital Dynamics, Inc. engages in the management of global asset focusing on private assets. The company was founded in 1988 and is headquartered in New York, NY.

Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York.

Global Healthcare Advisors LLC provides advisory services. The frim offers investment banking, healthcare management consulting, private equity, business development, medical practice management, healthcare executive recruiting and public accounting services. The company was founded by Lawrence S. Carter and is headquartered in Miami, FL.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

PacWest Consulting Partners is a boutique strategy consultancy and market intelligence firm that specializes in the energy, industrial, and resources sectors. Much of its work is focused around the oilfield and the many industries that supply critical products and services to it. With the explosion of unconventional resources in North America and increasingly internationally, the energy landscape is changing quickly. PacWest is at the forefront of the changes in the US and in global energy markets resulting from the development of unconventional oil/gas resources. The company work with companies to better understand the market and develop and implement new strategies to position themselves for growth. The PacWest team is made up of alumni from top-tier strategy consulting firms, who have chosen to focus one just a few key industries. The company have developed deep expertise in their core sectors and bring those insights to every client. Their suite of market intelligence products provide unparalleled market expertise and unique insights that the company integrate into their work. The company often integrate primary research into their work to provide thought leadership that is close to the market.