Michael Coiro

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Courtroom Connect provides internet connection services. The firm is divided into two business lines-content services and litigation services. Its content Services business streams audio, video, evidentiary exhibits, and text from courtroom proceedings, including trials, hearings, and oral arguments and litigation Services business provides Internet access, video streaming, text streaming, and videoconferencing for law firms, court reporting firms, courts, and litigation support companies. The company was founded by Michael Breyer and Louis Goldberg in 2001 and is headquartered in Marietta, GA.

InspereX LLC is a broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by Thomas S. Rickets and Joe Rickard in 1999 as Incapital LLC. They are a subsidiary of InpereX Holdings LLC. InspereX provides market participants cloud-tech tools and market-linked product education to better execute their trading strategies and manage their portfolios.

ASI Capital LLC (ASI Capital) is a private equity subsidiary of The Convergence Group founded in 2012 by Clem M. Borkowski and Sean A. Hawkins. The firm is headquartered in Colorado Springs, Colorado.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Capital Resource Partners (Capital Resource Partners) is a private equity firm founded in 1987 by Robert C. Ammerman. The firm is headquartered in Boston, Massachusetts.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

Calvert Street Capital Partners Inc. (Calvert Street Capital Partners) is a private equity firm founded in 1995 by Joshua Hall and Brian Mahoney. The firm is headquartered in Baltimore, Maryland.

Solatube International, Inc. manufactures and markets tubular day lighting devices for residential and commercial applications. The firm's day lighting system provides a natural lighting solution for all types of residential and commercial applications and is the only spec-grade TDD currently available on the market. The company was founded by David Rillie in 1990 and is headquartered in Vista, CA.

Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY.

Catalog Marketplace, Inc. provides direct marketing services for ceremonial uniform accessories and parades. IT supplies its services to small and medium sized businesses. The firm sells flags, carriers, covers & cases, stands, poles, ornaments, replica rifles and swords. The company was founded in 1947 and is headquartered in Northvale, NJ.

Infor, Inc. engages in the provision of software solutions and services. It offers Infor CloudSuite, Infor Coleman, Infor Birst, Infor Nexus, and Infor Process Intelligence platforms. It serves the consumer, discrete, energy and natural resources, hospitality, public sector, service, and growth industries. The company was founded in 2002 and is headquartered in New York, NY.

Investment Metrics LLC engages in the provision of investment performance analytics and reporting solutions. It offers custodial data aggregation, plan structure maintenance, performance measurement and attribution, peer comparisons, investment analysis, portfolio reporting, processing automation, and document delivery. The company was founded by Sanjoy Chatterjee in 2010 and is headquartered in Norwalk, CT.

TVR Communications LLC provides interactive patient education, entertainment, and communication services. Its products and services include analog and digital television sets; digital terrestrial and cable high definition television solutions; digital satellite television systems; meeting room, training room, and video conferencing solutions; event broadcast closed circuit systems, including rental services; and cable plan distribution planning, upgrades, and installation. The company was founded by Edward Koch in 1950 and is headquartered in Elmhurst, NY.

Imagine Technology Group LLC distributes office technology solutions. Its solutions include multi-function devices, managed network and print services (MPS), phones, digital signage and document management solutions. The company is headquartered in Chandler, AZ.

Investor Group Services LLC provides strategic consulting services. Its services include company diligence studies, market strategy reviews, and strategic planning process. The company was founded by Mindy Berman in 1998 and is headquartered in Boston, MA.

LTI Flexible Products, Inc. engages in the provision of thermal management and environmental sealing solutions. The firm serves the aerospace, automotive, defense, industrial, and medical industries. The company was founded in 1928 and is headquartered in Pleasanton, CA.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

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).