Steve Pitkin

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Winslow Capital Management LLC (Winslow) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Clark Winslow in 1992. They are a wholly-owned subsidiary of Nuveen WCM Holdings LLC, which is ultimately owned by TIAA Board of Governors. Winslow provides investment advisory and sub-advisory services to pension and profit-sharing plans (ERISA and non-ERISA), corporations, trusts, charitable organizations, foundations, endowments, registered mutual funds, collective investment trusts, foreign funds such as UCITS, and individuals and high net-worth individuals through several wrap/managed account programs.

Clinton Group, Inc. is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by George E. Hall in 1991 and is a subsidiary of Madison Avenue Capital Holdings, Inc., which is owned by CGI Holdings, Inc. Clinton Group serves as investment manager primarily for an offshore private investment fund, as well as pools of collateralized debt obligations (CDOs), collateralized bond obligations (CBOs) and other structured products for which the the firm as collateral manager.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

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.

Forstmann Little & Co. (Forstmann Little) is an independent private equity firm founded in 1978. The firm is headquartered in New York.

Fuji Television Network, Inc. provides entertainment, news and sports programming worldwide. Its business include motion pictures, life events, overseas business, rights business, video-on-demand, games, animation, and paid-television businesses. The company was founded in 1957 and is headquartered in Tokyo, Japan.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY.

Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies.

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

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023.

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.