CJ Chu

Aon Plc is engaged in the provision of a range of risk, retirement, and health solutions. It operates through Aon United segment. The Aon United segment gives advice and solutions to clients focused on risk, retirement, and health through five principal products and service revenue lines: Commercial Risk Solutions, Reinsurance Solutions, Retirement Solutions, Health Solutions, and Data and Analytic Services. The Commercial Risk Solutions includes retail brokerage, cyber solutions, global risk consulting, and captives. The Reinsurance Solutions comprises treaty and facultative reinsurance brokerage and capital markets. The Retirement Solutions consists core retirement, investment consulting, and talent, rewards and performance. The Health Solutions involves in heath and benefits brokerage and healthcare exchanges. The Data and Analytic Services composes of Affinity, Aon InPoint, and ReView. The company was founded in 1979 and is headquartered in London, the United Kingdom.

Cognos ULC provides business intelligence software solutions. It offers application development software and services such as product support, consulting, and training. The company was founded in 1969 and is headquartered in Ottawa, Canada.

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.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.

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.

BackOffice Associates LLC provides information governance and data modernization solutions. Its products include data stewardship platform, SAP accelerators, DBMoto and quadrate. The firm offers enterprise data which includes data quality, data migration and data governance solutions. The company was founded by Thomas R. Kennedy in 1996 and is headquartered in Needham, MA.

Accedian Networks, Inc. provides packet performance assurance solutions. It offers networking for mobile backhaul, business services, and cloud connectivity. The company was founded by Patrick Ostiguy in 2004 and is headquartered in Montreal, Canada.

The Art Commission LLC, also known as CODAworx, is a platform that connects artists and creative professionals to fabrication, installation, and shipping services. The company is based in Madison, WI and was founded by Toni F. Sikes and Terry Maxwell. The company offers sponsorship and partnership opportunities to members of the commissioned art industry and provide a marketplace for physical and virtual artwork. Real estate developers, property owners, and public art agents use CODAworx to find artists and creative professionals who create commissioned art. Toni F. Sikes has been the CEO since incorporation.

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.

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.

Continental Grain Co. operates as a grain trading firm. Its products include animal feed, wheat flour and poultry products. The firm supplies poultry products to the restaurant chains, frozen food makers and retail companies. The company was founded by Simon Fribourg in 1813 and is headquartered in New York, NY.

Solace Corp. provides message routing software solutions. Its technology enables information to flow between applications, connected devices, datacenters, and people. It specializes in internet data streaming, internet of things and message broker. The company was founded by Craig Betts in 2001 and is headquartered in Ottawa, Canada.

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.

Active Internet Technologies LLC provides web software products to schools, colleges and organizations. The firm's services include design, search engine marketing, strategic guidance, and training and support. Its online learning and communications platform facilitates the distribution of digital content across school communities and in classrooms from both desktops and mobile devices. The company was founded by Jonathan Moser in 1998 and is headquartered in Glastonbury, CT.

IBM Software Group provides software solutions and services. It offers products for tasks such as database management, enterprise application, integration, and security and application development. The firm also provides collaboration and communication applications. The company is headquartered in Armonk, NY.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Stepladder Holdings LLC (Stepladder Holdings) is a private equity firm founded in 2014. The firm is headquartered in Boston, Massachusetts.

Sverica Capital Management LP (Sverica Capital Management) is a private equity firm founded in 2001. The firm is headquartered in Boston, Massachusetts.

Arlon Capital Partners Management Co. LLC (Arlon Capital Partners) is a private equity firm subsidiary of Arlon Group LLC founded in 2007. The firm is is headquartered in New York.

Palerra, Inc. provides stealth cloud security. It enables organizations to protect business-critical cloud infrastructure and data with LORIC, the cloud security automation platform. Palerra LORIC is the first CASB to combine threat detection, predictive analytics, security configuration management and automated incident response and remediation into a single solution. The company was founded by Rohit Gupta and Ganesh Kirti on July 12, 2013 and is headquartered in Santa Clara, CA.

Restaurant Technologies, Inc. provides frying oil management and oil recycling solutions. It offers total oil management, portable oil systems, fryer filtration monitoring, and automist. The company founded by John M. Ruelle, Paul L. Plooster, Lisa J. Merryfield, Bradley J. Schoenbauer in 1997 and is headquartered in Mendota Heights, MN.

Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs).

Mentors Fund (Mentors fund) is a venture capital firm founded in 2017. The firm is headquartered in San Francisco, California.

Coastal Sunbelt Holding, Inc. operates as a holding company. The firm supplies of produce, dairy, and fruits and vegetables. The company was founded in 1992 and is headquartered in Laurel, MD.

Neocova Corp. operates as technology firm. The firm offers its services to community banks and credit unions. The company is headquartered in St. Louis. MO.

CiCi's Holdings, Inc. engages in the provision of of food products. Its products include pizza, pasta, soups, salads, and desserts. The company is headquartered in Coppell, TX.

BankTech Ventures LP (BankTech Ventures) is a venture capital firm founded in 2021. The firm is headquartered in Sandy, Utah.

SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA.

VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York.