Daniel Rose

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.

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

EDGAR Online, Inc. provides business, financial, and competitive information over the Internet. It offers distribution of company data and public filings for equities, mutual funds and other publicly traded assets. The company was founded in November 1995 and is headquartered in Rockville, MD.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients.

FirstRain, Inc. provides search-driven research applications. Its analytics engines extract meaning, create flexible relational structures and generate dynamic systems of data sets that are business aware. The firm also provides strategy, sales, marketing and risk solutions. The company was founded by Navaid Farooqi, Gaurav Rewari, Jaswinder Pal Singh and Manu Warikoo in 2000 and is headquartered in San Mateo, CA.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Alpha Theory LLC develops investment software applications. Its services include centralize, strucutre, account, act, measure, and security. The company was founded by Cameron Hight,Dave Huffman, and Mike Guzek in 2005 and is headquartered in Charlotte, NC.

Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts.

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.

Benchmark Communications provides marketing, advertising, and media solutions. It offers web site design, Internet marketing, promotion, business development, and public relations services to retail, travel, service, broadcasting, and manufacturing sectors in Canada and the United States. The company was founded in 1995 and is headquartered in Mississauga, Canada.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

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.

Part of The Bank of New York Mellon Corp., Jaywalk, Inc. is a company that provides research services and products for investors. The company is based in Alpharetta, GA. Jaywalk was acquired by The Bank of New York Co., Inc. on March 19, 2002. Ward. The company was founded by Christian J.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

FactSet (UK) Ltd. develops computer software. The company was founded is headquartered in London, the United Kingdom.

Founded in 2010 by Jeffrey Sprague, Michael Heffernan and Nicole Parent, Vertical Research Partners LLC is an independent equity research firm located in Stamford, Connecticut. The firm provides proprietary research and analysis that focuses on the industrial sector.

The U.S. Green Building Council, Inc. is a non-profit organization that aims to transform the way buildings and communities are designed, built, and operated to create an environmentally and socially responsible environment. The non-profit company is based in Washington and was founded in 1993 by Steven Richard Fedrizzi. The organization provides a framework for creating healthy, efficient, and cost-saving buildings through the Leadership in Energy and Environmental Design (LEED) rating system. The LEED certification is available for virtually all buildings, communities, and homes. The organization offers various resources, including exam prep materials, to help professionals advance their careers in green building. Peter Templeton has been the CEO of the American company since 2021.

Visible Alpha LLC is an investment research firm headquartered in New York City. The firm was founded by Scott Rosen in 2012 and was acquired by S&P Global, Inc. (NYSE: SPGI) in 2024. Visible Alpha provides immediate access to the latest consensus forecast data and historical data on granular metrics. They offer fundamental investment research capabilities on S&P Global Market Intelligence’s Capital IQ Pro platform. The firm enhances the buy-side investment research process by extracting meaningful value from key sell-side assets.

Part of FactSet Research Systems, Inc., FactSet GmbH is a German company that provides integrated financial database services. The company is based in Frankfurt, Germany. The CEOs of the company are Mark Anthony Dell'isola, Julian Casu.

Founded in 2005, Vermilion Holdings Ltd. is a holding British company that operates through its subsidiaries to market client reporting tools. The company is based in Edinburgh, UK and is part of FactSet Research Systems, Inc.