Deepali Nangia

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.

Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Luminant Holding Co. LLC operates as a holding company with interest in power generation business with plant, mine, wholesale marketing and trading, and development operations. The company is headquartered in Dallas, TX.

Part of Stiftelsen Det Norske Veritas, PV Evolution Labs LLC is the leading reliability and performance testing lab for downstream solar project developers, financiers, and asset owners around the world. The company is based in Berkeley, CA. PV Evolution Labs provides a suite of technical services for mitigating risk, optimizing financing and improving system performance throughout the project lifecycle. The company's flagship product qualification program has replaced assumptions about PV module performance with quantifiable metrics, and connected manufacturers with a network of 400+ downstream partners. PV Evolution Labs is the leading independent lab for the downstream solar and energy storage market and a member of the Kiwa Group. PV Evolution Labs was founded in 2010 by Jenya Meydbray, Rajeev Singh. Jenya Meydbray has been the CEO since 2010.

Lua Technologies, Inc. provides mobile workforce services. The firm empowers mobile workforces by giving access to the people and information needed to get the job done from the field or the office. It also enables users to access various departments and custom groups, simplify real-time conversations with messaging and conference calling, and pinpoint who has read the messages, and receive confirmation. The company was founded by Michael Keoni DeFranco, Eli Bronner, and Jason Krigsfeld in February 2010 and is headquartered in New York, NY.

Socure, Inc. provides online identity verification application. It develops ways to mitigate identity fraud risks for businesses. The firm's Social Biometrics technology applies artificial intelligence and machine-learning techniques with online/offline data intelligence from email, phone, address, IP, social media and the broader Internet to authenticate identities in real-time. The company was founded by Johnny Ayers and Sunil Madhu in 2012 and is headquartered in New York, NY.

Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.

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.

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

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

Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY.

Launch New York Inc (Launch New York) is a venture capital firm founded in 2012. The firm is headquartered in Buffalo, New York.

Broadstone Real Estate LLC engages in the real estate business. It sponsors three investment offerings, and manages commercial and residential properties. The company was founded by Norman P. Leenhouts, Amy L. Tait, and Robert Tait in 2006 and is headquartered in Rochester, NY.

Think Capital LLC is an independent hedge fund manager headquartered in New York City. The firm manages a private equity fund for high net-worth clients.

Abundance Ventures LLC (Abundance Ventures) is a venture capital subsidiary of Abundance Partners LLC founded by Vladimir Efros in 2003. The firm is headquartered in New York.