Diego Campos

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.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

Goldman Sachs Hedge Fund Strategies LLC (HFS) is a manager of funds-of-hedge funds and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1969 and is wholly-owned by GSAM Holdings LLC, ultimately owned by The Goldman Sachs Group, Inc. (NYSE: GS). The Goldman Sachs Group acquired HFS, formerly known as Commodities Corporation, in 1997. HFS acts as an adviser to AIMS program funds and other advisory accounts that invest primarily in underlying funds or other accounts utilizing hedge fund or related strategies on either a discretionary or non-discretionary basis.

Pamplona Capital Management LLP (Pamplona Capital Management) is a private equity firm founded in 2005 by Alexander Mark Knaster. The firm is headquartered in London, United Kingdom.

GS Investment Strategies LLC (GSIS) is a registered investment advisor and hedge fund manager headquartered in New York City. Founded in 2007, the firm is wholly-owned by GSAM Holdings LLC, which is a subsidiary of Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company and full-service financial services organization. GSIS offers investment management advice through private investment funds (including, without limitation, hedge funds, private equity funds and private equity co-investment funds), and manages direct private investment strategies.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

General Catalyst LLC (General Catalyst) is a venture capital firm founded in 2000 by Joel Cutler, David Fialkow, Bill Fitzgerald, David Orfao and John Simon. The firm is headquartered in Cambridge, Massachusetts.

SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

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.

GSAM Stable Value LLC (GSAM SV) is a registered investment advisor headquartered in Burlington, Vermont. The firm was founded in 1983 as Dwight Asset Management Co. LLC. They are a wholly-owned subsidiary of Goldman Sachs Asset Management LP, ultimately held by Goldman Sachs Group, Inc. (NYSE: GS). GSAM SV offers strategies focused on fixed income investment management services for institutional clients.

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.

Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.

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).

Lumia Capital LLC (Lumia Capital) is a venture capital firm founded in 2011 by Martin Gedalin. The firm is headquartered in San Francisco, California.

Part of SS & C Technologies Holdings, Inc., SS & C GlobeOp is a company that provides alternative fund management services. The company is based in New York, NY.

Altamar Private Equity SGIIC SA (Altamar Private Equity) is a private equity arm of Altamar Capital Partners SL founded in 2004. The firm is headquartered in Spain with additional offices in New York and Santiago de Chile.

GFK Boutique Research, Inc. operates as analytics firm. The firm functions as publisher of GfK OvernightNews, and produces forecasts for sales of technology devices based on GfK point-of-sale-data and external data sets. The company is headquartered in Boston, MA.

Part of Gordon Haskett Capital Corp., Gordon Haskett Research Advisors is an independent research boutique that publishes highly differentiated, independent research from top analysts for a targeted group of institutional investors. The company is based in New York, NY. GHRA's current research platforms include event-driven, retail, restaurants, industrials and multi-industry, and insurance. The company's analysts generate unique insights and ideas by analyzing and often anticipating significant strategic events such as activism, M&A, spin-offs, and restructurings. Chuck Grom leads a senior team focused on broadline, grocer, dollar, and hardline retailers utilizing proprietary GHRA data. Jeff Farmer uses a custom and highly regarded valuation driver and ROIC framework for deep dives into thematic restaurant sector debates while also leveraging GHRA proprietary data. John Inch has been a leading industrial equity research analyst for over 20 years and is supported by his longstanding senior team and unique data. Bill Wilt combines deep industry relationships with in-depth research valued both by investors and industry executives. The company was founded by John P. Argenti.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

KPMG (Shanghai) provides legal services. The private company is based in Shanghai, China.

The Bank of New York Mellon Trust Co., NA (Investment Mgmt) (BNYMT-IM) is the wealth management arm of The Bank of New York Mellon Trust Co., NA, a full-service bank headquartered in Los Angeles, California. The firm is a subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMT-IM manages trust portfolios for individual investors.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

LL Funds LLC (LL Funds) is private equity firm founded in 2009 by Roberto M. Sella. The firm is headquartered in Philadelphia, Pennsylvania.

New England Venture Capital Association, Inc. is a non-profit organization which operates as a catalyst, and advocate, and a resource for the innovation economy. The company is headquartered in Cambridge, MA.

Liberty Mutual Strategic Ventures LLC (Liberty Mutual Strategic Ventures) is a venture capital arm of Liberty Mutual Group, Inc. founded in 2016. The firm is headquartered in Boston, Massachusetts.

Rocaton Investment Advisors LLC (Rocaton) is a registered investment advisor headquartered in Norwalk, Connecticut. The firm was founded in 2002 and was acquired in 2019 by GSAM Holdings LLC, which is ultimately owned by Goldman Sachs Group, Inc. (NYSE: GS). Rocaton provides investment advisory and retirement plan consulting services, on a discretionary or nondiscretionary basis to corporate, nonprofit, public, healthcare, insurance and wealth management organizations and high net worth individuals.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.