Kevin Wong

Equitable Financial Life Insurance Company of America provides life insurance product. It offers variety of fixed and variable life insurance policies which offer policy features. It issues Market Stabilizer Option (MSO), an investment option available under certain variable life insurance policies. The company was founded on March 6, 1969 and is headquartered in Charlotte, NC.

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.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow.

Pioneer ILS Interval Fund is a non-diversified, closed-end management investment company. The fund invests primarily in insurance-linked securities. Insurance-linked securities may include event-linked bonds also known as insurance-linked bonds or catastrophe bonds, quota share instruments also known as insurance sidecars, collateralized reinsurance investments, industry loss warranties, event-linked swaps, securities of companies in the insurance or reinsurance industries, and other insurance- and reinsurance related securities. Pioneer Investment Management, Inc. is the fund’s investment adviser. The company was founded on July 15, 2014 and is headquartered Boston, MA.

Carver Federal Savings Bank federally chartered savings bank. Its services include in personal banking, money market & personal savings, business banking, loans and online banking. The company was founded in 1948 and is headquartered in New York, NY.

Customer Access Resources, Inc. is a private company that provides call center services to financial institutions. The company is based in Raleigh, NC.

Pomona Management Co., Inc. (Pomona Capital) is a private equity subsidiary of Voya Pomona Holdings LLC founded in 1994 by Michael D. Granoff. The firm is headquartered in New York.

Inverness Graham Investments, Inc. (Inverness Graham) is a private equity subsidiary of The Graham Group, Inc. (Pennsylvania) founded in 1994 by Kenneth Graham, Steven Wood, and Scott Kehoe. The firm is headquartered in Wayne, Pennsylvania.

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

Methodist Health System, Inc. operates as a health system for families and communities. The non-profit company is based in Memphis, TN and has subsidiaries in United States. James C. Scoggin has been the CEO of the company since 2019.

England & Co. provides investment banking and advisory services. It offers services to the energy and infrastructure technology, financial services, healthcare and software and information technology sectors. The company was founded by Craig W. England in 2002 and is headquartered in Bethesda, MD.

United Way of Metropolitan Dallas, Inc. raises and distributes funds for nonprofit organizations. It is a charitable organization, working with local service providers and agencies to deliver programs and services that center on the building blocks of a good life: Education, Income and Health. The firm also provides volunteer opportunities for people to help their neighbors, giving everyone tools to become informed advocates for addressing the pressing issues in North Texas. The company was founded in 1924 and is headquartered in Dallas, TX.

Dallas Citizens Council operates as a membership organization for citizens council. The non-profit company is based in Dallas, TX. W. Kelvin Walker has been the CEO of the company since 2019.

Oncor Electric Delivery Co. LLC engages in the provision of electricity transmission and distribution services. It provides transmission services to the electricity distribution companies, cooperatives, and municipalities. The company was founded in 2001 and is headquartered in Dallas, TX.

Point of Purchase Advertising Institute, Inc. operates as a trade association. The non-profit company is based in Washington.

YMCA of Metropolitan Dallas works to put Christian values into practice through programs that build healthy spirit, mind and body for all. It has several locations within Texas. The organization was founded in 1885 and is headquartered in Irving, TX.

The North Texas Commission is a public-private partnership that manages the region's unified advocacy voice at the state and federal levels. The private company is based in Irving, TX. The commission is dedicated to advancing the vibrancy of the region and achieves impactful outcomes benefiting the 13-county area it serves. As the lead convener of subject matter experts, the NTC improves the workforce pipeline and cultivates future leaders. The CEO of the company is Chris Wallace.

Danis Transportation Co., Inc. provides transportation services. The private company is based in South Rockwood, MI.

England Capital Partners LLC (England Capital Partners) is a private equity and venture capital firm subsidiary of England & Co. founded in 2007 by Craig W. England. The firm is is headquartered in Chevy Chase, Maryland.

Pioneer Securitized Income Fund is a closed-end investment fund. The investment objective of the fund is to seek total return. The company was founded on July 16, 2019 and is headquartered in Boston, MA.

Part of myProteus Ltd., Sharktower AI Ltd. is a British company that provides intelligent software designed specifically to deliver complex change and transformation projects. The company is based in Edinburgh, UK. Sharktower exists to remove waste and support enterprise agility, enabling businesses to make the most of change investment and outcomes. The company's resource allocation feature allows for the quick creation and mobilization of project teams based on individual skills, working patterns, and capacity. Sharktower's software provides oversight of the entire project portfolio, from plans to individual tasks, giving clarity and consistency to deliver better business outcomes. The company was founded in 2020 by Craig Cameron MacKay and Lynsey Susan Taylor, with Craig Cameron MacKay serving as CEO since then. Sharktower AI was acquired by myProteus Ltd. on February 20, 2022 for $13.58 million.

Riviera Capital Partners LLC (Riviera Capital Partners) is a private equity firm founded in 2018 by Christopher Jenkins and Alex Wang. The firm is headquartered in Newport Beach, California.

Kaho Partners LLC (Kaho Partners) is a private equity firm founded in 2019 by Max Katzenstein and Griffin Horter. The firm is headquartered in Miami Beach, Florida.

Kenny's Great Pies LLC is a company that specializes in producing high-quality pies with the aim of achieving worldwide distribution and recognition. The company is based in Smyrna, GA and was founded in 1989 by Kenny Burts. The company's pies are known for their tropical "Island Style" cream and are highly sought after by customers. The CEO is Gary T. Muter.