Patrick Barth

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.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Senvest Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Richard Mashaal in 1997 and formerly known as RIMA Management LLC and RIMA Senvest Management LLC. Senvest serves as the investment adviser, with discretionary trading authority, to several private pooled investment vehicles, the securities of which are offered to investors on a private placement basis.

Whale Rock Capital Management LLC (Whale Rock) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Alexander Sacerdote in 2006. Whale Rock sponsor and manage pooled investment vehicles. Their flagship funds include (i) Whale Rock Flagship Fund LP and Whale Rock Flagship Fund Ltd., which are feeder funds into Whale Rock Flagship Master Fund, LP and (ii) Whale Rock Flagship (AI) Fund LP. Investors in the funds include high net worth individuals, trusts, foundations, endowments, charitable organizations, pension plans, corporations, funds of funds and other US and international institutional investors.

Taconic Capital Advisors LLC (Taconic) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Kenneth D. Brody and Frank P. Brosens in 1999. TCA provides investment advice on a discretionary basis to onshore and offshore private investment funds that are offered to high net worth, financially sophisticated, individual and institutional investors that may include banks or thrift institutions, investment companies, pension and profit-sharing plans, government plans, trusts, estates or other business entities.

Origami Logic, Inc. engages in the operation of a visual data analytics platform that offers self-service analytics specifically geared for marketers by applying visualization, big data analytics, and data science technologies. Its solutions include CMO dashboard, cross-channel measurement, social performance, and video performance measurement. The firm serves the banking, consumer packaged goods, and media sectors. The company was founded by Alon Amit, Ofer Shaked and Opher Kahane in 2011 and is headquartered in Santa Clara, CA.

Accel Partners LLC is a venture capital firm founded in 1987 by Jim Swartz and Arthur Patterson. The firm is headquartered in California, the US.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

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.

Dalton Investments LLC (Dalton) is a hedge fund manager headquartered in El Segundo, California. The firm was founded by James Rosenwald and Steven Persky in 1999. They are a subsidiary of Rosenwald Capital Management, Inc., ultimately owned by the Rosenwald Family Trust. Dalton actively manages long-only and long/short strategies for pensions, endowments, foundations, financial institutions, and family offices.

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.

Spectrum Plastics Group, Inc. engages in the design, development and manufacture of plastic injection molded components. It also offers prototype tooling and production manufacturing. The firm’s products include extruded tubing, injection molding, packaging, finished devices/assemblies and OEM plastic components. The company was founded by Don McCourtney in 1958 and is headquartered in Alpharetta, GA.

New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California.

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

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The Blackstone Group, Inc. provides marketing research services. It provides custom market research services for clients in industries as consumer packaged goods, financial services, healthcare and technology. The firm's clients include eBay, Harris Bank and Pfizer. The company was founded by Ashref A. Hashim in 1987 and is headquartered in Chicago, IL.

PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals.

Wing Venture Management LLC (Wing Venture Partners) is a venture capital firm founded in 2013 by Gaurav Garg and Peter Wagner. The firm is headquartered in Palo Alto, California.

Poplicus, Inc. develops business intelligence platforms. It provides proprietary analytics from big data in the public sector. The company was founded by Eric Gillespie in 2012 and is headquartered in San Francisco, CA.

Sima Technologies, Inc. operates as a machine learning platform. The company was founded by Rangasayee Krishnamurthy and is headquartered in San Jose, CA.

Turntide Technologies, Inc. engages in manufacturing Internet-enabled electric motor system. It manufactures software and digital signal processing controlled, high rotor pole switched reluctance motors. The company was founded by Piyush Desai in 2013 and is headquartered in Sunnyvale, CA.

Runwise, Inc. engages in the development and operation of an end-to-end boiler management system. The product is equipped with heat computers and sensors and can be checked with a machine learning software. The company was founded by Jeffrey Carleton and Lee Hoffman in 2010 and is headquartered in New York, NY.

Sealed Inc. provides energy conservation services. The company is headquartered in New York, NY.

TBC - The Boring Co. provides construction services. Its services include loop transportation system, conduit and water tunnel. The company is headquartered in Hawthorne, CA.

Docurated LLC provides a Software-as-a-Service (SaaS) based knowledge sharing and collaboration platform. It solutions include advanced portals, sales and marketing recommendations and analytics unification. The company was founded by Irene Tserkovny, Ryan Cooke, Mike Patterson and Alex Gorbansky in 2012 and is headquartered in New York, NY.

Twic, Inc. develops and operates as a customizable digital wallet platform to help businesses offer discretionary benefits. It allows HR leaders to design, implement, and operate multiple benefits accounts within one platform and make data-driven decisions to control cost. The company was founded by Max Hsieh and Jason Fan in January 2017 and is headquartered in Fremont, CA.

Sansome Partners LLC (Sansome Partners) is a private equity firm Founded in 1997. The firm is headquartered in San Francisco, California with additional offices in Seattle, Boston, and New York,.

SIQ Holdings I LP provides energy services. The company is headquartered in New York, NY.

Heights Point Management LP (Heights Point) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Heights Point serves as the discretionary investment manager to its private fund clients.

LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.