Philip L Edmunds

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.

Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA.

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.

VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Commonwealth Care Alliance, Inc. operates as a community-based healthcare organization. The company was founded in 1970 and is headquartered in Boston, MA.

ChartBoost, Inc. operates as a marketplace for mobile advertising services. It offers a platform for mobile game developers to connect and buy advertising from each other directly, skipping the mediation and discount cut of an ad networks. The company products include Cross-promo, Direct-Deals Marketplace, Game-Ad Network, and App Analytics. ChartBoost was founded by Maria Alegre and Sean Fannan in February 2011 and is headquartered in San Francisco, CA.

VSP Global, Inc. engages in the provision of eye care services and manufactures eyewear. Its affiliated companies offers eyewear and sunwear; ophthalmic technology and lab services; custom lens solutions for the vision and lifestyle needs of patients; and practice management and electronic health record software. The company was founded by Marvin R. Poston in September 1955 and is headquartered in Rancho Cordova, CA.

Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts.

Atlas Technology Solutions, Inc. develops a cloud-based HR platform that connects core HR, payments management, flexible talent management, benefits administration, people and country analytics. The company is based in Washington and was founded by Rick Hammell.

Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA.

Weidai Hangzhou Financial Information Service Ltd. is a holding company, which engages in the provision of financing solutions and credit for small and micro enterprises in China primarily through its subsidiary, variable interest entity, and variable interest entity’s subsidiaries in China. The company was founded by Hong Yao on July 8, 2011 and is headquartered in Hangzhou, China.

City Year, Inc. offers school-based service and leadership programs. It support students by focusing on attendance, behavior, and course performance through in-class tutoring, mentoring, and after school programs that keep kids in school and on track to graduate. The company was founded by Miuchael Brown, Alan Khazei, Jennifer Eplett Reilly and in 1988 and is headquartered in Boston, MA.

Seare Marriott & Co. provides investment banking services. It offers finance advisory services to middle-market companies. The company was founded by Gregory D. Seare and is headquartered in Salt Lake City, UT.

XO Communications LLC provides information technology solutions. It offers wire line voice and data telecommunications services, including local and long distance voice, prepaid calling card processing, interactive voice response systems, Internet access, private data networking, and hosting services. The company was founded in 1996 and is headquartered in Herndon, VA.

Part of MicroStrategy, Inc., MicroStrategy Ltd. is an AI-powered embedded analytics platform that enables product teams to create and embed dashboards into any apps, software, or portal. The company was founded in 1994 and is based in London, UK. MicroStrategy provides affordable, simple, and secure savings accounts through Bitcoin, which is a bank in cyberspace run by incorruptible software. The British company also offers live upcoming events, webcasts, and webinars to learn about the latest features and discuss all things MicroStrategy. MicroStrategy focuses on elevated data experiences that fuel innovation across all organizations.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

TZP Group LLC (TZP Group) is a private equity firm founded in 2007 by Sam L. Katz. The firm is headquartered in New York.

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.

Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY.