Lisa Phillip

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.

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

Terremark Worldwide, Inc. engages in the provision of information technology infrastructure solutions. It offers managed hosting, data, and application services. It also offers investigative response and forensics, data protection, threat and vulnerability services, and managed security services. The company was founded by Manuel D. Medina in 1982 and is headquartered in Miami, FL.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Global X Management Co. LLC (Global X) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bruno del Ama and Jose Carlos Gonzalez Navarro in 2008. They are a subsidiary of Global X Management Co., Inc., ultimately owned by Mirae Asset Global Investments Co., Ltd. in South Korea. Global X provides portfolio management services to SEC registered open-end management investment companies (Global X ETFs), Separately Managed Accounts and UCITS Funds.

Spartan Capital Securities LLC provide financial services that focuses on investment guidance for high net worth individuals and institutions. It offers wealth management and investment banking services. The company was founded by John Lowry and is headquartered in New York, NY.

Huron Capital Partners LLC (Huron Capital) is a private equity firm founded in 1999. The firm is headquartered in Detroit, Michigan.

ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida.

iconectiv LLC engages in the provision of mobile, broadband, and enterprise software and services. It offers network and operations management; numbering; registry; messaging; and fraud and identity solutions. Its platforms include TruNumber, TruOps, and TruReach. The company was founded in 1984 and is headquartered in Bridgewater, NJ.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

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.

Outbound Ventures LLC (Outbound Ventures) is a venture capital firm founded in 2015 by Luis Gonzalez, Nael Rasamny, and Jimmy Thermiotis. The firm is headquartered in New York.

NGC Capital Management LLC (NGC) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2008 as Angel Island Capital Management LLC. In 2023, they were acquired by Nassau NGC Holdings LLC, which is ultimately owned by Nassau Reinsurance LLC. NGC offers differentiated value-oriented capital solutions across traded corporate credit, private credit and middle market distressed to meet the specific needs of investors and issuers.

Madison Avenue Partners LP is an independent, SEC-registered registered investment advisor and hedge fund manager headquartered in New York City. Founded in 2018, the firm serves as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles, the securities of which are offered through a private placement memorandum to accredited investors.

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.

MKH Capital Partners (MKH Capital) is a private equity firm founded in 2020 by Miguel Heras and Annette Rodriguez. The firm is headquartered in Miami, Florida.

White Wolf Capital LLC (White wolf) is a private equity firm founded in 2011 by Elie Azar. The firm is headquartered in Miami, Florida.

Preferred Care Partners, Inc. provides health plan services. It offers medicare advantage health plans for senior citizens in the central and south Florida regions. The company was founded in 1996 and is headquartered in Miami, FL

Medica HealthCare Plans, Inc. provides health plan with a medicare contract that offers medicare advantage plans to all medicare beneficiaries in Miami-Dade and Broward County, Florida. The company is headquartered in Coral Gables, FL.

Part of Nortel Networks Corp., the company manufactures telecommunications and data networking equipment. The company is based in Sunrise, FL. The company was founded by Roy Sunstrum.

Medina Capital Partners Inc (Medina Capital) is a private equity firm founded in 2011 by Manuel D Medina. The firm is headquartered in Coral Gables, Florida.

Cyxtera Technologies, Inc. provides cyber security and analytics solutions. Its portfolio involves in identity-centric, context-aware access control and network segmentation systems and security solutions for financial institutions and government agencies. The company was founded in 2017 and is headquartered in Coral Gables, FL.

eMerge Americas LLC operates as a platform for the advancement of technology, a forum for idea exchange. The company was founded by Manuel D. Medina and is headquartered in Coral Gables, FL.

Part of Telefonaktiebolaget LM Ericsson, Telcordia Technologies, Inc. develops network and operations support systems and software solutions. The company is based in Bridgewater, NJ.