Peter K. Lambertus

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.

Reval.com, Inc. provides Software-as-a-Service solutions for treasury and risk management sectors. Its treasury and risk management solution delivers visibility into cash, liquidity and risk for finance, treasury and accounting groups of enterprises. The Firm’s solution consists of four solution sets, including cash management, liquidity management, hedge accounting and compliance and financial risk management. It also provides tools to integrate its solution with client internal systems and its straight-through processing community. The firm provides professional services, such as project management, implementation services, audits, technical hedge accounting advisory services, and training; and client support, including post-implementation support and assistance. It serves enterprises in various industries, including manufacturing, financial services, food and beverage, transportation, retail, technology, banking and energy and natural resources. The company was founded by Jiro J. Okochi in 1999 and is headquartered in New York, NY.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

CyberTrader, Inc. provides trading platforms, fast trade executions, market tickers and risk management tools. The company was founded in 1995 by Philip R. Berber and is headquartered in Austin, TX.

The Software & Information Industry Association, Inc. operates as a business association for the software and information industry. The firm investigates and prosecutes companies accused of using software or content illegally. It provides services in government relations, business development, corporate education and intellectual property protection. The company was founded in 1986 and is headquartered in Washington, DC.

White & Case LLP provides legal services. The company's clients include commercial businesses, financial institutions, government, and state-owned entities. It has offices in the United States, Latin America, Europe, the Middle East, Africa, and Asia. The company was founded in 1901 and is headquartered in New York, NY.

Chadbourne & Parke LLP engages in the provision of legal services. It provides counsel to areas such as antitrust and trade regulations, employment, intellectual property, leasing, litigation, pro bono, real estate, and tax. The company was founded in 1902 and is headquartered in New York, NY.

Part of Fidelity National Information Services, Inc., Greystone Technology Corp is a company that develops database language components. The company is based in Boston, MA. Greystone Technology was acquired by Sanchez Computer Associates LLC, part of Fidelity National Information Services, Inc. from April 14, 2004 on March 03, 1998.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Boston Partners in Education provides individualized, in-school volunteer support to Boston’s public school students. The firm serves by mobilizing community members to serve as volunteer academic mentors to K-12 students who are struggling in school to become better learners in the Boston Public Schools. The company was founded in 1966 and is headquartered in Boston, MA.

The Astor Group LLC provides business consulting services. It offers services include mangers & acquit ions advisory services, raising capital, and restructuring. The company was founded by Seth Zalkin and Mickey Klein in 2004 and is headquartered in New York. NY.

EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities.

Income& Technologies, Inc. provides financial technology services. The firm also offers fixed-income investment options. The company was founded by Brad Walker and Keith Meyer in 2015 and is headquartered in San Francisco, CA.

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.

IHS Markit engages in the provision of information, analytics, and solutions. The company is headquartered in Southfield, MI.

Founded in 2018, Charles River International Holdings Ltd. is a subsidiary of State Street Corp. and functions as an investment holding British company. The company is based in London, UK.

Serene Investment Management LLC is a lower middle market special situations lending American company that specializes in venture debt, debtor in possession, and other financing. The private company provides liquidity across the capital stack in $1-15MM funding sizes with totally discretionary capital. The company was founded by Adam Phillips.

Charles River Development Ltd. provides technology systems and services. The company was founded on March 10, 2000 and is headquartered in London, the United Kingdom.