Robert P. Ruttmann

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Wilson Human Capital Group, Inc. engages in the provision of solutions for recruitment process outsourcing and human capital consulting. It offers total talent solutions, recruitment process outsourcing, contingent workforce solutions, executive search, talent consulting, and employment branding. The company was founded by John B. Wilson in 2002 and is headquartered in Tampa, FL.

Carco Group, Inc. engages in the provision of risk mitigation and security services. It offers background screening, compliance, HCM technology, and executive intelligence. The company was founded by Peter L. O'Neill in 1977 and is headquartered in Holtsville, NY.

People 2.0 Global LLC provides workforce-deployment platform for market makers in talent. Its services include recruiting, staffing, managed service providers, and compliance and consulting services. The company was founded by Charles Miller in 2001 and is headquartered in Exton, PA.

Benefit Resource, Inc. provides tax-free benefit programs solutions to its clients and participants. It offers commuter benefit plans, flexible spending accounts, health reimbursement accounts, and health saving accounts. The company was founded by Anthony J. DiBarnaba and Thomas A. Guiler in 1993 and is headquartered in Rochester, NY.

RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN.

Compliance Solutions Strategies provides technology-enabled regulatory and compliance solutions. The firm’s products include accudelta, ascendata compliance manager, consensus, longboat analytics, shuttle, signal, silverfinch, sentry, shield and tradechannel. It serves asset managers, alternative investment funds, investment advisors, broker-dealers, banks and insurance companies. The company is headquartered in New York, NY.

eDriving LLC provides online driving courses. It offers mentor by eDriving, virtual risk manager, eLearning, Driving records, professional coaching, and risk managed insurance solutions. The company was founded was founded by Ed Dubens in 1993 and is headquartered in Carlsbad, CA.

I DRIVE SAFELY, LLC provides online driver training solutions. The firm offers consumers with an online alternative to traditional traffic school and driver education courses. The company was founded by Michael Anderson, Rick Hernandez and Gari Garimella in 1998 and is headquartered in Carlsbad, CA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

The Service Cos., Inc. provides outsourced housekeeping services. It offers services ranging from turn-key housekeeping and stewarding to public areas, kitchen, window and chandelier cleaning, gaming area cleaning, housekeeping management, floor care and restoration, marble floor care and restoration, grounds keeping and landscaping, laundry management, and valet services. The company was founded in 1987 and is headquartered in Miami Lakes, FL.

CIP Fund Management LLC (CIP Capital) is a private equity subsidiary of Compass Advisers Group LLC founded in 2010. The firm is headquartered in New York.

aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California.

CoAdvantage Corp. engages in the provision of human resources solutions. It includes payroll processing, benefits, risk management and compliance, human resources administration, recruitment services, and partner programs. The company was founded in 1997 and is headquartered in Tampa, FL.

ISPartners Investment Solutions AG provides investment advice. The private company is based in Zurich, CH. and has subsidiaries in Malta, United Kingdom and Cayman Islands. The Swiss company was founded in 2003 by Willi K. Leimer, Andreas Apitz, Balthasar J. Meier, Rainer A. Rüppel. Willi K. Leimer has been the CEO since 2003.

Swiss Life Asset Management AG is the investment research division of Swiss Life Asset Management AG, which is owned by Swiss Life Holding AG (SWX: SLHN) in Switzerland. Headquartered in Zurich, the firm’s core competencies include offering and actively managing a broad range of fixed income, real estate, equities, infrastructure and multi-asset investment solutions. They regularly issues various publications about companies, on the topic of real estate and forecasts for the financial markets and the economic environment.

OATSystems, Inc. provides RFID software. It develops a framework, providing software that empowers businesses to achieve competitive advantage from radio-frequency identification. The company was founded by Prasad Putta and Sridhar Ramachandran in 2001 and is headquartered in Waltham, MA.

Qatar Investment Authority (Investment Company) (QIA-IC) is the investment arm of the Qatar Investment Authority, the sovereign wealth fund of the State of Qatar. The firm is headquartered in Doha. It was founded in 2005 to develop, invest and manage the state reserve funds and other assets assigned by Supreme Council for Economic Affairs and Investments (SCEAI), in accordance with policies, plans and programs approved by the Supreme Council to create long-term value for the State and future generations and to support the development of a competitive Qatari economy, facilitating economic diversification and developing local talent.

Deutsche Bank Sociedad Anónima Española provides commercial banking services. Its services include savings accounts, financing, insurance, and investment fund management. The firm is headquartered in Madrid, Spain.

Deutsche Bank AG (Pvt Banking Spain) (Deutsche Bank Spain) is the Spain-based private banking division of Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Headquartered in Madrid, Deutsche Bank Spain was founded in 1889 and offers financial services for private clients and companies.

Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

Morgan Stanley Asia Ltd. (MSA) is a broker/dealer headquartered in Hong Kong. The firm was founded in 1987 and is a subsidiary of Morgan Stanley (NYSE: MS) in the US. MSA provides institutional securities such as equities, fixed income, derivatives and research.

Students of Georgetown, Inc. (The Corp), a non-profit corporation, was founded on March 6, 1972 with the goal of providing options to students with low-cost goods and services. Its services include vital vittles, uncommon grounds, more uncommon grounds, corp catering, seasonal services, hoya snaxa, the midnight mug, and corp ink. The company also maintains human resources, IT, marketing and accounting departments. The company is located Washington, DC.

Baker & McKenzie LLP provides legal services. Its corporate and finance teams regularly advise on, and co-ordinate, complex, cross- border transactions for their clients. The company was founded in 1961 and is headquartered in London, the United Kingdom.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

Compass Advisers Group LLC provides investment, strategic and financial advisory services. It offers mergers and acquisitions, corporate restructuring, private placements, strategic alliances, joint ventures and partnerships, divestitures, spin-offs, takeover defense, and capital transaction services. The company was founded in 1996 and is headquartered in New York, NY.

ANREPA Asset Management AG is a privately-owned asset management firm headquartered in Baar, Switzerland. The firm was founded in 2011 and offers long-term oriented clients an independent and disciplined fundamental equity strategy.

Union Investment Austria GmbH (UIA) is the Austria-based fund management subsidiary of Union Asset Management Holding AG in Germany. The firm was founded in 1988 and formerly known as Volksbank Invest Kapitalanlagegesellschaft mbH. Headquartered in Vienna, UIA manages pension funds, mutual funds, funds of funds, hedge funds and real estate. They operate throughout Austria as an independent partner for other banks, financial services providers, asset managers and institutional clients. In addition to their core market in Austria, the firm also offers products in several CEE countries.

Credit Suisse (UK) Ltd. (Credit Suisse-UK) is the Great Britain-based private banking subsidiary of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (SWX: CSGN; NYSE: CS) in Switzerland. Headquartered in London, Credit Suisse-UK was founded in 1986 and provides a broad range of private banking solutions and customized financial strategies for private clients.

Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.