Rolf Bögli

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 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.

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.

UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich.

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).

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.

Nomura Asset Management Deutschland KAG mbH (Nomura AM Deutschland) is the wholly-owned asset management arm of Nomura Asset Management Co., Ltd., itself a subsidiary of Tokyo-based Nomura Holdings, Inc. (TK: 8604). The firm was formerly known as Maintrust Kapitalanlage GmbH and changed their name in 2010. They are based in Frankfurt Germany and manage mutual funds and segregated accounts for institutional clients, including pension funds, banks, insurance companies and corporates.

Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva.

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.

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.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

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.

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.

Part of Ernst & Young Global Ltd., Ernst & Young AG is a Swiss company that provides accounting services. The company is based in Zurich, Switzerland.

International Wealth Management, Inc. provides investment advice. The private company is based in Grapevine, TX. Philipp Wehle has been the CEO of the company since 2019.

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.

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.

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.

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.

Urban Connect AG is a Swiss company that provides a platform for companies to become drivers of decarbonization. The company is based in Zurich, Switzerland. The company offers a range of mobility solutions for employees, including e-bikes, e-scooters, e-cars, and public transport integration, all available on a single app. The company's services include mobility-as-a-service, mobility budget, car-sharing, fleet, and parking optimization. The company was founded in 2013 by Robert P. Ruttmann and Judith Häberli, with Robert P. Ruttmann serving as CEO since then.

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.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

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.

Albin Kistler AG is a traditional asset and private wealth management firm headquartered in Zurich, Switzerland. The firm was founded by Norbert Albin and André Kistler in 1995 and they are a subsidiary of Graubuendner Kantonalbank, which is ultimately held by the State of Graubunden. Albin Kistler provides wealth management for domestic and international private and corporate clients as well as foundations and pension funds.