Sarah Perez

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.

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.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Scopia Capital Management LP (Scopia) is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in New York City. The firm was founded in 2001 and is majority owned by Matthew Sirovich and Jeremy Mindich. Scopia provides investment advisory services on a discretionary basis to clients that are pooled investment vehicles which are intended for institutional investors and other sophisticated investors.

Part of Global Container International LLC, TRAC Intermodal Corp. provides marine and domestic chassis services. The company is based in Princeton, NJ. The company was founded in 1968. The CEO is Daniel Walsh.

Alumni Ventures Group LLC (Alumni Ventures) is an independent venture capital firm founded by Michael Collins in 2010. The firm is headquartered in Manchester, United Kingdom.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Aurora Management Partners LLC (Aurora Capital partners) is a private equity firm founded in 1991 by Gerald L. Parsky and Jeffrey S. Deutschman. The firm is headquartered in Los Angeles, California.

PVG Asset Management Corp. (PVG) is an independent, SEC-registered investment advisor headquartered in Centennial, Colorado. The firm was founded in 1987 by Joseph Pecoraro, William Rahmig and Nancy van Gleder. PVG provides money management services for individuals, corporations, registered investment advisers and institutions.

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.

Wafra Partners LLC (Wafra Partners) is a private equity firm founded in 1993 by Yousef Al-Humaidhi. The firm is headquartered in New York.

Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida.

Michigan Ross Zell Lurie Institute / Venture Capital/ (Zell Lurie Institute) is a venture capital subsidiary of Zell Lurie Institute for Entrepreneurial Studies Studies founded in 1997 by Samuel Zell, Ann Lurie and Robert H. Lurie. The firm is headquartered in Ann Arbor, Michigan.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Sequence Arts & Technologies, Inc. is a company that specializes in multiplayer, cloud-rendered, cross device video editing. The company is based in Encinitas, CA. The company's focus is on providing a cutting-edge video editing experience for professional creators. The company was founded in 2021 by Lucas McGartland. Lucas McGartland has been the CEO since 2021.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

Innovation Endeavors LLC (Innovation Endeavors) is a venture capital firm founded in 2010 by Dror Berman and Eric E. Schmidt. The firm is headquartered in Palo Alto, California.

Branch Financial, Inc. provides personalized financial and investment advisory services. The company is headquartered in Columbus, OH.

Strategic Investment Partners LLC provides investment advice. The private company is based in San Antonio, TX.

Chartline Capital Management LLC (Chartline Capital) is a venture capital firm founded in 2014 by Ben F. duPont. The firm is headquartered in Wilmington, Delaware.

Velvet Sea Ventures (Velvet Sea Ventures) is a venture capital firm founded in 2019 by Mike Lazerow, Kass Lazerow, John Giampetroni and Matthew Giampetroni. The firm is headquartered in West Palm Beach, Florida.

Big Idea Ventures LLC (Big Idea Ventures) is venture capital firm founded in 2018 by Andrew Ive. The firm is headquartered in New York.

Trac Intermodal Holding Corp. provides intermodal containers and complementary container equipment. The company is headquartered in Princeton, NJ.

VSV Co-Invest VII LLC invests in companies located in the US. The fund provides financing for early stage capital requirements.

Vynn Capital (Vynn Capita) is a venture capital firm founded in 2018. The firm is headquartered in Kuala Lumpur, Malaysia.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

AVALT LLC (AVALT) is a private equity firm founded in 2015. The firm is headquartered in Boston, Massachusetts.

BDT Capital Partners LLC (BDT Capital Partners) is a private equity subsidiary of BDT & MSD Partners LLC founded in 2009 by Bryan Trott. The firm is headquartered in Chicago, Illinois.

Waterbridge Capital Advisors LLP (Waterbridge Capital Advisors) is a venture capital firm founded in 2015 by Manish Kheterpal. The firm is headquartered in New Delhi, India with an additional office in Bangalore.