Tom Benedetti

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.

Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts.

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.

Chapdelaine & Co, also known as “Chappy,” is a municipal bond broker's broker, and member of SIPC. Chapdelaine & Co. has more than forty five years of experience in the municipal bond market. Their firm provides dealer to dealer service and sales over the entire spectrum of the municipal market. Their brokers are registered with the FINRA and have account responsibilities arranged according to regions of the country or by maturity. The Chapdelaine & Co. trading room organization provides the synergy required, achieving a level of professional service and market execution unparalleled in the municipal market place today. The Chapdelaine home page provides a unique opportunity to client's firm by affording client accesses to current market offerings, bids, and bid wanteds and continually reflects reported changes. Their site features are user friendly and provide customer with quick access to information enabling customer to fill specific inquires for their firm and their firm's customers in the most timely and efficient manner. Each customer serviced by Chapdelaine & Co must be licensed and registered with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or the Municipal Securities Rulemaking Board (MSRB). Each customer of Chapdelaine and Co. is required to meet SEC net capital requirements and provide Chapdelaine & Co. with a copy of their most recent FOCUS 1 report demonstrating compliance with net capital requirements. In addition each customer will provide Chapdelaine & Co. with their clearance information, current clearing account numbers, and appropriate points of contact (POCs) for back office issues. Upon receipt of the above required information Chapdelaine & Co. will provide the same to the customer and will assign a broker as customer's point of contact (POC), enabling customer to execute trades with their brokers. The Chapdelaine & Co. trading room is organized to provide the best coverage throughout the yield curve. To accomplish this their trading activity is organized as follows: First, a Short Desk, specializing in securities maturing within the first seven years of the yield curve. Secondly, they have their National Desk that concentrates on securities maturing within 8yrs to 17yrs from issuance. Thirdly, their Dollar Bond Desk has responsibility to trade securities maturing within 18yrs and 40 years from issuance. Additional organizational features at Chapdelaine & Co. include their regional trading desks, which have primary responsibility to cover the dealers and dealer banks in the Southeast, California, Southwest, Ohio, Chicago and Midwest states. Lastly, their New York trading desk along with their Taxable and Zero coupon trading desks complete their organization matrix which has a proven history of producing optimum results in all aspects of customer service.

Avizia, Inc. provides telemedicine solutions. The firm uses Cisco TelePresence technology, that enable to meet the product requirements and user needs of healthcare, education, and government customers. Its solutions include telemedicine devices, workflow management software and a line of peripherals, such as digital stethoscopes and examination cameras. The company was founded by Michael Baird, Steven Luke Leininger, and Core Costley in April 2013 and is headquartered in Reston, VA.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

McBee Associates, Inc. engages in provision of health care services and operates as a consulting firm that delivers financial, operational, and clinical consulting services. It offers solutions for financial and operational needs of hospitals, home health, long-term care, and other organizations. Its services include billing services, ore-bill services, skilled nursing, and interim management. The company was founded in 1973 and is headquartered in Wayne, PA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Northern Virginia Technology Council operates as a membership and trade association for the technology community in Northern Virginia. It serves businesses from all sectors of the technology industry, service providers, universities, foreign embassies, non-profit organizations and government agencies. The company is headquartered in Herndon, VA.

innRoad Inc. provides hotel management software solutions. It's products include inroad, a software as a service (SaaS) hotel software solution that integrates property management, global distribution, bookings, integrated booking engine, central reservations, and marketing on a platform for independent hoteliers, small hotel chains, and hotel management companies. It also offers customer support, training, consulting, and customization services. The company was founded in 2000 and is headquartered in Southampton, NY.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

The Washington State Bar Association operates the state bar association.

Novitex Acquisition LLC provides consulting and outsourcing services. It offers digitized records, fax, mail and document management services to universities, schools, government agencies and financial firms. The company was founded in 2013 and is headquartered in Stamford, CT.

LDiscovery LLC engages in the provision of eDiscovery management solutions. It provides ediscovery solutions, digital forensic services, and enterprise solutions. The company was founded by Christopher T. Weiler and Arne Christensen in 2005 and is headquartered in McLean, VA.

Tricast LLC develops data analytics software for pharmaceutical industry. It services include pricing audit, prescription drug event audit, rejected claims analysis, rebate audit, Medicare eligibility audit, FWA audit, Medicare data validation, RFP services and contract renegotiation. The company was founded by Greg Rucinski on October 21, 1997 and is headquartered in Milwaukee, WI.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Part of NatWest Group Plc, Royal Bank of Scotland (New York Branch) is a commercial banking services provider. The company is based in New York, NY.

OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles.

Capital One (Europe) Plc issues credit card. It also provides retail financial services. The company is headquartered in Nottingham, the United Kingdom.