Chiao Ni Wang

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.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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).

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.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

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.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

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.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

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.

Trident Resources Corp. provides natural gas exploration services. It focuses on the exploration for and exploitation of unconventional natural gas resources, primarily in the Western Canadian Sedimentary Basin ('WCSB'). The company was founded in 2000 and is headquartered in Calgary, Canada.

TimeTrade Systems, Inc. provides web-based appointment scheduling and event registration software. Its products include purchase path appointments, concierge, and analytics. The company was founded by Carl Lambert, Kenneth Coleman, John E. Loring and Marco D. Peterson in 1999 and is headquartered in Tewksbury, MA.

Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need.

Origami Capital Partners LLC (Origami Capital Partners) is a private equity firm founded in 2008 by Thomas Elden. The firm is headquartered in Chicago, IL.

Timetrade Silvercloud, also known as engageware, is a customer engagement solutions provider that offers end-to-end customer engagement platforms powered by conversational and generative AI. The platform automates responses to routine questions, provides instant access to knowledge bases, and gives organizations a holistic view of the customer journey. The platform allows synchronous channel handoffs and robust data and analytics to inform strategic business decisions that drive growth, efficiency, and stronger customer relationships. Nina K. Vellayan has been the CEO of the American company since 2022. With the acquisition of Aivo, engageware serves over 700 organizations in various sectors, including banking, financial services, retail, health, and education.

Oquirrh Ventures LLC (Oquirrh Ventures) is a private equity firm founded in 2020 by Ron Heinz and Jevan Sadler. The firm is headquartered in Salt Lake City, UT.

Seclore, Inc. provides rights management solutions to secure and protect critical files and data. It offers flexible protection methods, data-centric usage tracking and audits, identity integration, and connectivity products and solutions. The firm serves banking, financial services, manufacturing, insurance, pharmaceuticals, telecommunications, and legal industries. The company was founded by Vishal Gupta and Abhijit Tannu in 2005 and is headquartered in Sunnyvale, CA.

JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS).

Syxsense, Inc. engages in the provision of cloud-based information technology (IT) endpoint management and green technology solutions. The company was founded by Steve DeWindt, Dave R. Taylor, and Ashley Leonard in 2007 and is headquartered in Aliso Viejo, CA.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

LifeSci Capital LLC is a full-service investment bank that offers financial and strategic advisory services, institutional outreach, and research to leading life sciences companies. The private company is based in New York, NY. The company's team of investment bankers has extensive experience at bulge bracket and specialty investment banks. LifeSci Capital's highly regarded team of analysts generates differentiated, proprietary research and covers companies across all major therapeutic areas. The company was founded in 2013 by Andrew Ian McDonald and Michael Yehuda Rice. Andrew Ian McDonald has been the CEO since 2013.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Bloccelerate VC Investment Services LLC (Bloccelerate VC) is a venture capital firm founded in 2018 by Kate Mitselmakher. The firm is headquartered in Seattle, Washington.