CP Helms

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.

Zorch International, Inc. provides solution for corporate branded merchandise industry. The firm offers eCommerce technology, on-demand inventory control, tranparent pricing, and supply chain services. Its solutions include technology, innovative supply chain, transparent pricing, no risk inventory, and brand protection. The company was founded by Nicole P. Loftus in 2002 and is headquartered in Chicago, IL.

Gibraltar Business Capital LLC provides credit financing and business lending services. It offers secured accounts receivables loans and inventory term loans; machinery, equipment, and real estate bridge loans; and DIP and exit financing. The company was founded in 1951 and is headquartered in Northbrook, IL.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

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.

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.

Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

H. Lee Moffitt Cancer Center & Research Institute, Inc. provides research & contributions to clinical trials, prevention and cancer control. The firm operates as National Cancer Institute (NCI) Comprehensive Cancer Center. The company was founded by Lee H. Moffitt in 1981 and is headquartered in Tampa, FL.

Gerken Capital Associates (GCA) is an independent alternative asset fund manager headquartered in Tiburon, California. The firm was founded by Louis Gerken III in 1989. GCA provides asset management to alternative investments.

CircleUp Advisors LLC (CircleUp Advisors) is a venture capital subsidiary of Brightflow AI. Inc founded in 2011 by Ryan Caldbeck and Rory Eakin. The firm is headquartered in San Francisco, California.

Charles Products is a wholesale company that provides custom and stock souvenirs to tourist attractions (zoos, aquariums, museums, theme parks and more) across the U.S. and internationally. The t-shirts, mugs, magnets, key chains, snow globes, baseballs, notebooks, pens and pencils their customers see in the museum shops and gift shops are all items they design on a daily basis. With over 50 years of experience and over 2000 items.

Ray Enterprises of Chesapeake Walk LLC engages in the design, production, and wholesale of branded leather accessories. Its product includes handbags, wallets, and jackets. The company was founded by Koren Ray in 1991 and is headquartered in Annapolis Junction, MD.

Tenex Capital Management LLC (Tenex Capital Management) is a private equity firm founded in 2009 by Michael M. Green. The firm is headquartered in New York.

Conscious Capitalism, Inc. is a community of business leaders who aim to elevate humanity through business. The American company provides executives and entrepreneurs with innovative and inspiring experiences to level-up their business operations and demonstrate capitalism as a powerful force for good when practiced consciously. Conscious Capitalism is powered by a community of partner businesses that are committed to their purpose of elevating humanity through business. The non-profit company believes that business is good because it creates value, it is ethical because it is based on voluntary exchange, it is noble because it can elevate our existence, and it is heroic because it lifts people out of poverty and creates prosperity. The company was founded by John P. Mackey, and the CEO is Alexander McCobin.

Tender Heart Health Outcomes. provides home medical equipment. It offers medical supplies and pharmaceutical prescriptions to home-based medicaid, medicare, and privately insured patients across Texas. The firm has offices in Austin, Beaumont, Corpus Christi, El Paso, Fort Worth, Harlingen, Harlingen, Houston, Lubbock, San Antonio and Woodway. The company was founded by Britt Peterson in 2005 and is headquartered in Austin, TX.

Geriatric Oncology Consortium, Inc. provides personal care services. The non-profit company is based in Tampa, FL.

Kian Capital Partners LLC (Kian Capital Partners) is a private equity firm founded in 2011 by Rick Cravey and Kevin Mccarthy. The firm is headquartered in Charlotte, North Carolina.

Formulife, Inc. manufactures custom dietary supplements. Its services include encapsulating, tableting powder filling, and lab analysis. The company was founded in 2009 and is headquartered in Allen, TX.

Suntree Snack Foods LLC manufactures label nuts and dried fruits. It offers roasted and salted nuts, trail mixes, and chocolate and yogurt-covered nuts. The company was founded by David Turner and is headquartered in Phoenix, AZ.

Part of Wheel Pros LLC, Driven Lighting Group is a leading designer, marketer, influencer, and online retailer of aftermarket enthusiast automotive lighting products. The company is based in Atlanta, GA. Today, the company's portfolio of premium brands covers all lighting categories, including complete assemblies, bulbs, offroad lighting, and accent lighting. Driven Lighting Group serves a diverse customer base, all of which is fueled by its sophisticated digital marketing and white glove customer service. Founded in 2005, Driven Lighting Group established the market for performance lighting and is the trendsetter within the space. The CEO is Brian Reese. Driven Lighting Group was acquired by Wheel Pros LLC on August 25, 2021.

T Sportline, Inc. is a leading provider of premium aftermarket parts and accessories designed specifically for Tesla vehicles. The company is based in Lake Balboa, CA and was founded in 2013 by Elie Rothstein and Jon Pek. The company offers three 3M window tint packages, with the best film in the industry being 3M Crystalline, which they apply on all glass surfaces including the windshield and roof panels. This film helps reduce the interior temperature by up to 15 degrees and provides 99% UV A and UV B rejection of rays. The company's products include custom wheels, carbon fiber body kits, suspension, lighting, floor mats, custom interior & exterior accessories that excite interest in upgrading Tesla Model S, Model 3, Model X, and Model Y.

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).

North Carolina Institute of Minority Economic Development, Inc. is a non-profit organization which provides management consulting services. It offers women business development, construction business diversity, transportation business diversity, and trainings. The organization was founded in 1986 and is headquartered in Durham, NC.

Sumeru Equity Partners LP (Sumeru Equity Partners) is a private equity subsidiary of Sumaru Equity Partners LLC founded by Jason Babcoke, Randy Randleman, Paul Mercadante, and John Brennan. The firm is headquartered in San Mateo, California.