Kalle Culotta

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.

T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

GAM USA, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 by Gilbert de Botton and is a subsidiary of GAM Group AG, ultimately held by GAM Holding AG (SWX: GAM) in Switzerland. GAM USA provides investment management services to pooled investment vehicles, corporate and public pension plans, trusts, estates, charitable organizations, foundations, endowments, corporations and other business entities.

Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

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.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

Skyview Capital LLC (Skyview Capital) is a private equity firm founded in 2003 by Alex R. Soltani. The firm is headquartered in Los Angeles, California.

Indianapolis Symphony Orchestra operates amusement and attraction entertainment exhibitions. It provides orchestra services, promotion and support to sustain interest in symphonic music in Indiana. The company was founded by Ferdinand Schaefer in October 2, 1930 and is headquartered in Indianapolis, IN.

The Blackstone Group, Inc. provides marketing research services. It provides custom market research services for clients in industries as consumer packaged goods, financial services, healthcare and technology. The firm's clients include eBay, Harris Bank and Pfizer. The company was founded by Ashref A. Hashim in 1987 and is headquartered in Chicago, IL.

SSC Manager LLC (SSC Manager) is a venture capital firm founded in 1999 by Ian J. Berg and Wayne D. Kimmel. The firm is headquartered in Conshohocken, Pennsylvania.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Advanced Manufacturing Technology, Inc. provides concept stage product development, rapid response proto-typing, manufacturing and distribution services. It offers program management, prototype and industrialization, board/module assembly, system build and test and reverse logistics/depot solutions. The company serves the military, defense and homeland security, telecom and wireless communications, energy and supporting industries, and commercial/consumer products industries. The company was founded in 2003 and is headquartered in Lynchburg, VA.

PREDEX Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in El Segundo, California. The firm was founded in 2013 and was acquired in 2023 by Union Square Capital Partners LLC, a subsidiary of USQ Holding Co. LLC. PCM serves as an investment advisor to the PREDEX Fund, an interval fund designed to provide an institutional-quality real estate investment to investors.

Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut.

StoneCalibre LLC (StoneCalibre) is a private equity firm founded in 2012 by Brian M. Wall. The firm is headquartered in Los Angeles, California.

Kansas City Symphony operates as music school. The company was founded by R. Crosby Kemper Jr. in 1982 and is headquartered in Kansas City, MO.