David Schwartz

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.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

BRI Partners LLC provides financial advisory services. The private company is based in Chicago, IL and has subsidiaries in Australia. The company was founded by Benjamin Edward McMillan.

Nabfly, Inc. provides a subscription service for men. It offers various choice goods, themed boxes, and stories. The firm provides products in the areas of style and grooming, food, drink, and gear and den. It also offers gift subscription service that allows users to redeem, ship or skip, and enjoy stories, tips, and tricks. The company was founded by Steven J Szaronos and Rishi Prabhu in 2011 and is headquartered in New York, NY.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

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.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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

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

Marqii, Inc. engages in the publishing of menus, location data, and specials to potential customers. Its products offered to restaurants, bars, coffee shops and dispensaries. The company was founded by Avi Goren and Evan Perlmutter in 2016 and is headquartered in New York, NY.

Button Finance, Inc. offers loans. The firm provides paycheck protection loans and home equity loans. The company was founded by Jason Harris and Sharad Dole and is headquartered in Soho, NY.

IDG Ventures Vietnam Management Co. Inc. is a Venture Capital firm, a subsidiary of International Data Group, Inc. founded in 2004. The firm is headquartered in Hanoi.

Newfold Digital, Inc. provides website hosting, domains, and online services. It offers an array of online services to small- and medium-sized businesses. The firm offers brands, such as Constant Contact, Bluehost, HostGator, Domain.com, BigRock, and SiteBuilder. The company was founded on December 9, 1997 and is headquartered in Burlington, MA.

Mad Rabbit Tattoo, Inc. is a company that offers natural and effective tattoo aftercare products. Mad Rabbit Tattoo is based in Chagrin Falls, OH. Mad Rabbit Tattoo promotes individuality, adventure, and anything badass. The company's mission is to eliminate all unnatural and processed ingredients found in traditional aftercare, and they offer product offerings that embody the basics of holistic healing with ‘Mad Rabbit Enhance – Tattoo Balm’, ‘Mad Rabbit Repair – Soothing Gel’ and ‘Mad Rabbit Defend – Tattoo Sunscreen’. The company was founded in 2019 by Selom Agbitor and Oliver Zak, who were passionate about creating a superior natural solution to help improve the healing process after seeing the lack of effective and all-natural products. Oliver Zak has been the CEO since incorporation.

Wilson, Elser, Moscowitz, Edelman & Decker LLP provides legal services. It offers litigation, business and financial, insurance and reinsurance, and government relations services. The firm offers its services to the aesthetics law, automotive and motorized vehicle, aviation and aerospace, chemical, construction, energy, environmental, finance, gaming, sweepstakes and contests, healthcare, hospitality, tourism and leisure, insurance and reinsurance, manufacturing, pharmaceutical, professional services, railroad, real estate, retail, sports, technology, and transportation sectors. The company was founded by Thomas W. Wilson Sr. in 1978 and is headquartered in White Plains, NY.

Acronym Venture Capital LLC (Acronym Venture) is a venture capital firm founded in 2019. The firm is headquartered in New York.

Penny AI Technologies, Inc. designs and develops a Software-as-a-Service (SaaS) workflow management solution for multi-level marketing consultants. The firm offers Penny application. The company was founded by Chris Noble and David Abbey in 2015 and is headquartered in Vancouver, Canada.

Journey Meditation, Inc. offers meditation classes to individuals and organizations. It also offers live-streamed classes in local communities and organizations around the world. The company was founded by Stephen Sokoler in 2015 and is headquartered in New York, NY.

National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research.