Josh Aycock

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Cyrus Capital Partners LP (Cyrus Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm is the successor to OZF Management LP (also known as Och-Ziff Freidham), which Stephen C. Freidheim, Daniel Och and the Ziff family founded in 1999. Cyrus Capital provides investment advisory services to pooled and single-investor investment vehicles, which are private investment funds.

ARK Investment Management LLC, dba ARK Invest (ARK), is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Catherine Wood in 2013 and is primarily owned by ARK Investment Management LP. ARK is the investment manager and provides management and supervisory services to the ARK ETFs.

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.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

Graham Engineering offers a complete line of monolayer and multilayer extrusion blow molding equipment, including shuttle machines up to 10 L capacity, reciprocating screw and shot pot machinery for lightweight HDPE containers, multi-cavity, single and dual parison, rotary wheel blow molders for up to 30 L packaging applications and single and dual head accumulator machinery. The company was founded by Donald C. Graham in 1960 and is headquartered in York, PA

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.

Granite Creek Partners LLC (Granite Creek Partners) is a private equity firm founded in 2005 by Mark A. Radzik, Brian B. Boorstein and Peter G. Lehman. The firm is headquartered in Chicago, Illinois.

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.

AAVIN Equity Advisors LLC (AAVIN Equity Advisors) is a private equity firm founded in 1999 by James D. Thorp, Eric M. Hender and Paul D. Rhines. The firm is headquartered in Cedar Rapids, Iowa.

Grey Mountain Partners LLC (Grey Mountain Partners) is a private equity firm founded in 2003 by Jeff Kuo and Rob Wright. The firm is headquartered in Boulder, Colorado.

Salem One, Inc. provides commercial printing and packaging services. Its services include packaging, direct marketing and mail, commercial printing, fulfilment and inventory management. The company was founded by Philip Kelley Sr., Janette Kelley and Don Whitaker in 1984 and is headquartered in Winston-Salem, NC.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

Banco Itau SA provides banking services. The private company is based in São Paulo, Brazil and has subsidiaries in Brazil.

Abacus Finance Group LLC (Abacus Finance) is a private equity firm founded in 2011 by Tim Clifford and Sean McKeever. The firm is headquartered in New York.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Icomm Group SA is a holding company which operates an online retail portal. Its catalog consists of ladies' apparel, footwear, and accessories, as well as kitchen tools and home decor. The company was founded by Isabel Carvalho Pinto Humberg, Mariana Mendes Medeiros, and Rosana Gonçalves Sperandeo Saigh in 2009 and is headquartered in Sao Paulo, Brazil.

PPC Enterprises LLC (PPC Enterprises) is a private equity firm founded in 2012 by Perry Golkin and Michael Tokarz. The firm is headquartered in New York.

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.

TeraWatt Infrastructure, Inc. provides reliable charging solutions for the future of fleet transportation. The first network of high-powered charging centers for electric trucks is located on the I-10 highway, from to the border. The company is based in San Francisco, CA, and has subsidiaries in the United States. The company designs, operates, and owns electric vehicle charging centers for fleet operations combining property assets with energy and charging expertise. TeraWatt is a team of experienced individuals from the worlds of EV charging, renewable development, data centers, and mobility operations brought together to accelerate EV adoption for partners. The company was founded to be the nation's reliable, long-term partner in the rapidly expanding transition to all-electric transportation. The company was founded by Benjamin Birnbaum, John Ross Rapaport, and Ethan Goldsmith. Neha Palmer has been the CEO of the company since 2021.

Basis Set Ventures LLC (Basis Set Ventures) is a venture capital firm founded in 2017 by Xuezhao Lan. The firm is headquartered in Silicon Valley, California.

Keyframe Capital Partners LP (Keyframe) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2019 and is a subsidiary of Keyframe Ave LP. Keyframe provides investment management services to single-investor investment vehicles which are funded by institutional investors or high net worth investors.

Part of Rothschild Concordia SAS, Rothschild & Co. engages in banking and private equity businesses. The company is based in Santiago, Chile.

CMT Digital Management LLC /Venture Capital (CMT Digital) is a venture capital firm subsidiary of CMT Asset Management LLC founded in 2015 by Jan-Dirk Lüders and Scott Casto. The firm is headquartered in Chicago, Illinois.

KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC.