Josh Neill

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.

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.

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.

Keystone Real Estate Income Trust LLC provides financial services. The company is headquartered in San Ramon, CA.

Partners Group (Private Equity) (Partners Group-PE) is the private equity division of Partners Group AG, itself a subsidiary of Partners Group Holding AG (SW: PGHN), founded in 1996. It is headquartered in Baar, Switzerland. The firm seeks opportunities to create value through working with investee management teams to expand their businesses and attain leadership positions in their markets. Partners Group-PE aligns interests by investing alongside clients.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Partners Group Inc. (United States) is a Private Equity/Venture Capital firm, a subsidiary of Partners Group (Private Equity) founded in 2000. The firm is headquartered in Houston.

The Institutional Limited Partners Association (Canada) operates as a trade association. The non-profit company is based in Toronto, Canada. Jennifer Choi has been the CEO of the Canadian company since 2014.

Truck Shields LLC manufactures and distributes licensed merchandise for the top outdoor brands. Its products include seat covers, steering wheel covers, floor mats, air fresheners, decals and emblems, hitch covers, exterior and interior accessories, and windshield shades; apparel for men, women, youth, toddlers, and babies; gifts, such as wallets. The company was founded in and is headquartered in Salt Lake City, UT.

Mainstream Data, Inc. provides communication services and solutions. Its solutions include digital asset management, cross-channel publishing, video asset management, multimedia ingest, and tagging. The firm’s products include Mediashowroom video licensing platform, Mediasphere multimedia acquisition software, and MediasFTP secure file transfer. The company was founded in 1985 and is headquartered in Salt Lake City, UT.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Upper90 Capital Management LLC (Upper90 Capital Management) is a venture capital firm founded in 2018. The firm is headquartered in New York.

InfiniChains, Inc. provides an end-to-end ESG reporting platform that enables companies to track and report their ESG data using various frameworks such as GRI, TCFD, SASB, BRSR, and more. The company is based in San Carlos, CA. The platform helps companies set emission targets within a unified ESG framework for reporting standards like GRI, BRSR, SEC, ISSB, TCFD, CDP, Higg, UNDGS, and more. The company was founded in 2018 by Jitesh Shetty and Parth Patil, with Parth Patil serving as the CEO since then.

eOriginal, Inc. provides ecommerce services. Its services include management of electronic contracts, mortgages, leases, and electronic transferable assets. The company was founded by Gray Bent Wood and Stephen F. Bisbee in 1996 and is headquartered in Baltimore, MD.

Qwill, Inc. offers a simple and secure estate planning solution. The American company's platform allows users to create a legal will for free in just a few minutes, as well as other important estate plan documents such as guardianship, power of attorney, and advance directives. Users can also store important account and life details in a highly secure vault and capture stories and memories to share with their loved ones for generations to come.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Juvo, Inc. provides behavioral and educational development programs to people with disabilities through schools and community centers. Its services focus on increasing clients’ independence, social relationships, access to their community and overall quality of life. The firm's services support and educate families, care givers, educators, other service providers, employers and the community. The company was founded by Meredith Akers and Tanya Scott in 2001 and is headquartered in Oakland, CA.

The University of Utah Research Foundation promotes, conducts and facilitates research, development and dissemination, and application of knowledge in the fields of science, technology, medicine, business, education and engineering. The foundation's headquarters is located in Salt Lake City, UT.

Part of Deloitte LLP (New York), Deloitte & Touche LLP UK provides financial advisory and accounting services. The company is based in Edinburgh, UK.

Select Portfolio Servicing, Inc. provides residential mortgage loan services. Its services include account information, assistance programs and customer awareness. The company was founded in 1989 and is headquartered in Salt Lake City, UT.

Earnest Young engages in the provision of accountancy, auditing, tax advice and management consulting services. The company was founded in 1974 and is headquartered in Muscat, Oman.

Lavastorm Engineering, Inc. provides systems integration and engineering services. It offers integration of matching technologies for the staffing, recruitment, and job board industries. The company was founded by Paul Abbassi and Tobin Lent and is located in Mountain View, CA.

Snap Finance LLC offers no credit needed financing for customers to purchase furniture, mattresses, tires, electronics, and more from over 150,000 stores. The company is based in West Valley City, UT. Customers can apply online or call to get approved for up to $5,000 with bad credit or no credit. Snap Finance's core values focus on helping customers and serving partners. The company was founded in 2008 by Matt Hawkins, who has been the CEO since 2008.

HouseCanary, Inc. operates property portal web services. Its products include HouseCanary PRO, HouseCanary APPRAISER, HouseCanary Analytics API, and HouseCanary Value Report. The company was founded by Jeremy Sicklick and Christopher Stroud in 2013 and is headquartered in San Francisco, CA.