Kyle R. Czepiel

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).

Quintiles Transnational Corp. provides biopharmaceutical development and commercial outsourcing services. It offers product development and integrated healthcare services, including commercial and observational solutions. The company was founded by Dennis B. Gillings and Gary Koch in September 1990 and is headquartered in Durham, NC.

Part of Masco Corp., NCFII Holdings, Inc. is a company that manufactures and markets home furnishing products. The company is based in High Point, NC.

Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ.

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.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Part of First Horizon Corp. (Tennessee), FTN Financial Capital Markets is an American company that provides investment services. The company is based in Memphis.

Apple Seeds LLC operates indoor playgrounds. The firm offers music, art, cooking, science, dance, and language classes, a hair salon for kids, a bookstore, and a healthful snack bar. It also hosts birthday parties, play dates, and corporate events. The company was founded by Allison Schlanger, Alison Qualter Berna, Craig Schlanger, and Robert Berna in 2007 and is headquartered in New York, NY.

Union Bank (North Carolina) engages in the provision of banking and financial services. It offers personal banking, business banking, mortgage services, personal, and business loans. The company was founded by Robert Lee Burrows, Jr. on November 09, 1998 and is headquartered in Greenville, NC.

Salem Investment Partners (Salem Investment Partners) is a private equity firm founded in 1999 by Phillip W. Martin. The firm is headquartered in Greensboro, North Carolina.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

NovaQuest Capital Management LLC (NovaQuest Capital Management) is a private equity firm founded in 2010 by John Layton Bradley and Jonathan Edward Tunnicliffe. The firm is headquartered in Raleigh, North Carolina.

Healthcare Royalty Management LLC (Healthcare Royalty) is a private equity subsidiary of Cowen, Inc. founded in 2007 by Gregory Brown. The firm is headquartered in Stamford, Connecticut.

Per Scholas, Inc. has been providing rigorous training for careers in tech for over 25 years. The non-profit company is based in Bronx, NY. The company partner with various employer partners to builds sustainable and diverse talent pipelines, offering tuition-free training in the most in-demand tech skills. With national remote training and campuses in 20+ cities, they have trained over 20,000 individuals to launch high-growth tech careers, earning three times their pre-training wage. 85% of their learners are people of color, two in five are women, and more than half have a high school diploma as their highest education credential. The company was founded by John Hoyt Stookey and the CEOs are Geoff Stack and Plinio Ayala.

Old North State Trust LLC (ONST) is an independent investment advisory firm headquartered in Greensboro, North Carolina. The firm was founded by Denis R. de St. Aubin in 1994. ONST offers trust and wealth management services to individuals, trusts and businesses.

Part of Lincoln National Corp., Jefferson Pilot Financial is a company based in Greensboro, NC.

Arvelle Therapeutics GmbH provides treatment for patients suffering form CNS disorders. The company was founded by Ilise Lombrado, Gregory Mark Weinhoff and Mark Altmeyer and is headquartered in Basel, Switzerland.

The Leadership Institute provides training in campaigns, fundraising, grassroots organizing, youth politics, and communications. It offers 47 types of training schools, workshops, and seminars; a free employment placement service; and a national field program that trains conservative students to organize campus groups. The company was founded by Morton C. Blackwell in 1979 and is headquartered in Arlington, VA.

Young America's Foundation facilitates and provides national conferences, campus lectures and activism programs, internships and seminars. The company was founded in 1969 and is headquartered in Reston, VA.

Healthcare Royalty, Inc operates as a royalty acquisition company. It focuses on growth assets and emerging companies driving innovation in the biopharmaceutical industry. The company is headquartered Stamford, CT.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

Camarda Financial Advisors LLC (CFA) is a registered investment advisor headquartered in Fleming Island, Florida and was founded in 1998. The firm is a subsidiary of Singularity LLC and their ultimate parent is Kimberly K. Camarda 2012 Irrevocable Trust. CFA provides investment management and retirement plan consulting services to individuals, business entities, trusts, estates, charitable organizations, pension and profit sharing plans, endowments, foundations, and etc.