Michael Graham

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.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Frazier Management LLC (Frazier Healthcare Partners) is a venture capital subsidiary of Frazier & Co Inc. founded in 1991. The firm is headquartered in Seattle, Washington.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

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.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Windjammer Capital Investors LLC (Windjammer Capital ) is a private equity firm founded in 1990 by Bob Bartholomew. The firm is headquartered in Newport Beach, California.

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

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Arcline Investment Management LP (Arcline Investment) is a private equity firm founded in 2018 by Rajeev Joseph Amara. The firm is headquartered in San Francisco, California.

Denver Solutions LLC operates as a trusted FDA-registered 503B outsourcing provider of ophthalmology and hospital-based services. It also offers repackaged Avastin service and ON-Q pain relief system fill services. The company was founded in 1926 and is headquartered in Englewood, CO.

500 Startups Management Co LLC (500 Startups) is a venture capital firm founded in 2008 by Dave McClure and Christine Tsai. The firm is headquartered in San Francisco, California.

Calculus Capital Ltd (Calculus Capital) is a private equity and venture capital founded in 1999 by Susan R. McDonald and Arthur J. Glencross. The firm is headquartered in London, United Kingdom.

Essentia Analytics Ltd. develops a platform for professionals to practice skills-based investing technique. The firm also provides consulting services. The company was founded by Clare Pauline Flynn Levy on February 22, 2010 and is headquartered in London, the United Kingdom.

Mercia Fund Management Ltd. (Mercia Fund) is a private equity subsidiary of Mercia Asset Management Plc founded in 1999 by Mark Andrew Payton, Timothy R. Hazell and Everard Mascarenhas. The firm is headquartered in Warwickshire, Great Britain.

Axol Bioscience Ltd. is a biotech company that develops and produces induced pluripotent stem cell-derived clinically relevant cells for use in biomedical research and discovery. Its products include human neural progenitor cells, young frozen human cerebral cortical neurons, plated human cerebral cortical neurons, Alzheimer's disease human neural progenitor cells, reagents, and lipid-based transfection reagents. The firm's products are used in the testing of new drug compounds, as well as in the development of therapies for various diseases, such as Alzheimer’s. The company was founded by Yichen Shi and Jonathan Simon Milne and is headquartered in Cambridge, the United Kingdom.

D.light Design, Inc. designs, manufactures and distributes solar light and power products. It offers solar-powered light emitting diode lanterns and mobile chargers. The firm serves households and small businesses. The company was founded by Samuel Warrack Goldman, Gabriel C. Risk, Nedjip Orhan Tozun, Xianyi Wu, and Erica D. Estrada in 2006 and is headquartered in San Francisco, CA.

Turbine Simulated Cell Technologies Ltd. is a British company that leverages AI technology to understand oncology patients with simulated cells. The company is based in London, UK. and has subsidiaries in Hungary. The company was founded in 2019 by Szabolcs Nagy, Ivan Fekete, Daniel Veres, Kristof Zsolt Szalay. Szabolcs Nagy has been the CEO since 2019.

Part of KPMG International Cooperative, KPMG Baltics UAB is a Lithuanian company that provides audit, tax, and investment advisory services. The company is based in Vilnius, LT. KPMG Baltics was acquired by KPMG AB on April 06, 2020.

Aviaam Financial Leasing China is an aircraft leasing and trading company based in Zhengzhou, China. Tomas Sidlauskas has been the CEO of the Chinese company since 2018.

Initiative For Global Development is a non-profit organization that works towards sustainable development and inclusive growth by engaging and utilizing the power of the private sector. The CEO of the American company is Leila Ndiaye.

Gart Capital Partners Ltd (Gart Capital Partners) is a private equity firm, a subsidiary of The Gart Cos., Inc. founded in 2001. The firm is headquartered in Denver, Colorado.