Michael Puzo

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

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.

Grand Distribution Services LLC is a private company based in Milwaukee, WI.

CHP Management Inc (Cardinal Partners) is a venture capital firm founded in 1996 by John K Clarke, Brandon H Hull and John J Park. The firm is headquartered in Princeton, New Jersey.

The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.

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.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Sustainable Growth Advisers LP (SGA) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms.

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

Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust.

Omidyar Network LLC (Omidyar Network) is a venture capital, a subsidiary of Omidyar Network Commons LLC founded in 2004 by Pierre Omidyar and Pam Omidyar. The firm is headquartered in Redwood City, California.

Levine School of Music specializes in private and group music lessons and classes to people of all ages. The company was founded by Ruth P. Cogen, Diana R. Engel and Jaclin L. Marlin in 1976 and is headquartered in Washington, DC.

PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles.

Voxer, Inc. provides a walkie talkie application for smart phones. Its platform enables users to send instant audio, text, photo and location messages to one or a group of their friends. The company was founded by Tom Katis in 2007 and is headquartered in San Francisco, CA.

Deerfield Management Co. LP (Private Equity) (Deerfield) is a private equity subsidiary of Deerfield Management Co. LP founded in 1994. The firm is headquartered in the New York.

UPMC Enterprises (UPMC Enterprises) is a venture capital subsidiary of University of Pittsburgh Medical Center founded in 2014. The firm is headquartered in Pittsburgh, Pennsylvania.

Tinsel, Inc. creates stylish electronics for women. It offers beautiful well-made products like headphones. The company was founded by Aniyia L. Williams and Monia Santinello and is headquartered in San Francisco, CA.

RAM Energy LLC operates as an independent oil and natural gas producer. It engages in the acquisition, exploration, and development of both conventional and non-conventional oil and gas assets. The company was founded on April 25, 2012 and is headquartered in Tulsa, OK.

A3 Financial Investments LLC (A3 Financial) is an independent investment advisory firm headquartered in Denver, Colorado. Formerly known as Ascent Alternative Advisors LLC, the firm was founded in 2019 by Gregory Bell, Christian Aymond and Kimberly Merriman. A3 Financial serves as an investment manager to The A3 Alternative Income Fund (ticker: AAACX), a closed-end interval fund.

Actuate Therapeutics, Inc. operates as a private biopharmaceutical company. It offers treatment for cancer and inflammatory diseases. The company was founded by Andrew P. Mazar in 2015 and is headquartered in Fort Worth, TX.

Kairos Venture Investments LLC (Kairos Venture) is a venture capital firm founded in 2015 by Jim Demetriades. The firm is headquartered in Beverly Hills, California.