Penelope M. Murray

OTA LLC is a broker/dealer subsidiary of OTA Financial Group LP. The firm is headquartered in Purchase, New York and was founded in 1983. OTA focuses on quantitative proprietary trading, market making, and institutional execution services. They cover a variety of industries including consumer products, cyclicals, healthcare, media, retail/apparel, restaurants, hardline enterprise technology, consumer services, electronics and telecommunications. The firm provides research on emerging markets, industries not widely covered by Wall Street, and derivative ideas.

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.

Blueshift Research LLC (Blueshift) is a market research and holding firm headquartered in Needham, Massachusetts. The firm was founded by Craig Gordon in 2008. Blueshift provides ethical, quality, and unbiased investment research from independent sources. The firm constantly screens for data on unique and controversial ideas that currently are at the forefront of Wall Street thinking (or are being overlooked), and they keep a list of 25 companies/issues for which they think they can add unique value. This list is constantly being updated and averages five to seven new ideas per month.