Sahvi E. Boodram

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.

US Foods, Inc. engages in the market and distribution of fresh, frozen, dry food and non-food products. The firm offers meats and seafood; dry grocery products; refrigerated and frozen grocery products; equipment, disposable, and supplies; dairy; beverage products; and produce. Its brand portfolio includes Chef’s Line, Rykoff Sexton, Stock Yards, Metro Deli, Monarch, Monogram, Molly’s Kitchen, Glenview Farms, Valu+Plus, and Harvest Value. The company was founded on August 1, 1989 and is headquartered in Rosemont, IL.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of KKR & Co., Inc., KKR Management LLC is a company that provides investment advisory services. The company is based in New York, NY. The company was founded by George Rosenberg Roberts. George Rosenberg Roberts has been the CEO since incorporation.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Davis Polk & Wardwell LLP provides legal services. It offers legal solutions to areas such as capital markets, mergers and acquisitions, credit, insolvency, and restructuring, investment management, tax, and litigation. The company was founded by Francis N. Bangs in 1849 and is headquartered in New York, NY.

Sightway Capital LP (Sightway Capital) is a subsidiary of Two Sigma Investments LP founded in 2017. The firm is headquartered in New York.

Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY.

Phoenix Tower International LLC owns and operates wireless infrastructure sites. Its services include collocation, land and rooftop income acquisition, real estate management and marketing, tower acquisition, and asset management. The company was founded by Dagan T. Kasavana in 2013 and is headquartered in Boca Raton, FL.

Part of Blackstone, Inc., Locuspoint Networks LLC operates television broadcasting stations. The company is based in Pleasanton, CA.

One Market Plaza is an American company that leases commercial buildings. The private company is based in San Francisco.

Northern Swan Holdings, Inc. operates as development stage company. The company is headquartered in New York, NY.

Lombard International Agency, Inc. provides life insurance products through private placement. Its services include wealth planning, portability, non-traditional assets and institutional solutions. The company is headquartered in Philadelphia, PA.

Ecomedics SAS engages in the retail of pharmaceutical and medicinal products. It specializes in the production of medical cannabis and hemp extracts. The company was founded on April 20, 2016 and is headquartered in Bogota, Colombia.

Part of Clever Leaves Holdings, Inc., Clever Leaves International, Inc. is a cannabis company based in Vancouver, Canada. Clever Leaves International, Inc. operates as a Canadian cannabis company. The company was founded in 2017 and Kyle Detwiler has been the CEO of the company since 2017.

Silver Swan LLC (Silver Swan) is a private equity firm founded in 2015 by Kyle Detwiler and Timothy B. Tully. The firm is headquartered in New York.

Hmc Business Consulting LLC provides business consulting services. The private company is based in Forest Hills. The American company was founded by Herbert M. Chain.

Infusive Us Trust is an open-end management investment company. It offers portfolio management and advisory services. The company was founded on July 10, 2018 and is headquartered in New York, NY.

The Investment Management Due Diligence Association provides investment management services. The non-profit company is based in New York.

The Blackstone Group, Inc. provides marketing research services. It provides custom market research services for clients in industries as consumer packaged goods, financial services, healthcare and technology. The firm's clients include eBay, Harris Bank and Pfizer. The company was founded by Ashref A. Hashim in 1987 and is headquartered in Chicago, IL.

GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.