Zachary Quinn Chavis

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.

BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY.

Snow Capital Management LP (Snow Capital) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded by Richard Snow in 2001 as RAS Capital Management. They are a subsidiary of Snow Capital Management Holdings LP. Snow Capital serves as the Advisors to a family of mutual funds and related portfolios.

Seegrid Corp. engages in the provision of fleet management software and analytics. It also provides service and support. The company was founded by Scott Friedman and Hans Moravec in 2003 and is headquartered in Pittsburgh, PA.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

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.

LaunchCapital LLC (LaunchCapital) is a venture capital firm founded in 2008 by Elon S. Boms. The firm is headquartered in New Haven, Connecticut, Other offices in New York City, San Francisco and Palo Alto.

Peak Rock Capital LLC (Peak Rock Capital) is a private equity firm founded in 2012. The firm is headquartered in Austin, Texas.

Frontaura Capital LLC is an independent hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2007 by Nick Padgett and Steve Mack. It provides investment management services to financially sophisticated clients.

Benefit Street Partners LLC (BSP) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Tom Gahan in 2011 and became solely owned by Franklin Resources, Inc. (NYSE: BEN) in 2019. BSP provides investment advisory services to private funds including the sub-advised funds for both institutions and high-net-worth investors.

VSC Ventures (VSC Ventures) is a venture capital firm founded in 2021 by Vijay Chattha. The firm is headquartered in San Francisco, California.

Part of Neo Performance Materials, Inc., Neo Chemicals & Oxides LLC is an American company that manufactures and supplies metal ores. The company is based in Greenwood Village.

Elmwood Asset Management LLC (Elmwood) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2018 and is a subsidiary of Clobbers Investment, Inc., which is ultimately held by Elliott Capital Advisors LP. Elmwood offers investment advisory services primarily focused on credit and value-oriented investments to loan accumulation facilities and collateralized loan obligation vehicles (CLOs), both of which are private funds and pooled investment vehicles. The firm also may provide similar investment advisory services to separately managed accounts (SMAs).

Part of Neo Performance Materials, Inc., Neo Cayman Holdings Ltd. is a Caymanian company that manufactures and supplies rare earth and rare metal based functional materials. The company is based in Grand Court, Cayman Islands. Geoffrey R. Bedford has been the CEO of the company since 2016.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

L.E.K. Consulting LLC operates as a management consulting firm. It offers disruption management, post-merger integration, and marketing and sales services. The company was founded by James Lawrence, Iain Evans and Richard Koch in 1983 and is headquartered in Boston, MA.

National Institutes Of Health conducts & supports peer-reviewed medical research and science. The firm's scientists & researchers investigate on different ways to prevent diseases as well as the causes, treatments and cures for common and rare diseases. The company was founded in 1887 and is headquartered in Bethesda, MD.

Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC.