Chi-Chien Hou

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.

Gilder Gagnon Howe & Co. LLC (GGHC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Gilder in 1968. GGHC provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, LLC’s, partnerships, pension and profit-sharing plans, and investment clubs.

Brown Gibbons Lang & Co. LLC offers investment banking services. Its services include mergers & acquisitions, debt & equity placements, financial restructuring, financial advisory & valuation services. The company was founded by Michael Eugene Gibbons in 1989 and is headquartered in Cleveland, OH.

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.

Higher One, Inc. provides online banking and financial disbursement services. It offers CASHNet payment platform which provides college and university campuses implement PCI-compliant processes for simplifying electronic billing, accepting payments all over campus, offering flexible tuition payment plans and creating online storefronts. The firm is focused on helping college business offices manage operations and provide enhanced services to students. The company was founded by Miles Lasater in March 2000 and is headquartered in New Haven, CT.

Luxor Capital Group LP (Luxor) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Christian A. Leone in 2002. Luxor provides primarily discretionary investment advice to private investment funds and may also do so for certain separately managed accounts or other investment advisers from time to time.

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.

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.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Old Navy LLC retails men's and women's apparel. It offers tops, tees, graphics, blouses and shirts, sweaters, dresses, rompers and jumpsuits, skirts, jeans, pants, leggings, shorts, outerwear and jackets, sleep and lounge, and sweatshirts and sweatpants. The company was founded in 1994 and is headquartered in San Francisco, CA.

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

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

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.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Paul, Weiss, Rifkind, Wharton & Garrison LLP operates a law firm. Its practices include mergers and acquisitions, securities, public and private financing, investment funds, private equity, real estate, intellectual property, communications and technology, new media and the Internet, entertainment, employee benefits and executive compensation, personal representation, antitrust, environmental regulation, tax and bankruptcy, and corporate reorganization law. The company was founded in April 1875 is headquartered in New York, NY.

Top Floor LLC (Top Floor Capital) is a venture capital firm founded in 2005. The firm is headquartered in New Haven, Connecticut.

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.

Taco Bell Corp. operates a chain of restaurants. Its products include texas-mexican cuisine foods such as tacos, burritos, gorditas, quesadillas, nachos, chalupas, salads and food items. The company was founded by Glen William Bell, Jr. in 1962 and is headquartered in Irvine, CA.

Von Braun & Schreiber Private Equity Partners GmbH (B&S) is an independent German private equity firm which was founded in 1999 by Emmeram von Braun and Gottfried Schreiber and specializes in the management of buyout, venture capital and distressed debt for control funds of funds. Headquartered in Munich, Germany with a US office in Palm Beach Gardens, Florida, the firm manages the B&S Select fund of funds series for insurance companies, pension funds, foundations, family offices and, through selected intermediaries, private clients. They also provide a range of administrative services.

China International Capital Corp. Ltd. (Broker) (CICC) is the brokerage division of China International Capital Corp. Ltd. which was established in 1995 as a strategic partnership between Chinese and international financial institutions and corporations. Headquartered in Beijing, CICC was the first joint venture investment bank in China. The firm's core business departments were investment banking, capital markets, sales & trading, research, fixed-income and asset management. CICC offers a range of brokerage services to international and domestic institutional and individual investors. In 2007 the firm set up a wholly-owned subsidiary specializing in private equity investments and focusing on buyout opportunities within China.

Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY.

Bridge Investment Group is an alternative investment manager with approximately $49.40 billion of assets under management as of September 30, 2023. The private company is based in Salt Lake City, UT, and has subsidiaries in the United States. The Australian company is diversified across specialized asset classes, including real estate, credit, renewable energy, and secondaries strategies. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on select verticals.

Primus is the largest independent financial services holding company in Asia focused on acquiring and building financial services companies with significant operations within the Asia-Pacific region. The firm is a company, not a private equity fund, and it is able to underscore its dedication to build a global financial institution encompassing insurance, banking, brokerage, advisory and wealth management services through the flexibility that its permanent capital structure affords it. Primus Financial is a strategic operator in financial services with significant permanent capital, deep operational experience, and long-term financial capabilities. It operates with unmatched flexibility and a long-term horizon to execute investment strategies crafted by a team of industry pioneers and experts-professionals who helped manage and operate several prominent financial institutions, including Citi's Asia Institutional business, HSBC's Asia investment bank, Fubon Financial, and Primus Pacific Partners, the first Asia-based financial services- focused private equity platform. Primus Financial will be able to leverage the experience, relationships and track-record built up by the team while leading these companies. Unlike many other institutions, it is unencumbered by legacy assets, so it can focus solely on the plentiful opportunities that exist today. It understands the regulatory and operating environment for financial institutions in all major countries around the world, and its partners have direct operational, management and deal experience in many of those countries. Primus Financial commands a worldwide presence through offices located in Hong Kong and New York. With its permanent capital in excess of US$1 billion, it is building a financial institution encompassing insurance, banking, brokerage, advisory and wealth management services. The opportunity to acquire and organically grow these operations, it believes, is unparalleled in the current market. Primus will also operate an Alternative Investments platform pursuing selected hedge fund and private equity strategies. Primus initial focus is on financial assets (including distressed fixed income and mezzanine opportunities) in the US, as well as minority and control private equity investments in Asia and the emerging markets. Primus Alternatives team have decades of experience as successful investors across the globe.