David White

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.

Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

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.

Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Ironwood Capital (Ironwood) is a private equity firm is founded in 1986. The firm has headquartered in Avon, Connecticut.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Ladders, Inc. provides online and mobile job-matching services. It helps professionals find the jobs and meet the employers that are right for their career goals. The firm serves professionals in marketing and media, healthcare, technology, consumer goods, industrial, and service sector in the United States. The company was founded by Marc Cenedella, Andrew Koch and Alexandre Douzet in July 2003 and is headquartered in New York, NY.

adeze, Inc. provides media and video advertising services. The company was founded by Julia Miller and Rolf Kaiser in 2005 and is headquartered in San Francisco, CA.

Upfront Digital Media provides audience marketplace solutions. The company was founded by Ran Cohen, Yiftah Frechter and Yoav Arnstein in 2009 and is headquartered in New York, NY.

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.

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.

Maveron LLC (Maveron ) is a venture capital firm founded in 1998 by Howard Schultz and Dan Levitan. The firm is headquartered in Seattle, Washington.

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.

Part of Interpublic Group of Cos., Inc., Spectrem Group, Inc. is a company that provides niche consulting and acquisition and divestiture advisory services. The company is based in Lake Forest, IL. The company was founded by Amy J. Errett. Spectrem Group was acquired by Payment Systems, Inc. on August 16, 1996 for $3.70 million.

Epic Ventures (Epic Ventures) is a venture capital subsidiary of Threshold Ventures Inc founded in 1994 by E. Nicholaus Efstratis and Kent Madsen. The firm is headquartered in Salt Lake City, Utah.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

Palladin Consumer Retail Partners LLC (PCRP or Palladin) is a private equity firm founded in 1998 by Mark J Schwartz. The firm is headquartered in Boston, Massachusetts.

PWC Corp. is a private company that wholesales steel water pipes and plumbing and heating equipment. The company is based in Santa Ana, CA.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

Sorenson Impact Foundation funds a variety of endeavors including charitable, educational, scientific, environmental, health care and religious purposes. Of primary interest are those grants and program related investments that have the potential to become sustainable, scalable projects that maximize positive impact on the lives and societies they touch. The foundation was founded by James Lee Sorenson, Krista Sorenson, and Luke Sorenson and is headquartered in Salt Lake City, UT.

University Federal Credit Union (Texas) is a locally-owned financial institution based in Austin, TX. University Federal Credit Union provides a broad range of financial services to the community, including a full-service branch in Austin. The private company was founded in 1936 and is currently led by CEOs Tony C. Budet and Michael E. Crowl.

Sorenson Impact Center provides educational advisory and support services. The private company is based in Salt Lake City, UT and has subsidiaries in United States. The company was founded by Patrick Mullen.

Deloitte Touche Tohmatsu India Pvt Ltd. (Research Firm) (DTTI Research) is the research firm division of Deloitte Touche Tohmatsu India Pvt Ltd., which is ultimately held by Deloitte LLP. The firm is headquartered in Mumbai and was founded in 1995. DTTI Research provides investment research to their clients.

Alpaca VC Investment Management LLC (Alpaca VC ) is a venture capital arm of Corigin Holdings LLC founded in 2010 by Ryan Freedman. The firm is headquartered in New York.

Tortoise Investment Management LLC (Tortoise) is an independent, wealth management firm and registered investment advisor headquartered in White Plains, New York. The firm was founded by Ian Yankwitt in 2004. Tortoise provides discretionary investment management primarily to high net-worth families and individuals, and trusts.

Hippo Analytics, Inc. provides home insurance services. The company was founded by Eyal Navon and Assaf Wand in 2015 and is headquartered in Palo Alto, CA.

Voxtra AS is a private equity firm founded in 2011 headquartered Oslo, Norway.

Eneza Education Ltd. provides mobile educational platform services. It offers a virtual tutor and teacher’s assistant for students and teachers to access courses and assessments. The firm allows students to access locally-aligned tutorials, tips and assessments, as well as a leaderboard, Wikipedia text and live teacher chat through USSD/SMS. The company was founded in 2011 by Toni Maraviglia and Kago Kagichiri and is headquartered in Nairobi, Kenya.

Parade Ventures Management LLC (Parade Ventures) is a venture capital firm founded in 2018 by Shawn Merani. The firm is headquartered in Menlo Park, California.

Hippo Enterprises, Inc. operates as a freight shipping and trucking company. The company was founded by Asaf Wand and Eyal Navon in 2015 and is headquartered in Palo Alto, CA.