Eileen L. Liu

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Canopy Tax, Inc. provides practice management software for accountants and tax professionals. Its client management platform enables practitioners to communicate and collaborate with team members and clients. The firm?s software helps to store files, discussions, dates, notes, and organizers in one place to keep everybody on task. The company was founded by Kurt Avarell in 2014 and is headquartered in Lehi, UT.

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.

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

Paradigm Management Services LLC provides catastrophic and complex case management services. It operates through the following business divisions: Catastrophic Care Management, Complex Care Solutions, and Specialty Networks. The company was founded by D. Nathan Cope on May 29, 1991 and is headquartered in Walnut Creek, CA.

Narragansett Bay Insurance Co. provides consultancy services for property and casualty insurance industry. It offers specialty underwriter of homeowner’s insurance products and services. The firm also offers insurance products in homeowners, renters and dwelling fire in these states: Massachusetts, New Jersey, New York and Rhode Island. The company was founded by Stewart H. Steffey, Jr. in 1848 and is headquartered in Pawtucket, RI.

Pawtucket Insurance Co. property and Casualty Insurance. The company was founded in 1848 by Stewart Horner Steffey Jr. and is headquartered in Pawtucket, RI.

Pine Brook Road Partners LLC (Pine Brook Partners) is a Private Equity firm founded in 2006. The firm is headquartered in New York.

Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services.

First Florida Integrity Bank provides retail banking and personal and commercial banking services to individuals, families and businesses in Collier County, Florida. Its offerings include checking, savings, money market, certificate of deposit, IRA's, consumer loans, mortgage loans, investments and credit cards and services such as electronic banking, online bill payment, mobile banking, e-statements, coin counter and check ordering. The company was founded in 2007 and is headquartered in Naples, FL.

Southern Bank engages in the provision of banking services. It offers personal and business loans, cash management, credit card, advice and planning, and e banking services. The company was founded in 1887 and is headquartered in Poplar Bluff, MO.

Quovo, Inc. develops and markets a platform that provides financial analytics, data management, and insights to small- and mid-sized investors. It offers Quovo that automatically fetches, normalizes, and reconciles portfolio data from across financial institutions from retail brokerages to prime brokerages, custodians, and mutual fund families. The company was founded by Lowell Putnam, Michael DelMonte and Niko Karvounis in 2010 and is headquartered in New York, NY.

Napier Park Global Capital (US) LP (Napier Park) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2013 when Citi completed its spin-out of Napier Park into an independent operating entity. They are now wholly-owned by Napier Park Global Capital LP. Napier Park offers a broad range of investment products and provides advisory services to private investment companies such as funds of hedge funds, private equity funds, securitized asset vehicles and infrastructure funds, and institutional investors, pension plans, state and municipal government entities, sovereign wealth entities and high net worth individuals.

Ten Coves Capital LP (Ten Coves Capital) is a private equity firm founded in 2009 by Dan Kittredge, Ned May, and Steve Piaker. The firm is headquartered in Darien, Connecticut.

eCommission Financial Services, Inc. provides real estate commission advance services. Its services include pending sale, short sale, lease, and bridge listing advance. The company was founded by Sean M. Whaling and Mark Whaling in 1999 and is headquartered in Austin, TX.

Tunbridge Partners LLC operates as an asset management company. It focuses on making investments, generally structured as minority equity interests, in real estate, investment managers across an array of property sectors, strategies and geographies. It provides strategic guidance and operational support to partner firms, including access to global institutional coverage and distribution services. The company was founded in 2015 and is headquartered in New York, NY.

7shifts Employee Scheduling Software, Inc. develops scheduling software for restaurants. Its products include mobile scheduling application, restaurant scheduling, and manager log book. The company was founded by Andrée Carpentier and Jordan Boesch in 2014 and is headquartered in Saskatoon, Canada.

Sentieo, Inc. engages in the development of financial data platform. It offers financial document search, research management, financial data terminal, mosaic alternative datasets, and mobile apps. The company was founded by Alap Shah and Naman Shah in 2012 and is headquartered in San Francisco, CA.

Engage PEO LLC engages in the provision of human resources solutions. The firm offers payroll, benefits, worker's compliance & risk management, compliance and human resource services. The company was founded by Jay Starkman and Midge Seltzer in December 2011 and is headquartered in Hollywood, FL.

DadeSystems, Inc. develops virtual payment automation software. Its products include AR automation, mobile, epayments, mailroom, remote deposit capture and virtual lockbox under DadePay brand. The company was founded by David Wilson in 2011 and is headquartered in Miami, FL.

Tealbook, Inc. engages in knowledge management platform. It contains up-to-date, credible supplier information so teams can instantly identify the suppliers for each specific need and collaborate with stakeholders on supplier information and searches. The company was founded by Stephany Lapierre in 2014 and is headquartered in Toronto, Canada.

Marginedge Co. develops software which enables in processing invoices and monitor critical costs. The company was founded by Bo Davis, Mike Spitalney, Sam Leiber and Roy Phillips in 2015 and is headquartered in Fairfax, VA.

ampliFI Loyalty Solutions engages in the provision of loyalty program solutions for middle-market banks and credit unions. Its services include card-linked marketing and loyalty and reward cards. The company was founded in 2008 and is headquartered in Naperville, IL.

Schellman & Co. LLC is a professional services provider that offers attestation, compliance, and certification services. The company is based in Tampa, FL, and has subsidiaries in the United States. The company operates under two distinct entities, Schellman & Company, LLC and Schellman Compliance, LLC. Schellman & Company, LLC is a top 50 CPA firm that provides SOC reports, ISO certification, PCI qualified security assessment, HITRUST assessment, FedRAMP 3PAO, and CMMC authorized C3PAO services. Schellman Compliance, LLC is a licensed compliance assessment firm that provides cybersecurity assessments. The company was founded in 2002 by Avani Desai, who has been the CEO since 2002.

Ygrene Energy Fund, Inc. provides financial services to commercial and residential properties. It serves homeowners and contractors. The company was founded by Dennis R. Hunter in 2010 and is headquartered in Petaluma, CA.