James H. Norman

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.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH.

WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm provides portfolio management services to institutional investors as well as high net-worth individuals. WEDGE also provides non-discretionary advisory services to a Unified Managed Accounts (UMA) Program sponsored by a brokerage firm.

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.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

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.

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.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.

Michigan Venture Capital Association operates as a non-profit trade organization designed to bring together venture capital industry participants in the state of Michigan. The company was founded by 2002 by Terry Cross and David P. Weaver in 2002 and is headquartered in Ann Arbor, MI.

Huron Capital Partners LLC (Huron Capital) is a private equity firm founded in 1999. The firm is headquartered in Detroit, Michigan.

Strength Capital Partners LLC (Strength Capital Partners) is a private equity firm founded in 2000 by Mark McCammon and Mike Bergeron. The firm is headquartered in Birmingham, Michigan.

Visiox Pharma LLC develops and distributes ophthalmic therapeutic services. The company is based in Tarrytown, NY. The company was founded by Zachary Rome. The CEO is Ryan S. Bleeks.

Visionary Ventures Management LLC (Visionary Ventures) is a venture capital firm founded in 2016 by Ehsan Sadri. The firm is headquartered in Aliso Viejo, California.

OCTANe connects people and ideas with capital and resources for technology growth in Orange County. It stimulates technology job growth and wealth creation; helps entrepreneurs turn ideas into successful businesses; helps companies connect with funding and growth resources; helps senior executives access intelligence, new technologies, and talent; helps develop technology business leaders; and creates a forum for technology company leaders to have an impact on the future. The company offers LaunchPad, a pro-bono accelerator for startup companies in the technology, life science, and clean tech industries. The company was founded in 2002 and is headquartered in Aliso Viejo, CA.

Hudson Bankers is a Chilean company that provides expertise to its clients in various transactions. The private company is based in Santiago, Chile, and has subsidiaries in Chile. The firm's partners are involved in each transaction, contributing a diverse and extensive pool of expertise to their clients.

The Ohio State Bar Association is a professional association for those who have been admitted to the practice of law. The non-profit company is based in Columbus, OH and has subsidiaries in the United States. The association represents nearly 65 percent of law practitioners, including paralegals and student associate members.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

American Immigration Lawyers Association (AILA) is a national bar association of over 16,000 attorneys who practice and teach immigration law. The non-profit company is based in Washington. AILA's CLE Center is a resource for identifying jurisdiction requirements, learning about approved formats, including new on-demand options, and finding related resources for programs.

RCF Management LLC (RCF Management) is a private equity firm founded in 1998 by Henderson Gilbert Tuten and James and James Timothy McClements. The firm is headquartered in Denver, Colorado.

Fragomen, Del Rey, Bernsen & Loewy LLP provides immigration law services. It offers work permit and work authorization services, value-added services, private client service, immigration program structure and support, immigration knowledge services and technology, government strategy, employment verification services and technologies, document services, consular services, business visa services and technology, and advisory, audit and compliance services. The company was founded in 1951 and is headquartered in Washington, DC.

The Orange County Museum of Art operates museums. The private company is based in Newport Beach, CA. Todd DeShields Smith has been the CEO of the company since 2014.

Inforum is a non-profit company that was created in 1962 as the women's economic club. The company is based in Detroit, MI and has subsidiaries in the United States. The company offers strategic networking, leadership and training opportunities, and educational research and advocacy to accelerate careers, boost talent initiatives for companies, and boost women's leadership contribution in the economy. The CEO of the company is Terry A. Barclay.

Xi’an Kingfar Property Services Co. Ltd. engages in the provision of city, residential property management, and commercial property management services. It serves the government agencies and public authorities. The company was founded in 2000 and is headquartered in Xi’an, China.

Cranbrook Institute of Science engages in the operation of a science museum. It offers interactive exhibits, collections of objects and artifacts, special events, a planetarium and observatory, lecture and educational programs, and changing exhibitions. The company was founded in 1930 and is headquartered in Bloomfield Hills, MI.