Joel Keels

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.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

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.

Formic Ventures LLC (Formic Ventures) is a venture capital firm founded by Michael Antonov. The firm is headquartered in San Francisco, California.

Silq Finance, Inc. develops a software as a service platform to automate alternative investments. The company is based in Woodbury, NY. The company was founded by Matt Shlosberg, Niels Linders, Michael Antonov, Rachel Lyubovitzky. Rachel Lyubovitzky has been the CEO since incorporation.

Constellation Technology Ventures (Constellation Technology) is the venture investing organization within Exelon Corporation founded in 2010. The firm headquartered in Baltimore, Maryland.

ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.

First Annapolis Consulting LLC provides management consulting, mergers and acquisitions advisory services. It services include partnership finance, M&A advisory, strategic sourcing and portfolio management. The company was founded by William Westerwelt, Jr. and Frederick White in 1991 and is headquartered in Annapolis, MD.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

ProShare Advisors LLC (PSA) is an independent, SEC-registered investment advisor and ETF fund manager headquartered in Bethesda, Maryland. The firm was founded in 2006 by Michael Sapir and Louis Mayberg. PSA provides investment advisory and management services to the ProShares Trust, an open-end series management investment company. The firm also regularly develops customized solutions such as portfolio diversification strategies, risk management solutions, tactical portfolio alignment, exposure adjustments and liquidity management. Their clients include hedge funds, asset managers, consultants, pensions, foundations and endowments and insurance companies.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

The CNA Corp. operates as a nonprofit research and analysis organization. It provides solutions to complex problems of national importance. The firm’s research portfolio includes criminal justice, homeland security, energy security, water resources, education, enterprise systems and data analysis. . The company was founded in 1942 and is headquartered in Arlington, VA.

Henry L. Stimson Center operates as a nonpartisan policy research center. The firm works to solve refugee flows, arms trafficking, and terrorism. Its program include conventional defense, global political demography, space security, food security, and environmental security. The company was founded by Barry Blechman and Michael Krepon in 1989 and is headquartered in Washington, DC.

Franklin Park Associates LLC (Franklin Park) is a venture capital and private equity firm founded in 2003 by Bradley T Atkins, Michael D Bacine, Narayan R Chowdhury, Karl J. Hartmann & James B. McGovern. The firm is headquartered in Philadelphia with an additional office in Dublin, Ireland.

Lombard International Agency, Inc. provides life insurance products through private placement. Its services include wealth planning, portability, non-traditional assets and institutional solutions. The company is headquartered in Philadelphia, PA.

Mersive Technologies, Inc. provides visual computing software solutions. Its Solstice Software allows any number of users to simultaneously stream content from computers, tablets, and phones to any display – wirelessly and improves meeting productivity and transforms traditional conference rooms and classrooms into collaborative, multi-user environments. The company was founded by Christopher Jaynes, Randall Stevens, and Stephen Webb in 2006 and is headquartered in Denver, CO.

Kaiser & Co. provides investment advice. The private company is based in Cheyenne, WY.

OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France.

Part of Marsh & McLennan Cos., Inc., Oliver Wyman, Inc. is a leading international management consulting firm. The company is based in New York, NY. The company combines deep industry knowledge and expertise to create breakthroughs for clients on their toughest issues. Nick Studer has been the CEO of the company since 2021.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

The World Bank (Research) (World Bank-Research) is the investment research division of The World Bank, an international financial institution headquartered in Washington, DC. It provides loans and grants to the governments of low- and middle-income countries for the purpose of pursuing capital projects. World Bank-Research provides research to developing nations to aid economic advancement.