Leonardo C.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Sterling Bank & Trust, FSB operates as a chartered savings bank. It offers personal banking, home loans, business banking, commercial loans, and wealth management services. The company was founded in 1984 and is headquartered in Southfield, MI.

The San Francisco Security Analysts Society operates as a professional association. The private company is based in San Francisco.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Harmony Capital Management LP provides investment advisory services. The company was founded by Peter A. Levy, Robert Daniel and Friedman Ronald S. Tauber in 2008 and is headquartered in New York, NY.

Meros Investment Management LP (Meros) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Timothy D. Chatard in 2019 and is owned by Ranger Capital Group LP. Meros provides direct investment advisory services to institutional investors such as, but not limited to, mutual funds, public and private pension plans, insurance companies, foundations, and endowments.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Delta Investment Management LLC (Delta) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Francisco, California. The firm was founded by Nicholas Atkeson and Andrew Houghton in 2009. Delta provides advisory services to individuals, institutions, trusts and pension plans.

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.