Phillip M. Lodato

Wexford Capital LP (Wexford) is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida with additional office in Stamford, Connecticut. The firm was founded by Charles Davidson, Joseph Jacobs and Robert Holtz in 1994. Wexford provides investment advice to a variety of private pooled investment vehicles over which the firm has discretionary trading authority.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

SmarterHQ, Inc. operates a customer intelligence driven cross-channel marketing platform. It enables retailers to leverage customer insights and experiences to create and execute the industries profitable cross channel marketing programs. The company was founded by Angel Morales and Dean W. Abbott in 2010 and is headquartered in Indianapolis, IN.

Cytrellis Biosystems, Inc. designs and develops aesthetic devices. The company was founded by William Gerald Austen and Doug A. Levinson and is headquartered in Boston, MA.

Sharpen Technologies, Inc. develops and sells multifaceted contact-center-management software. It offers sales acceleration, contact center, unified communications, integration services, reporting and analytics, and collaborative coaching. The company was founded by Cameron Weeks and Bracken Fields in 2007 and is headquartered in Indianapolis, IN.

Wunderkind Corp develops people based marketing cloud. It offers consumerID graph, behavioural email, content management system, and web push. The company was founded by Ryan Urban, Namik Abdulzade, Brooke Partelow, Cole Sharp and Andreas Spartalis in 2012 and is headquartered in New York, NY.

Suralink, Inc. operates as a venture backed SaaS company. It serves the accountants, lenders, investors, and other professionals. The company was founded in 2014 and is headquartered in Salt Lake City, UT.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Upper Hand, Inc. engages in the provision of business management solutions for sports and fitness businesses. It offers fitness clubs and studios, sports facilities, sports instruction, software features, and video analysis. The company was founded by Kevin MacCauley, Myles Grote and Marcus Gross in September 2011 and is headquartered in Indianapolis, IN.

Westech Investment Advisors LLC (Westech Investment Advisr) is a True Venture Debt Capital firm founded in 1980 by Ron Wayne Swenson. The firm is headquartered in Portola Valley.

Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and asset management services.

Cyberonics Europe SA provides treatments for epilepsy. It develops and markets the Vagus Nerve Stimulation (VNS) Therapy system, which is FDA-approved for the treatment of refractory epilepsy and treatment-resistant depression. The firm markets products throughout the world. The company is headquartered in Diegem, Belgium.

BDT Capital Partners LLC (BDT Capital Partners) is a private equity subsidiary of BDT & MSD Partners LLC founded in 2009 by Bryan Trott. The firm is headquartered in Chicago, Illinois.

Intergas Central Asia JSC engages in operation and maintenance of the gas transportation networks. The company was founded in 1997 and is headquartered in Astana, Kazakhstan.

QazaqGaz National Co. JSC distributes and transports natural gas. It engages in the external and internal gas transportation, international transit, and purchase and sale of natural gas to consumers. The company was founded in 2000 and is headquartered in Astana, Kazakhstan.

Indiana Chamber of Commerce operates as business advocacy organization. The firm provides economic opportunity and prosperity for the people of Indiana and their enterprises. It offers health care savings, employment posters and office solutions. The company was founded in 1922 and is headquartered in Indianapolis, IN.

Demandjump, Inc. provides an actionable intelligence marketing platform. It offers Traffic Cloud is a customer acquisition platform that unifies cross-channel digital marketing data to show the entire customer journey. The firms web application used to help companies achieve digital dominance. The company was founded by Christopher Day and Shawn Schwegman in 2015 and is headquartered in Indianapolis, IN.

Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

The Capital Group, Inc. is a private company based in Troy, VA. The company provides investment advice.

The Culver Educational Foundation provides educational services. It is an independent college preparatory boarding schools comprised of Culver Military Academy and Culver Girls Academy. The firm prepares individuals for college and the world beyond by encouraging them to develop interests and talents, while helping them to move beyond self-imposed limitations. The company was founded in 1894 and is headquartered in Culver, IN.

MSI Data LLC develops enterprise, scheduling and mobile software that helps companies improve the productivity of their field workforce. The firm?s solutions include mobile field service, IoT-connected service, mobile inspection, field service scheduling, asset management, service management, preventative maintenance and field service management software. The company was founded by Harvey Shovers in 2010 and is headquartered in Bayside, WI.

Conexiom, Inc. provides software solutions. Its services include implementation, onboarding process, planning and activation, configuration and data mapping, portal access, user and administrator training, support, account reviews and marketing support. The company was founded in 1995 and is headquartered in Vancouver, Canada.