Randall S. Burkert

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.

Knowledge Mechanics Group, Inc. operates as a technology holding company, which provides Learning Content Management Space (LCMS) software through its subsidiary Knowledge Mechanics, Inc. The Knowledge Mechanics LCMS enables clients to create, store, assemble, manage, and deliver personalized e-Learning content. The company was founded on February 22, 1985 and is headquartered in Boca Raton, FL.

LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY.

Wellspring Capital Management LLC (Wellspring Capital Management) is a private equity firm founded in 1995 by Greg Feldman and Martin Davis. The firm is headquartered in New York.

Part of GBO, Inc. (Arizona), Listo, Inc. is a development stage company. The company is based in Phoenix, AZ. Listo was acquired by GBO, Inc. (Arizona) on June 01, 2003.

Invite Media, Inc. operates as an advertising technology company. It is a demand-side platform that enables advertisers, agencies and agency trading desks to use real-time bidding to buy and optimize online media. The company was founded in April 2007 by Zachary W. Weinberg, Michael Provenzano, Scott Becker and Nathaniel S. Turner and is headquartered in New York, NY.

Aura Financial Corp. engages in development of loan and lending platform. It offers Lendify, a cloud-based platform available to organizations that helps brands offers their customers loan products. The company was founded by James Gutierrez, Randy Wong, and Kevin Kang in 2012 and is headquartered in San Francisco, CA.

Listo Unlimited, Inc. provides consumer financial services that offers insurance products and loan. The company was founded by Ulloa Samuel and Gustavo F. Lasala and is headquartered in San Jose, CA.

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.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

Part of NBSH Acquisition LLC, Oscar Capital Management LLC is a company that provides investment advisory services. The company is based in New York, NY. Oscar Capital Management was acquired by LB Hercules Holdings LLC, part of NBSH Acquisition LLC from May 04, 2009 on November 30, 2001.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

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

TPG Growth LLC is a Venture Capital firm, a subsidiary of TPG Capital Advisors LLC founded in 2000 by William E. McGlashan and Michael Guthrie. The firm is headquartered in San Francisco, United States with additional office in London, United Kingdom.

Silicon Valley Leadership Group operates as an advocacy organization to influence public policy relating to the valley. The non-profit company is based in San Jose, CA.

Operator Partners LLC (Operator Partners) is an Independent Private Equity/Venture Capital firm founded in 2020. The firm is headquartered in the US.

Flatiron Health, Inc. develops health care technology. Its OncologyCloud platform allows cancer centers, physicians and life science companies to gain actionable insights from clinical, practice management and billing data. The firm's software platform accelerates personalized medicine and research by applying advanced analytics to electronic patient care data documented by physicians. The company was founded by Nathaniel S. Turner and Zachary W. Weinberg in 2012 and is headquartered in New York, NY.

Insikt Ventures provides growth capital investment. The company was founded by James Gutierrez and is headquartered in San Francisco, CA.

Tricolor Auto Group LLC provides car dealer ship and finance services. The firm specializes in auto financing, job opportunity, marketing, auto financing, hispanic market, sales, branding and auto industry. The company was founded by Daniel Chu in 2007 and is headquartered in Dallas, TX.

Core Innovation Capital (Core Innovation) is a venture capital firm founded in 2009 by Arjan Schutte. The firm is headquartered in Los Angeles, California.

Oportun, Inc. provides consumer financial services. The firm focuses on offering unsecured credit to under-banked Hispanic families that lack FICO scores, credit histories, and traditional banking relationships. It provides loans without collateral to clients who lack credit history by using its sophisticated risk-scoring system that emphasizes a client's true capacity to afford a loan and engages with customers in their neighborhoods, in their language and with familiar faces from the community to build relationships of trust that lead to a lifetime of growth and prosperity. The company was founded by James Gutierrez and Gabriel Manjarrez in 2005 and is headquartered in San Carlos, CA.

OneOncology LLC provides oncology drug procurement solutions. The company was founded by Uncas Benjamin Favret and M. Steven Kirchof in 2005 and is headquartered in Metairie, LA.

Adentro, Inc. provides offline businesses discover solutions. The firm offer solutions to automate email collection, run segmented and timely marketing campaigns, and provide insight into whether customers return after receiving a message. The company was founded by Josh Miller, Tom O'Brien, Ron O'Brien, Jack Abraham and Kai Umezawa in 2012 and is headquartered in San Francisco, CA.

Cards Parent LP provides business services. The company is based in New York, NY.

Part of The Estée Lauder Companies, Inc., Bobbi Brown Professional Cosmetics, Inc. is a prestige beauty brand that empowers women to embrace and enhance their individual beauty. The private company is based in New York, NY. Bobbi Brown Cosmetics offers universally flattering products created with uncompromising quality and an intuitive sense of what every person wants: to look and feel like themselves, only better. The brand is available in over 85 countries and territories. The company was founded by Bobbi Brown, Kenneth H. Landis.

DTI Capital LLC (DTI Capital) is a private equity firm founded in 2010 by John S. Wehrle and Matthew Joel Penneycard. The firm is headquartered in New York.

Neuberger Berman AIFM Ltd. (Neuberger Berman) is a private equity firm, a subsidiary of NB Alternatives Advisers LLC founded in 2015. The firm is headquartered in London, United Kingdom.