David McKay

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

WisdomTree Asset Management, Inc. (WisdomTree) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Jonathan Steinberg in 2005 and is a subsidiary of WisdomTree, Inc. (NYSE: WT). WisdomTree acts as an investment adviser to the separate series of the WisdomTree Trust (WisdomTree ETFs or the Funds), an open-end management investment company registered as an investment company under the 1940 Act.

VII Peaks-KBR Co-Optivist Income BDC II, Inc. is a non-diversified closed-end management investment company, which engages in the investment on discounted corporate debt; senior secured term loan and equity-linked debt securities of public and private companies that trade on the secondary loan market for institutional investors; and provide distributions to investors. The company was founded in August 3, 2011 and is headquartered in Walnut Creek, CA.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation.

Key Investment Partners LLC (Key Investment Partners) is a venture capital firm founded in 2018 by Pete Karabas, Jordan Youkilis and Tiby Erdely. The firm is headquartered in Denver, Colorado.

Alphatrai, Inc. operates as an AI-based equity trading platform. The firm trades stocks and commodities using algorithms. The company is headquartered in San Diego, CA.

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

Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

Circle Peak Capital LLC (Circle Peak Capital) is a private equity subsidiary of Ras Capital Partners LLC founded in 2002 by R.Adam Smith and David Louis Fogel. The firm is headquartered in New York.

Monument Capital Group LLC (Monument Capital Group) is a private equity firm founded in 2007 by Douglas Baker and Robert Dunn. The firm is headquartered in Washington, District of Columbia.