Edward Lee

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

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.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Boston Millennia Partners (BMP) is a private equity and venture capital subsidiary of Glen Ventures Management, Inc founded in 1997 by Dana Callow. The firm headquartered in Boston, Massachusetts.

Watermill Ventures is a private equity firm founded by Steven E. Karol in 2004,headquarters in US.

Arcano Asesores Financieros SL provides financial advisory services. It operates through its business division including; investment banking, asset management, and wealth management. The company was founded by Alvaro de Remedios in 2003 and is headquartered in Madrid, Spain.

Navigant Cymetrix Corp. provides revenue cycle management solutions, consulting services and proprietary business intelligence to healthcare organizations. It provides comprehensive revenue cycle management solutions, consulting services and proprietary business intelligence, eligibility and financial counseling, comprehensive self-pay, clinical documentation integrity, coding, payment variance review, accounts receivable management and physician solutions to healthcare organizations and hospital-affiliated physician practices. The company was founded in 2001 by Michael Halberda and Jeffrey MacDonald and is headquartered in Irvine, CA.

Endeavor Global, Inc. is an Venture Capital firm founded in 1997 by Linda Rottenberg, Casares wenceslao and Peter B.Kellner. The firm is headquartered in New York.

Axiom Asia Private Capital Pte. Ltd. (Axiom Asia) is a private equity firm founded in April 2006 by Yewhong Goh and Chihtsung Lam. The firm is headquartered in Singapore.

Sun Hung Kai Real Estate Agency Ltd. provides real estate development services. The company is located in Hong Kong

The Watermill Group (The Watermill Group) is a private equity firm founded in 1978 by Steven E. Karol. The firm is headquartered in Boston, Massachusetts.

Part of Low Chuan Holdings Sdn. The private company is based in Hong Kong, Hong Kong. Bhd., Asia Pacific Land Ltd. engages in the investment and development of real estates.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Part of Intercorp Peru Ltd., Inteligo USA, Inc. is a private company that provides investment advice. The company is based in New York, NY and was founded in 2019.

AsiaInfo Technologies (HK) Ltd. engages in provision of software products and related services. It operates through Software Business and Network security Business segments. The Software Business segment provides software products and realted services. The Network security Business segment engages in the provision of network security related software products and services. The company was founded on January 20, 1997 and is headquartered in Hong Kong.

Kawa Capital Management, Inc. (Kawa) is a SEC-registered alternative asset manager headquartered in Hallandale Beach, Florida. The firm was founded by Daniel Ades and Alexandre Saverin in 2007. They are a wholly-owned subsidiary of Kawa Holdco, Inc., which is owned by Kawa Capital Partners LLC. Kawa provides investment advisory and asset management services as an investment adviser to private investment funds as well as individual, entity, and institutional clients, through separately managed accounts.

Automotive Ventures LLC (Automotive Ventures) is a venture capital firm founded in 2014 by Steve Greenfield. The firm is headquartered in Atlanta, Georgia.