Michael S. Calkin

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

PNC Investments LLC is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides investment advisory services to individuals and high-net worth individuals.

Western Reserve Partners LLC provides investment banking services. It offers mergers and acquisitions, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. The firm’s services include sell-side advisory, buy-side advisory, capital raising, financial opinions and valuations and restructuring and bankruptcy. The company was founded in 2004 and is headquartered in Cleveland, OH.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

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).

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.

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.

Palo Santo Inc (Palo Santo) is a venture capital firm founded in 2005 by Timothy J Schlidt and Daniel L. Goldberg. The firm is headquartered in New York.

Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Council of the Americas, Inc. is a non-profit organization, which engages in the management of professional membership organization. It aims to promote economic and social development, open markets, rule of law, and democracy. The firm is composed of companies representing the sectors of banking and finance, consulting services, consumer products, energy and mining, manufacturing, media, technology, and transportation. The company was founded by David Rockefeller Sr. in 1965 and is headquartered in New York, NY.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

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

Advanced Web Technologies, Inc. specializes in label and packaging solutions. Its products include digital and flexo labels & packaging, onsert and shrink sleeves. The firm serves the food and beverage, medical, OEM/industrial, household, personal care and specialty markets. The company was founded in 1991 and is headquartered in Minneapolis, MN.

Buffalo Games LLC manufactures board games, jigsaw puzzles, and card games. It offers portfolio of board, table and party games including titles such as watch ya mouth, brain games, the voting game, skee-ball, silly street, and plingpong. The firm also offers party and educational games for children. The company was founded by Paul A. Dedrick and Eden Scott Dedrick in 1986 and is headquartered in Buffalo, NY.

Part of Industrial Labels Holdings Corp., IDENTCO International Corp. is a private company based in Ingleside, IL. IDENTCO International Corp. was founded in 1986 by Scott Lucas. Brad Zechman has been the CEO of the company since 2010.

Pacon Corp. engages in converting and printing of art and education papers. It offers construction paper, drawing and sketch paper, poster board, presentation board (corrugate/foam), ruled handwriting paper, dual surface and fade-resistant paper products. The firm’s brands include Array, Art Street, Bordette, Creative Cut-ups, Decorol, Ecology, GoWrite, Tru-Ray, Riverside, and Peacock. It offers goods in sheeted packages, wire bound books, tape bound pads, and rolls. The company was founded by Jerry Van Hoof in 1951 and is headquartered in Appleton, WI.

MTN Capital Partners LLC (MTN Capital) is a private equity firm founded in 2003 by Olivier Trouveroy. The firm is headquartered in New York.

Reliance Label Solutions, LLC is an industrial label provider that specializes in materials for GHS labels. Reliance Label Solutions is based in Paola, KS. The company offers label printing software, printers, and printer consumables to ensure customers have everything they need. Reliance Label Solutions is committed to providing quality products for GHS labels, DOT placards, label software, and everything in between. The company has been helping companies print GHS and IMDG compliant labels for over 30 years.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Mason Wells Inc (Private Equity)(Mason Wells) is a private equity subsidiary of Marshall & Ilsley Corporation founded in 1998 by John Thomas Byrnes. The firm is headquartered in the Milwaukee, Wisconsin.

Walker & Dunlop LLC provides real estate services. The company is headquartered in Wilmington, DE.

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.