Katherine Carlton

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.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Golden Corral Corp. operates franchise restaurants. It runs family dining restaurants throughout the U.S. and serves grilled chicken, pork, salmon steaks, burgers, sausage, and other food stuff for breakfast, lunch, and dinner. The company was founded by James H. Maynard and William Carl in 1973 and is headquartered in Raleigh, NC.

Morehead Capital Management LLC (Morehead Capital) is a private equity subsidiary of Investors Management Corp founded in 2008. The firm is headquartered in Raleigh, North Carolina.

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.

Camp Corral is a national nonprofit organization that aims to transform the lives of children of wounded, ill, and fallen military heroes. The organization has served over 30,000 children from every state in the US through resilience-based programs that focus on the unique attributes and challenges shared by military-connected children. Camp Corral is based in Raleigh, NC. Camp Corral has grown to 22 camp sessions in 19 states and has served more than 24,000 children. The organization prioritizes registration for children of wounded, disabled, or fallen military service members. The CEO of the non-profit company is Leigh Longino.

MDO Holdings LLC (MDO Holdings) is a venture capital firm founded in 2005 by Michael D. Olander Jr. The firm is headquartered in Raleigh, North Carolina.

Chop't Creative Salad Co. LLC engages in the management and owning of restaurants, which specializes in gourmet chopped salads. It offers rolled out seasonal salads featuring ingredients, including the Hong Kong Cobb, Madrid Caesar, and spicy souvlaki Cobb. The firm also provides wheat pasta and soups. The company was founded by Colin McCabe and Tony Shure in 2001 and is headquartered in New York, NY.

O2 Fitness LLC operates a network of fitness centers and health clubs. It offers personal training, nutrition solutions, and corporate wellness programs. The company has offices in Cary, Chapel Hill, Fuquay Varina, Raleigh, Wake Forest and Wilmington. O2 Fitness was founded by Michael D. Olander Jr., and Kevin Hedley in 2002 and is headquartered in Raleigh, NC.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

Evalueserve, Inc. is a global provider of AI-enhanced managed services. Its solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights & advisory, intellectual property & R&D, investment banking services, lending services, private equity services, and risk & compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrated new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The company supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate & Commercial Banks, Asset & Wealth Management Firms, Private Equity & Venture Capital Firms, Index Providers, Technology & Telecom, Life Sciences & Healthcare, Manufacturing & Industrial Goods, Energy, Chemicals, CPG & Retail, Logistics & Transportation, Professional Service Firms, Consultancy & Advisory Firms, Legal Firms, Real Estate Firms, Education & EdTech Firms. The company was founded by Alok Aggarwal & Marc Vollenweider in 2000 and is headquartered in Raleigh, NC.

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 financial services.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Saudi Technology Ventures (Saudi Technology Ventures) is a venture capital firm founded in 2017 by Abdulrahman Tarabzouni. The firm is headquartered in Riyadh, Saudi Arabia.

Saudi Arabian Investment Co. /Private Equity/ (Sanabil Investments) is a private equity firm, a subsidiary of Saudi Arabian Investment Co. founded in 2008. The firm is headquartered in Riyadh, Saudi Arabia.

Saudi Venture Capital Co. (SVC) is a venture capital subsidiary of the Government of Saudi Arabia, headquartered in Riyadh, Saudi Arabia. The firm is founded in 2018.

Alwans For Information Technology LLC invests in e-commerce, mobile and game development. The company was founded by Mosab Al-Othmani and Ahmad Al Zaini in 2010 and is headquartered in AlKhobar, Saudi Arabia.

Optimal Technology Solutions LLC provides cloud-based communication tools. It offers SMS, virtual number and number masking, and verification solutions. The company was founded by Hassan Hamdan and Ahmed Hamdan in 2006 and is headquartered in Riyadh, Saudi Arabia.

Telfaz11 operates as an entertainment production and distribution network. It offers online video content and production services. The company was founded Ali Yousef Faden, Ali Kaithamiby, and Ibrahim Al Khairallah in November 2011 and is headquartered in Riyadh, Saudi Arabia.

Taqnia Investments (Taqnia) is a venture capital subsidiary of The Saudi Technology Development & Investment Co. founded in 2011. The firm is headquartered in Riyadh, Saudi Arabia.

Docker, Inc. engages in the operation and development of a container management platform. It provides developers, architects, development operations, and information technology clients solutions for building, sharing and running modern applications. It offers Docker Enterprise and Docker Hub. The firm serves the government, higher education, financial services, insurance, and healthcare and pharmaceutical industry. The company was founded by Solomon Hykes, Benjamin Golub, and Pahl Sebastien in 2008 and is headquartered in San Francisco, CA.

Truist, Inc. provides technology solutions. It offers campaign management solution for companies and organizations and funds distribution system for delivering funds. The company is headquartered in Washington, DC.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.