Kevin Brady

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.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

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.

Part of John Wiley & Sons, Inc., IDG Books Worldwide, Inc. provides technology, business, and how-to books as well as computer-based learning tools. The company is based in Foster City, CA. IDG Books Worldwide was acquired by John Wiley & Sons, Inc. on September 21, 2001 for $90.01 million.

Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans.

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.

Part of British American Tobacco plc, B.A.T. Industries Plc is a company that manufactures tobacco products and provides financial and insurance services. The company is based in London, UK.

Cengage Learning, Inc. provides educational technology solutions. It offers personalized services and course driven digital solutions for the higher education and K-12, professional, and library markets. The firm's brands include Brooks, Cole, Course Technology, Delmar, Gale, Heinle, South Western, and Wadsworth. The company is headquartered in Boston, MA.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY.

Cushman & Wakefield, Inc. provides commercial real estate services. Its services include agency leasing, asset services, capital markets, facility services, global occupier services, investment and asset management, project and development, tenant representation, and valuation and advisory. The company was founded by J. Clydesdale Cushman and Bernard Wakefield on October 31, 1917 and is headquartered in New York, NY.

Part of Power Financial Corp., First Variable Life Insurance Co. is a company that offers life insurance products. The company is based in Oakbrook, IL. First Variable Life Insurance was acquired by Irish Life Assurance Plc on May 01, 1994 for $51.15 million.

PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients.

3Pillar Global, Inc. provides product strategy and software development services. The firm specializes in the development of software solutions with focus on business development advantages. Its service areas encompass software engineering and outsourcing, product architecture, technical design, customer engagement, systems integration, and software support and maintenance. The company was founded by David H. DeWolf in July 2006 and is headquartered in Fairfax, VA.

The Thompson Corp. provides an online database and software for financial information. The private company is based in Eagan, MN and has subsidiaries in the United States.

Windward Consulting Group, Inc. provides strategic management and information technology support services. The company specializes in IT services strategy and process alignment, infrastructure management, service automation and visualization. Windward Consulting Group was founded by Sean M. McDermott in 1997 and is headquartered in Herndon, VA.

Aspen LLC provides business consulting services. The private company is based in Reston, VA.

Invenias Ltd. provides software solutions to the executive search and strategic recruitment sector. Its services include installation and setup, data import and migration, training, and on-going support. The company was founded by Richard Harrison, David Grundy, and Lukas Neumann in 2005 and is headquartered in Berkshire, the United Kingdom.

Career Collaborative, Inc. provides social services. The non-profit company is based in Boston, MA. The company was founded by Susan Fox Schiro. Susan P. Yule has been the CEO of the company since 2016.

Portfolio Science, Inc. provides risk analysis tools for hedge funds, prime brokers, fund admins, and execution providers. The private company is based in New York, NY. The company's RiskAPI system offers comprehensive and dynamic portfolio risk analysis for various asset classes, including equities, futures, FX, sovereign debt, corporate bonds, interest rate swaps, and credit default swaps.

Bullhorn, International Ltd. develops cloud-based customer relationship management solutions for companies in service-based industries. The company was founded by Papas Arthur and is headquartered in London, the United Kingdom.

BH Holdings GP LLC engages in the provision of technology related services. The company is headquartered in Greenwich, CT.

Grosvenor Ltd. operates as a holding company. The company is headquartered in London, the United Kingdom.

Inference Data provides law firms and corporations with next-generation software for analytics-driven assessment, case preparation & accelerated electronic discovery and legal review. Established in 2005 within a premier legal consulting company, Inference was developed over a two-year period to provide top tier law firms and corporations with a solution to reduce discovery costs and mitigate litigation risks. Inference, an ASP hosted solution, is built on the Autonomy IDOL (Intelligent Data Operating Layer) engine and combines concept analytic, traditional legal review methodologies, customizable work flow & reporting features to streamline and accelerate discovery & review. The Inference product and company were separated in 2007 to address the needs of the broader market, and is now in use for litigation by more than 40 major law firms and corporations. With a top tier management team and more than 30 experienced professionals, Inference Data is exclusively focused on providing superior analytic-based electronic discovery solutions to clients. Privately held, Inference Data is headquartered in New York, NY and funded by Veronis Suhler Stevenson a large NY-based private equity firm.

Part of London Stock Exchange Group plc, Refinitiv Global Markets, Inc. is a capital markets and investment banking news provider. The company is based in Boston, MA. The company provides senior investment banking decision-makers with authoritative and unbiased commentary and analysis for over 40 years.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.