Andreas Christen

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

The Zurich Chamber of Commerce is a business organization that serves as a platform for companies to connect and collaborate. The Chamber of Commerce is based in Zurich, Switzerland.

Students of Georgetown, Inc. (The Corp), a non-profit corporation, was founded on March 6, 1972 with the goal of providing options to students with low-cost goods and services. Its services include vital vittles, uncommon grounds, more uncommon grounds, corp catering, seasonal services, hoya snaxa, the midnight mug, and corp ink. The company also maintains human resources, IT, marketing and accounting departments. The company is located Washington, DC.

Baker & McKenzie LLP provides legal services. Its corporate and finance teams regularly advise on, and co-ordinate, complex, cross- border transactions for their clients. The company was founded in 1961 and is headquartered in London, the United Kingdom.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

ISPartners Investment Solutions AG provides investment advice. The private company is based in Zurich, CH. and has subsidiaries in Malta, United Kingdom and Cayman Islands. The Swiss company was founded in 2003 by Willi K. Leimer, Andreas Apitz, Balthasar J. Meier, Rainer A. Rüppel. Willi K. Leimer has been the CEO since 2003.

Albin Kistler AG is a traditional asset and private wealth management firm headquartered in Zurich, Switzerland. The firm was founded by Norbert Albin and André Kistler in 1995 and they are a subsidiary of Graubuendner Kantonalbank, which is ultimately held by the State of Graubunden. Albin Kistler provides wealth management for domestic and international private and corporate clients as well as foundations and pension funds.

Part of Taunus Capital Management AG, Banque Cramer & Cie SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. The company was founded in 2001. Erich Pfister has been the CEO of the company since 2022.

ODDO BHF (Schweiz) AG (ODDO BHF Schweiz) is the Swiss subsidiary of ODDO BFG AG, ultimately held by Société Générale SA (XP: GLE) in France. Formerly known as BHF-BANK (Schweiz) AG, established in 1974, the firm provides private banking services to an international clientele of high-net worth individuals, including investment advisory, administration and financial planning. They also manage investments for corporate clients, in particular small and medium-sized family-owned companies, and provide underwriting services on the Swiss capital market. They are located in Zurich with a branch in Geneva and representative offices in Spain, Abu Dhabi and Latin America.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

Credit Suisse (UK) Ltd. (Credit Suisse-UK) is the Great Britain-based private banking subsidiary of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (SWX: CSGN; NYSE: CS) in Switzerland. Headquartered in London, Credit Suisse-UK was founded in 1986 and provides a broad range of private banking solutions and customized financial strategies for private clients.

Urban Connect AG is a Swiss company that provides a platform for companies to become drivers of decarbonization. The company is based in Zurich, Switzerland. The company offers a range of mobility solutions for employees, including e-bikes, e-scooters, e-cars, and public transport integration, all available on a single app. The company's services include mobility-as-a-service, mobility budget, car-sharing, fleet, and parking optimization. The company was founded in 2013 by Robert P. Ruttmann and Judith Häberli, with Robert P. Ruttmann serving as CEO since then.

Part of Ernst & Young Global Ltd., Ernst & Young AG is a Swiss company that provides accounting services. The company is based in Zurich, Switzerland.

Deutsche Bank AG (Pvt Banking Spain) (Deutsche Bank Spain) is the Spain-based private banking division of Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Headquartered in Madrid, Deutsche Bank Spain was founded in 1889 and offers financial services for private clients and companies.

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.

Audax Group LLC engages in the provision of capital investment services. It specializes in private equity and debt. The company was founded by Geoffrey S. Rehnert and Marc B. Wolpow in 1999 and is headquartered in Boston, MA.

WellBiz Brands, Inc. operates as a holding company with interest in operating fitness franchises. It owns Fitness Together Franchise Corporation which franchises one-on-one and small group personal physical fitness training studios, and Elements Therapeutic Massage, Inc. which franchises Elements Therapeutic Massage studios, providing custom therapeutic massage to meet clients' individual needs. The company was founded in 1983 and is headquartered in Highlands Ranch, CO.

Crest Rock Management Co LP (Crest Rock Partners) is a private equity firm founded in 2019 by Steve Johnson and Jeff Carnes. The firm is headquartered in Denver, Colorado.

International Wealth Management, Inc. provides investment advice. The private company is based in Grapevine, TX. Philipp Wehle has been the CEO of the company since 2019.

Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients.

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.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva.

Swiss Life Asset Management AG is the investment research division of Swiss Life Asset Management AG, which is owned by Swiss Life Holding AG (SWX: SLHN) in Switzerland. Headquartered in Zurich, the firm’s core competencies include offering and actively managing a broad range of fixed income, real estate, equities, infrastructure and multi-asset investment solutions. They regularly issues various publications about companies, on the topic of real estate and forecasts for the financial markets and the economic environment.