Ching-Jr Yu

Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT.

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.

Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY.

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

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients.

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

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Launch New York Inc (Launch New York) is a venture capital firm founded in 2012. The firm is headquartered in Buffalo, New York.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Paul Hastings LLP engages in the provision of legal services. It specializes in the areas of finance, fintech and payments, mergers and acquisitions, private equity, real state, restructuring, tax advisory, employment law, government, intellectual property, international arbitration, entertainment and media, and technology, media, and telecommunications. The company was founded in 1951 and is headquartered in Los Angeles, CA.

Mary Cariola Children's Center provides residential care to children. It serves children with multiple and complex disabilities. The firm's services include customized plans, day programs, early intervention, residential and transition program, Medicaid services, specialized therapies and adaptive equipment workshop. The company was founded by Mary A. Cariola in 1949 and is headquartered in Rochester, NY.

KJT Group, Inc. is an evidence-based research and consulting firm. The private company is based in Rochester, NY. The company was founded in 2007 by Kenneth Tomaszewski. Michaela Gascon has been the CEO of the company since 2007.

BOA Editions, Ltd. engages in publishing of poetry and other literary works, fosters readership and appreciation of contemporary literature. The company was founded by A. Poulin in 1976 and is headquartered in Rochester, NY.

Armbruster Capital Management, Inc. (ACM) is an independent, SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Mark Armbruster in 2009. ACM offers advisory services to high-net-worth individuals, pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations, corporations, and other business entities.

Cantimer, Inc. develops a nano-sensor technology platform. It offers personal hydration monitoring device. The company was founded by Ray Stewart and Jim Reed in 2006 and is headquartered in Menlo Park, CA.

Kitchen Hub Ltd (The Kitchen Hub) is a venture capital subsidiary of Strauss Group Ltd founded in 2015. The firm is headquartered in Ashdod, Israel.

Contera Pharma ApS is a holding company that identifies and develops treatments for patients suffering from movement disorders. It develops drug candidates based on a combination of repositioning, combinations, and reformulations. The firm's lead project JM-010 is for treatment of dyskinesia associated with Parkinson's disease. It develops an approach of using a combination therapy to tackle clinically relevant synergistic pathways to obtain therapeutic effects which will generate efficacious therapeutic entities based on robust pre-clinical and clinical evidence. The company was founded by Mikael Søndergaard Thomsen and John Bondo Hansen in 2010 and is headquartered in Copenhagen, Denmark.

Alesco Advisors LLC (Alesco) is an independent registered investment advisor headquartered in Pittsford, New York. The firm was founded Pittsfordby Jim Gould in 2000. Alesco provides investment management services primarily to institutions (such as foundations, endowments, for-profit organizations, retirement plans, trusts, and estates) and high net worth individuals.

Caravela - Companhia de Seguros SA, founded in 1996, offers a wide range of insurance products including car, home, and personal accident insurance at competitive prices. The company is based in Lisbon, Portugal. Caravela Seguros also provides assistance in the event of accidents or incidents in the insured property, ensuring peace of mind for their clients. from Mutuelle Assurance Commerçants et Industriels France SAM. In 2014, Caravela - Companhia de Seguros was acquired by StartAAA - Investimentos Lda.

Toscafund Asset Management LLP /Private Equity/ (Toscafund Asset Management) is a private equity firm founded in 2000. The firm is headquartered in London, United Kingdom.

Plurimi Wealth LLP provides asset management services. The firm also provides wealth management solutions to individuals and institutional customers. The company was founded in January 2008 by Francis Joseph Menassa, Ramzy Fouad Rasamny, Christian John Robinson, and Alexander Mena and is headquartered in London, the United Kingdom.

AnaCap Financial Partners Ltd (AnaCap Financial Partners) is a Private Equity firm founded in 2005 by Joe Giannamore. The firm is headquartered in London, United Kingdom.

Lazard & Co. Ltd. provides investment banking services. The company offers its services for corporations, partnerships, institutions, governments and high-net worth individuals. The company operates in approximately 29 cities in key business and financial centers across 16 countries in Europe, North America, Asia, Australia and South America. The company is located in London, UK.

Pacific Venture Group (PVG) is a venture capital firm founded in 1995. The firm is headquartered in Encino, California.

Citibank NA (Taipei Branch) is based in Taipei, Taiwan. Part of Citigroup, Inc., Citibank NA (Taipei Branch) is a bank.