John A. Sanchez

The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.

Chanel SAS designs and sells apparels, eyewear, jewelry, fragrances and accessories. The firm’s products include ready-to-wear clothes, jewelries, bags, jackets, blouses & tops, cardigans & pullovers, skirts, coats, perfumes, shoes and eyewear. The company was founded by Gabrielle Chanel in 1910 and is headquartered in Neuilly-sur-Seine, France.

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

Cirque du Soleil, Inc. operates as a theatrical entertainment company. The firm creates and produces shows, events, and special projects; and provides creative content for various projects. The company was founded by Guy Lalibert? in 1984 and is headquartered in Montreal, Canada.

The Museum of the City of New York functions as a museum. The non-profit company is based in New York, NY.

Fox Rothschild LLP engages in the provision of legal services. Its practice areas include animal law, automotive, construction, business, corporate, drone law, employee benefits and compensation, entertainment and sports law, environmental, family law, fashion law, financial services industry, health law, insurance, international, immigration, media and defamation, nonprofit organizations, privacy and security, public companies, real estate, securities industry, taxation and wealth planning, technology, transportation and logistics, valuation law, and others. The company was founded by Edwin Fox and Jerome Rothschild in 1907 and is headquartered in Philadelphia, PA.

Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs).

Advanced Medical Technology Association is a trade association which provides medical technology solutions. The company was founded in 1974 and is headquartered in Washington, DC.

Delaware Crossing Investor Group operates as a alternative investment manager. It focuses on reaching entrepreneurial and investor communities. The company was founded by Loren Danzis and Elizabeth Donnem Sigety in 2005 and is headquartered in Warrington, PA.

Cardinal Health, Inc. manufactures medical and clinical equipment. It offers alaris, fluid suction, patient prep, glove, and pyxis products. It provides carefusion, surgical instrument repair, interventional specialties, and pharmacy management services. The company is headquartered in Dublin, OH.

Sound Point Capital Management LP (Sound Point) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Stephen Ketchum in 2008. Stone Point manages money on behalf of institutions, pensions, foundations, insurance companies, wealth management firms, family offices and high-net-worth individuals. Sound Point is a signatory of the UN-supported Principles of Responsible Investment (PRI).

The New York Police & Fire Widow's & Children's Benefit Fund is a non-profit organization based in New York, NY. The organization provides financial assistance to families of police and firefighters who have been killed in the line of duty. The Investment and Audit Committees assist the Board of Directors to ensure financial integrity. Philip V. Moyles has been the CEO of the non-profit company since 2015.

The Philadelphia-Israel Chamber of Commerce is a non-profit organization that supports business collaborations. The location of the private company is in Philadelphia, PA.

Sound Point Senior Floating Rate Offshore Fund Ltd. Provides investment services. The company was founded in 2016 and is headquartered in Grand Cayman, Cayman Islands.

Sound Point Strategic Capital Offshore Fund LP operates as a pooled investment fund. The company is headquartered in George Town, Cayman Islands.

Donaldson, Lufkin & Jenrette is a private company that provides investment banking services. The company is based in New York, NY.

Bucks Built Startup Fund (Bucks Built Startup) is a venture capital firm founded in 2019 by Jon Mercer. The firm is headquartered in Doylestown, Pennsylvania.

Sound Point Meridian Capital, Inc. operates as a closed-end management investment company. Its primary investment objective is to generate high current income, with a secondary objective to generate capital appreciation. It seeks to achieve its investment objectives by investing primarily in equity and mezzanine tranches of collateralized loan obligations. The company was founded on May 13, 2022 and is headquartered in New York, NY.