Marco Sohm

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.

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.

Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG.

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.

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.

Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Morgan Stanley Asia Ltd. (MSA) is a broker/dealer headquartered in Hong Kong. The firm was founded in 1987 and is a subsidiary of Morgan Stanley (NYSE: MS) in the US. MSA provides institutional securities such as equities, fixed income, derivatives and research.

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.

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.

UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich.

Ares Management Ltd. is the Great Britain-based asset management subsidiary of Ares Management LLC, ultimately held by Ares Management Corp. (NYSE: ARES) in the US. The firm is headquartered in London and was founded in 2006. Ares Management provides investment advice to various pooled investment vehicles, separately managed accounts and other institutional clients.

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.

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.

SIX Group AG engages in the development and operation of a central infrastructure, which ensures the flow of information and money between banks, traders, merchants, and investors. It offers products and services for securities trading, stock market transactions, financial information, and payment transactions. The company was founded in 1930 and is headquartered in Zurich, Switzerland.

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

Swiss Entrepreneurs Foundation operates a business association. The private company is based in Zurich, Switzerland. The Swiss company was founded by Philipp Stauffer.

digitalswitzerland operates as a cross-industry association that connects established business. The company was founded in January 2015 and is headquartered in Zurich, Switzerland.

Opernhaus Zürich AG is a private company based in Zurich, CH. The company operates the Zurich Opera House and provides information about schedules for opera, ballet, and concerts. The Swiss company offers details about the works, artists, prices, tickets, subscriptions, and services available at the Opera House.

Swiss Universal Bank provides commercial banking services.

Credit Suisse (Schweiz) AG engages in the operation of a bank. Its services include all types of banking, financing, asset management and financial advisory services. The company was founded in 1856 and is headquartered in Zurich, Switzerland.