Wendy Lees

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

WEDBUSH, Inc. provides financial, securities brokerage, wealth management, and investment banking services. The company was founded by Edward William Wedbush and Robert Werner in 1955 and is headquartered in Los Angeles, CA.

TrueX, Inc. provides social media advertising services. It offers advertising and publication services. The company was founded by Joe Marchese and David Levy in 2006 and is headquartered in Los Angeles, CA.

Clearstone Venture Management Services LLC (Clearstone Venture Partners) is a venture capital firm founded in 1997 by William Elkus. The firm is headquartered in Santa Monica, California.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Employers Insurance Company of Wausau provides property and casualty insurance services. Its products include commercial auto, general liability, workers compensation, and property insurance. The company's services include loss prevention, and claims management services. It was founded in 1911 and is headquartered in Wausau, WI.

Ruppert Landscape, Inc. engages in the provision of commercial landscape construction and management services. Its services include estimating and pre-construction, general installation, landscape installation, hardscape installation, irrigation and water management, special decorative structures, project management, and design approach services. The company was founded by Craig A. Ruppert in 1971 and is headquartered in Laytonsville, MD.

The Council of Insurance Agents & Brokers is a global organization that provides market intelligence, insights, and connections to over 200 top commercial insurance and employee benefits brokerages worldwide. The private company is based in Washington and has subsidiaries in the United States. The American company offers resources, alerts, and working groups on various topics such as healthcare, cyber insurance, and government regulations. The Council also hosts events such as the Insurance Leadership Forum and the Broker Smackdown.

Castanea Partners Inc (Castanea Partners) is a private equity firm founded in 2001 by Robert A. Smith and Brian J. Knez. The firm is headquartered in Newton, Massachusetts.

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

TPG Growth LLC is a Venture Capital firm, a subsidiary of TPG Capital Advisors LLC founded in 2000 by William E. McGlashan and Michael Guthrie. The firm is headquartered in San Francisco, United States with additional office in London, United Kingdom.

Overture Networks, Inc. provides virtualization solutions to carrier-class service providers.The company was founded by Prayson Pate and Jeffrey W. Reedy in September 6, 2000 and is headquartered in Morrisville, NC.

Bolton & Co. provides insurance products and services. Its services include employee benefits and HR consulting, property and casualty, personal risk management, business solutions and global solutions. The firm serves the construction, education, real estate, manufacturing and technology industries. The company was founded by Dorance D. Bolton in 1931 and is headquartered in Pasadena, CA.

The IMA Financial Group, Inc. engages in the provision of insurance, risk management, and other related services. The company offers services to the agricultural, construction, energy, manufacturing, and food sectors. The company was founded in 1974 and is headquartered in Denver, CO.

Lawry's Restaurants, Inc. engages in casual dining and entertainment services. The company was founded by Lawrende C. Frand and Walter Van de Kamp in 1938 and is headquartered in Pasadena, CA.

VivoPools, Inc. provides pool cleaning services and repair. Its residential include pool maintenance, pool service repairs and upgrades, spa service, pool remodel and outdoor living. The firm’s commercial include maintenance, service and repairs, equipment upgrades and remodel. The company was founded in 2009 and is headquartered in Monrovia, CA.

Any Hour, Inc. engages in the provision of repair and maintenance services for homeowners. It specializes in the electrical, plumbing, heating and air conditioning, drain and rooter services, as well as solar and home automation. The company was founded by Dwain Hepworth in 1961 and is headquartered in Orem, UT.

Vivoaquatics LLC engages in provision of automation solution to hospitality destinations, water parks, fitness clubs, multi-family real estate investment trusts, and municipalities. It offers automated chemical dispensing, monitoring and remote support, pool equipment leasing programs, operational support, and remodeling. The company was founded by Harry Tsao in 2015 and is headquartered in Monrovia, CA.

Knox Lane LP (Knox Lane) is a private equity firm founded by John P. Bailey and Shamik Patel in 2019. The firm is headquartered in San Francisco, California.