Adrian Horotan

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.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS).

Part of Panther Buyer, Inc., Metrus Energy, Inc. is a company that has been leading the way to a sustainable, low-carbon future since 2009. The company is based in San Francisco, CA. Metrus Energy provides a comprehensive, climate-positive financing solution that pays for all upfront and ongoing project costs, enabling upgrades to aging infrastructure, improving equipment resiliency, and lowering carbon emissions without the capital expense. Metrus Energy's pay-for-performance model launched the energy as a service industry, which is a business model that enables companies to meet their energy and sustainability goals without upfront costs. Metrus Energy has led the way in financing, managing, and operating energy retrofit projects across the country that reduce carbon, save water, and improve sustainability - with no upfront cost. The company was founded in 2009. Robert Hinkle has been the CEO of the company since 2009. Metrus Energy was acquired by Panther Buyer, Inc. on July 01, 2023.

Sustainable Real Estate Solutions, Inc. provides commercial real estate software and information services. It is a cloud-based, software-as-a-service workflow platform enabling building owners, operators, investors, lenders, tenants, and consultants to assess, benchmark and optimize the energy and sustainability performance of their properties. The company was founded by Brian McCarter in 2007 and is headquartered in Trumbull, CT.

Agfunder, Inc. (Agfunder) is a venture capital firm founded in 2012 by Rob Leclerc, Michael Dean, Melissa Tilney and Justin Bruch. The firm is headquartered in San Francisco, California.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

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.

Banca Comerciala Romana SA (Broker) (BCR-Broker) is the brokerage division of Banca Comerciala Romana SA, a financial group headquartered in Bucharest, Romania. The firm was founded in 1990 to take over the commercial business of the National Bank of Romania. It is part of the Erste Group Bank AG (VIE: EBS) since 2006. BCR-Broker provides wholesale and retail banking services to private individuals, government entities and corporations.

HR Policy Association operates membership organizations. It offers services senior human resources executives of 500 corporations. The firm share training strategies and propose changes to public policy relating to employment, labor and workplace issues. The company was founded in 1957 and is located in Washington, DC.

The Urban Institute is a nonprofit organization that conducts research and offers evidence-based solutions to improve social and economic policies. The non-profit company is based in Washington and was founded in 1968 by Lyndon Baines Johnson. The American company's objective research helps expand opportunities for all, reduce hardship among the most vulnerable, and strengthen the effectiveness of the public sector. The company studies how family and individual well-being is shaped by economic, social, and demographic trends, and how policies and programs can improve economic security, human capital, family stability, and child development.

ADA Carbon Solutions LLC engages in the provision of powdered activated carbon products optimized for mercury compliance in emission control applications. Its products include fastpac series, fastpac premium, and powerpac premium. The company was founded in 2008 and is headquartered in Littleton, CO.

Banca Comerciala Romana SA provides retail, corporate, and investment banking services. It offers accounts and transactions, debit cards, financing, risk mitigation, loans, savings and investments, insurance, and digital banking solutions. The company was in 1990 and is headquartered in Bucharest, Romania.

Inbox Health Corp. develops software that simplifies doctor and patient communication. Its product will automate many facets of patient billing while monitoring patient interaction with the bill and facilitating the payment through debit, credit and bitcoin transactions. The firm helps healthcare providers using the service have access to in-depth analytics, providing insights into patient interaction with bills and payments. The company was founded by Chris Walker, Simon Kaluza, Erroin Martin and Blake L. Walker in October 2012 and is headquartered in Madison, CT.

Cross Sector Consulting LLP provides management services. The private company is based in New Haven, CT.

6k, Inc. engages in the development, commercialization, and implementation of plasma technologies for the production of nanomaterials. Its proprietary platform, UniMelt, enables customers to tailor ceramic, metal, or composite materials to their specifications. The company was founded by Kamal Hadidi in 2014 and is headquartered in North Andover, MA.

Diameter Health, Inc. transforms healthcare through clinical intelligence. It specilizes in clinical analytics, consolidated-clinical document architecture, healthcare information technology, predictive analytics and continuity of care document. The firm offers data exchange, normalization and integration, interoperability, documentation error detection and predictive analysis solutions. The company was founded by John D’Amore and is headquartered in Farmington, CT.

Urgent Consult, Inc. offers cloud-based platform that streamlines the referral process that brings all aspects of a referral workflow to one easy-to-use system. It offers capabilities including send, track, and manage referrals; safely and securely share patient information; expand referral network; improve communication and efficiency; increase patient compliance and satisfaction; and grow practice. The company was founded by Ilana Bander, Jeffrey Bandern and Irakli Nadareishvili in 2013 and is headquartered in Stamford, CT.

Agrointens SA is a Romanian company that is one of the main producers of blueberries in the country. The private company's products are available on both the national and European markets. Vicentiu-Octavian Zorzolan has been the CEO of the company since 2015.

PatientWisdom, Inc. develops and operates platform that collects, curates, segments and shares patient stories. The firm offers services to patients and families, healthcare providers, researchers and educators, and manufacturers and payers. The company was founded by Gregory Makoul and Eric Langshur in 2015 and is headquartered in New Haven, CT.

The International Center For Research & Study of Tourism engages in researching and developing scientific and professional services. The private company is based in Aix, France.

The International Trade & Finance Association is a membership association that promotes international trade and economy. The private company is based in Kingsville.

Pangea develops proprietary technology that enables most applications to function on mobile phones. The company was founded by Sebastian Presecan, Radu Iuhas and Vlad Iuhas and is headquartered in San Francisco, CA.

Braya Renewable Fuels LP is a Canadian company that produces renewable diesel and sustainable aviation fuel to decarbonize heavy road transport and aviation sectors. The refinery is strategically located to deliver fuels to various end markets. The company is based in Arnold's Cove, Canada, and Frank Almaraz has been the CEO of the company since 2022. The company owns and operates the Come By Chance refinery in Newfoundland and Labrador, which has a successful operating history as a conventional fuels refinery.

Transfond SA provides electronic invoicing and archiving services. It offers electronic payment system, electronic archiving, EPS regulations and participant training, electronic invoice, and customer care. The company was founded on July 21, 2000 and is headquartered in Bucharest, Romania.