Henry Cipolla

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

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.

Ramsey Quantitative Systems, Inc. (RQSI) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Louisville, Kentucky. The firm was founded by Neil Ramsey in 1996. RQSI serves as the investment manager and provides discretionary advisory services to several private funds and separately managed accounts.

BRI Partners LLC provides financial advisory services. The private company is based in Chicago, IL and has subsidiaries in Australia. The company was founded by Benjamin Edward McMillan.

ADBM Corp. engages in the development of a noise abatement technology for marine environments. It specializes in in underwater acoustics for noise control. The company was founded by Mark Wochner, Preston Wilson, and Kevin Lee in 2012 and is headquartered in Austin, TX.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

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.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Premera Blue Cross provides health, life, vision, dental and long term care insurance services. The company was founded in 1933 and is headquartered in Mountlake Terrace, WA.

Integral Ad Science, Inc. provides a media valuation platform for buying and selling media. Its services include brands, agencies, publishers and AD Tech. The firm serves the advertising industry. The company was founded by Helene Monat, Will Luttrell, Bryan St. John, and Kent Wakeford in 2009 and is headquartered in New York, NY.

AcademixDirect, Inc. provides tailored solutions for improving university enrollment and education marketing. The firm uses a technology that incorporates a proprietary matching algorithm, fraud detection software, lead scoring, and targeting capabilities. The company was founded by Al Abhari and Jamie Claire in 2004 and is headquartered in Menlo Park, CA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Loudon Investment Management LLC (Loudon) is an independent, SEC-registered asset management firm headquartered in West Lebanon, New Hampshire. The firm was founded in 2003 by Douglas Loudon. Loudon provides investment advisory services on a discretionary or non-discretionary basis to individuals and high-net worth individuals, pooled investment vehicles (other than investment companies), charitable organizations, and other business entities.

Oscar Health Agency, Inc. provides health insurance services. It offers plans for individual and family, business and medicare advantage. The firm also provides free generic drugs, free calls to doctors and free primary care appointments. The company was founded by Mario Tobias Schlosser, Kevin Nazemi and Joshua Kushner in 2012 and is headquartered in New York, NY.

Prophesee SA engages in the development of neuromorphic vision systems. The firm serves clients in autonomous vehicles, industrial automation, IoT, and security and surveillance. The company was founded by Christoph Posch, Ryad Benosman, Luca Verre, and Bernard Jacques Alex Gilly in 2014 and is headquartered in Paris, France.

1984 Ventures Management LLC (1984 Ventures) is a venture capital firm founded in 2017 by Ramy Adeeb. The firm is headquartered in San Francisco, California.

IDX Insights, LLC is a private company based in Clearwater, FL. IDX Insights, LLC is focused on developing innovative index solutions across the alternative landscape.

RG Alts LP (dba RG Liquid Alts) is an independent investment advisory firm headquartered in Dallas, Texas. Founded in 2019, RG Liquid Alts provides investment advisory services to institutional investors.

Art in Action is a non-profit organization that provides comprehensive and engaging art education programs to schools. The American company's mission is to help get art curricula and supplies into the hands of children everywhere. The non-profit company offers an online platform and aim to address the issue of 4 million students without access to a visual arts program.

Lyster Watson Management, Inc. provides investment advice. The company was founded by Robert Carter Lyster in 1992 and is headquartered in New York, NY.

Charlie Financial, Inc. is an American financial services company that provides banking services to retirees aged 62 and above. The company is based in the United States and provides US-based customer service. The company offers features such as faster access to social security checks, competitive earnings on deposits, and no monthly fees or minimums. Charlie Financial is transforming financial services for the 62+ community and providing peace of mind around their financial present and future. The CEO of the company is Kevin Nazemi.

IDX Advisors LLC provides investment advice. The private company is based in Phoenix, AZ. The company was founded in 2019 by Benjamin Edward McMillan, Andrew Michael Swan. Andrew Michael Swan has been the CEO since 2019.