Ian Goldberg

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.

Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals.

Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients.

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.

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.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Boston Millennia Partners (BMP) is a private equity and venture capital subsidiary of Glen Ventures Management, Inc founded in 1997 by Dana Callow. The firm headquartered in Boston, Massachusetts.

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.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Arcano Asesores Financieros SL provides financial advisory services. It operates through its business division including; investment banking, asset management, and wealth management. The company was founded by Alvaro de Remedios in 2003 and is headquartered in Madrid, Spain.

Berenson & Co, Inc. is a merchant bank that was founded in 1990. The private company is based in New York, NY and has subsidiaries in the United States. The company has two principal lines of business which are investment banking and private equity investing. The company was founded by Robb Eric Turner and Jeffrey L. Berenson. Jeffrey L. Berenson has been the CEO since incorporation.

Webster Equity Partners LLC (Webster Equity Partners) is a private equity firm founded in 2003 by Donald Steiner and Andrew McKee. The firm is headquartered in Waltham, Massachusetts.

Axiom Asia Private Capital Pte. Ltd. (Axiom Asia) is a private equity firm founded in April 2006 by Yewhong Goh and Chihtsung Lam. The firm is headquartered in Singapore.

The United Nations High Commissioner for Refugees, also known as UNHCR, is an organization that is committed to protecting the rights of refugees, forcibly displaced communities, and stateless individuals. The non-profit company is based in Suisse, Switzerland. The Swiss company's mission is to save lives and provide assistance to those who have been forced to flee their homes due to conflict, persecution, or other forms of violence.

Sapphire Ventures LLC (Sapphire Ventures) is a private equity and venture capital firm, subsidiary of SAP Ventures Investment GmbH founded in 1996 by R. Douglas Higgins and Andreas Markus Weiskam. The firm is headquartered in Palo Alto, California.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Groundswell Ventures Management LLC (Groundswell Ventures) is a venture capital firm founded in 2018. The firm is headquartered in Denver, Colorado.

Blockchain Capital LLC (Blockchain Capital) is a venture capital firm founded in 2013 by Alison Davis, William Bradford Stephens, Paul Bartlett Stephens, and Brock Pierce. The firm is headquartered in San Francisco, California.

AsiaInfo Technologies (HK) Ltd. engages in provision of software products and related services. It operates through Software Business and Network security Business segments. The Software Business segment provides software products and realted services. The Network security Business segment engages in the provision of network security related software products and services. The company was founded on January 20, 1997 and is headquartered in Hong Kong.

Gastro Care Partners Management Co. LLC is a national partner for successful regional gastroenterology practices. Based in Colorado Springs, CO, and with subsidiaries in the United States, GCP provides a full spectrum of services and resources to help its family of practices thrive while fostering their unique identities. The company equips practices with the necessary resources to succeed. David Pyle has been the CEO of the company since 2023.

Varsity Management Co LP (Varsity Healthcare Partners) is a private equity firm founded in 2012 by David Alpern and Kenton Rosenberry. The firm is headquartered in Los Angeles, California.

Sunstone Partners Management LLC (Sunstone Partners) is a private equity firm founded in 2015 by Gus Alberelli, Mike Biggee, John Moragne and Arneek Multani. The firm is headquartered in San Mateo, California.

UCLA Investment Co. provides professional stewardship of investment assets. The non-profit company is based in Los Angeles, CA.

Dixon Hughes Goodman LLP engages in the provision of accounting, tax, and advisory services. The firm offers employee benefit plan audits, internet audit services, statutory financial audits, cost segregation, tax accounting, transfer pricing, healthcare consulting, risk advisory, and information technology advisory. The company was founded in 1932 and is headquartered in Charlotte, NC.