Joe Heller

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Pickwick Capital Partners LLC is a broker/dealer located in White Plains, New York. They provide an array of trading and execution services for their clients. The firm does not provide any internal research

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.

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.

Universal Pensions, Inc. provides retirement plan services and related business solutions. It also provides its services to financial institutions including securities firms, banks, mutual funds, insurance, trust companies and credit unions in the United States. The company was founded in 1975 and is headquartered in Brainerd, MN.

Mark Anthony Group, Inc. imports and distributes wine, beer, and beverages. It supplies restaurants, wine boutiques and retailers with an unequalled range of estate wines, from iconic houses such as mission hill family estate, antinori and louis latour. The company was founded by Anthony von Mandl in 1972 and is headquartered in Vancouver, Canada.

G-Log provides logistics software and services for manufacturers and third-party logistics service providers. The company is headquartered in Redwood City, CA.

Alternative Investment Group LLC provides investment advisory services. It also caters to high net worth individuals and family offices, foundations, endowments, corporate and public pension plans, and other personal and institutional tax-exempt capital. The firm invests in public equity, fixed income, and alternative investment markets. The company was founded by Stewart H. Greenfield and David Kingsbury Storrs in 1996 and is headquartered in Southport, CT.

Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

LifeYield LLC provides tax-smart software for financial advisors. It offers LifeYield?s Advantage Suites programs to improve outcomes of the investors, advisors, and firms. The company was founded in 2008 and is headquartered in Boston, MA.

Henry Labs, Inc. develops software application for financial industries. The company was founded by Guy Jean-Marie Assad and Sebastian Wigström in 2017 and is headquartered in San Francisco, CA.

SaaSworks, Inc. develops software-as-a-service application. The company was founded by James A. O’Neill and Vipul P. Shah in 2019 and is headquartered in Norwell, MA.

Roots Automation, Inc. provides zero integration services. It offers library of tools, built with AI, unique exception handling capability, realtime management and monitoring solutions. The firm serves the financial, healthcare, insurance, human resources, and IT industries. The company was founded by Chaz Perera and John Cottongim in October 2018 and is headquartered in New York, NY.

Railz Financial Technologies, Inc. provides a single application programming interface to all accounting software service providers. It enables on-demand access to financial transactions, analytics, insights, and reports on small business customers. The company was founded by Derek J. Manuge, Sohaib Zahid and Ron Benegbi and is headquartered in Toronto, Canada.

Advocate Technologies, Inc. provides custom loan programs to meet individual needs. The company is based in New York, NY. The company's list of programs is designed to help clients find the right one for them. The company offers post-closing insurance reviews and tracking to ensure compliance. The company's Insurance Operations Platform is designed for lending operations and delivers faster loan closings, better risk management, and happier borrowers. The company was founded by Ashwin Agarwal, who has been the CEO since incorporation.

Knowbl LLC is a company that offers an industry-leading AI-powered virtual concierge builder. The company is based in Northville, MI. The company's solution helps businesses save time and increase customer engagement without the need for training, mapping, or coding. Knowbl was founded in 2021 by Jay Wolcott, who has been the CEO since 2021.

Aeqium, Inc. is a company that provides a platform for compensation planning and analysis. The company is based in San Francisco, CA and was founded by Francis Peter McKee, who has been the CEO since incorporation. The company's platform automates the process of integrating people data scattered across systems and spreadsheets in the back office, making it easy to run a comp cycle, manage comp bands, and communicate total rewards to candidates and employees.