Katie Lyon

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts.

CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.

Webscale Networks, Inc. provides cloud-based web and application performance software. Its products include CloudMaestro, a complete, fully scalable Software-as-a-Service application delivery network, improves the speed, availability and reliability of web and mobile applications for small and medium businesses and; CloudMaestro with Application Scaling. The firm's solution delivers intelligent traffic optimization, predictive right-sizing, self-healing, web content acceleration and security in a single unified application delivery fabric, which provides faster site speed indexes while nearly eliminating downtime. It offers professional support and professional services for cloud-based applications. The company was founded in 2012 by James T. Smith II, Vladimir V. Shestak and Robert L. Shires and is headquartered in Menlo Park, CA.

eShares, Inc. operates as a transfer agent. The firm operates as a SEC-registered transfer agent for private companies and its online platform allows companies from seed stage to pre-IPO to manage equity electronically with the participation of their shareholders, employees, auditors and legal counsel. The company founded by Henry Ward on July 6, 2012 and is headquartered in Mountain View, CA.

Lung Therapeutics, Inc. is a clinical stage pharmaceutical company, which engages in the development and commercialization of drugs for lung injury and disease. Its product pipelines include LTI-03 for the treatment of Idiopathic Pulmonary Fibrosis and LTI-01 for Loculated Pleural Effusion. The company was founded by Steven Idell and Andrew Mazar in 2012 and is headquartered in Austin, TX.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado.

Actuate Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in developing therapeutics which target cancers and neurodegenerative diseases. It offers treatment for cancer and inflammatory diseases. It focuses on developing elraglusib. The company was founded by Andrew P. Mazar on January 16, 2015 and is headquartered in Fort Worth, TX.

Blue Line, Inc. provides drafting, copying, and printing services, as well as operates online office supplies stores.

Insyntrix is a full-service digital marketing agency that specializes in strategic branding services. The private company is based in Denver, CO. The company combines eye-catching graphic design with great web design to deliver real results to clients.

Part of BIOS Capital Management LP, Bios Research LLC is a company that provides investment advice. The company is based in Austin, TX. The company was founded by Aaron G. L. Fletcher.

Calm.com, Inc. operates an online portal which allows busy and information loaded web workers to reduce stress. It also develops the smart phone based application. The company was founded by Alex Tew and Michael Acton Smith in 2012 and is headquartered in San Francisco, CA.

Rubicon Global LLC provides cloud-based waste and recycling solutions. The company was founded by Nathaniel R. Morris and is headquartered in Atlanta, GA.

Astranis Space Technologies Corp. engages in the provision of telecommunications satellites that enable people to have an access to the internet. The company was founded by John Gedmark and Ryan McLinko and is headquartered in San Francisco, CA.

Pie Insurance Holdings, Inc. engages in the provision of insurance services. It offers workers? compensation insurance coverage to small businesses including construction, auto shops, manufacturing, restaurants, retail, health care industries, and office workers. The company was founded by John C. Swigart and Dax Craig in May 2017 and is headquartered in Washington, DC.

Talos Global, Inc. delivers infrastructure for institutional asset trading to sophisticated investors, primes, exchanges, and custodians. The company is based in New York, NY and has subsidiaries in Canada, the United States, and the British Virgin Islands. The company offers the Talos Trading Platform, a multi-asset crypto trading solution that connects the buy-side and sell-side with exchanges, OTC desks, prime brokers, and more. Additionally, they provide the Talos Treasury & Settlement solution, a platform for risk, portfolio, and treasury management. Talos enables institutional access to the digital assets market, covering the entire trade lifecycle from price discovery to execution and settlement. It was founded in 2018 by Anton Katz and Ethan Feldman, with Anton Katz serving as the CEO since then.

BIOS Capital Management LP (BIOS Partners) is a venture capital firm founded in 2014 by Stella Robertson, Aaron Fletcher and Leslie Kreis. The firm is headquartered in Fort Worth, Texas.

AMERGINT Technologies, Inc. provides software technology solutions. The firm’s products include softFEP front ends, satTRAC modems, softFEP payload processors, softFEP data recorders, range and launch site systems, and satellite test systems. The company was founded in 2008 and is headquartered in Colorado Springs, CO.

Heirloom Investment Management LLC offers investment advisory and portfolio management services. The company was founded by Geoff Dover in 2015 and is headquartered in Dubai, United Arab Emirates.

Sovereign's Capital Management LLC/VC/ (Sovereign's Capital) is a venture capital subsidiary of Sovereign's Capital Management LLC founded in 2012 by Henry Rice Kaestner and Lukas Miller Roush. The firm is headquartered in Raleigh, North Carolina.