Kerry Breen

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

Private Client Resources LLC provides an outsource solutions. It offers aggregate and report financial information based on information processes proven in markets. The firm services to private banks, family offices and advisory customers. The company was founded by Joseph L. Dionne and Christopher L. Snyder in 2000 and is headquartered in Wilton, CT.

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.

Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds.

Part of Deutsche Bank AG, Deutsche Bank Fondimmobiliari SGR SpA is an Italian company that manages property funds. The company is based in Milan, Italy.

National Westminster Bank Plc (Private Banking) (NatWest-PB) is the private banking division of National Westminster Bank Plc, a retail and commercial bank headquartered in London, UK. The firm was founded in 1968 through the merger between National Provincial Bank and Westminster Bank. They are owned by NatWest Markets Plc, which is a subsidiary of NatWest Group Plc (LON: NWG). NatWest-PB provides private banking services to high-net worth clients.

Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations.

Impact Investing Pty Ltd. provides equity portfolio management. It develops analytical software tools for equity portfolio managers that aid them in their day to day role of managing money, constructing portfolios and communicating their conclusions and results. The company was founded by Paul Durham, Stephen Borthwick and Nigel Allfrey and is headquartered in Sydney, Australia.

Womens World Banking Ghana SVGS & Loans Co. Ltd. provides financial services to entrepreneurs, with a special attention to women. The firm’s services include V-Banking, Western Union, MoneyGram, Tigo Cash, Automated Teller Machine (ATM) services, and customer service. It has a network of microfinance institutions and banks that work to help low-income entrepreneurs. The company was founded in 1988 and is headquartered in Accra, Ghana.

The Greenwich Country Day School, Inc. offers educational courses and services. The firm operates independent elementary and middle school. The company was founded in 1926 and is headquartered in Greenwich, CT.

Consolidated Asset Management Services (Texas) LLC provides disciplined and diligent asset management and operations services. It offers project and asset management, commercial and operations services to the power generation, exploration and production and midstream sectors of the energy industry. The firm employs methodical and proven processes while exercising informed decision-making. The company was founded by Joseph W. Sutton in 2007 and is headquartered in Houston, TX.

Grassroots Capital Management Corp. (Grassroots Capital Management) is an independent investment management and advisory firm founded in 2003 by Paul Dileo. The firm is headquartered in Plainfield, Massachusetts.

Factor[E] Ventures Ltd (Factor[E] Ventures) is a venture capital firm founded in 2013 by Bryan Willson. The firm is headquartered in Fort Collins, Colorado.

OCA LMMI IV Segregated Portfolio provides investment advisory services. The company is headquartered in Grand Cayman, Cayman Islands.

Rhiza Capital Inc (Rhiza Capital) is a venture capital firm founded in 2015 by Brian Smith and Sean Cameron Melrose. The firm is headquartered in Sechelt, Canada.

Compound Asset Management, Inc. engages in the investment of real estate. Its brands include Cityfunds, and QOZ Business. The company was founded by Jesse Stein and Janine Yorio and is headquartered in New York, NY.

Rally Cap Ventures (Rally Cap VC) is a venture capital firm founded in 2020 by Hayden Simmons. The firm is headquartered in San Francisco, California.