Maggie Dorn

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.

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.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

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.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Heartwood Partners, LLC(Heartwood Partners) is a private equity firm founded in 1982 by Brian Fitzgerald. The firm is headquartered in Norwalk, Connecticut.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Seale & Associates, Inc. is an investment banking firm that specializes in mergers and acquisitions, corporate finance advisory, and enterprise-level strategy consulting. The private company is based in Arlington, VA and was founded by James A. Seale. The company's proven processes have been applied to a diverse range of industries, delivering outstanding results to their clients. The company provides decision-makers with valuable analysis, insights, and perspectives on M&A-related topics. Seale & Associates has considerable investment banking experience and a network of relationships.

E Source Companies LLC provides research and advisory services to utilities and large energy users. The company offers solutions in the areas of energy efficiency, utility customer satisfaction, program design, marketing, customer management, and sustainability. It also provides services in the categories of demand-side management, customer experience, technology assessment, marketing and segmentation, account management, solar, and utility strategy. The company was founded by Amory B. Lovins and Michael Shepard in 1986 and is headquartered in Boulder, CO.

Thompson Hine LLP provides legal services. It offers services to financial institutions, governments, individuals, multinational corporations and non-profit organizations. The firm also handles issues related to antitrust, corporate transactions, e-business, employee benefits and executive compensation, succession planning, taxation, and labor and employment law. It focuses on energy, healthcare, international trade, telecommunication, and transportation law. The company was founded in 1911 and is headquartered in Cleveland, OH.

NCT Ventures LLC (NCT Ventures) is a venture capital firm founded in 1986 by Rich S. Langdale. The firm is headquartered in Columbus, Ohio.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Cayuga Management Group LLC (Cayuga Management Group) is a venture capital firm founded in 1994 by Philip Proujansky. The firm is headquartered in Ithaca, New York.

The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA.

Alex. Brown Realty, Inc. is a privately-owned real estate investment manager founded in 1972. The firm is headquartered in Baltimore, Maryland.

W Fund (W Fund) is a venture capital firm founded in 2019 by Lindsay Karas and Allyson Kapin. The firm is headquartered in New York.

MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland.

Eurasia Group Ltd. is a private global political risk research and consulting firm headquartered in New York. The firm was founded by Ian Bremmer in 1998. Eurasia Group provides advisory and consulting services for business decision-makers and investors. They offer unique and integrated products and services that combine best-in-class political risk advisory with the tools required for success in today's politically charged global economy.

A-Level Capital Management LLC (A- Level Capital) is a venture capital firm founded in 2015 by Elizabeth Galbut and Demi Obayomi. The firm is headquartered in Baltimore, Maryland.

Buffalo Angels ( Buffalo Angels ) is a venture capital division of Western New York Venture Association founded in 2000 by David J. Colligan. The firm is headquartered in Buffalo, New York.

Western New York Venture Association provides business opportunity and investment forum to the Niagara region. The company was founded in 1989 and is headquartered in Buffalo, NY.

25madison LLC (25madison) is a venture capital firm founded in 2018 by Steven Price, Matt Fremont Smith, Gary Ginsberg, Kirk Posmantur, Michael Lynton and Lance West. The firm is headquartered in New York.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

RevolverCap Management LP (RevolverCap Management) is a private equity firm founded in 2017 by Israel M. Wallach. The firm is headquartered in Teaneck, New Jersey.

Cato Institute, Inc. provides public policy research services. The firm specializes in finance, banking, monetary policy, foreign policy, government and politics, health care, international economics, law and civil liberties, tax, budget policy, telecom, internet and information policy, trade and immigration. The company was founded by Edward H. Crane and Charles G. Koch in 1977 and is headquartered in Washington, DC.

Aterian Investment Management LP (Aterian) is an independent private equity firm founded in 2009 by Michael Fieldstone. The firm is headquartered in New York.

Constellation Technology Ventures (Constellation Technology) is the venture investing organization within Exelon Corporation founded in 2010. The firm headquartered in Baltimore, Maryland.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Profile Capital Management LLC (Profile Capital) is a private equity and venture capital firm founded in 2009 by Benjamin D Chereskin. The firm is headquartered in the Chicago, Illinois.

Cambridge Capital Investors LLC (Cambridge Capital) is a private equity firm founded by Benjamin Gordon in 2010. The firm is headquartered in West Palm Beach, Florida.

Trove Predictive Data Science LLC develops predictive data science software platform. It offers open-source technology, data fusion, advanced data modeling, and consumer data, data-science expertise and teamwork, makes data useful for the utility, and smart-home. The company was founded by Isaias Sudit and is headquartered in Buffalo, NY.

Data Inventions, Inc. develops cloud-based software platform for mid-level manufacturing operations. The company was founded by Duane Clement and Jonathan Clark in 2014 and is headquartered in Norwood, OH.