Spencer Howey

D.E. Shaw & Co., Inc. engages in the provision of investment advisory services. The firm offers services to pooled investment vehicles. The company was founded by David E. Shaw in 1988 and was headquartered in New York, NY.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Alpine Investors is a private equity firm founded in 2001 by Graham Weaver. The firm is headquartered in San Francisco, California.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants.

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.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

C&B capital (C&B capital) is a private equity and venture capital firm founded in 1996 by Edward Stockton Croft and Theodore J. Bender. The firm is headquartered in Atlanta, Georgia.

Altera Private Access (Venture Capital) (Altera Private Access) is a venture capital a subsidiary of Altera Private Access LLC founded by Mitchell Buddy Reiner. The firm is headquartered in Atlanta, Georgia.

Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

Brighton Partners LLC (Brighton Partners) is a private equity firm founded in 2002 by Daniel G Broos. The firm is headquartered in Atlanta, Georgia.

M. Kulyk & Associates LLC (dba Chicory Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Decatur, Georgia. The firm was founded by Margaret “Maggie” Kulyk in 2017. Chicory Wealth provides financial life planning to individuals and non-profit organizations across the country.

College Track is a program that helps students from low-income communities to earn a bachelor's degree and succeed in the workforce. The non-profit company is based in Oakland, CA. The program systematically removes academic, financial, and social-emotional barriers that prevent first-generation students from completing college. College Track serves over 3,600 students across 12 communities in the United States, with over 900 alumni leading a movement to democratize potential. The company was founded by Laurene Powell Jobs. The CEO is Shirley M. Collado.

BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

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.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

Ribometrix, Inc. develops small molecule drugs that target functional RNA structures to create new avenues to treat human disease. The company was founded by Kevin Weeks and Katie Warner and is headquartered in Greenville, NC.

Stridebio, Inc. focuses on creating and developing novel adeno-associated viral vector technologies. The company was founded by Aravind Asokan, Mavis Agbandje-McKenna and Patrick Ritschel and is headquartered in Durham, NC.

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.

ASH Ventures LLC (ASH Ventures) is a private equity firm founded in 2003. The firm is headquartered in Atlanta, Georgia.

BluePath Capital Management LLC provides investment advice. The private company is based in Marietta, GA. David Alexis Nicholas has been the CEO of the company since 2016.

Tru Arrow Partners (Tru Arrow) is a venture capital firm founded by James Rothschild, Glenn Fuhrman and Adam Silverschotz. The firm is headquartered in New York.

UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.

American Society of Hematology provides the most current practice tools, clinical support and educational products needed in hematology. The firm offers educational products and services for clinicians and scientists. The company is headquartered in Washington, DC.

Immatics US, Inc. develops adoptive cell therapies (ACT) for the treatment of cancer. The company’s ACT therapies are intended to use human T-cells that have been multiplied outside the body before being infused into a cancer patient. It also offers XPRESIDENT, a target discovery engine that enables users to identify, quantify, and prioritize tumor-associated peptides that are recognized by T-cells. The company was founded by Harpreet Singh-Jasuja, Toni Weinschenk, Niels Emmerich, Hans-George Rammensee, Steffen Walter, Peter Brossart and Hansjorg Schild in June 2015 and is headquartered in Houston, TX.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Avenue Capital Management LLC (Avenue Capital Management) is a private equity firm founded in 1995 by Marc Lasry and Sonia E. Gardner. The firm is headquartered in New York.