Carly Kurkiewicz

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and 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.

Necessary Ventures LLC (Necessary Ventures) is a venture capital firm founded in 2020 by Neil Devani. The firm is headquartered in San Francisco, California.

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.

IdeoClick, Inc. provides tools and services that accelerate the digital path-to-purchase. It offers Demand Driver, a search and personalization optimizer, a subscription selling platform to engage and reward loyal customers, an eStores and monetization solution that allows clients to sell from various digital assets, a content management and monitoring solution to deploy content across partners. The company was founded Justin William Leigh and is headquartered in Seattle, WA.

Consumer Equity Partners (Consumer Equity Partners) is a venture capital firm founded in 2009. The firm is headquartered in Seattle, Washington.

Replenium, Inc. provides intelligent product replenishment solutions. It offers replenishment management, media solutions, and brand and retailer solutions. The company was founded by William Justin Leigh and Thomas WIlliam Furphy in 2015 and is headquartered in Seattle, WA.

A3 Financial Investments LLC (A3 Financial) is an independent investment advisory firm headquartered in Denver, Colorado. Formerly known as Ascent Alternative Advisors LLC, the firm was founded in 2019 by Gregory Bell, Christian Aymond and Kimberly Merriman. A3 Financial serves as an investment manager to The A3 Alternative Income Fund (ticker: AAACX), a closed-end interval fund.

Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania.

Founded in 1992 by Joseph Besecker, Emerald Research is a research firm located in Leola, Pennsylvania. The firm is the investment research arm of Emerald Asset Management, Inc. and is affiliated with registered investment advisor Emerald Advisors, Inc. They focus on providing in-depth, on-site fundamental research of primarily small- to mid-cap public companies in the consumer, financial services, life sciences and technology sectors. Emerald's intense fundamental research process results in over 2000 company visits per year. The firm seeks to identify early investment opportunities that are included in a variety of growth-oriented separate account and mutual fund equity portfolios. Their parent firm, Emerald Asset Management, also offers short, mid and long-term fixed-income separate account strategies which utilize a combination of proprietary quantitative models and fundamental analysis to create portfolios of high quality liquid securities.

New State Capital Partners LLC (New State Capital) is a private equity firm founded in 2013 by David Blechman. The firm is headquartered in Larchmont, New York.

AOS Capital LP is a North American based company that invests equity in industrial companies. The private company partner with companies to aligns operations and achieve strategic goals. The company is willing to evaluate strategy and operational alignment, and is open to best practices and continuous improvement. The company is action-oriented to drive change and work with family-owned, financial sponsor-owned, or divisions of larger corporations with revenue between $100m - $500m.

UPMC Enterprises (UPMC Enterprises) is a venture capital subsidiary of University of Pittsburgh Medical Center founded in 2014. The firm is headquartered in Pittsburgh, Pennsylvania.

Rethink Impact Management LLC (Rethink Impact) is a venture capital firm founded in 2015 by Jenny Abramson. The firm is headquartered in White Plains, New York.

Emerge Venture Lab Ltd. (Emerge Education) is a venture capital firm founded in 2013 by Jan Lynn-Matern. The firm is headquartered in London, the United Kingdom.

Gibraltar Ventures LLC (Gibraltar Ventures) is a venture capital firm, a subsidiary of Prudential Financial, Inc. founded in 2013. The firm is headquartered in Hartford, Connecticut.

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.

Christy Sports LLC provides retail sporting goods and other recreational equipment. It offers ski gear, board gear, clothing, and accessories. The company was founded in 1958 and is headquartered in Lakewood, CO.

Atropos Health, Inc. is a healthcare and life science organization based in the United States. The company is based in New York, NY. Atropos Health is the developer of the first physician consultation service powered by research-grade real-world data. The company uses hundreds of millions of anonymized patient records to help providers answer clinical questions that have fallen through the cracks of the evidence-based literature. Atropos Health is also the developer of Geneva OS™, the operating system for rapid healthcare evidence across a robust network of real-world data. The company works with healthcare and life science organizations to close evidence gaps from bench to bedside, improving individual patient outcomes with data-driven care, expediting research that advances the field of medicine, and more. The company was founded in 2020 by Sharath Reddy, Brigham Hyde, Nigam Shah, and Saurabh Gombar, with Brigham Hyde serving as the CEO since then.

CHP Management Inc (Cardinal Partners) is a venture capital firm founded in 1996 by John K Clarke, Brandon H Hull and John J Park. The firm is headquartered in Princeton, New Jersey.

Stanford Health Care provides healthcare services. It services includes cardiac care, cancer treatment, neurosciences, surgery and organ transplants. The company was founded in 1956 and is headquartered in Stanford, CA.

Providence Capital Advisors LLC provides investment advice. The private company is based in Charlotte, NC. The company was founded in 2015 by Thomas Michael Searson.

EverPower Wind Holdings, Inc. engages in the development and operation of utility grade wind projects. The company was founded by James Spencer in 2002 and is headquartered in Pittsburgh, PA.

Renovus Capital Partners LP (Renovus Capital Partners) is a private equity firm founded in 2010 by Brad L. Whitman, Atif U. Gilani, and Jesse D. Serventi. The firm is headquartered in Wynnewood, Pennsylvania.

PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles.