Nick Durham

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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.

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.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

SoftWear Automation, Inc. develops robotic sewing technologies for the garment industry. It is the supplier of general case robotic sewing machines that are capable of automatically cutting and sewing garments both accurately and reliably. The company was founded by Wayne Book and Steve Dickerson in 2007 and is headquartered in Austell, GA.

Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Bloccelerate VC Investment Services LLC (Bloccelerate VC) is a venture capital firm founded in 2018 by Kate Mitselmakher. The firm is headquartered in Seattle, Washington.

DataCule, Inc. develops molecular data storage technology. The company is headquartered in Boston, MA.

Material Impact Management LLC (Material Impact Management) is a venture capital firm founded in 2015 by Carmichael Roberts and Adam Sharkawy. The firm is headquartered in Boston, Massachusetts.

Neutron Holdings, Inc. operates as a transportation rental company. It runs dock free electric scooters, e-assist bikes, and pedal bikes. The firm offers bike and car sharing services. The company was founded by Weiyao Sun, Adam Zhang, Charli Gao and Brad Bao in 2017 and is headquartered in Fremont, CA.

Patreon, Inc. operates as a funding platform for content creators. It offers business tools for creators to run a subscription content service. The company was founded by Samuel Yam and Jack Conte in May 2013 and is headquartered in San Francisco, CA.

WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA.

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.

Siemens AG Österreich engages in the manufacture and sale of industrial products in the fields of electrical engineering, telecommunications engineering, measurement engineering, control engineering, machine building, as well as precision mechanics and related technologies. It also plans, executes, and sells all types of systems and system components for the production, transmission, and processing of information and energy. The company was founded on October 23, 1879 and is headquartered in Vienna, Austria.

Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California.

QUALCOMM Ventures (QUALCOMM Ventures) is a venture capital subsidiary of QUALCOMM, Inc. The firm is headquartered in San Diego, California.

SCP Health provides medical services. It specializes in emergency and hospital medicine, consulting services, critical and urgent care, physician advisory and post-acute care. The company was founded by William C. Schumacher in 1994 and is headquartered in Lafayette, LA.

The Sterling Group LP (The Sterling Group) is a private equity firm founded in 1982 by Frank J. Hevrdejs. The firm is headquartered in Houston, Texas.

Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida.

Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City.