Steve Curley

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

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.

Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.

Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida.

Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US.

Plasmonics, Inc. specializes in the development and production of infrared sensors and meta-material surfaces. It offers custom built infrared and terahertz filters, broadband wave-plates, rapid prototyping services, and electromagnetic design and consultation services. The company was founded by David J. Shelton and Glenn D. Boreman in 2010 and is headquartered in Orlando, FL.

Compass Research LLC provide clinical research services. It specializes in testing investigational medications that cover a range of diseases and disorders. The company was founded by Sean P. Stanton and Craig T. Curtis in 2006 and is headquartered in Orlando, FL.

Mathnasium LLC offers mathematical educational programs. It specializes in teaching kids math in a way that makes sense to them. The firm provides services to early education, elementary school, middle and high school. The company was founded in April 2002 by Peter Markovitz, Mitch Brown and David Ullendorff and is headquartered in Los Angeles, CA.

Florida Angel Nexus, Inc (Florida Angel) is an Independent Venture Capital firm founded in 2012 by Martin Blaire. The firm is headquartered in Florida.

DC Capital Partners Management LP (DC Capital Partners) is a private equity firm founded in 2007 by Thomas Campbell. The firm is headquartered in Alexandria, VA.

Razor's Edge Ventures LLC (Razor's Edge Ventures) is a venture capital firm founded in 2009 by Peggy Styer, Steve Pann, Richard Moxley, Mark Spoto & Jack Kerrigan. The firm is headquartered in Reston, Virginia.

Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

National Utility Contractors Association operates as a trade association working for utility construction and excavation industries. Its chapters represent utility contractors, excavators, suppliers, manufacturers, and other providers in the water, sewer, gas, electric, telecommunications, treatment plant, and excavation industries. The company was founded in 1964 and is headquartered in Arlington, VA.

Mobile Solutions Services Holdings LLC provides telecommunications and wireless asset management solutions. It offers managed mobility services, bundled solutions that cover mobile device life-cycle management, and unified endpoint management. The company was founded by James Johnson and Kimberlie Johnson in 2008 and is headquartered in Centennial, CO.

Crescent Cove Capital Management LLC (Crescent Cove Capital) is a private equity firm founded by Jun Hong Heng in 2016. The firm headquartered in San Francisco, California.

Periscope Equity LLC (Periscope Equity) is a private equity firm founded in 2013 by Steven B. Jarmel. The firm is headquartered in Chicago, Illinois.

First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.

Bloom Equity Partners Management LLC (Bloom Equity Partners Management ) is a venture capital firm founded in 2020 by Bart Macdonald. The firm is headquartered in New York.

Centre Lane Partners LLC (Centre Lane Partners) is a private equity firm founded in 2007 by Quinn Morgan and Kenneth Lau. The firm is headquartered in New York.