Tony Jacoby

Cook Street Consulting, Inc. (Cook Street) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Sean M. Waters and Karen M. Robinson in 1999. They are a subsidiary of Morgan Stanley Domestic Holdings, Inc., which is ultimately held by Morgan Stanley (NYSE: MS). Cook Street provides customized fiduciary and investment consulting services to retirement plan sponsors, corporate accounts, foundations, and endowments in North America.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Pelican Energy Partners ( Pelican Energy Partners ) is a private equity firm founded by Michael Scott in 2011. The firm is headquartered in Houston, Texas.

ETSpreads LLC provides investment advice. The private company is based in Denver, CO and has subsidiaries in the United States. The company was founded by William Patrick Mock. The CEO is Stephen Craig Rogers.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

Trivie, Inc. develops on-demand gasification platform. The company was founded in 2011 and is headquartered in Dallas, TX.

Saudi Aramco Shell Refinery Co. operates a crude oil and natural gas refinery. It offers benzene, fuel oil, kerosene, naphtha, sulphur, mogas components, low sulphur diesel, and liquefied petroleum gas. The company was founded in 1981 and is headquartered in Jubail, Saudi Arabia.

Aprio Wealth Management LLC (Aprio WM) is SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 and was formerly known as HA&W Wealth Management LLC. They are a subsidiary of Aprio Capital Partners LLC, which is owned by Aprio Holdings LLC. Aprio WM offers discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, qualified plans, trusts, estates, charitable organizations, corporations, and other business entities.

01 Advisors (01 Advisors) is a venture capital firm founded in 2018 by Dick W. Costolo and Adam Bain. The firm is headquartered in San Francisco, California.

Cendana Capital Management LLC (Cendana Capital Management) is a venture capital firm founded in 2009 by Michael Kim. The firm is headquartered in San Francisco, California.

CoinAlpha, Inc. operates as an open, decentralized asset management industry. It uses data engineering and machine learning to create algorithmic trading strategies, trade analysis systems, and optimize trade execution for customers. The company was founded by Michael Feng, Martin Kou, Carlo P. Las Marias and Yvonne Zhang in 2017 and is headquartered in San Francisco, CA.

Martini.ai is a company that provides machine learning and artificial intelligence services. The company is based in Santa Clara, CA. Rajiv Py Bhat and Rajiv Bhat have been the CEOs since incorporation. The company was founded by Rohit Singh, Rajiv Bhat, and Rajiv Py Bhat.

Saudi Aramco Mobil Refinery Co. Ltd. develops, constructs, owns and operates crude oil refining facilities in Yanbu, Saudi Arabia. Its purpose of the refinery is to export finished products to Europe, North America and Far East within the framework of broad-based strategy for an integrated petroleum industry. The company was founded in November, 1984 and is headquartered in Yanbu Al-Sinaiyah, Saudi Arabia

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California.

Triple Ring Technologies, Inc. operates as an imaginative research and development firm. It works across the development process in regulated markets including medical devices, in vitro diagnostics and life science tools, imaging and industrial applications. The company was founded in February 2005 and is headquartered in Newark, CA.

Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

ThirdWay Africa Partners LLP (ThirdWay Africa Partners) is a private equity firm founded in 2014. The firm is headquartered in London, United Kingdom.

Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

The Courtney Group, Inc. (Private Equity) is a private equity a subsidiary of The Courtney Group, Inc founded in 1995 by Thomas W. Courtney. The firm is headquartered in Newport Beach, California.

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

Fountainhead Media Services, Inc. provides distribution, promotional, and creative services for content related to the entertainment industry.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Kudoboard, Inc. provides an online group card service for birthdays, holidays, and special occasions. The company is based in Denver, CO. The service is designed for larger teams and organizations with 501+ employees, and includes SSO and dedicated support. The company was founded in 2015 by Aaron Rubens, who has been the CEO since 2015.

GeoVisual Technologies, Inc. develops artificial intelligence for optimal harvests. exploiting advances in computer vision, machine learning and emerging remote sensing capabilities. The firm using routine monitoring of fields with airplanes, drones and mobile phones, applies NASA-funded artificial intelligence algorithms to analyze crop maturity, health, and predicted yields, helping farmers to dramatically reduce production uncertainties and increase profits. The company was founded by Jeffrey Leonard Orrey on May 3, 2010 and is headquartered in Boulder, CO.