Rajan Aggarwal

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Quest Software, Inc. engages in the design, development, and distribution of enterprise systems management software products. It offers consulting, educational, and support services including Microsoft Platform, data protection, unified endpoint management, performance monitoring, and database management services. The company was founded in 1987 and is headquartered in Aliso Viejo, CA.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Woodley Farra Manion Portfolio Management, Inc. (dba Woodley Farra) is a wealth management firm and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Donal Woodley and George Farra in 1995. Woodley Farra provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations (and other business organizations).

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.

WSO2, Inc. provides open source middleware platform services. Its products ATI manager, enterprise integrator, and identity server. The firm also offers open banking services. The company was founded by Sanjiva Weerawarana, Paul Fremantle, and Davanum Srinivas in 2005 and is headquartered in Mountain View, CA.

Sauce Labs, Inc. provides mobile and web application testing tools for developers. The firm's products include Sauce OnDemand, Sauce Scout, Sauce Builder, and Selenium. It delivers instant cloud infrastructure that enables developers to release software faster across increasingly diverse browsers for the desktop and mobile web. The company was founded by Steven Hazel, Jason R. Huggins and John Dunham in July 2008 and is headquartered in San Francisco, CA.

BlueData Software, Inc. develops data private cloud for enterprises. It offers simplified data infrastructure and eliminates complexities involved with data deployments. The company was founded by Kumar Sreekanti and Thomas Phelan in 2012 and is headquartered in Santa Clara, CA.

Incorta, Inc. engages in the provision of data analytics solutions. It offers accounts payable analytics; cash-to-cash cycle analytics; enterprise asset management; general ledger analytics; and fixed asset analytics. The company was founded by Osama Elkady, Hichem Sellami, Matthew Halliday, and Klaus Fabian in 2013 and is headquartered in San Mateo, CA.

Unravel Data Systems, Inc. develops software and data operations. Its solutions include APM for Big Data, resource and cost optimization, and cloud migration. The company was founded by Kunal Agarwal and Shivnath Babu in 2013 and is headquartered in Palo Alto, CA.

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.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

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.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

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.

Gron Ventures LLC (Gron Ventures), a venture capital firm founded in 2018 by Thomas Linovitz and Vinny Smith. The firm is headquartered in Newport Beach, California.

Seal Software, Inc. provides contract discovery and contract management software solutions. The firm’s products include seal platform, seal now, accelerators, seal marketplace, cloud services and docusign platform extensions. It also offers solutions like Brexit, catastrophic event, credit agreement, data privacy, IFRS 16, legal, LIBOR-IBOR, M&A, negotiation, non-disclosure agreement, procurement, QFC, sales and SR 14-1. The company was founded by Ulf Zetterberg, Kevin Gidney and Mark Williams in 2010 and is headquartered in San Francisco, CA.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

IPI Partners LLC (IPI Partners) is a private equity subsidiary of Iconiq Capital LLC founded in 2016. The firm is headquartered in Chicago, Illinois.

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities.

CXI Advisors LLC is a registered investment advisor headquartered in Auburn, Indiana. The firm was founded in 2019 and is owned by CX Institutional LLC. CXI Advisors offers investment advisory services to individual and institutional clients.

China CICC Wealth Management Securities Co., Ltd. provides security dealing. The company is based in Shenzhen, China. The Chinese company was founded in 2005. The CEO is Chang Sheng Hu. China CICC Wealth Management Securities Co. was acquired by China International Capital Corp. Ltd. from China Investment Corp. on April 12, 2017 for $2,558.03 million.

Contrast Security, Inc. provides security technology. It enables software applications to protect themselves against cyber attacks. The company was founded by Jeff Williams and Arshan Dabirsiaghi in 2014 and is headquartered in Palo Alto, CA.

Part of Orient Securities Co., Ltd., Orient Securities Investment Banking Co., Ltd. is a Chinese company that provides securities brokerage services. The company is based in Shanghai, China. The company was founded in 2012. Ji Ma has been the CEO of the company since 2012. Orient Securities Investment Banking Co. was acquired by Orient Securities Co., Ltd. from Citigroup Global Markets Asia Ltd. on April 22, 2020 for $69.43 million.

Ayalo SAPI de CV is a Mexican conversational AI company that empowers customer-centric enterprises to grow through its integrated platform that merges AI-driven marketing, commerce, and service into one. The company is based in Mexico City, MX, and has subsidiaries in the United States. The platform enables businesses to grow and unlock the full potential of customer relationships through messaging apps. Yalo is renowned for its commitment to real ROI and its "no shelf-ware" promise. The company's platform serves more than 100 million consumers and 2.5 million merchants. Yalo is shaping the future of enterprise conversational AI and is the choice of leading enterprises like Nestle, Coca Cola, Unilever, and others. The company was founded in 2015 by Javier Mata Saravia, who has been the CEO since 2015.

M12 Ventures (M12) is a venture capital subsidiary of Microsoft Corp. founded in 2016. The firm is headquartered in San Francisco, California.

Synack, Inc. provides a cloud-based platform which provides a subscription security-as-a-service solution that redefines the static, signature-centric model of security testing and vulnerability discovery. The company was founded by Jay Kaplan and Mark Kuhr in May 2013 and is headquartered in Redwood City, CA.