Will Hampson

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.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations.

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.

CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.

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

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.

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

Cardea Bio, Inc. develops bioelectronics for use in research and diagnostics. Its products include AGILE 100 and pipeline. The company was founded by Ross Bundy, Kiana Aran, and Brett Goldsmith in 2013 and is headquartered in San Diego, CA.

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.

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

Nordic Capital Ltd. (Nordic Capital) is a private equity subsidiary of Triona Holding SA founded in 1989 by Robert Andreen and Morgan Olsson. The firm is headquartered in St Hellier, New Jersey.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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.

Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients.

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.

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.

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.

Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado.

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.

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.

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.

Mertado operates a social shopping website. The American company was founded by Mehul Shah and Rajiv Py Bhat.

InMobi, Inc. provides marketing and advertising services. The company was founded on November 2, 2011 and is headquartered in San Francisco, CA.

Part of Amstar Advisers Holdings LLC, Amstar Advisers LLC is a company that provides investment advice. The company is based in Denver, CO.

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

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

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.

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.

Norrsken Impact Accelerator (Norrsken) is an accelerator subsidiary of Stiftelsen Norrsken Foundation founded in 2020 by Gustav Erik Niklas Adalberth. The firm is headquartered in Stockholm, Sweden.

Wingspan Capital LLC (Wingspan Capital) is a private equity firm founded in 2019 by Andrew Eberhart. The firm is headquartered in New York.

Ascentris LLC is an Independent Private Equity/Venture Capital firm founded in 2003. The firm is headquartered in Denver.

Halp, Inc. provides Information Technology services. It offers IT Ops, MSPs, and B2B support solutions. The company was founded by Fletcher Richman, Tristan Rubadeau and Komran Rashidov and is headquartered in Boulder, CO.

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.