Athina Pitsolos

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.

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.

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.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

Part of XP, Inc., XP Investments US LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 2011. Adelia Mariel Gomez has been the CEO of the company since 2014.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Lloyds Development Capital (Holdings) Ltd. (LDC) is a private equity firm founded in 1981. The firm is headquartered in London, United Kingdom and is wholly owned by LBG Equity Investments Ltd.

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.

Alpha Kappa Psi Fraternity, Inc. is a civic, social, and fraternal association. The non-profit company is based in Indianapolis, IN. The company was founded by Klara Klarowicz.

Cultivian Ventures LLC (Cultivian Ventures) is a venture capital subsidiary of Sandbox Holdings LLC founded in 2008. The firm is headquartered in Chicago, Illinois.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California.

Daiwa Capital Markets (Hong Kong) Ltd. (Daiwa HK) is a securities brokerage firm headquartered Hong Kong. The firm is a subsidiary of Daiwa Capital Markets Asia Holding BV, ultimately owned by Daiwa Securities Group, Inc. (TYO: 8601) in Japan. Founded in 1970, Daiwa HK offers brokerage services to an established international client base.

RVX Asset Management LLC (RVX) is an independent, SEC-registered investment advisor headquartered in Aventura, Florida. Founded in 2015, RVX provides discretionary advisory services to institutions and high net worth individuals.

Element Pointe Advisors LLC, dba Element Pointe Family Office (Element Pointe), is a SEC-registered investment advisor and multi-family office headquartered in Miami, Florida. The firm was founded in 2016 and is owned by David Savir and Carlos A. Dominguez directly and indirectly through Element Pointe Group LLC, a holding company. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to individuals, trusts, estates, charitable organizations, corporations, business entities, trustees or other fiduciaries to retirement plans subject to ERISA, and private funds organized their affiliate.

Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

Signarama is the world's largest sign franchise that provides branding and messaging solutions along with comprehensive sign and graphic services to both consumers and commercial customers. The private company is based in Mississauga, Canada. The Canadian company offers a range of services from business signs, vehicle wraps, and digital signs to advertising and marketing services. Signarama is a part of a successful system of business-to-business franchise brands and development services under the United Franchise Group (UFG). The CEO of the company is Raymond W. Titus.

Sign-A-Rama, Inc. engages in the provision of signage solutions. It also offers sign products, vehicle graphics. The firm's products include building, lighted, standalone, yard and sidewalk, and construction signs; banners and flags; floor graphics; custom lettering and deals; and vehicle magnets. Its services include sign services, marketing materials, and design and painting. The company was founded by Raymond W. Titus and Roy Titus in 1986 and is headquartered in West Palm Beach, FL.

Sign A Rama, Inc. designs indoor and outdoor signs. The firm offers banners, letters, graphics, trade show displays, exhibits, vehicle graphics and custom signs. The company was founded Ray Titus and Roy W. Titus in 1991 and is headquartered in Greensboro, NC.

Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations.

Marker Learning is a company that aims to inspire and support students with all types of learning needs to reach their full potential. The company is based in New York, NY. The company provides a telepsychology platform that offers gold-standard learning disability assessments and personalized action plans to schools and families. Marker Learning partners with top tier psychologists to virtually administer evidence-based learning disability assessments and uses proprietary technology to streamline the assessment process, reduce cost, and decrease turnaround time. The company was founded by Stefan Bauer, Emily Yudofsky, and Stefan Bauer has been the CEO since incorporation.

Moana Capital LLC (Moana Capital) is a venture capital firm founded in 2016. The firm is headquartered in Coral Gables, Florida.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

Grayscale Investments LLC is a private company headquartered in New York, NY, with a presence in the United States and Ireland. The firm functions as an alternative investment manager. It was founded in 2013. Michael Adam Sonnenshein is the current CEO of the company. The company says this about itself: Grayscale enables investors to access the digital economy through a family of regulated and future-forward investment products. Founded in 2013, Grayscale has a proven track record and deep expertise as the world’s largest crypto asset manager. Investors, advisors, and allocators turn to Grayscale for single asset, diversified, and thematic exposure. Grayscale products are distributed by Grayscale Securities, LLC (Member FINRA/SIPC).

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

Bregal Milestone LLP (Bregal Milestone) is a private equity subsidiary of Bregal Investments LLP founded in 2018 by Jan Bruennler, Cyrus Shey and Philippe Lautenberg. The firm is headquartered in London, United Kingdom.

4 Catalyzer Corporation (4 Catalyzer Corp.) is a venture capital firm founded in 2014 by Jonathan M. Rothberg. The firm is headquartered in Guilford, Connecticut.

Third Bridge (US), Inc. is a independent financial research company. It provides private equity firms, hedge funds, and strategy consultants. The company is headquartered in New York, NY.

Pine Tree Equity Management LP (Pine Tree Equity) is a private equity firm founded in 2007 by Jeff Settembrino. The firm is headquartered in Miami, Florida.