Heather Harder

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Alliance Consulting Group, Inc. provides e-business strategy consulting. The firm offers services in the areas of business process redesign, customer needs and segmentation analysis, innovation and new product development, market and competitive analysis. The company was founded by Hans Michael Norkus in 1986 and is headquartered in Boston, MA.

Measure 8 Ventures Management LLC (Measure 8 Ventures) is a venture capital firm founded in 2017 by Boris Jordan. The firm is headquartered in New York.

FJ Labs Inc (FJ labs) is a venture capital firm founded in 2008 by Fabrice Grinda and Jose Marin. The firm is headquartered in New York, US.

Great Point Capital LLC (Great Point) is FINRA-registered broker-dealer headquartered in Chicago, Illinois. The firm was founded in 2001 and is a subsidiary of Great Point Trading LLC. Great Point specializes in retail and proprietary equity day-trading for accredited investors.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

DNS Capital LLC (DNS capital) is a venture capital firm founded in 2014 by Gigi Pritzker Pucker. The firm is headquartered in Chicago, Illinois.

Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina.

Race Roster operates a digital event registration and management platform. It offers event management, timing tools, CRM, fundraising, and onsite solutions. The company was founded by Alex Vander Hoeven and Chantelle Wilder in 2011 and is headquartered in London, Canada.

DoubleRadius, Inc. provides breed networking, consulting, designing, planning and financing solutions to the data communications community. It also offers a range of innovative solutions and services to virtually any industry. The firm specializes in wireless design, wireless equipment supply, wireless equipment installation and video security. The company was founded in 2001 and is headquartered in Indian Trail, NC.

Kirchner Private Capital Group provides merchant banking services. It offers mergers, acquisitions, and divestitures advisory; management assessment; and workouts and turnarounds management services. The firm also provides strengths, weaknesses, opportunities, and threats analysis; negotiation; and strategic planning services. The company was founded by W. B. Kirchner in 1985 and is headquartered in Gadsden, AL.

Maywic Select Investments (Maywic Select Investments) is a venture capital firm founded in 2013 by Frederic H. Mayerson & Chad Wick. The firm is headquartered in Cincinnati, Ohio.

Fenway Summer Investment Management LLC (Fenway Summer) is a venture capital firm founded in 2013 by Raj Date. The firm is headquartered in Washington, District of Columbia.

Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.

HSV Holdings LLC (Indicator Ventures) is a venture capital firm founded in 2013 by Geoffrey T. Bernstein, Ben F. Luntz and Jonathan M. Struhl. The firm is headquartered in Boston, Massachusetts.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts.

Appomattox Advisory, Inc. (Appomattox) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Susan Webb and Oscar Gil Vollmer in 2005. Appomattox manages global multi-asset resilient portfolios and provides comprehensive Outsourced Chief Investment Officer (OCIO) services for institutional investors among endowments, foundations, pension plans and family offices.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.

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.

Better Society Capital Ltd. (Better Society Capital) is a private equity firm founded by Ronald M. Cohen in April 2012. The firm is headquartered in London.

RCB Bonds Plc engages in the provision of financial intermediary services. The company was founded March 14, 2014 and is headquartered in Cambridge, the United Kingdom.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Webster Equity Partners LLC (Webster Equity Partners) is a private equity firm founded in 2003 by Donald Steiner and Andrew McKee. The firm is headquartered in Waltham, Massachusetts.

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.

Alexander Capital Advisors LLC (ACA) is an independent asset management firm headquartered in New Canaan, Connecticut. The firm was founded in 2006 by Thomas Paolozzi. ACA provides investment and portfolio management services to individuals and institutional clients.

Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts.

Dynamo Producciones SA engages in the production of television series and short films. The company is based in Bogota, Colombia, and has subsidiaries in Colombia.