Jason Ford

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

DecisionOne Corp. provides information technology services. It offers installation and upgrades to maintenance and services. The firm also manages infrastructure services, legacy equipment support and logistics management across all technologies. The company was founded in 1958 and is headquartered in Devon, PA.

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.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

SkyBridge Capital LLC provides alternative investment management services. It specializes in funds of hedge funds products and hedge fund advisory services. The company was founded by Anthony Scaramucci in 2005 and is headquartered in New York, NY.

BiddingForGood, Inc. provides an online auction platform services. Its products include auction manager pro, product tour, mobile bidding at the place, auction manager basic. The firm also provides services which includes advertising, in-kind donation management and sponsorship for the members. The company was founded by Jonathan Carson and Gregory C. McHale in 2003 and is headquartered in Cambridge, MA.

Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds).

Part of The Toronto-Dominion Bank, Webco Securities, Inc. is a broker-dealer specialist at the New York Stock Exchange. Webco Securities, Inc. is based in New York, NY. Webco Securities was acquired by LaBranche & Co., Inc., part of The Toronto-Dominion Bank from June 28, 2011 on March 10, 2000 for $50.05 million.

Greenwich Associates LLC engages in the provision of business consulting services to the financial services industry. It offers market intelligence, benchmarking information, and service provider rankings in the areas of investment management; fixed income; equities; corporate finance; small and midsized business banking; and treasury. The company was founded by Charles D. Ellis in 1972 and is headquartered in Stamford, CT.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Geller & Co. LLC and its subsidiary, Geller Advisors LLC, provide financial advisory and wealth management services to individuals, families, business owners, institutions, and non-profits. The private company is based in New York, NY and has subsidiaries in the United States. The company's services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology. Geller Advisors is a multi-family office with over $9 billion of assets under management and advisement. The company was founded by Laurence Stephen Geller and Martin Jay Geller, with Martin Jay Geller serving as CEO since incorporation.

Clark Thomson Insurance Brokers Ltd. provides insurance brokerage services. It specializes in commercial insurance, personal insurance, higher value home and contents insurance, and claims. The company was founded by John Clark on March 17, 1997 and is headquartered in Edinburgh, the United Kingdom.

Barnegat Fund Management, Inc. (Barnegat) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Hoboken, New Jersey. The firm was founded by Robert (Bob) Treue III in 2003. Barnegat provides portfolio management services to private placement vehicles which are offered to sophisticated investors.

H&M International Transportation, Inc. engages in the provision of logistics services. Its services include rail terminal operations, intermodal trucking, warehousing and distribution, container freight stations, and customs exam sites. The company was founded in 1968 and is headquartered in Iselin, NJ.

Part of VTech Holdings Ltd., VTech Communications, Inc. is a company that designs, manufactures and distributes corded and cordless phones. The company is based in Beaverton, OR and was founded in 1989.

Baker Tilly US LLP engages in the provision of accounting and financial advisory services. It offers assurance, consulting, and risk advisory services. The company was founded in 1931 and is headquartered in Chicago, IL.

Virgo Investment Group LLC (Virgo Investment Group) is a private equity firm founded by Jesse Watson and Barry Jay Uphoff in 2009. The firm is headquartered in Burlingame, CA.

Papamarkou Wellner Asset Management, Inc. is an independent multi-family office that provides innovative, strategic, and financial advice to a diverse client base. The private company is based in New York, NY, with an office in an undisclosed location. The company offers bespoke investment management and merchant banking solutions to domestic and international high-net worth individuals, family offices, endowments, and foundations. The company takes a highly collaborative approach on every assignment to achieve creative solutions for their clients.

MAZE Investments LLC (MAZE) is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. Founded in 2010, MAZE provides investment advisory services to pooled investment vehicles operating as private investment funds.

Solaris Alternative Asset Management LLC provides investment advice. The private company is based in New York, NY.

3d Lacrosse, Inc. offers lacrosse training, clubs and events. It offers training for individuals and teams, hosts events, tournaments, select travel teams, recruiting showcases and leagues for different levels of organized competition. The company was founded by Jamie Munro in 2009 and is headquartered in Denver, CO.

Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies.

Critical Mass Partners LLC is a hedge fund manager located in New York City.

Cigna Ventures LLC (Cigna Ventures) is a venture capital subsidiary of Cigna Holding Co founded in 2018 by Richards Tom. The firm is headquartered in Bloomfield, Connecticut.

Oak Lane Partners LLC (Oak Lane Partners) is a private equity firm founded in 2012. The firm is headquartered in Boca Raton, Florida.