Pat Gennaco

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

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.

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.

G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology.

Radian Generation LLC provides solar and wind asset management services. Its services include field services, operations, compliance, and financial management. The firm specializes in solar energy, project finance, operations, asset management, field services and solar software. The company was founded by Chad Sachs, Joseph Kastner, and Peter Conklin in 2013 and is headquartered in San Francisco, 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.

Insight Venture Management LLC (Insight Venture Partners) is a private equity/ venture capital subsidiary of Insight Holdings Group LLC founded in 1995 by Jeffrey L. Horing and Jerry Fred Murdock. The firm is headquartered in New York.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Brook Venture Partners LLC specializes in expansion stage, mid venture, middle market, buyout, late venture stages and mezzanine investments. The company was founded by Frederic H. Morris and is headquartered in Wakefield, MA.

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.

Streetwise Media, Inc. provides digital media and event management. It offers news publication and blogs. The company was founded on June 21, 2011 and is headquartered in Boston, MA.

HqO, Inc. engages in the provision of an online web portal platform. It offers the tenant experience platform for commercial real estate under the Tex brand. The company was founded by Chase Garbarino, Gregory Gomer, Jared R. Stenquist, Boris Recvsin, and Kevin McCarthy on April 21, 2015 and is headquartered in Boston, MA.

Fullstack Sports Ventures (Fullstack Sports Ventures) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts.

Peak6 Sports LLC (PEAK6 Sports) is a venture capital subsidiary of PEAK6 Group LLC. The firm is headquartered in Chicago, Illinois.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Oxeon Investments LLC (Oxeon Investments) is a venture capital firm founded in 2011 by Trevor Price. The firm is headquartered in New York with additional offices in Seattle, Washington and Nashville, Tennessee.

HPG LLC manufactures and markets consumer products. The company was founded by Cheryl Lubbert in 2002 is headquartered in Seattle, WA.

Angelvest Group Shanghai Investment Ltd. (Angelvest) is a venture capital affiliate of Asia America MultiTechnology Association, headquartered in Shanghai, China. The firm was founded in 2007 by David Chen and Ted Lai.

MVision Private Equity Advisers Ltd. operates as an asset advisory firm. It specializes in private equity, real estate, real assets, credit and direct transactions. The company was founded by Mounir Guen in 2001 and is headquartered in London, the United Kingdom.

Practis LLC operates as a healthcare digital marketing agency. It offers medical marketing for the healthcare industry providing medical website design, SEO, PPC medical content and patient engagement tools. The company was founded by Elizabeth Pettrone in 1998 and is headquartered in Charlotte, NC.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY.

American Income Life Insurance Co. offers life and supplemental accident and health insurance. It offers whole and term life insurance and supplemental accident and health insurance, including accident protection, hospital indemnity, cancer protection, and critical illness solutions. The company was founded by Bernard Rapoport and Harold Goodman in 1951 and is headquartered in Waco, TX.

Liberty Mutual Group, Inc. provides property and casualty insurance services. It offers car, motorcycle, boat, off-road vehicle, classic cars, recreational vehicles, property, life, family and health insurance services. The company was founded in 1912 and is headquartered in Boston, MA.

Founded in 1999, Next47, Inc. is a venture capital firm headquartered in Palo Alto, California. The firm is the U.S. investment division of Siemens Venture Capital GmbH. Their ultimate parent is Siemens AG (NYSE: SI).

Canara Robeco Asset Management Co. Ltd. (CRAMC) is an Indian fund management firm which was founded in 1993 as Canbank Investment Management Services Ltd. through a joint venture between Canara Bank and Robeco Groep NV in The Netherlands. Headquartered in Mumbai, CRAMC manages the Canara Robeco mutual funds for individual and institutional investors.

Felicis Ventures Management Co. LLC (Felicis Ventures) is a venture capital firm founded in 2005 by Aydin Senkut. The firm is headquartered in Menlo Park, California.