Raghav Parmar

Valley Wealth Managers, Inc. (VWM) is a SEC-registered investment advisor and wealth management firm headquartered in Paramus, New Jersey. Formerly known as Hallmark Capital Management, Inc. (Hallmark), the firm was founded in 1986 and became part of the Wealth Management & Insurance Services Division of Valley National Bank in 2000 as a wholly owned subsidiary. Valley National Bank, in turn, is a wholly owned subsidiary of Valley National Bancorp (NASDAQ: VLY). In connection with an internal corporate reorganization in 2023, Hallmark was renamed Valley Wealth Managers, Inc. VWM provides investment management services to institutional clients, as well as to individual investors.

NGN Capital LLC (NGN Capital) is a venture capital firm founded in 2003 by Kenneth S. Abramowitz and William J. Gedale. The firm is headquartered in New York.

WisdomTree Asset Management, Inc. (WisdomTree) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Jonathan Steinberg in 2005 and is a subsidiary of WisdomTree, Inc. (NYSE: WT). WisdomTree acts as an investment adviser to the separate series of the WisdomTree Trust (WisdomTree ETFs or the Funds), an open-end management investment company registered as an investment company under the 1940 Act.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

ICBC Credit Suisse Asset Management Co., Ltd. (ICBCCS) is an asset management firm which was founded in 2005 through a joint venture between State-owned Industrial and Commercial Bank of China (ICBC) and Crédit Suisse First Boston, part of Crédit Suisse Group (SWX: CSGN; ADR: CS). Headquartered in Beijing, ICBCCS manages mutual funds and pension funds for Chinese retail investors. The firm distributes their products through ICBC's network throughout China.

TruArc Partners LP (TruArc Partners) is a private equity firm founded in 2005 by Ian K. Snow. The firm is headquartered in New York.

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

Jiaoyun Group Corp. provides passenger and cargo transportation services by road. The private company is based in Qingdao, China. Luan Linjiang has been the CEO of the Chinese company since 2014.

L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.

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.

NYL Investors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2013 and is a direct, wholly-owned subsidiary of New York Life Insurance Co. NYL Investors provides a broad array of investment advisory services to affiliated insurance companies’ general and separate accounts and other affiliated corporate entities, third-party institutional clients, investment companies, UCITs, and other pooled investment vehicles. The firm also serves as collateral manager and subadviser to certain special purpose vehicles, which include, but not limited to, CLOs.

Ottawa Avenue Private Capital LLC (Ottawa Avenue Private Cap) is a private equity subsidiary of Ottawa Avenue Partners LLC founded in 2015. The firm is headquartered in Grand Rapids, Michigan.

Patagonia Pharmaceuticals LLC develops therapies for rare dermatological diseases. The private company is based in Woodcliff Lake, NJ. The company was founded by Zachary Rome.

TardiMed Sciences LLC provides life sciences investment services. The American company was founded by Michael L. Derby.

JourneyOne Ventures LLC (JourneyOne Ventures) is a venture capital firm founded in 2021 by Helene Servillon. The firm is headquartered in Los Angeles, California.

Visiox Pharma LLC develops and distributes ophthalmic therapeutic services. The company is based in Tarrytown, NY. The company was founded by Zachary Rome. The CEO is Ryan S. Bleeks.

New York University Tandon School of Engineering engages in the provision of educational services focusing on science and technology. Its degrees and programs include bachelor of science, master of science, doctor of philosophy, advanced certificate programs, a bridge program to NYU Tandon, and industry partner programs. The company was founded in 1854 and is headquartered in Brooklyn, NY.