David Goerz

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Barclays Global Investors UK Holdings Ltd. provides investment and advisory services such as securities and stocks. The company was founded in 1999 and is located in London, UK.

eVestment Alliance LLC engages in the development of cloud-based financial and investment application. Its products and service capabilities include manager research and selection, ongoing manager monitoring, private markets due diligence, risk analysis, portfolio construction and modeling, liquidity analysis, data aggregation, capital raising, competitive analysis, holdings analysis, peer group comparisons, and professional marketing materials. The company was founded by Karen Minnick, Matt Crisp, James Minnick, and Heath Wilson in 2000 and is headquartered in Atlanta, GA.

ETF.com LLC provides news, analysis and events for exchange-traded funds. It operates different publications in the field of ETFs and index-related investments. The firm which also provides conferences and events in the ETF space is majority-owned by its managing partners. The company was founded by James Wiandt in 2001 and is headquartered in San Francisco, CA.

Part of Instructure Holdings, Inc., Parchment LLC is an academic credential management platform. The company is based in Scottsdale, AZ. The company was founded in 2003 by Jeff Harris, Jeffrey M. Harris, John Reese, Mark N. Cohen, Matthew L. Pittinsky. Matthew L. Pittinsky has been the CEO of the company since 2011. Parchment was acquired by Instructure Holdings, Inc. on February 01, 2024 for $686 million.

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.

Forstmann Little & Co. (Forstmann Little) is an independent private equity firm founded in 1978. The firm is headquartered in New York.

Pearson Education, Inc. publishes educational and professional books. Its brands include Prentice Hall, Longman, Scott Foresman, Addison Wesley, Allyn & Bacon, Benjamin Cummings, PASeries, ELLis, Celebration Press, PEMSolutions, SuccessMaker, Waterford, and Family Education Network. The company was founded in 1998 and is headquartered in Upper Saddle River, NJ.

Noble Grossart Ltd. provides banking services. It focuses on the provision of strategic financial advice to allow company boards, shareholders, and financial institutions to achieve their corporate objectives. The firm's services include mergers and acquisitions, company valuation, equity fundraising, disposals, application of the UK takeover code, debt raising and structuring, strategic financial advice, creating internal share trading arrangements, capital restructuring. The company was founded in 1969 and is headquartered in Edinburgh, the United Kingdom.

Lehman Brothers Bancorp, Inc. provides banking and financial services. It offers savings, credit cards, and brokerage and mortgage services. The firm also provides home financing, asset based lending, and residential real estate finance. The company was founded in 1850 and is headquartered in Wilmington, DE.

Warburg Pincus & Company US LLC engages in the provision of investment services. The company is headquartered in New York, NY.

PeriGen, Inc. provides fetal monitoring solutions employing patented pattern-recognition and obstetric technology that empower perinatal clinicians to make confident and real-time decisions about the mothers and babies in their care. Its PeriGEn Visual Cueing enables users an instant view of the mother?s and baby?s current status and trends. The company was founded in 1995 and is headquartered in Princeton, NJ.

Salmon River Capital LLC (Salmon River Capital) is a venture capital firm founded in 2001 by Joshua S. Lewis. The firm is headquartered in Bronxville, New York.

The Rockefeller Foundation operates and organizes charitable trusts. The company supports grants, fellowships, and conferences for programs that try to identify and alleviate need and suffering. It was founded in 1913 by John D. Rockefeller Sr. and is headquartered in New York City, NY.

New Leaders, Inc. operates as non-profit organization. It recruits and trains school leaders for the improvement of education for poor and minority students. Its programs include leading instruction, emerging leaders, aspiring principals, principal institute, transforming teams, and principal supervisors. The company was founded by Mike Johnston, Jonathan Schnur, and Edwin C. Cohen in 2000 and is headquartered in New York, NY.

Mismi, Inc. operates as a electronic broker dealer and alternative trading system firm. It develops a suite of trade execution technologies that offer traders control, and single-name and portfolio execution. The company provides algorithmic trading, single-name execution strategies, portfolio and pairs execution strategies, portfolio and continuous crossing, optimization-based portfolio construction, and portfolio trading services. Mismi was founded by Andrew Papandreadis in 2006 and is headquartered in New York, NY.

OptiMA, Inc. is a woman-owned company that sells dry erase boards and visual display products like custom printed dry erase boards, magnetic dry erase boards and a variety of student lap boards. Its products include marker trays, magnets and magnetic accessories, paper easel pads, letter boards and cubical white board hangers. The company was founded by Doug Klimavich and Christine Klimavich in 1987 and is headquartered in Shrewsbury, MA.

BlackRock Fund Advisors (BFA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

BlackRock Advisors (UK) Ltd. (BlackRock UK) is the Great Britain-based investment management subsidiary of BlackRock Finance Europe Ltd., ultimately held by BlackRock, Inc. (NYSE: BLK) in the US. The firm was founded in 1964 and formerly known as Barclays Global Investors Ltd. Headquartered in London, BlackRock UK manages a range of investment products for various UK and continental European clients including defined benefit and defined contribution pension plans, insurance companies, educational and nonprofit organizations, local government entities, and individual and families.

CHJ Capital Management LLC provides capital management services. The private company is based in San Francisco, CA and has subsidiaries in the United States.

Vista Capital Advisors LLC operates as a financial product innovative company. It offers eBonds, a form of corporate bond. The company was founded by Richard K. MacAilliams and John Andrew McQuown and is headquartered in New York, NY.

Coin, Inc. offers a connected device that stores multiple accounts and information of swipeable cards. It provides Coin, an electronic device that allows users to store multiple debit, credit, gift, loyalty, and membership card numbers in a single piece of plastic. The firm also offers a mobile application that allows users to add, manage, and synchronize cards that they choose to store on their device. The company was founded by Kanishk Parashar and Karthik Balakrishnan in 2012 and is headquartered in San Francisco, CA.

CamberView Partners LLC provides independent and investor-focused advisory services. It offers corporate governance, proxy season strategies, shareholder engagement and contested merger and acquisition advisory services. The firm advises clients on investor engagement strategies to secure their objectives in proxy fights, hostile takeovers, and other high-stakes votes. The company was founded by Frank D. Yeary and Abe M. Friedman in 2012 and is headquartered in San Francisco, CA.

Neighborhood Trust Financial Partners, Inc. provides financial empowerment services and products. The company is based in New York, NY. The CEO of the company is Justine Zinkin.

ThirdStream Partners LLC (ThirdStream Partners) is a venture capital firm founded in 2014 by Minder Cheng and Ross Hikida. The firm is headquartered in San Mateo, California.

HANetf Ltd. engages in asset management services. It offers set up, product management, and distribution and marketing services. The company was founded by Nicholas Richard Bienkowski and Ian David Hector McNeil on March 29, 2017 and is headquartered in London, the United Kingdom.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Qontigo is the US-based investment research subsidiary of Deutsche B?rse AG (ETR: DB1) in Germany. Headquartered in New York City, the firm was founded in 2019 through the combination of STOXX Ltd. and Axioma. They provide index, analytics and risk solutions for asset managers, asset owners, hedge funds, wealth managers and sell-side firms.

Part of Addepar, Inc., Real Capital Innovation, Inc. develops software for the wealth management industry. The company is based in San Mateo, CA. The company was founded by Maria Rioumine, Ashby Monk, Kanishk Parashar. Kanishk Parashar has been the CEO since incorporation. Real Capital Innovation was acquired by Addepar, Inc. on January 07, 2021.

Part of Deutsche Börse AG, ISS STOXX GmbH is a German fast-growing financial intelligence company and a leader in the modernization of investment management. The company is based in Eschborn, Germany. Qontigo, the company's main product, offers a range of services including risk analysis tools, portfolio construction tools, and market-defining index construction. Qontigo's offerings include asset class indices, wealth management technology, factor indices, and ESG-X factor indices. Founded in 2019, the company is led by CEOs Frank Prasse, Gary Retelny, and Marc Robert-Nicoud.