Joey Strawn

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions.

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.

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.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Arsenal Capital Management LLC (Arsenal Capital Mgmt) is a venture capital firm founded in 2012 by Peter Reinecke. The firm is headquartered in St. Louis, Missouri.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

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.

Moneta Group LLC provides management consulting services. The firm serves family CFO, family office, retirement investment, and institutional consulting. The company was founded in 1933 and is headquartered in St. Louis, MO.

Part of Nashville Area Chamber of Commerce, Nashville Health Care Council operates as an association of health care industry leaders. The company is based in Nashville, TN. The company was founded by Philip M. Hertik.

The Founders Fund Management LLC (The Founders Fund Management) is a venture capital firm founded in 2005 by Peter Andreas Thiel, Ken Howery and Luke Nosek. The firm is headquartered in San Francisco, California.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Brightleaf Development LLC provides real estate services. The company was founded by Leonid Gontmakher on April 12, 2017 and is headquartered in Bellevue, WA.

Lexington Partners LP (Lexington Partners) is a private equity firm, a subsidiary of Franklin Resources Inc founded in 1994 by Brent R. Nicklas. The firm is headquartered in New York.

Part of Playsino, Inc., Popover Games, Inc. is a company that develops online games. The company is based in San Francisco, CA. The company was founded by Nichola Eliovits, Nichola Eliovits. Popover Games was acquired by Playsino, Inc. on October 01, 2012.

Bowery Capital Management LLC (Bowery Capital) is a venture capital firm founded in 2013 by Michael Charles Brown, Keegan Forte and Nic Poulos. The firm is headquartered in New York.

Kairos Manager LLC (Kairos Manager) is a Venture Capital firm, a subsidiary of Kairos Society PBC, Inc founded in 2016. The firm is headquartered in New York, United State.

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).

The Community Foundation of Middle Tennessee brings people and causes together to help ensure both the stewardship of donor funds and the investment of grants in the 40 counties of Middle Tennessee that they serve. The Community Foundation of Middle Tennessee provides ways for civic-minded individuals, families, and companies to contribute to the community, now and for all time

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Northwest Cannabis Solutions produces and processes recreational marijuana products. The private company is based in Olympia. The American company was founded by Leonid Gontmakher.

Olive Tree Capital Ltd (Olive Tree Capital) is a venture capital firm founded in 2013. The firm is headquartered in Boston, Massachusetts.

Adler Vermillion & Skocilich is a law firm that operates in an unspecified location.

RVX Asset Management LLC (RVX) is an independent, SEC-registered investment advisor headquartered in Aventura, Florida. Founded in 2015, RVX provides discretionary advisory services to institutions and high net worth individuals.

Automated Fruit Scouting, Inc. provides fruit growers with the necessary data to precisely manage each step throughout the season to increase orchard profits. The company is based in Yakima, WA. The company uses computer vision to set optimal crop load targets, monitor, count, and size the fruit to stay on track. The company allows growers to use their smartphones to collect 10,000x more data and improve critical decision making from bud to bin. The company was founded in 2019 by Jeff Kahn and Matt King. Matt King has been the CEO since 2019.

Paladin Cloud Inc is a rapidly growing, open source, cloud security company that helps enterprises identify, prioritize and remediate the most important security risks in their multi-cloud environments. The company is based in Piscataway, NJ. The company's prioritization engine for cloud security helps security and developer teams reduce alert fatigue by connecting to existing security tools and clouds to unify findings and correlate data to remediate high priority vulnerabilities and threats. The company was founded by Daniel J. Deeney. Daniel J. Deeney has been the CEO since incorporation.