Jordan Caruso

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

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.

Antiva Biosciences, Inc. is a biopharmaceutical company developing novel, topical therapeutics for the treatment of diseases caused by HPV infection. The company was founded by Karl Y. Hostetler in 2012 and is headquartered in South San Francisco, CA.

Causemo, Inc. operates self-serve, cloud-based fundraising intelligence software platform. It develops marketing solutions for nonprofit organizations. The company was founded by Nicholas Burt, Dave Furneaux, Bret R. Siarkowsk, Nick Bogovich, Keith Ablow and Joshua Hoffman-Senn and is headquartered in Framingham, MA.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

MPM Bioimpact LLC (MPM Capital) is a venture capital firm founded in 1996 by Ansbert K. Gadicke and Luke B. Evnin. The firm is headquartered in Boston, Massachusetts.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide.

Battle Road Research Ltd. is an independent equity research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 by Ben Z. Rose and provides fund managers and analysts with independent research coverage on technology and consumer stocks. Their research process combines rigorous financial analysis with insights gleaned from publicly-available industry data. They publish six to eight reports each month—or more than 70 reports each year—on stocks across their internet, software, manufacturing technology, and consumer sector coverage. Battle Road Research covers an eclectic mix of mostly small and mid-cap stocks, along with a sprinkling of large-cap sector leaders.

JZ International Ltd (JZ International) is a private equity arm of Jordan/Zalaznick Advisers, Inc. founded in 1998 by John Green, David Zalaznick and Jay Jordan. The firm is headquartered in London, England.

HITE Hedge Asset Management LLC (HITE) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Quincy, Massachusetts. The firm was founded by James Jampel in 2003. HITE provides advisory services to private funds and a separate account.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

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.

Visible Hands PBC (Visible Hands) is a venture capital firm founded in 2020 by Yasmin Cruz Ferrine, Daniel Acheampong and Justin Kang. The firm is headquartered in Boston, Massachusetts.

Appeering, Inc. develops a web-based social application. The company was founded by Joshua Fertik and Oren Kagan in 2011 and is headquartered in Boston, MA.

Aktis Oncology, Inc. is a biotechnology company located in Boston, MA. The company specializes in the discovery and development of a new class of targeted alpha radiopharmaceuticals to treat a broad range of solid tumor cancers. The company's molecules are designed for high tumor penetration and long residence time, which maximizes tumor elimination while minimizing side effects of treatment. The approach enables clinicians to visualize and verify target engagement prior to exposure to therapeutic radioisotopes. Founded and incubated by MPM Capital, Aktis Oncology has developed proprietary platforms to generate tumor targeting agents with ideal properties for alpha radiotherapy. Matt M. Roden has been the CEO of the company since 2020.

Orna Therapeutics, Inc. is a biotechnology company that designs and delivers fully engineered circular RNA therapeutics to treat diseases. Orna Therapeutics is based in Cambridge, MA, and has subsidiaries in the United States. The company's proprietary platform combines novel technology to create RNA that drives protein expression with validated and unique delivery solutions. Orna has many advantages over traditional approaches, including simplified production, improved formulatability, and superior protein expression. The company was founded by Daniel Anderson, Raffaella Squilloni, Alex Wesselhoeft, and the CEO is Thomas M. Barnes.

Renagade Therapeutics, Inc. is an American US-based company that aims to overcome the limitations of RNA medicines by applying their comprehensive deliver, code, edit, insert technologies to precisely correct disease on an unprecedented scale. The company has developed a broad portfolio of RNA delivery systems, which profoundly expand the array of addressable diseases. The company's proprietary, synergistic toolkit allows them to precisely deliver, code, edit, and insert RNA medicines to treat any disease, anywhere in the body. Renagade is built on a foundation of proprietary delivery technologies to unlock previously inaccessible cells, reprogramming cells with superior expression using the leading RNA coding platform via joint venture with Orna Therapeutics, enabling curative therapies by permanently correcting defective genes with proprietary technology, and industry-leading all-RNA system to enable exon or large gene insertions as a gene therapy 2.0 platform. Renagade is backed by MPM BioImpact and F2 Ventures, leading financial groups who have supported the development of over 50 products to market.

aMoon Ventures Y Sh Ltd (aMoon Ventures) is an venture capital firm founded in 2016 by Marius Nacht and Dr. Yair Schindel. The firm is headquartered in Israel.

EOS Management LLC (EOS Management) is a private equity firm founded in 1993 by Steven Friedman. The firm is headquartered in New York.

Brightwood Capital Advisors LLC (Brightwood Capital Advisors) is a private equity firm founded in 2010 by Damien Dwin and Sengal Selassie. The firm is headquartered in New York.

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.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Qumra Capital Management Ltd (Qumra Capital) is a venture capital firm founded in 2012 by Boaz Dinte, Erez Shacha and Sivan Shamri Dahan. The firm is headquartered in Tel Aviv, Israel.

J.P. Morgan Infrastructure Investments Group (J.P. Morgan Infrastructure) is an infrastructure private equity firm founded in 2006. The firm headquartered located in New York, United States with an additional office in London, Hong Kong, Singapore and Mumbai.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.