Michael Matalone

AVP Management Services, Inc. (AVP Management Services) is a private equity/venture capital firm firm founded in 1979 by Joseph Charles Aragona, Ken Paul DeAngelis and Jeff C. Garvey. The firm is headquartered in Austin, Texas.

PublicRelay, Inc. provides media monitoring, analytics, and engagement tools for communications and marketing professionals. The firm delivers business intelligence, drives proactive influencer engagement, and proves public relations impact for corporations, associations, and government agencies. The company was founded by Christopher P. Bolster and Eric B. Koefoot in 2008 and is headquartered in Reston, VA.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

DCS Global Systems, Inc. provides software and solutions to help hospitals maximize revenue and reduce inefficiencies throughout the revenue cycle. The company was founded by Manoj Chhabra and is headquartered in Plano, TX.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Collections Marketing Center, Inc. provides self-service collections solutions. It offers customer engagement, agent desktop and strategist portal. The company was founded by Vytas Kisielius, Dawn M. Willey and Ye Zhang in 2006 and is headquartered in Wilmington, DE.

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

AutoVitals, Inc. engages in the provision of software solutions for managing automotive shop workflow, internet marketing, and motorist engagement. It also offers digital inspections, automated service reminders, consumer engagement, repair status updates, POS integration, educational videos, sales-to-technician communication, and real-time integration. The company was founded by Uwe Kleinschmidt in 2009 and is headquartered in Goleta, CA.

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.

Lion Street, Inc. is engaged in providing financial services. It provides elite life insurance advisors access to the financial products, intellectual capital, and specialized resources to meet the sophisticated needs of high-net-worth and corporate clients. The company was founded by Robert Carter in 2010 and is headquartered in Austin, TX.

Inbenta Holdings, Inc. provides technological services. The company was founded in 2016 and is headquartered in Foster City, CA.

AVRON Partners, Inc. operates as a supply chain and logistics investments. The company was founded on June 01, 2008 and is headquartered in Austin, TX.

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.

Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY.

Giact Systems LLC provides risk management solutions for electronic payments. The firm offers enrollment payment, identity and compliance solutions. The company was founded by Melissa Townsley-Brown and Merlin Bise in 2004 and is headquartered in Allen, TX.

The Green Solution LLC provides cannabis-based health and wellness solutions. The company was founded in 2010 and is headquartered in Northglenn, CO.

Founded in 1980, American Municipal Securities, Inc. is a registered broker/dealer located in St. Petersburg, Florida. American Municipal Securities provides personalized service to individual investors. The firm offers municipal and corporate bonds, government securities, mutual funds and annuities, as well as individual stocks.

Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York.

Amuni Financial, Inc. (Investment Management) (Amuni-IM) is the investment management arm of Amuni Financial, Inc., a registered broker/dealer headquartered in St. Petersburg, Florida. Amuni-IM provides personalized investment supervisory services tailored to the individual needs of their clients, which are comprised of individuals, trusts, estates and/or charitable organizations.

VI Realty LLC is a provider of travel-related products, software and services. It family of brands offers travel services, including simplified resort rentals, online advertising and marketing products for by-owner timeshare sales and rentals, licensed timeshare brokerage and title transfer services, and customized owner services and product solutions for timeshare resorts, resort developers, HOAs and timeshare management companies. The company was founded by Chad Newbold in 1999 and is headquartered in Orlando, FL.

Belstone Capital LLC is a venture capital firm based in Atlanta, GA. The private company's mission is to fuel purpose-driven companies that are transforming industries, empowering communities, and pioneering sustainable solutions for positive change. Belstone engages its in-house technologists, product designers, and executives to build market-leading companies from the ground up. The firm deploys the first capital alongside operational resources to supercharge entrepreneurial ideas from day one. Belstone mobilizes its network of experienced operating partners, advisors, and private investors to facilitate healthy growth, finance expansion, and build strong foundations for scale. The company's ventures include HVN, a digital infrastructure for a new age of travel, a leading cold-pressed juice company focused on performance nutrition, a foundation amplifying voices that emphasize our shared humanity through the connective power of the arts, and a sustainable luxury brand elevating everyday objects with inspiring stories of beauty and impact.

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.

Advantage Capital Partners (Advantage Capital) is a private equity firm founded in 1992 by Steven T. Stull and David W. Bergmann. The firm is headquartered in New Orleans, Louisiana.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.