Tom Howard

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

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.

Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York.

Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Aronson LLC provides assurance, tax, and consulting solutions. It offers audit and assurance services, employee benefit plan services, executive search services, financial advisory services, government contract compliance services, government contract consulting, outsourced accounting solutions, personal financial services, software sales and consulting, tax services, technology risk, wealth management advisory services. The firm also provides other business services, including investment banking, recruiting, wealth management advisory and systems support. The company was founded in 1962 and is headquartered in Rockville, MD.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

New Century Advisors LLC (NCA) is an independent, SEC-registered investment advisor headquartered in Chevy Chase, Maryland. The firm was founded in 2002 by Ellen B. Safir. NCA provides investment advice to banking or thrift institutions, corporate and state pension and profit-sharing plans, charitable organizations, universities, private funds as well as high net-worth individuals and wrap fee accounts.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

Huron River Venture Partners LLC (Huron River Venture) is a venture capital firm founded in 2010 by Ryan Waddington and Tim Streit. The firm is headquartered in Ann Arbor, Michigan.

Incline Management Corp.(Incline Equity Partners) is a private equity firm founded by Jack Glover, Wali C. Bacdayan and Justin Bertram. The firm is headquartered in Pittsburgh, Pennsylvania.

Campbell Wealth Management, Inc. (CWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Alexandria, Virginia. Founded in 2003, CWM provides wealth management services exclusively for individuals 55 and older who are near or in retirement.

Delta-v Capital LLC (Delta-v Capital) is a private equity firm founded in 2009 by Rand G. Lewis and David Schaller. The firm is headquartered in Boulder, Colorado.

VitriVax, Inc. is a biotechnology company based in Boulder, CO that partners with vaccine developers to create thermostable vaccines that can be delivered in a single shot. The company's proprietary atomic layering thermostable antigen and adjuvant (alta™) technology platform enables vaccines to be shipped ly without refrigeration or freezing, last for years on the shelf, and only require one patient interaction to deliver multiple doses. The alta™ technology can be applied to a wide variety of vaccine antigens and adjuvants to protect against thermal and chemical degradation and enable controlled release, incorporating prime doses and additional booster doses in a single-shot administration. The company was founded by Robert Garcea and Theodore Randolph, and the CEO is Matthew Raider.

Adjuvant Capital LP (Adjuvant Capital) is a private equity and venture capital firm founded in 2018 by Glenn Rockman, Kabeer Aziz and Charlie Petty. The firm is headquartered in New York.

Codagenix, Inc. provides platform technology to construct viral vaccines against multiple targets. It focuses on SAVE platform technology that utilizes computer-based rational design of viral genomes for the design and construction of vaccines for a range of medically important human diseases. The company was founded by J. Robert Coleman, Eckard Wimmer, Charlie Petty and Steffen Mueller in 2009 and is headquartered in Farmingdale, NY.

Eldridge Industries LLC (Eldridge Industries) is a venture capital/private equity firm founded in 2015 by Duncan Bagshaw, Todd L. Boehly and Tony Minella. The firm is headquartered in Greenwich, Connecticut.

Granite Bridge Partners LLC (Granite Bridge Partners) is a private equity firm founded in 2018. The firm is headquartered in New York.

Sole Source Capital LLC (Sole Source Capital) is a private equity firm founded in 2016 by David Fredston. The firm is headquartered in Dallas, Texas.

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.

EcoR1 Capital LLC (EcoR1) is an independent registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Oleg Nodelman in 2012. EcoR1 serves as the general partner of and investment adviser to investment funds and provides investment advice to separate account clients.

Bogart Wealth LLC is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. Founded in 2016, the firm offers a variety of advisory services to individuals, trusts, estates, and charitable organizations.