Aaron Berkey

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

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.

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.

Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals.

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.

Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.

Garment Valet NYC LLC provides laundry services. It offers full service laundry and dry cleaning valet for time-pressed individuals and companies. The company was founded by Coryell Dominic and Jacknow Adam in 1999 and is headquartered in Boston, MA.

The Orange Chef Co. offers kitchenware items and visualizes nutrition. The company was founded by Santiago Guillermo Merea, Taimoor Dar and Michael Tankenoff in 2011 and is headquartered in San Francisco, CA.

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.

Blue Cross & Blue Shield of Massachusetts, Inc. provides indemnity insurance and medicare extension programs. The firm offers medical and dental plans, pharmacy coverage, vision coverage and health savings accounts. The company was founded in 1937 and is located in Boston, MA.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Stradley Ronon Stevens & Young LLP provides legal services. Its clients include banks, health care providers, Internet companies, lenders & borrowers, manufacturing companies, emerging & start-up companies, brokers & dealers, and technical companies. The company was founded in 1926 and is headquartered in Philadelphia, PA.

Trillium Trading LLC provides securities brokerage services. Its services include proprietary trading, and program trading. The company was founded by Lee Maschler and is headquartered in New York, NY.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Blumberg Capital LLC (Blumberg Capital) is a venture capital firm founded in 1991 by David Blumberg. The firm is headquartered in San Francisco, California.

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.

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.

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.

Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada.

Samsung Asset Management (New York), Inc. (SAMNY) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Samsung Asset Management Co., Ltd. (SAM CO), itself a subsidiary of Samsung Life Insurance Co. Ltd. (KRX: 032830) in South Korea. Founded in 1994, SAMNY provides investment advisory services on a discretionary basis to Korean institutional clients, which includes its parent company, SAM CO, a Korea-based and Korean registered investment adviser, which is also registered with the SEC.

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.

Energo-Pro Sales AD engages in the distribution and supply of electricity. It operates in northeastern part of Bulgaria distributing low to medium scale voltages. The company was founded on April 28, 2000 and is headquartered in Varna, Bulgaria.

Digital Colony Management LLC (Digital Colony Management) is a Private Equity and Venture Capital firm, a subsidiary of Colony Capital, Inc. founded in 2018. The firm is headquartered in Boca Raton.

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.

StepStone GmbH operates an online job search engine. It offers several job boards and niche job boards in Europe, Central America and Africa. The company was founded in 1996 and is headquartered in Berlin, Germany.

Yushan Ventures Ltd. is a venture capital firm founded in Taipei in 2011. It is headquartered in Taiwan.

Founded in 2002 by Robert G. Byron and Peter Stelian, Blue Vista capital Management LLC is a private equity firm located in Chicago.

Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts.

East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities.