John Kluwin

Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange.

DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds.

Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments.

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.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA.

Global X Management Co. LLC (Global X) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bruno del Ama and Jose Carlos Gonzalez Navarro in 2008. They are a subsidiary of Global X Management Co., Inc., ultimately owned by Mirae Asset Global Investments Co., Ltd. in South Korea. Global X provides portfolio management services to SEC registered open-end management investment companies (Global X ETFs), Separately Managed Accounts and UCITS Funds.

Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.

Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

GovernmentJobs.com, Inc. builds and delivers software-as-a-service and on-demand human capital resource applications. The firm specializes in applicant tracking, recruiting, public sector, personnel, performance evaluation, performance appraisal, HR Tech, HR Technology, onboarding, ATS, government jobs, HCM, hiring automation, employer branding, higher education and human resources. The company was founded by Damir Davidovic in 2000 and is headquartered in El Segundo, CA.

Vintage Capital Management LLC (Vintage Capital) is a private equity firm founded by Brian Randall Kahn in 1998. The firm is headquartered in Orlando, Florida.

Part of Avance Clinical Pty Ltd., C3 Research Associates LLC provides research and development services. The company is based in Seattle, WA. C3 Research Associates was acquired by Avance Clinical Pty Ltd. on September 06, 2022.

CleanCapital LLC provides financial technology platform solution. Its proprietary technology platform identifies, screens, and manages clean energy projects enabling project owners an opportunity to exit portfolios while providing accredited investors, including institutional investors, family offices, and investment funds, unique access to the clean energy investment market. The company was founded by Jonathan Powers, Thomas Byrne, Marc A. Garrett and Kevin Johnson in 2015 and is headquartered in New York, NY.

NuGen Capital Management LLC acquires, develops, and operates renewable energy projects. The company was founded in 2009 by David Milner and is headquartered in Warren, RI.

Kenyon Energy LLC develops and operates solar energy projects. It provides commercial, industrial, and utility scale solar solutions. The company was founded in 2009 and is headquartered in Safety Harbor, FL.

Bay4 Energy Services LLC provides portfolio of energy services. It offers asset performance management and technical services. The company was founded in 1981 and is headquartered in Safety Harbor, FL.

Ceres Partners LLC (Ceres Partners) is a private equity firm founded in 2007 by Perry J Veith. The firm is headquartered in South Bend, Indiana.

iUNU, Inc. develops an artificial intelligence based platform that uses cameras and sensors to monitor plants for greenhouses and indoor farms. The company was founded by Adam Greenberg and Matt King in 2013 and is headquartered in Seattle, WA.

Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio.

Part of Macquarie Group Ltd., Green Investment Group Investments Ltd. is a specialist green investor committed to measuring the green transition. Founded in 2017, the company is based in Edinburgh, UK. The British company is the first dedicated green finance institution of its type in the world with expertise in green finance. The company is a leader in the development of companies, assets, and technologies that will accelerate the green transition. The company's expert team, focused entirely on accelerating the transition, are green investment specialists. Green Investment Group Investments explores the latest projects and perspectives, including offshore wind, onshore wind, waste-to-energy, solar, and energy efficiency, from across the globe.

OMNIA Global is a Swiss company that specializes in creating unique solutions to complex challenges. The private company believes in taking unconventional approaches to discover smarter answers and prioritize true partnership as a key factor in achieving success.

Old Three Hundred Capital LLC (OTH Capital) is a real estate and venture investment firm. The firm is founded by William Gottfried, Paolo Boero and Nicholas Yarnall in 2014. The firm is headquartered in Austin, Texas.

Pure Green Farms is an American company that specializes in growing fresh produce through innovative and environmentally friendly farming practices. The company's high-tech, climate-controlled space in South Bend allows them to grow greens hands-free and provide consumers with fresh, high-quality produce they can trust. Joe McGuire has been the CEO of the company since 2019.

venVelo (venVelo) is a venture capital firm founded in 2011 by Allen H Kupetz and Peter McAlindon. The firm is headquartered in Orlando, Florida.

Alegeus Technologies LLC engages in the provision of benefits platform, benefit debit car, and mobile app to help customer navigate the U.S. healthcare system. Its platform include administer benefit accounts, manage HSA assets, influence consumer behavior, and process payments and communications. The company was founded in 1995 and is headquartered in Waltham, MA.

NewEdge Wealth LLC is a registered wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Robert Sechan II in 2020 and is a wholly-owned subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Wealth provides high net-worth individuals and families a broad range of comprehensive investment advisory services.