Juan Carlos Morales Cortes

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Mariner Investment Group LLC (MIG) is a SEC-registered investment advisor and alternative investment management firm headquartered in Harrison, New York. The firm was founded in 1992 by William Michaelcheck and is a wholly-owned subsidiary of MIG Holdings LLC which acquired them in 2007. They are ultimately held by ORIX Corp. (NYSE: IX; TYO: 8591) in Japan. MIG discretionary portfolio management and advisory services to institutional clients which are primarily privately offered pooled investment vehicles and, to a lesser extent, insurance companies, endowments, foundations and plan sponsors via managed account agreements. The firm is a socially responsible investor and signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Clarity Systems Ltd. develops software for financial modelling that enables budgeting, forecasting, planning, and reporting. The American company was founded by Mark Nashman.

Dropoff, Inc. provides courier services. It offers fleet optimization, customized industry solutions that move with business and on-demand or recurring delivery schedule. The company was founded by Christian Carollo, Sean Spector, Ted Hong and Jason Klann in 2014 and is headquartered in Austin, TX.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Accel Partners LLC is a venture capital firm founded in 1987 by Jim Swartz and Arthur Patterson. The firm is headquartered in California, the US.

LGT Capital Partners AG (LGT Capital Partners) is a venture capital subsidiary of LGT Holding International AG founded in 1997 by Thomas Weber. The firm is headquartered in Pfäffikon, Switzerland.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

European Capital Asset Management Ltd is a private equity firm and it is a subsidiary of European Capital Financial Services Ltd, ultimate parent is Ares Management Corp. The firm was established in 2005 and it’s headquarter is London, UK.

MML UK Advisor LLP (MML UK Advisor) is an independent private equity firm founded in 1988 by Jim Read. The firm is headquartered in London, the United Kingdom with additional offices in New York, Paris and Dublin.

Greycroft LLC is a private equity & venture capital firm founded by Alan J. Patricof, Dana R. Settle and Ian Sigalow. The firm is headquartered in New York. They also have an office in Los Angeles, California.

Rivas Capital LLC (Rivas Capital) is a venture capital firm founded in 2011 by Carlos Gonzalez. The firm headquartered in Cambridge, Massachusetts.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

LGT Capital Partners (U.K.) Ltd (LGT Capital Partners) is a private equity subsidiary of LGT Group Foundation founded in 2003. The firm is headquartered in London, United kingdom.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients.

ZenBusiness, Inc. operates a mobile application enabled platform that continuously monitors the status of business and provides actions to resolve issues. Its services include formation plans, registered agent, worry free guarantee, EIN service, and operating agreement. The company was founded by Ross Buhrdorf, Shanaz Hemmati, James Glancy, Rafael Lopez and Art Floresin 2015 and is headquartered in Austin, TX.

Draft Ventures LLC (Draft Ventures) is a venture capital firm founded in 2015 by Artia Moghbel and David Rodriguez. The firm is headquartered in San Francisco, California.

DataScience, Inc. provides a human and machine powered solutions for extracting knowledge from data. It offers DataScience that collects and receives raw data from various sources; organizes, cleans, and extracts value from data; and analyzes the data by combining domain knowledge with data science techniques. The firm's solution is used by e-commerce retailers and consumer electronics companies to uncover insights power their business teams. The company was founded by Ian Swanson, Colin Schmidt and Jonathan Beckhardt in 2014 and is headquartered in Culver, CA.

Amplify.LA Partners LLC (Amplify.LA Partners) is a venture capital firm founded in 2011 by Paul Bricault, Richard E. Wolpert, Oded Noy. The firm is headquartered in Venice, California.

Offset Market Exchange, Inc. develops software programs to connect business in the international defense, aerospace and security industries. Its focus areas include aerospace, oil and gas, mining and construction industries, and in other complex global supply chains. The company was founded by Nicole Verkindt in 2011 and is headquartered in Toronto, Canada.

Dynasty Equity Partners Management LLC (Dynasty Equity) is a private equity firm founded in 2022 by Jonathan Nelson and K. Don Cornwell. The firm is headquartered in New York.

iGan Partners (iGan Partners) is a venture capital firm founded in 2010 by Sam Ifergan. The firm is headquartered in Toronto, Canada.

The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada.

Venus Concept Ltd. provides procedural medical devices for aesthetic procedures. The firm specializes in advanced non-surgical platforms for body contouring, skin tightening, cellulite and scar reduction, skin resurfacing, skin rejuvenation, acne reduction, and hair removal. The company was founded by Domenic Serafino, Oded Ron-Edoute, and Orit Fishgold Ron-Edoute and is headquartered in Toronto, Canada.