Nathan Rockliff

California Power Partners, Inc. provides energy solutions and application services. It offers turnkey services to commercial, industrial, school, and municipal facilities. The company was founded in August 2000 and is headquartered in San Diego, CA.

Grail Partners LLC provides merchant banking services. It provides mergers, acquisitions, divestitures & restructuring services to global investment management businesses. It has offices in London, New York and San Francisco. The company was co-founded by Donald H. Putnam & William P. Henson in 2005 and is located in Boston, MA

Integrated Trade Processing Corp. provides trading technology services. It offers its services to the investment managers, brokers, custodians, plan sponsors and operations outsourcers. The firm also provides shared-services that includes integrated and middle-office solutions for real-time post-trade processing needs. The company was founded in 1999 and is headquartered in New York, NY.

Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY

White Oak Capital Corp. provides investment services and manage a portfolio of senior secured loans. The company is headquartered in San Francisco, CA.

OnCorps, Inc. provides decision analytical services. Its offers solutions for financial services operations, financial services distribution, and sales and pricing guidance. The company was founded by Bob Suh, Peter Hallett and Laura Lafave in 2011 and is headquartered in Boston, MA.

APX, Inc. provides innovative technology and service solutions to the energy and environmental markets. Its services include spans transaction management, registries, scheduling, settlements, demand-side management, asset control, analytics, operations, exchanges, clearing, and brokerage. The company was founded in 1996 and is headquartered in San Jose, CA.

Managed Funds Association provides support services for the hedge funds industry. It operates as an association for investment professionals in futures, hedge funds, commodity pool operators, and other alternative investments. The company was founded in 1991 and is headquartered in Washington, DC.

Boston Symphony Orchestra Inc. performs symphony orchestra concerts. The organization performs concerts in Japan, China, South America, and Europe. The firm offers educational and training programs for professional musicians. The company was founded in 1881 by Henry Lee Higginson and is headquartered in Boston, MA.

Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

National Association of Corporate Directors (New England) is a non-profit organization that provides corporate government information, education, and training for directors and CEOs who are committed to raising standards and improving boardroom performance. The company is headquartered in Amesbury, MA.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Courageous Sailing Center transforms lives through sailing programs that inspire learning, personal growth and leadership. The company was founded in 1987 and is headquartered in Boston, MA.

Part of State Street Corp., State Street Global Services provides fund management services. The company is based in Boston, MA. Joseph L. Hooley has been the CEO of the company since 1986.

BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.

Emerging Managers Group LP engages in the distribution of offshore asset management products. The company was founded in 2008 and is headquartered in New York, NY.

Manifold Partners LLC provides investment advice. It offers investors with asset management solutions. The firm’s portfolios are designed to produce consistent, uncorrelated returns from a diversified set of global investment strategies. It specializes in portfolio management, risk management, trading, operations, client service and industry outreach as well as centralized infrastructure. The company was founded on June 10, 2013 and is headquartered in San Francisco, CA.

Part of Welton Investment Corp., Welton Investment Partners LLC is an alternative asset manager that specializes in innovative, uncorrelated, actively managed strategies to deliver maximum investor outcomes regardless of market conditions. The company is based in Carmel, CA and was founded by Patrick Welton, who has been the CEO since incorporation. Welton Investment Partners manages assets for institutional and private investors with offices in NY and CA. The firm seeks to generate consistent investor returns by identifying recurrent market themes across various market environments and delivering absolute returns with low correlation to the broader markets. The company's current strategies include quantitative macro, systematic trend strategies, equity statistical arbitrage, a variety of multi-strategy and customized investments, as well as ESG advantage.

Notarize, Inc. engages in the provision of digital remote notarization solution services. It offers a mobile notary signing service for mortgages, deeds, real estate documents, loan applications, loan modifications, structured settlement documents, walk through recording, debt consolidation documents, power of attorney documents, and other documents needing a notarization. The firm also provides title searches, as well as e-notarizing, e-signing, e-closing, and e-recording services. The company was founded by Patrick Kinsel and Adam Pase in 2015 and is headquartered in Boston, MA.

The FinTech Sandbox, Inc. is a non-profit organization that offers free access to important datasets and resources to help entrepreneurs build their early-stage fintech products through its data access residency program. The non-profit company is based in Boston, MA and was founded by David Jegen. The program has already helped over 310 startups, who in turn collaborate with current and past residents to share knowledge and advancements. Additionally, the company oversees initiatives such as Fintech Week and Mass Fintech Hub, which are aimed at making the Commonwealth a leader in fintech.

TowerIQ, Inc. engages in the design, manufacture, and sale of emergency communication systems. It enables agencies and brokers to facilitate compliant communications from application to binding. The firm's technology supports clients, agents, and carriers at each stage of the transaction to collect, process, and transfer data at scale. The company was founded by Adam Demos, Michail B. Medvinsky, Connor Crowley, and Dan Hurwitz in 2017 and is headquartered in Boston, MA.

Manifold Partners LLC (Investment Management) (Manifold-IM) is the alternative investment management division of Manifold Partners LLC, a systematic asset manager and quant research advisory firm headquartered in San Francisco, California. The firm was founded by Donald H. Putnam in 2012. Manifold-IM provides asset management solutions to sophisticated investors.

Allstacks, Inc. develops predictive analytics platform. It offers data analytics, machine learning and productivity, software engineering, engineering management, project management and algorithms solutions. The company was founded by Hersh A. Tapadia and Jeremy Freeman in 2017 and is headquartered in Raleigh, NC.

Xpansiv CBL Holding Group Ltd. operates as a commodity exchange. The firm ingests data, sourced from each commodity?s lifecycle, and converts it into Intelligent Commodities-digital assets that enable transactions based on comprehensive information. The company was founded by Joe Madden and is headquartered in Sydney, Australia.

Sharenett Holdings LLC provides banking and financial services. The company is headquartered in New York, NY.

Align Infrastructure, Inc. provides investment services. The private company is based in Geyserville, CA. The company was founded in 2020. The CEO is Joel Jacobs.

Zengines, Inc. has developed AI models that are tailored to specific industries to improve the speed of data analysis, matching, transformation, and loading into new target systems. Zengines is based in Bedford, MA. The company's experts have decades of experience in data conversion and share their tips and best practices.