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Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).

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.

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.

Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.

Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY.

Krossover Intelligence, Inc. provides web based video indexing platform for sports teams. The firm sells the platform as Software-as-a-Service, allowing sports teams from around the world to purchase the product as well as indexing services. The company was founded by Vasudev Kulkarni and James M. Piette III on November 26, 2008 and is headquartered in New York, NY.

Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education.

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.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Founded in 1982, Harrington Investments, Inc. is a wealth management firm and registered investment advisor located in Napa, California. The firm manages assets for institutional and individual investors.

StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York.

MKA Capital Group Advisors LLC provides real estate management and development services. The private company is based in Newport Beach, CA. Michael A. Klayko has been the CEO of the company since 2013.

Elastic, Inc. develops a communication and customer management platform. The firm’s product Close.io offers software and resources to help startups outsource sales functions with an on-demand basis. The company was founded in 2012 by Steli Efti, Thomas Steinacher and Anthony Nemitz and is headquartered in Mountain View, CA.

Elsewhere Partners LLC (Elsewhere Partners) is a Venture Capital firm founded in 2016 by Christopher A. Pacitti and John Douglas Thornton. The firm is headquartered in Austin, Texas.

Fort Point Capital Partners LLC (Fort Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2008 by Ralph M. Drybrough, III. Fort Point provides comprehensive wealth planning and a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients such as wealth advisory firms, banks, family offices and non-profit organizations.

Studysoup, Inc. is a peer-to-peer learning platform which lets students at CU-Boulder and CSU sell notes and course material to one another. The company was founded by Sieva Kozinsky and Jeff Silverman in 2014 and is headquartered in San Francisco, CA.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

Enduring Ventures Inc (Enduring Ventures) is a venture capital and private equity firm founded by Sieva Kozinsky in 2019. The firm is headquartered in San Francisco, California.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

SafelyYou, Inc. is a seed-stage company which engages in the development of artificial intelligence tools in memory loss management. Its aims to provide patients, caregivers, and families with a safety system that could adequately identify falls and make daily living safer for those living in memory care. The company was founded by Pulkit Agrawal, Alexandre Bayen, Julien Jacquemot, and George Netscher and is headquartered in Berkeley, CA.

Cellares Corp. operates as a biotechnology company. It provides preclinical and clinical scientists as well as commercial cell therapy manufacturers. The company was founded by Omar Kurdi, Fabian Gerlinghaus and Alex Pesch in 2019 and is headquartered in South San Francisco, CA.

Syng, Inc. is an audio company that has created a new sound system called cell alpha, which is the world's first triphonic speaker. The company is based in Venice, CA. The company aims to transform the human relationship with sound. The company has also developed the Syng studio app for Mac, which can turn cell alpha into a reference system. The CEOs of the company are Christopher R. Stringer, Charles J. Huebner.

BrightInsight, Inc. provides digital health technologies. The firm offers biopharma, patient support, medtech and engineering services. The company was founded by Kal Patel, Benjamin Lee and Ferry Tamtoro in January 2019 and is headquartered San Jose, CA.

Nucleus Radiopharma, Inc. is a full-service contract development and manufacturing organization that is dedicated to modernizing the clinical development, manufacturing, and supply chain of radiopharmaceuticals. The company is based in New York. The American company's mission is to ensure that cancer patients have access to potentially lifesaving treatment tools. The company specializes in building reliable clinical and commercial supply chains for targeted radiotherapies. The CEO of the company is Charles S. Conroy.

Capstan Medical, Inc. provides heart valve disease services. The company is based in Santa Cruz, CA. The company was founded in 2020 by Dan Wallace. The CEO is Margaret Marie Nixon.

Meaningful Partners LLC (Meaningful Partners) is a private equity firm founded in 2016 by Jake Capps and Amin Maredia. The firm is headquartered in Los Angeles, California.

LiveOak Management Services LLC (LiveOak Venture Partners) is a venture capital firm founded in 2012 by Venu Shamapant, Krishna Srinivasan, and Ben Scott. The firm is headquartered in Austin, Texas.