Aaron J. Mastin

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

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.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies.

The Sterling Group LP (The Sterling Group) is a private equity firm founded in 1982 by Frank J. Hevrdejs. The firm is headquartered in Houston, Texas.

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.

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.

Siemens AG Österreich engages in the manufacture and sale of industrial products in the fields of electrical engineering, telecommunications engineering, measurement engineering, control engineering, machine building, as well as precision mechanics and related technologies. It also plans, executes, and sells all types of systems and system components for the production, transmission, and processing of information and energy. The company was founded on October 23, 1879 and is headquartered in Vienna, Austria.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California.

QUALCOMM Ventures (QUALCOMM Ventures) is a venture capital subsidiary of QUALCOMM, Inc. The firm is headquartered in San Diego, California.

Neutron Holdings, Inc. operates as a transportation rental company. It runs dock free electric scooters, e-assist bikes, and pedal bikes. The firm offers bike and car sharing services. The company was founded by Weiyao Sun, Adam Zhang, Charli Gao and Brad Bao in 2017 and is headquartered in Fremont, CA.

Bluetech.Io, Inc. is a company founded in 2020 that engages in the business of ocean-based robotics. The company is based in Boston, MA.

Material Impact Management LLC (Material Impact Management) is a venture capital firm founded in 2015 by Carmichael Roberts and Adam Sharkawy. The firm is headquartered in Boston, Massachusetts.

DCode Capital LLC (DCode Capital) is a venture capital firm founded by Meagan Metzer in 2019. The firm is headquartered in Washington, DC.

DataCule, Inc. develops molecular data storage technology. The company is headquartered in Boston, MA.

Part of Origin Therapeutics Holdings, Inc., Clairvoyant Therapeutics, Inc. is a Canadian biotechnology company focused on mental health through psilocybin therapy. The company is based in Vancouver, Canada. Clairvoyant is changing the face of psychedelic therapy with a speed-to-market clinical strategy designed to enable psilocybin therapy in the US, the EU, and to treat patients living with alcohol use disorder (AUD) beginning in 2026. Clairvoyant's exceptional team, with a proven clinical track record and deep drug development experience, has made it the most advanced company developing psilocybin therapy for the treatment of AUD. Clairvoyant was founded by Damian Kettlewell, Thomas Digby, and has been led by Damian Kettlewell as CEO since incorporation. Clairvoyant Therapeutics was acquired by Origin Therapeutics Holdings, Inc. on July 07, 2022.

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.

Iter Investments Management LLC (Iter Investments) is a venture capital firm founded in 2020 by Dustin Robinson and Robert Velarde. The firm is headquartered in Fort Lauderdale.

Assurance Capital LLC (Assurance Capital) is a private equity firm founded in 2017 by Seth D. Ellis, David Ellis, and Anthony Yanni. The firm is headquartered in Orlando, Florida.

Shoreline Equity Partners LLC (Shoreline Equity Partners) is a private equity firm founded in 2018 by Michael Hand and Peter Franz. The firm is headquartered in Neptune Beach, Florida.

CDL Marketing Group LLC operates as a data-driven martech company. The firm provides digital solutions for truck driver recruitment and education enrolments. The company was founded by Ben Onnie and Craig Jablonski in 2010 and is headquartered in Royal Oak, MI.

Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

Eventjoy, Inc. provides online and mobile tools for organizing events. The firm's event management platform allows users to find events and buy tickets through the app and enable customer to chat with event organizers and view a live stream of social buzz around the event from Twitter and Instagram. The company was founded by Todd Goldberg and Karl White and is headquartered in Tampa, FL.

Todd & Rahul Angel Fund (Todd & Rahul Angel) is a venture capital firm founded in 2019 by Rahul Vohra and Todd Goldberg. The firm is headquartered in San Francisco, California.

Mailjoy LLC is an American company that specializes in designing, mailing, and tracking personalized direct mail postcards and letter mailers. Digital marketers use Mailjoy to send data-driven direct mail marketing campaigns. The private company was founded by Todd Goldberg.

Bertner Advisors LLC is a strategic counseling firm founded in 2013 by Sherry L. Bertner. The private company is based in New York, NY and provides Wall Street perspective to the corporate world. The company specializes in providing strategic counsel to senior healthcare executives. Sherry L. Bertner has been the CEO since incorporation.