Andrew Y. Kim

SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

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.

SSC Venture Managers LLC (SSC Venture) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts.

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.

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.

Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Point Judith Management Co LLC (Point Judith Capital Partner) is a venture capital firm founded in 2001 by David Martirano and Gina Raimondo. The firm is headquartered in Boston, Massachusetts.

The Century Private Equity Group (Century Private Equity) is a private equity subsidiary of Century Capital Management LLC founded in 1987. The firm is headquartered in Boston, Massachusetts.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

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.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Jebbit, Inc. operates a digital marketing platform to customize, measure, and optimize post-click engagement. It helps media companies drive revenue by providing interactive mobile content solutions as part of their digital offerings. The company was founded by Jonathan Lacoste, Thomas Coburn, Chase McAleese and Jeb Thomas in December 2010 and is headquartered in Boston, MA.

Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded in 1974 and is a subsidiary of Edgewood Management Co. I, Inc. Edgewood provides portfolio management services and offers investment advisory services to institutional clients, individuals, high net worth clients, registered investment companies, and pooled investment vehicles through separately managed accounts.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Advise Technologies LLC provides software solutions and services. The firm's products include consensus, vault, signal, and regulatory. The company was founded by Doug Schwenk in 2010 and is headquartered in New York, NY.

NewRoad Capital Partners LLC (NewRoad Capital Partners) is a private equity firm founded in 2012 by Jeremy W. Wilson and Clete T. Brewer. The firm is headquartered in Rogers, Arkansas.

Kingswood Capital Management LLC (Kingswood Capital Mgmt) is a private equity firm founded in 2013 by Alexander Wolf. The firm is headquartered in Los Angeles, California.

Comvest Partners, Inc. (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

RailPros, Inc. provides transportation consulting services, specializing in rail engineering, design, and management. It offers engineering management defined, planning, project support, and systems services. The company was founded in 2000 and is headquartered in Irving, TX.

RIVERSIDE CREDIT SOLUTIONS is a subsidiary of Riverside Partners LLC (New York) founded in 2016. The firm is headquartered in Massachusetts.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Flock, Inc. develops social web browsers. The firm helps its users to connect, share, and discover web. It also helps its clients to create and share videos, photos, blogs, feeds, and comments across social communities, media providers and popular websites. The company was founded by Bhavin Turakhia, Anthony Young, Geoffrey Arone and Bart Decrem in 2005 and is headquartered in Redwood City, CA.

Sunrise Strategic Partners LLC (Sunrise Strategic Partners) is a private equity firm founded in 2016 by Stephen Hughes and Vincent Love. The firm is headquartered in Boulder, Colorado.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York.

Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and they are owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds.

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA.

BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts.