Chad Doerge

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Reveal Imaging Technologies, Inc. provides threat detection products and services. The company was founded in 2002 and is headquartered in Reston, VA.

PatientKeeper, Inc. provides healthcare applications for physicians. Its clinical solutions include Computerized Physician Order Entry (CPOE), Mobile CPOE, Medication Reconciliation, NoteWriter, Mobile Clinical Results, Physician Portal, ePrescription, Sign-Out, eSignature and Provider Directory. The firm’s financial solutions include PatientKeeper Charge Capture, PatientKeeper Analytics and PatientKeeper PQRS. It operates through its offices located in Boston and Chicago. The company was founded by Stephen Hau and Joseph Vincent Bonventre in 1996 and is headquartered in Boston, MA.

Idiom Technologies, Inc. provides XML-based publishing and globalization services. The firm's software solutions expand market reach and accelerate multilingual communication with a proven platform for automating translation and localization processes. The company was founded by Eric Silberstein on March 8, 1999 and is headquartered in Waltham, MA.

Jingle Networks, Inc. designs call advertising software products; provides directory assistance services. It offers solution to network operators, adverting agencies, brand marketers and small businesses. The company was founded in October 2005 and is headquartered in San Francisco, CA.

Proscia, Inc. is a cloud-delivered solutions provider for digital pathology. Its cloud-based platform creates new avenues of collaboration between the world?s clinicians and researchers, enabling quicker analysis, treatments and new hope for the cure. The company was founded by David West Jr., David West Sr., Coleman Stavish, Nathan Buchbinder, Kristina Li and Hunter Jackson in 2014 and is headquartered in Baltimore, MD.

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.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Newview Technologies, Inc. provides software services. The company was founded in September 1998 and is headquartered in Fort Worth, TX.

City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.

Capgemini America, Inc. engages in the provision of software solutions. It offers outsourcing, consulting, and digital transformation. The company is headquartered in New York, NY.

Goby Technologies, Inc. operates an online search engine and develops mobile applications. The firm search engine uses its customers location to search for events and activities in the area. Goby Technologies was founded by Michael R. Stonebraker, Andrew H. Palmer in 2008 and is headquartered in Boston, MA.

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.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

ONEHOPE, Inc. engages in the production and selling of wine and coffee. Its brands include viaONEHOPE, Estate8, and Foundation. The company was founded by Jacob Kloberdanz, Thomas Leahy, Blake Petty, Brandon Hall, Tiffany Wojtkiewicz, Sarah Gora McPeake, Logan W. Allin and Kristen Lyn Shroyer in 2007 and is headquartered in Santa Ana, CA.

Appwrite is a backend-as-a-service platform that simplifies the process of building a modern backend API for web, mobile, and flutter applications. The company is based in Tel Aviv, Israel and was founded by Eldad A. Fux, who has been the CEO since incorporation. The platform includes a database for storing and querying users and team data, storage and file management, image manipulation, cloud functions, and more. Appwrite provides developers with easy-to-use and integrate REST APIs to manage their core backend needs.

Datalogue, Inc. provides data tracking and enrichment of data sets for researchers. The company was founded by Jack C. Crawford, Bryan Russett and Tim Delisle on January 11, 2017 and is headquartered in New York, NY.

Netomi, Inc. enables brands to leverage human-assisted Artificial Intelligence for conversational commerce across messaging apps, chat and SMS. It specializes artificial intelligence, conversational commerce, marketing, mobile, consumer engagement, personalization, digital marketing, social marketing, messaging, and SaaS. The company was founded by Puneet Mehta and Marcus Howard and is headquartered in San Mateo, CA.

Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY.

Synctera, Inc. is a modern fintech platform that offers banking as a service (BaaS) to companies of all sizes. The company is based in Palo Alto, CA. Synctera provides an end-to-end platform that includes tech, compliance support, and bank partners to help companies create new revenue streams and enhance their value proposition by offering financial products such as bank accounts, debit cards, lending, and more. Synctera's platform is designed to simplify compliance processes using automated workflows and is pre-configured to meet the unique regulatory requirements of community banks. The company's flexible, proprietary ledger for building and managing financial product offerings is unconstrained by partner banks' core systems. Synctera offers competitive pricing that is simple, transparent, and usage-based. The company was founded in 2020 by Kris Hansen, Dominik Weisserth, and Peter Hazlehurst, who has been the CEO since incorporation.

Neuro-ID, Inc. develops and provides prescriptive analytics solutions for the risk industry. The firm offers solutions that measure and analyze how people respond to questions in real time. It provides Neuro-CS, a real-time analytics solution focusing on applicant behavior patterns. The company was founded by Jeff Jenkins and Joseph Valacich in 2014 and is headquartered in Whitefish, MT.

Axio Global, Inc. provides cyber security and technology services. It offers services for following industries, energy, communications, manufacturing, financial, healthcare, technology, power, retail, transportation, chemical, construction and real estate. The company was founded by David Whiteis and headquartered in New York, NY.

DailyPay, Inc. develops a platform that provides next day payments for employees and contractors. It offers solutions for enterprises, drivers, and restaurants. The company was founded by Jason Lee and Robert Law in 2015 and is headquartered in New York, NY.

Fin Venture Capital Management LLC (Fin Venture Capital Management) is a venture capital firm founded in 2018 by Logan W. Allin. The firm is headquartered in San Francisco, California.

Ocrolus, Inc. engages in the provision of data verification and analysis for bank statements and other financial documents. Its products include document capture, intelligent fraud detection, and robust cash-flow analytics. The company was founded by Sam Bobley, John Guerci, Victoria Meakin, and Peter A. Bobley in 2014 and is headquartered in New York, NY.

XFactor Ventures (XFactor Ventures) is a venture capital subsidiary of Exeter Venture Management Company LLC founded in 2017 by Anna B. Palmer and Chip M. Hazard. The firm is headquartered in Boston, Massachusetts.