Joe Nano

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

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.

Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. They are principally owned by Edgewood Management Co. I, Inc. The firm was founded in 1974 as a family office that provides asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans.

Hardman Johnston Global Advisors LLC (Hardman Johnston) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by Richard Johnston in 1985. They are a subsidiary of Hardman Johnston Midco LLC, which is owned by Hardman Johnston S Holding, Inc. Hardman Johnston provides discretionary advisory services to a variety of clients, including institutions, such as pension and profit-sharing plans, foundations and public accounts, and high net-worth individuals and their associated trusts, estates, and other legal entities.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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).

Capital Dynamics Holding AG engages in the acquisition, establishment, holding, financing, management, and disposal of participating interests in firms. The company was founded on October 24, 2000 and is headquartered in Zug, Switzerland.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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.

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.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Summit Partners Credit Advisors is a private equity firm founded by Jamie M. Freeland and Thomas S. Roberts in 2010. The firm headquartered in Boston. The firm is a credit affiliate of Summit Partners LP.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

Bidgely, Inc. provides energy analytics software solutions. Its software platforms include customer engagement, energy efficiency, audits and surveys, and demand management. The company was founded by Abhay Gupta and Vivek Garud in 2011 and is headquartered in Mountain View, CA.

Constellation Technology Ventures (Constellation Technology) is the venture investing organization within Exelon Corporation founded in 2010. The firm headquartered in Baltimore, Maryland.

CPP Investment Board Infrastructure is an infrastructure is a private equity firm, a subsidiary of Canada Pension Plan Investment Board founded in 1997. The firm is headquartered in Toronto, Canada.

AF Ventures (AF Ventures) is a venture capital firm founded in 2013 by Lauren Jupiter and Jordan Gaspar. The firm is headquartered in New York.

Obviam DFI AG (Obviam) is the private equity subsidiary of Obviam Holding AG in Switzerland. Established in 2005 by Claude Barras as the Swiss Investment Fund for Emerging Markets (SIFEM) to oversee The State Secretariat for Economic Affairs (SECO) portfolio of private equity fund participations and direct financial institution investments in developing and transition economies, Obviam was spun-out of SIFEM in 2010. The firm is based in Bern and is the exclusively manages SIFEM and its portfolio, investing on behalf of public, institutional and private investors. Their name, which means 'in the direction of, towards“, in Latin, symbolizes their belief that capital should be used for the overall advancement and betterment of society by nourishing and supporting small and medium-sized enterprises in developing countries. Obviam is committed to responsible investment, specifically integrating Environmental, Social and Governance matters in investment decision-making and ownership practices.

Part of SVB Financial Group, MoffettNathanson LLC is a company that provides investment research. The company is based in New York, NY. The company was founded in 2013 by Michael Brian Nathanson, Craig Eder Moffett.

Cypress Creek Renewables LLC provides solar power energy solutions. It offers asset management, operations, and maintenance services. The company was founded by Matthew McGovern, Ben Van de Bunt, and Michael Cohen and is headquartered in Santa Monica, CA.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

Insignia Ventures Partners Pte Ltd (Insignia Ventures Partners) is a venture capital firm is founded in 2017 by Yinglan Tan. The firm is headquartered in Singapore.

Mekong Capital Ltd. (MC) is an independent private equity investment firm in 2001 founded by Chris Freund. The firm headquartered Ho Chi Minh City.

Riverstone Holdings LLC operates as an energy focused investment manager. It conducts buyout and growth capital investments in the exploration and production, midstream, oilfield services, power, and renewable sectors of the energy industry. The company was founded by David Matthew Leuschen and Pierre Fernard Lapeyre, Jr. in 2000 and is headquartered in New York, NY.