Levine Zachary

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

The Lightstone Group LLC (The Lightstone Group) is a privately held real estate firm founded in 1988 by David Lichtenstein. The firm is headquartered in New York.

BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada

Petsky Prunier LLC operates as an investment bank specializing in the technology, media and marketing. It offers buy-side and sell-side merger and acquisition, private placement, strategic consulting and capital market advisory services. The company was founded in 1999 and is headquartered in New York, NY.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

GP Bullhound Asset Management Ltd (GP Bullhound) is a venture capital subsidiary of GP Bullhound Ltd founded in 1999 by Manish Madhvani, Christian Lagerling, Per Christer Roman and Hugh Alastair Campbell. The firm is headquartered in London, United Kingdom.

Ivymount School, Inc. conducts programs that are to help children, students, and young adults achieve their development and independence. The firm offers support services to meet the specific and complex learning, therapeutic, and behavioral challenges of students with disabilities whose needs cannot be met in public school systems. The company was founded in 1961 and is headquartered in Rockville, MD.

Petro Link Holding Co. KSCC provides investment and operational activities in the upstream and downstream oil and gas industries. It focuses on exploration and production activities, petrochemicals, oil and gas storage, and manufacturing activities, and acquisition of oil and gas related agencies. The firm also engages in acquiring and holding stakes in energy-related projects and companies. The company was founded in 2007 and is headquartered in Dasman, Kuwait.

Axonic Capital LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2010 by Clayton DeGiacinto. Axonic Capital provides investment advisory services directly to its clients which consist of the structured credit funds and structured credit accounts. Investors in the clients may include high net-worth individuals, pension plans and retirement accounts, endowments, foundations, trusts, estates or charitable organizations, other funds (including other Axonic-managed Funds), family offices, private banks, investment managers, 1940 Act funds, UCITS funds, and other individuals and corporate or business entities for which such investment is suitable.

Station Houston Ventures LLC (Station Houston Ventures), subsidiary of Capital Factory Management LLC, is a venture capital firm founded in 2016. The firm is headquartered in Houston, Texas.

Montrose Lane LP (Montrose Lane) is a venture capital firm founded in 2017 by Jeremy Arendt, Ryan Gurney and Mark Mills. The firm is headquartered in Houston, Texas.

Founded in 2020, Concord Asset Management LLC /New/ is a subsidiary of Concord Wealth Holdings LLC. The company is based in Glen Allen, VA. The company offers outsourced chief investment officer (OCIO) services and has developed proprietary investment strategies through a proven and codified diligence process.