Michael Nicoletti

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

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.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Fenceworks, Inc. is an American premier fence company in the United States that provides services to homebuilders. The private company offers assistance to complete various fence projects and can be contacted through phone or email.

A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs.

Nationwide Fund Advisors (NFA) is a SEC-registered investment advisor and fund-of-funds manager headquartered in Columbus, Ohio. The firm was founded in 1999 and is a wholly-owned subsidiary of Nationwide Financial Services, Inc., ultimately owned by Nationwide Mutual Insurance Co. NFA serves as an investment adviser to mutual funds and to insurance company separate accounts and collective investment trusts.

Pristine Environments, Inc. engages in the provision of architectural services. The company was founded by Shaun R. Gordon in 1981 and is headquartered in San Diego, CA.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

HFT Investment Management Co., Ltd. (HFT) is an independent asset management firm which was founded in 2003 as a joint venture between Fortis Investments Asia (now BNP Paribas Investment Partners) and Haitong Securities, following a strategic alliance agreement signed in 2001. The firm was formerly known as Fortis Haitong Investment Management Co., Ltd. and changed their name to HFT Investment Management Co., Ltd. in 2010. Headquartered in Shanghai, HFT manages mutual and institutional funds for retail and institutional investors in China including corporate pension schemes. They also service foreign investors such as European pension funds through the firm's Qualified Foreign Institutional Investor portfolios.

Harvest Fund Management Co., Ltd. (HFM) is an independent Chinese investment advisory firm which was founded in 1999. In 2005, they became a joint venture between China Credit Trust Co., Ltd. (40%), Lixin Investment Co., Ltd. (30%) and Deutsche Asset Management Co., Ltd. (30%). Headquartered in Beijing with additional office in Shanghai, the firm offers a range of domestic equity and fixed-income funds for individual, retail, institutional and Enterprise Annuity investors based in China. HFM is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

Broadstone Real Estate LLC engages in the real estate business. It sponsors three investment offerings, and manages commercial and residential properties. The company was founded by Norman P. Leenhouts, Amy L. Tait, and Robert Tait in 2006 and is headquartered in Rochester, NY.

Bridgeway Connects, Inc. engages in the provision of transportation and logistic operations. The company was founded by Douglas B. McAdams and Burton S. Singer in 1988 and is headquartered in Pittsburgh, PA.

Shrieve Chemical Co. LLC engages in supply of organic and inorganic industrial commodity chemicals. It offers supply solutions for performance fluids, refrigeration and air conditioning lubricants, industrial fluids and oilfield chemicals. The company was founded by James W. Shrieve in 1978 and is headquartered in The Woodlands, TX.

Xanitos, Inc. provides hospital housekeeping services. It services include employee training, quality assurance, work loading, laundry management, linen distribution, and patient transport. The company was founded by Graeme A. Crothall in 2008 and is headquartered in Newtown Square, PA.

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.

Santa Barbara Angel Alliance (Santa Barbara Angel Alliance) is an angel firm founded in 2016 by John Petote, Craig R Cummings, David Spaulding, Loren McFarland, Christian Felipe, Jeff Carmody and Greg Goodman. The firm is headquartered in Santa Barbara, California.

Cantos Ventures LLC (Cantos Ventures) is a venture capital firm founded in 2016 by Ian Rountree. The firm is headquartered in San Francisco, California.

Venus Aerospace Corp. operates as an investing holding company. The company is headquartered in Seal Beach, CA.

Invincia Insurance Solutions, Inc. provides insurance services. It offers commercial risk management, personal insurance, employee benefits, surety and bonds, safety and loss prevention, and consulting services. The company was founded by Frank Beale in 2006 and is headquartered in Chesterfield, VA.

The Data Tribe LLC (The Data Tribe) is a Private Equity/Venture Capital firm founded in 2015 by Steven Witt, Michael Janke and Bob R. Ackerman. The firm is headquartered in Fulton, Maryland.

Minus Forty QBD Corp. is a Canadian company that creates refrigerated, retail merchandising solutions to maximize their customers' success. The company is based in Georgetown, Canada, and has subsidiaries in Canada. The company's brands, including Minus Forty and QBD, offer a variety of solutions. The company was founded in 2021, and the CEO is Troy Shannan.

Ronin Equity Partners LLC (Ronin Equity Partners) is a private equity firm founded in 2019 by David Feierstein and Jesse Yao. The firm is headquartered in New York.

Innovation Endeavors LLC (Innovation Endeavors) is a venture capital firm founded in 2010 by Dror Berman and Eric E. Schmidt. The firm is headquartered in Palo Alto, California.

Aptera Motors Corp. operates as electric automobile manufacturer. The company was founded by Michael Johnson and is headquartered in San Diego, CA.

Eden Technologies Inc designs and develops an office management platform. It offers administrative support, catering, cleaning, design, corporate events, installation services. The company was founded by Kyle Wilkinson, Joseph Du Bey, Guy Morita, and Susie Sun in 2014 and is headquartered in San Francisco, CA.

TBC - The Boring Co. provides construction services. Its services include loop transportation system, conduit and water tunnel. The company is headquartered in Hawthorne, CA.

Wireless Vision LLC provides telecommunication retail services. It operates stores in Michigan, Arizona, Illinois, Kansas, Missouri, Colorado and Ohio. The company was founded by Saber Ammori , Kevin Denha, Omar Ammori, Mike Lakich and Mark Denha in November 2004 and is headquartered in Bloomfield Hills, MI.

Midland Industries, Inc. engages in the distribution and manufacture of fittings, couplings, valves, hoses, and related products. It provides custom manufacturing, merchandising and marketing services. The company was founded in 1980 and is headquartered in Kansas City, MO.