Amy Wiener

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.

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.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Steadfast Income REIT, Inc. engages in investment and management of portfolio of real estate. Its objective is to reserve, protect, and return stockholders’ invested capital, pay attractive and stable distributions to stockholders, and realize capital appreciation in the value of the investment over the long term. The company was founded by Rodney F. Emery on May 4, 2009 and is headquartered is Irvine, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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.

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.

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.

Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Pacific Community Ventures LLC (PCV) is a private equity firm founded in 1999. The firm is headquartered in San Francisco, California.

Water.org, Inc. is a nonprofit organization that has transformed over 58 million lives worldwide by providing access to safe water and sanitation. The non-profit company is based in Kansas City, MO, and has subsidiaries in the United States. Water.org pioneers market-driven financial solutions to the water crisis and has been helping women, children, and families for over 30 years. Water.org is committed to sharing its evidence, research, and data to achieve universal access to safe water and sanitation. The company's unique approach to solving the water crisis is scalable, allowing them to meet the needs of millions worldwide without safe water and sanitation. Learn about their solutions and how to help today. The company was founded by Matt Damon and Gary White, with Gary White serving as CEO since its inception.

Shorenstein Properties LLC provides real estate management services. Its services include asset management, leasing, property management, and construction services. The company was founded by Walter H. Shorenstein in 1924 and is headquartered in San Francisco, CA.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

Putnam Lovell NBF Group, Inc. provides international investment banking services. It offers merger and acquisition advice, Canadian equity sales and trading, U.S. Equity Derivatives, fixed income sales, trading and general corporate finance advisory services. The firm has offices in New York, San Francisco, Boston and London. The company was founded in 1987 and is headquartered in Boston, MA.

Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO

Rocky Mountain Mutual Housing Association, Inc. operates as a non-profit organization. It offers housing services. The company was founded in 1992 and is headquartered in Denver, CO.

Qualis Capital LLC is a financial services platform that offers a marketplace for direct private alternative investments. The company is based in New York, NY. The company's cloud-based asset allocation platform provides the high net worth community direct access to curated alternative investments, generally at lower minimums, and at institutional pricing. The company was founded in 2019 by Antonio DeRosa. Antonio DeRosa has been the CEO since 2019.

Headquartered in New York, Whitaker Securities is an institutional securities firm. They provide a full array of trading and execution services for their clients. They do not provide any internal research. The firm was founded in 2002.