David Shapiro

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Crowdsmart, Inc. operates as an alternative investment manager. The company was founded by Fred Campbell, Thomas Kehler, Markus Guehrs, and Kim Polese in 2015 and is headquartered in San Francisco, CA.

Movie Partners, Inc. provides commercial film production and services. It offers online message boards, location scouting, film crew lists, and talent directories for the filmmaking process from pre production to final cut. The company was founded in 1996 and is headquartered in North Hollywood, CA.

Intero Real Estate Services, Inc. engages in the provision of ancillary services. It offers title, insurance, disclosure reports, and mortgage services. The company was founded by Gino Blefari, John Thompson, Tom Tognoli, Jerry Kiss, Brian Crane, Terry Meyer and Kevin Moles in 2002 and is headquartered in Cupertino, CA.

Urban Catalyst LLC operates as a multi-asset opportunity zone fund. The firm offers multi-family, office, and industrial investment projects. The company was founded by Eric Hayden and is headquartered in San Jose, CA.

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

Aria Retirement Solutions, Inc. engages in the operation of a platform that provides fee-based retirement insurance solutions. It offers accumulation, retirement income, principal protection, and wealth transfer to clients. It also offers life insurance and annuities. The company was founded by David Stone, Jay Miller, and R. Scott Strait in 2010 and is headquartered in San Francisco, CA.

Regency Mortgage Corp. was founded in February, 1996 by Quentin Keefe and Maureen Lemay. Mr. Keefe currently serves as President and CEO and Ms. Lemay is the company’s Sr. Vice President overseeing loan operations. Regency Mortgage Corp. started in 1996 as a mortgage brokerage firm, in the early part of the new millennium Regency Mortgage Corp. opted to become a mortgage banking company, securing warehouse lines of credit and bringing the underwriting and closing functions in-house. Regency Mortgage Corp. is a well established regional mortgage banking firm with its headquarters still in Hooksett, NH, but with 14 branch offices as well, located throughout New Hampshire, Maine, Massachusetts and Vermont. Regency Mortgage Corp. is a top 2 residential mortgage lender in the State of New Hampshire and is on a similar growth path in the State of Maine. The company is also licensed in Florida. Regency Mortgage Corp. proudly offers nearly every mortgage product available, including conventional loans, jumbo loans, FHA, VA and RD (Rural Development) financing, rehabilitation loans, construction loans and even portfolio loans. Regency strives to provide among the most competitive loan rates and pricing in its markets. Recently, Regency Mortgage Corp. started a pipeline hedging strategy allowing it to sell all of its fixed rate loans into the marketplace on a mandatory flow basis, further increasing its ability to keep its loan pricing/rates competitive.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

Mobility Capital Finance, Inc. is a financial technology company that offers an array of financial products and services including FDIC-insured bank accounts. It works with vulnerable populations in a low-cost, safe, and responsible way by providing banking services for the communities who are traditionally left out of the system. The firm is working to close the wealth gap for vulnerable communities and help small businesses that are too often unable to access capital. The company was founded by Wole Coaxum in 2016 and is headquartered in New York, NY.

Nuveen LLC provides investment services. It provides its services to institutional investors, intermediaries, plan sponsors, investment and pension consultants, financial advisors, and individual investors. The invests in public equity, fixed income, and alternative investment markets across the globe. The company was founded in 1898 and is headquartered in New York, NY.

Line Services LLC provides mobile fast pass entry for popular bars and nightclubs allowing customers to skip long lines. The firm serves 11 markets including Madison, San Francisco and Columbus, Ohio. The company was founded by Maxwell Schauff, Nick Becker, and Jack Pawlik in December 2016 and is headquartered in Madison, WI.

Liquid Mortgage, Inc. is a company based in Denver, CO that was founded in 2018 by Ian Ferreira, a former portfolio manager and trader. The company's mission is to introduce innovation into the post-origination process of the mortgage market by using blockchain technology to increase transparency and efficiency in loans and securitizations. Liquid Mortgage is a patented digital asset and data platform that validates documentation, payments, and related loan-level information in a timely and immutable manner.

Soul of Nomad, Inc. is a private company that offers more than just designer leisurewear or luggage. The company is based in Fremont, CA. The company mixes craftsmanship, technologies, and services to transform how modern travelers discover and enjoy their world. The company was founded by Nargiza Mashuri, Nazym Ashina Son. Nazym Ashina Son has been the CEO since incorporation.

1Flourish Capital LLC (1Flourish Capital) is a venture capital firm founded in 2016 by David A. Lane, Reid Rutherford, Skip Vaccarello and Andrew Miller. The firm is headquartered in Mountain View, California.

Kukun, Inc. is a real estate data and analytics platform that offers a complete home investment optimization suite of products for homeowners, agents, and industries. The private company is the leading real estate-focused consumer web products provider for large enterprises, with customers that include realtor.com, US Bank, SoFi, and PNC Bank. The company is based in Menlo Park, CA. The platform includes a residential property database of current condition and home valuations. Kukun's proprietary PICO™ score provides refined home valuations that consider home upgrades. Kukun helps homeowners buy better and renovate smarter for wealth creation with targeted analytics from powerful property and construction data. The company was founded in 2014 by Raf Howery. Raf Howery has been the CEO since 2014.

Steeped, Inc. provides ground, pre-dosed, ready to brew specialty coffee. The company was founded by Josh Wilbur and is headquartered in Scotts Valley, CA.

Real Estate Ally LLC develops a property management automation platform with a unified loyalty and services marketplace that serves multifamily portfolios. The CEO of the American company is Barret Newberry.

Safehold, Inc. is a company based in San Jose, CA. Safehold, Inc. offers a platform called Able that automates savings, tax calculations, and record keeping for self-employed individuals, allowing them to enjoy their work without worrying about financial management. The CEO of the company is Vincenzo Cortese.

Stakeholder Labs, Inc. builds enterprise software to help companies measure and increase retail investor engagement. The company is based in West Hollywood, CA. The company's flagship product, Roundtable, enables companies to verify shareholders, measure their customer loyalty, and offer unique shareholder rewards. The CEO of the company is Matt Joanou.

OZ FundHub LLC is a company that helps investors find the right opportunity zone fund for their investment needs. The company is based in Los Altos, CA and was founded by Jake DeVine. The company offers a free consultation and have a fund finder tool to assist in discovering the suitable opportunity zone investment. OZ FundHub is a comprehensive resource for all things related to opportunity zone funds and provides expert advisors for investors.