Jake Roberts

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

Kershner Trading Group LLC provides trading services. The private company is based in Austin, TX and has subsidiaries in the United States. The CEO of the company is Andy Kershner.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

TriplePoint Capital LLC (Triplepoint Capital) is a global specialty debt financing firm founded in 1987 by Jim Labe. The firm is headquartered in Menlo Park, California.

Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell.

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.

Sumitomo Corp. of Americas provides trading and investment services. Its services include distribution, project management, supply chain management, technology transfer, trade and logistics transport. The firm serves in the area of oil and gas, infrastructure, life style and consumer and natural resources. The company was founded in 1952 and is headquartered in New York, NY.

Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients.

Presidio Ventures Inc (Presidio Ventures) is a venture capital subsidiary of Sumitomo Corp founded in 1998. The firm is headquartered in Santa Clara, California with additional offices in Silicon Valley, Boston and Los Angeles.

Tudor, Pickering, Holt & Co. LLC provides investment banking services. The company was founded in 2007 and is headquartered in Houston, TX.

Sequent Energy Management LP provides wholesale natural gas marketing and asset management services. The firm serves the needs of utilities, marketers, retail aggregations, municipalities and large industrial customers in the U.S. The company was founded in 2001 and is headquartered in Houston, TX.

Covidien Holding, Inc. manufactures and supplies healthcare products for use in clinical and home settings. It offers medical devices, pharmaceuticals and medical supplies to hospitals, long-term care and alternate care facilities, doctors’ offices and in the home. The company is headquartered in Minneapolis, MN.

E4 Group JSC provides engineering services. It is a vertically-integrated engineering company that has a holding-type management structure. E4 Group is a part of RU-COM business group and it consists of the largest power industry enterprises, including design institutes, construction and erection companies, and engineering equipment manufacturers. This enables the company to carry out a full cycle of works by its own on a "turn-key" basis throughout Russia. The holding operates in the territory of the Central, North-West, South, Siberian and Far East regions. Besides, E4 Group has been implementing projects beyond Russia, in the Socialistic Republic of Vietnam and in the Republic of Belarus. E4 Group was founded in 2006 and is headquartered in Moscow, Russia.

Bacchus Vascular, Inc. manufactures and sells medical devices. It provides treatments for peripheral vascular diseases. The company was founded by Nellix Michael and Thomas J. Fogarthy in 1999 and is headquartered in Santa Clara, CA.

West Partners LLC (West Partners) is a private equity, a subsidiary of West Family founded in 2007 by Gary L. West. The firm is headquartered in Carlsbad, California.

Motive Capital Management LLC (Motive Partner) is a private equity/venture capital firm founded in 2016 by Rob Heyvaert, Mike Hayford and Stephen C. Daffron. The firm is headquartered in New York.

Capchase, Inc. operates as an online platform for getting cash from accounts receivable. The company was founded by Miguel Fernández Larrea, Luis Basagoiti Marqués, Przemek Gotfryd and Ignacio Moreno Pubul and is headquartered in Cambridge, MA.

Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY.

DTEK Energy BV operates as a holding company with interests in coal production, electricity generation, and distribution. It operates through the following segments: Coal Mining and Power Generation on Thermal Power Plants, Coal Resale, Electricity Export; Electricity Distribution; Kyivenergo; and Others. The company was founded by Rinat Leonidovych Akhmeto in 2009 and is headquartered in Kiev, Ukraine.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

City National Bankcorp, Inc. is a bank holding private company. The company is based in Metropolis, IL and has subsidiaries in United States.

Energy Aspects Corp. is a private company that provides data and intelligence for energy commodity and macro markets. The company is based in New York, NY. The company offers analysis, forecasts, and data for various energy sources such as crude oil, oil products, LPG & NGLs, natural gas, LNG, emissions, and the energy transition.

Clarity Financial LLC (dba RIA Advisors) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Connie Mack in 2009. RIA Advisors provides money management and financial planning services to individuals, families and business clients.