James Sagan

Morgens, Waterfall, Vintiadis & Co., Inc. (MWV) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Edwin H. Morgens and John C. Waterfall in 1968. MWV provides investment advisory services to pooled investment vehicles.

Solar Mosaic, Inc. develops and manufactures photovoltaic tiles. It offers a web-based platform which anyone can use to develop community-scale solar projects and finance them from their local community and online. The company was founded by Billy Parish and Dan Rosen in October 2010 and is headquartered in Oakland, CA.

Third Point LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 1995 by Daniel S. Loeb and is a subsidiary of Third Point LP. Third Point provides discretionary investment advisory services to a variety of domestic and offshore private investment vehicles, single private equity-style fund and a separately managed institutional account.

EOS Management LLC (EOS Management) is a private equity firm founded in 1993 by Steven Friedman. The firm is headquartered in New York.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Axiom Investment Advisors LLC provides foreign currency trading services. The private company is based in Houston, TX. The company was founded by Ephraim F. Gildor.

Clear Finance Technology Corp. provides financial services for self-employed freelancers, independent contractors and entrepreneurs. The company was founded by Andrew D'Souza, Michele Romanow, Pavel Melnichuk, Charlie Feng, and Benjamin Sanders in October 2015 and is headquartered in Toronto, Canada.

Point Digital Finance, Inc. engages in the provision of technology platform for homeowners to sell fractional equity in their homes. The company was founded by Eddie Lim, Eoin Matthews, and Alastair Rampell in 2014 and is headquartered in Palo Alto, CA.

Eight Enterprises LLC (8VC) is a private equity/venture capital firm founded in 2015 by Joseph T. Lonsdale. The firm is headquartered in San Francisco, California.

Kilonova Capital LLC (Kilonova Capital) is a private equity firm founded in 2017 by Mark Watt. The firm is headquartered in San Francisco, California.

Tacora Capital Management LP (Tacora Capital) is a venture capital firm founded in 2021 by Keri Findley. The firm is headquartered in Austin, Texas.

Karus, Inc. is based in San Francisco, CA. Karus, Inc. is an AI decisioning tool that empowers lending and private credit capital allocation in auto finance for all participants. Aaron Travis has been the CEO of the company since September 01, 2020.

GetVaas is a private debt management platform that operates in emerging markets. GetVaas offers a technology-first approach for borrowers and lenders, automating complex processes such as monitoring compliance, debt facility expense tracking, management covenant hedge advances, and cash recycling for all facilities. The platform also integrates and monitors data on hedging activities and keeps track of relevant facility data and processes. GetVaas aims to simplify the private debt market and offers premium capabilities such as facility selection. The American company was founded by Valentina Valencia, who has been the CEO since incorporation.