John Gillette

Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York.

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.

Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Customers Bank engages in the provision of commercial and consumer banking services. It offers cash management, commercial and industrial loans, small business loans, commercial and multi-family real estate loans, certificates of deposit, residential mortgages, consumer loans, and savings, checking, and money market accounts. The company is headquartered in Wyomissing, PA.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Sentinel Capital Partners LLC (Sentinel Capital Partners) is a private equity firm founded in 1995 by David Lobel, John McCormack, and Frank Richardson. The firm is headquartered in New York.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Samsung Venture Investment Corp. (SVIC) is a corporate venture capital investment firm based in Seoul, South Korea. Founded in 1999, they manage investment and investment-related activities for the Samsung Group. The parent firm, founded in 1938 and headquartered in Seoul, produces semiconductors, business communications systems, reciprocating and rotary compressors, optical and hard disc drives, LCD panels, set-top boxes, CC televisions, as well as fiber optics. In 2004, SVIC established Samsung Ventures America, their US-based venture capital arm.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Everest Investors B LLC engages in the provision of investment services. The company is headquartered in Chagrin Falls, OH.

1 Source Towers LLC develops, owns and operates wireless communications towers. Its services include site identification, site acquisition, regulatory and compliance, planning and zoning, architectural and engineering, construction, and maintenance and repairs. The company was founded in 2004 and is headquartered in Tampa, FL.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Capital Group Private Client Services, Inc. (CGPCS) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jonathan B. Lovelace in 2020. They are a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Cos., Inc. CGPCS provides investment management and related services primarily to high net-worth individuals and charitable organizations. These services include investments in separate securities, mutual funds and other pooled investment vehicles.

Wealthfront Corp. provides investment advisory services. The company was founded by Andrew Samuel Rachleff and Daniel Joseph Carroll in 2008 and is headquartered in Redwood City, CA.

Protective Industrial Products, Inc. engages in the manufacture and distribution of safety products. It offers arm protection, critical environment, electrical safety, emergency responder, ergonomics, eye protection, first aid kits, hand protection, head protection, and hearing protection. The company was founded by Joseph A. Milot and Wellson Tao in 1984 and is headquartered in Latham, NY.

KCBN Holding, Inc. provides compliance services to the healthcare sector. The company is headquartered in Kansas City, MO.

Jayhawk Holdings LP provides biotechnology services. The company is headquartered in New York, NY.

Startup School by Y Combinator operates online courses for startup founders. The private company is based in Mountain View, CA.

Scanwell Health, Inc. operates as a digital healthcare company. It provides access to same-day testing, prescriptions, and quality care. The company was founded by Stephen Chen in 2018 and is headquartered in Los Angeles, CA.

Pack Ventures Management LLC (Pack Ventures) is a venture capital firm founded in 2021 by Kenneth Matthew Horenstein. The firm is headquartered in Seattle, Washington.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Kip Labs, Inc. develops and operates applications for online communication between patients and therapists. Its application lets users track progress, build good habits, and message and share notes with therapist in-between visits. The company was founded by Erin Frey and Ti Zhao and is headquartered in San Francisco, CA.

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

Twelve develops a device that recycles carbon dioxide into chemicals and fuels. The company was founded by Kendra Kuhl, Nicholas Flanders, and Etosha Cave and is headquartered in Berkeley, CA.

Palace Hotel Co., Ltd. engages in the management of hotels, bars and restaurants. Its operations are carried out through the following segments: Hotel and Real Estate Leasing. The Hotel segment operates hospitality services such as accommodation and food services. The Real Estate Leasing segment handles the lease of office buildings and stores. The company was founded on February 1, 1960 and is headquartered in Tokyo, Japan.

Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies.

Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients.

NeuroFlow, Inc. develops digital health solutions. The firm offers NeuroFlow, a mobile platform which provides real-time data analytics and visualization on a web-based. The company was founded by Christopher Molaro and Adam Pardes in 2017 and is headquartered in Lancaster, PA.