Mark Casady

NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager.

Operates as a bank holding company whose subsidiary provides banking services

State chartered savings bank

Functions as a College/University

Functions as a College/University

Percipio Asset Management is technology driven and employs proprietary artificial intelligence technology to identify predictive patterns in large and complex fields of data to produce investment products which will deliver above average risk-adjusted returns to investors.

Provides advisory services to financial service industry

Operates as a non profit organization that focuses on governing activities of all broker-dealer firms and brokers

Provides commercial banking services

Operates as an association for supply chain of insured retirement strategies

Operates an online marketplace for insurance

Provides software based investment technology solutions

Vestigo Ventures invests in companies located in the United states. The firm targets companies operating in the field of fintech sector. It provides financing for seed and early stage capital requirements.

Operates as non-profit organization that helps startups around the world build great products

Provides social media platform dedicated to empower workforce

Operates as a fintech company

Develops enterprise-grade software and data feeds for crypto hedge funds

Develops enterprise SaaS platform for robust communication, data insights, and exposure gathering for the commercial insurance industry

Provides website featuring online non-downloadable software for crypto currency

Provides pet insurance services

Operates as a blank check company

One Step Forward Education Foundation advances education through strategic support and collaboration with innovative programs and institutions. The foundation also funds scholarships for aspiring educators through multi-year commitments to educational institutions like Boston University Wheelock College of Education & Human Development. The private company is based in Boston. The foundation partners with organizations such as MIT Open Learning to support initiatives that enhance access to high-quality education, including remote and STEAM learning efforts. It collaborates on the Day of AI program, which provides free AI education curricula for K-12 students worldwide, promoting responsible AI use and multidisciplinary learning.

Copalli Rum is a Belizean craft spirit brand that produces rum in southern Belize. The private company is based in Oakland. The American company operates a fully integrated ecosystem that includes organic heirloom sugarcane farming, a zero-waste, biomass-powered distillery, and an eco-tourism lodge. The company's rums are made from fresh-pressed sugarcane juice, sustainably collected rainwater, and non-GMO yeast, offering a flavor profile distinct from molasses-based rums. The product line features a white rum, an organic barrel-aged rum matured in American oak bourbon barrels, and an organic cacao-infused rum using locally grown cacao nibs. Copalli Rum follows a carbon-negative production model, recycles organic waste as fertilizer and fuel, and supports soil carbon sequestration. The company provides local employment alternatives, supports health, education, cultural programs, and conservation initiatives through a purpose trust, and promotes responsible, sustainable drinking.

DVx Ventures invests in companies located in the United States. The firm focuses on the scaling businesses. It provides financing for seed and early stage capital requirements.

Provides technology solutions to monitor carbon emissions by an organization