Shannon Joyce

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Cohen & Steers MLP Fund, Inc. operates as a close-end investment fund and trust. The company was founded in August 4, 2010 and is headquartered in New York, NY.

Cohen & Steers Global Power & Utility Fund, Inc. is a non-diversified, closed-end management investment company. Its objective is to earn high current income and capital appreciation. The company intends to achieve its objective by investing in a portfolio of income producing securities issued by global power and utility companies. The company was founded on August 10, 2011 and is headquartered in New York, NY.

Minerva Project, Inc. provides educational services. It offers different types of academic programs. The company was founded by Ben Nelson in 2011 and is headquartered in San Francisco, CA.

Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds.

XOS Technologies, Inc. provides content management solutions and digital coaching technologies. It solution areas encompass digital media services, coaching, and facilities design and integration. The company specializes in designing custom solutions to optimize coaching operations as well as monetization and distribution of digital media assets. The firm’s coaching solution provides software that allows sports teams to acquire, manage, and distribute video for game preparation and analysis, recruiting and scouting activities, and overall team communications. The company was founded in 1999 and is headquartered in Wilmington, MA.

The Forum Finance Group SA (FFG) is an independent, partner-owned wealth management firm headquartered in Geneva, Switzerland. The firm was founded by Hervé Chanut in 1994. FFG offers investment management services to high and ultra-high net worth individuals and their families, as well as to such foundations, trusts, estates, holding companies or other estate planning structures which they may have established.

NewSchools Venture Fund provides funds to other non-profit organization that improves public education. It provides education through powerful ideas and passionate entrepreneurs so that all children especially those in underserved communities have the opportunity to succeed. It supports education entrepreneurs, a special breed of innovators who create new nonprofit and for-profit organizations that redefine the sense of what is possible in public education. The company was founded by Brook H. Byers, Kim Smith and Louis John Doerr in and is headquartered in San Francisco, CA.

Alpha Partners LLC operates as an investment marketing firm. It provides custom research, marketing communications, and presentation coaching services for investment managers. The company was founded by Liz Hecht in 1995 and is headquartered in Park City, UT.

Fifth Era LLC (Fifth Era) is a venture capital firm founded in 2014 by Alison Davis and Matthew Le Merle. The firm is headquartered in Tiburon, California.

Alpha Venture Partners LLC (Alpha Venture Partners) is a venture capital firm founded in 2013 by Steve B. Brotman. The firm is headquartered in New York.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

Pentagram SA provides investment advice. The private company is based in Lugano, Switzerland.

Learnstart Management I LLC (Learnstart Mgt) is a venture capital firm founded in 2017 by Don Burton and Michael Staton. The firm is headquartered in New York.

Blackrock Multi-Sector Opportunities Trust II is a closed-end investment fund. It engages in investment activities. It provides total return, invests its total assets in fixed income securities, and other financial instruments that pay periodic income. The company was founded on May 11, 2018 and is headquartered in Wilmington, DE.

Laerdal Million Lives Fund (Laerdal Million Lives) is a venture capital firm affiliated with the Laerdal Family, founded in 2019. The firm is headquartered in San Francisco, California.

Podium Education, Inc. offers online education programs. The company was founded by Brooks Morgan and Alex Ricken and is headquartered in Austin, TX.

Co-Learn Club, Inc. community oriented educational platform focused on providing home learning experiences. The company was founded by Michelle Spencer, Michael Staton and Ed Shadi and is headquartered in San Francisco, CA.

Part of PlatformQ Education, Inc., Higher Ed Live LLC develops and operates an educational video podcasting platform. The company is based in Manchester, NH. The company was founded by Michael Staton. Higher Ed Live was acquired by PlatformQ Education, Inc. from mStoner, Inc. on December 16, 2020.