Aaron Daines

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.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona.

Campus Founders Fund LLC (Campus Founders Fund) is a venture capital firm founded in 2014 by Dalton Wright and Mark Khoury. The firm is headquartered in Salt Lake City, Utah.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah.

BridgeEdU, Inc. provides an educational platform. It offers a first-year college transition program for low-income students. The company offers training and change management services, technology-based solutions and direct to student programs. The firm serves to institutions, counselors, students, families and partners. BridgeEdU was founded by Wes Moore and Nick Kouwenhoven on July 28, 2014 and is headquartered in Baltimore, MD.

Building Hope provides students in Washington, DC, access to public charter schools. Its services include hurricane relief, facility financing program, charter school facility development, incubator space, back-office business and financial advisory services. The company was founded in 2003 and is headquartered in Washington, DC.

Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah.

Schola, Inc. is an educational software company. It offers Marketing for Schools, Enrollment Boosting, and School Matching for Parents. The company was founded by Jaime Martinez and is headquartered in Scottsdale, AZ.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Invest Southwest is an organization that connects investors with emerging growth companies in the region. The private company is based in Phoenix, AZ. The company provides valuable information on topics important to the investment community and offer year-round opportunities for investors to connect with these companies. The company's signature event, Venture Madness, is a competition presented in partnership with the Arizona Commerce Authority where thoroughly evaluated emerging companies compete against each other to be crowned the champion of champions.

Sepio Capital LP is a SEC-registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. The firm was founded in 2017 and is a wholly-owned subsidiary of Sepio Capital Holdings LLC. Sepio Capital offers investment advisory services to high net-worth individuals, families, trusts, estates, charitable organizations, businesses, institutional investors and pooled investment vehicles.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Nuro Learning provides educational services. The firm specializes in student retention, student success, student support and software / SAAS. The company was founded by Edward Clougherty and Keith Clougherty in 2010 and is headquartered in Chicago, IL.

Clearview Capital LLC (Clearview Capital) is a private equity firm founded in 1999 by James Andersen, Pete Doolittle and Calvin Neider. The firm is headquartered in Stamford, Connecticut.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

Upfront Ventures Management LLC (Upfront Ventures) is a venture capital firm founded in 1996 by Steven J. Dietz and Yves B. Sisteron. The firm is headquartered in Santa Monica, Calirfornia.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

Stance, Inc. designs and manufactures socks for men, women, and kids. It offers performance, casual, artist, snow and santigold socks for men; tomboy, invisibles, boot socks and anklets for women; and everyday, artist and snow for kinds. The firm offers its products online, as well as through dealers in Brooklyn, Monrovia and San Clemente. The company was founded by Aaron Hennings, Ryan Kingman, Taylor Shupe, Richard P. Alden, Jeffrey Kearl and John Wilson in 2009 and is headquartered in San Clemente, CA.

Roadtrip Nation provides career exploration and planning resources for students. The firm offers interview archieve, curriculum, student engagement events, television and digital content services. The company was founded by Mike Marriner, Brian McAllister and Nathan Gebhard in 2001 and is headquartered in Costa Mesa, CA.

Strada Education Innovation /Venture Capital/ (Strada Education Innovation) is a venture capital subsidiary of Strada Education Network founded in 2017. The firm is headquartered in Indianapolis, Indiana.

Lead Edge Capital Management LLC (Lead Edge Capital) is a private equity and venture capital subsidiary of SV Booth Investments I LLC founded in 2012 by Mitchell Green and Scott Booth. The firm is headquartered in New York.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut.

Minds, Inc. provides social networking services. The company was founded by William Ottman and John B. Ottman in 2011 and is headquartered in Glastonbury, CT.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

High Street Capital (High Street) is a private equity firm founded in 1997 by Joseph R. Katcha and Kent C. Haeger. The firm is headquartered in Chicago, Illinois.

NeoSystems LLC engages in strategic back office services. It offers accounting; outsourced IT; hosting and software; human capital management; system integration; association management; and financial planning and analysis. The firm serves the government contractors, non-profit organizations, and commercial businesses. The company was founded by Michael W. Tinsley and Robert J. Wilson in 2000 and is headquartered in Tysons Corner, VA.

Suburban Drywall, Inc. provides drywall, insulation, steel stud framing and custom finishing services. The company was founded by George Scheffler in 1978 and is headquartered in Waukesha, WI.

Part of Accretive Holdings LLC, Accretive Capital Management LLC is a company that provides investment advice. The company is based in Madison, CT.

Trilogy Equity Partners LLC (Trilogy Equity Partners) is a venture capital firm founded in 2005 by John Stanton. The firm is headquartered in Bellevue, Washington.

GSV Ventures Management LLC (GSV Ventures) is a venture capital subsidiary of GSV Asset Management LLC founded in 2016 by Moe Michael Cohn. The firm headquartered in San Francisco, California.