Adam Patten

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities.

Two Sigma Investments LP (TSI) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by John Overdeck and David Siegel in 2001. TSI provides advisory services to private investment funds, that consists of commingled vehicles and funds of one, typically organized as Delaware limited partnerships, Delaware limited liability companies, Cayman Islands exempted companies or other similar structures.

Newedge USA LLC provides brokerage services to institutional investors and fund managers. The firm specializes in bond, currency and commodities trading, derivative products and foreign exchange. The company is headquartered in Chicago

Trusted Insight, Inc. operates an online marketplace for alternative investments. It invests in alternative assets, primarily private equity, hedge funds, real estate and private companies. The firm’s users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. The company was founded by Jonathan D. LaCrosse and Alex Bangash in 2010 and is headquartered in New York, NY.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Brynwood Partners Management LLC (Brynwood Partners) is a private equity firm founded in 1984 by Hendrik J. Hartong. The firm is headquartered in Greenwich, Connecticut.

Mercury Partners Management LLC (Mercury Partners) is a venture capital subsidiary of Threshold Ventures Inc. founded in 2005 by Dan Watkins and Blair Garrou. The firm is headquartered in Houston, Texas.

Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide.

Guidepoint Global LLC provides research services to investors. Its services include phone consultations, events, surveys and data insights. The company was founded by Albert Sebag in 2003 and is headquartered in New York, NY.

Abacus Planning Group, Inc. (Abacus) is a registered independent investment adviser and wealth management firm headquartered in Columbia, South Carolina. The firm was founded by Cheryl Holland in 1998. Abacus provides advisory services to high-net worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations.

Blue Jeans Network, Inc. provides cloud-based video conferencing services. It offers BlueJeans Meeting, BlueJeans Rooms, and BlueJeans Events. The company was founded by Krish Ramakrishnan and Alagu Periyannan in November 2009 and is headquartered in San Jose, CA.

Duracell Battery Co. manufactures batteries. The private company is based in Cleveland, TN.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Ace Portal, Inc. provides a technology platform for new issuances of private securities. It engages in any negotiations regarding potential investments, or participates in the sale or purchase of any securities or otherwise effect transactions in securities. The company was founded by Peter Williams and Richard Pistilli in 2012 and is headquartered in New York, NY.

Revelio Labs, Inc. provides workforce intelligence by absorbing and standardizing hundreds of millions of public employment records to create the world's first universal HR database. The company is based in New York, NY. This allows them to understand the workforce dynamics and trends of any company. The company's customers include investors, corporate strategists, HR teams, and governments. The CEO of the company is Ben Zweig.

TripleBlind, Inc. provides data privacy and virtual clean room solutions. Its technology offers load content as is, leak proof operations, IP protection, digital rights management and auditability, discoverability, and granularity. The company was founded by Riddhiman Das and Greg Storm and is headquartered in Kansas City, MO.

NoMad Data, Inc. is a data relationship management and discovery platform. The company is based in New York, NY. Recently, the company announced the closing of a $3.20 million seed funding round, led by Struck Capital. The company was founded in 2020 by Brad Schneider. Brad Schneider has been the CEO since 2020.

Blockchain Triangle Systems US Inc is a digital finance platform that focuses on funding and managing climate and infrastructure assets. The company is based in Hamilton, Bermuda. The Bermudian company's digital twin technology provides a scalable real-time solution for baselining and benchmarking assets for ESG compliance. The platform also offers real-time data liquidity creation compliant and regulated offerings. The company was founded by Raj Parimi, Darren Wolfberg, Logan Sugarman. Darren Wolfberg has been the CEO since incorporation.

Dataframe Ventures (Dataframe Ventures) is a venture capital firm founded in 2020 by Jeremy Baksht. The firm is headquartered in New York.

Data.World, Inc. engages in data analytics and collaboration platform. It helps people who work with data solve problems by creating new ways to discover, prepare, and collaborate. The company was founded by Matt Laessig, Jon Loyens, Brett A. Hurt, and Bryon Jacob and is headquartered in Austin, TX.

Stealth Co. develops computer software applications. The company was founded by Faris Ali Mohiuddin and Prashanth Viswanathan and is headquartered in San Francisco, CA.

Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors.