Andy Formato

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.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients.

Wall Street Capital Corp. provides investment advice services. The private company is based in New York, NY.

Third Seven Capital LLC is an investment banking and advisory firm.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection.

BGC Partners LP is a broker/dealer located in New York City. The firm is a subsidiary of BGC Partners, Inc. (NASDAQ: BGCP), a leading global intermediary to the wholesale financial markets, specializing in the brokering of a broad range of financial products including fixed-income, rates, foreign exchange, equity derivatives, credit derivatives, futures and structured product markets. Previously a subsidiary of Cantor Fitzgerald, BCG separated from that firm in 2004. In 2005, BGC merged with Maxcor Financial Group, integrating two leading brokerage firms. This was followed by the acquisitions of ETC Pollak and Aurel in Paris. On April 1, 2008, BGC merged with eSpeed to form a world-class provider of voice and electronic brokerage services in the global marketplace. The combined company is BGC Partners, Inc. (NASDAQ: BGCP). BGC offers a full range of brokerage services including price discovery, trade execution, straight through processing and clearing, settlement and access to electronic trading services through its eSpeed and BGC Trader brands.

Fundopolis Portal LLC engages in the provision of investment services. The company was founded on September 21, 2017 and is headquartered in Boston, MA.

Banco Santander International provides private banking products and services in Latin America. It provides a wide range of services and products including deposits, mutual funds, custodial and administrative services, portfolio management, credit services, and foreign exchange. In addition, fiduciary services are offered through affiliated units abroad. Banco Santander International was founded in 2006 and is headquartered in Miami, FL.

Adit Ventures Management LLC (Adit Ventures) is a venture capital firm founded in 2014 by Daniel Francis McCooey and Eric Lawrence Munson. The firm is headquartered in New York.