Carly Arison

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

New Ventures I LLC seeks investment opportunities in companies across the globe. The fund targets companies operating in the fields of life sciences, healthcare and agriculture. It provides financing for early stage capital requirements.

Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors.

Syntax Analytics LLC provides investment advisory services. The private company is based in New York, NY. The company was founded by Rory Balfour Riggs. Rory Balfour Riggs has been the CEO since incorporation.

Syntax ETF Trust engages in the investment and trust fund services. It also handles the purchases and sale of fund shares. The company was founded on June 27, 2013 and is headquartered in New York, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

The RF&P Corp. provides railroad transportation services. The private company is based in Richmond, VA.

Cibus Ltd. is a biotechnology company, which engages in the research and development of plant gene editing technology. It focuses on the commercialization of proprietary gene-editing technology, which refer to as the Rapid Trait Development System (RTDS). The RTDS enables to introduce customizable, specific, and predictable value-enhancing traits into plants and microorganisms. The company was founded in 2001 and is headquartered in San Diego, CA.

Lourd Capital LLC (dba LourdMurray) is a wealth management firm headquartered in Beverly Hills, California. The firm is a subsidiary of HighTower Advisors LLC, ultimately held by Hightower Holding LLC. The firm was founded in 2006 by Barry Lourd. LourdMurray provides fee-only investment advice to various categories of institutional and individual clients.

Fortress Wealth Management, Inc. (Fortress) is a fee-based investment consulting and management firm headquartered in Culver City, California. It was founded by Thomas Nimmo and Kenneth Lechter in 1993 as Fortress Retirement, Inc. Arlie Green joined Fortress in 2001 and took over full ownership of the firm after Mr. Nimmo’s passing in 2012. Fortress provides financial planning and investment management services to institutional and individual clients.

Strategic Planning Associates provides investment advice.

Nucelis Inc is a pioneering bio-technology company built on a platform of unique, patented technology for optimizing cell structure and function. Nucelis has licensed exclusive access to Rapid Trait Development System (RTDS™) technology in its' key product areas which enables precise changes in the DNA of virtually any living organism. RTDS takes advantage of the natural gene repair system which exists in all cells and is typically used by a cell to correct naturally occurring DNA mistakes and mutations. RTDS is much more precise compared to the randomness of traditional transgenic technology.

Locus Analytics LLC was founded by Rory Riggs. The company engages in the provision of developing a new approach to organizing business and economic data and is headquartered in NY.

Balfour Venture Partners provides investment advisory services. The private company is based in New York, NY.

Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices.

Nuredis, Inc. develops treatments for neurodegenerative and neuromuscular diseases. The private company is based in Menlo Park, CA. The company was founded by Stanley N. Cohen.

Scientia Ventures LLC (Scientia Ventures) is a venture capital firm founded in 2006 by Jonathan Finn. The firm is headquartered in New York.

Syntax LLC is a financial data and technology company that operates through three segments: Affinity Data™, Syntax Direct™, and Syntax Indices™. The private company is based in New York, NY and has subsidiaries in the United States. The company codifies business models into a relational system and offers the most comprehensive, granular, and accurate product line revenue data available on the market. Syntax Direct™ facilitates the creation and management of direct indexing solutions and rules-based equity portfolios through a fully automated platform. Syntax Indices™ offers customized and proprietary indices, including core benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. The company was founded by Rory Balfour Riggs, and Patrick Shaddow has been the CEO of the company since 2021.

eReceivables Inc. is a specialty servicer that was founded in 1998 by a group of healthcare and insurance experts. The company is based in Coral Springs, FL. The company has experience billing hospitals, physician groups, EMS, durable medical equipment, and laboratories. eReceivables has a unique patent-pending process that combines technology with proprietary databases developed over several years producing a standardized appeal format utilizing the payer's compliance side of their organizations rather than the traditional approach with the claims department who did not pay the claim in the first place.