Charles V. Bonello

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Boston Millennia Partners (BMP) is a private equity and venture capital subsidiary of Glen Ventures Management, Inc founded in 1997 by Dana Callow. The firm headquartered in Boston, Massachusetts.

Watermill Ventures is a private equity firm founded by Steven E. Karol in 2004,headquarters in US.

Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

The American Museum of Natural History is a scientific and cultural institution. Its exhibitions and scientific collections, which serve as a field guide to the people and present a panorama of the world's cultures. The company was founded by Albert Smith Bickmore, William E. Dodge, Jr., Theodore Roosevelt, Sr., Joseph Choate and J. Pierpont Morgan on April 6, 1869 and is headquartered in New York, NY.

RTP Global (RTP) is a venture capital firm founded in 2000 by Leonid Boguslavsky. The firm is headquartered in Moscow, Russia with additional offices in Newyork, London, Bangalore, Paris and Dubai.

The Watermill Group (The Watermill Group) is a private equity firm founded in 1978 by Steven E. Karol. The firm is headquartered in Boston, Massachusetts.

AUA Private Equity Partners LLC (AUA Private Equity) is a private equity founded in 1998 by Andrew Unanue. The firm is headquartered in West Palm Beach, Florida.

Lavoi Corp. manufactures and supplies bakery products. Its products include hoagies, table breads, baguettes, buns and rolls, sliced loaves, and specialty sandwiches. The company was founded in 1985 and is headquartered in Atlanta, GA.

Profectus Beauty LLC is a company that aims to transform the way customers access hair and beauty solutions. The company is based in West Palm Beach, FL. The company offers their customers unparalleled flexibility and 24-hour multi-channel access to their world-class brands.

Westminster Pet Products, Inc. develops and markets pet treats, chews and supplies as well as shoe care products. It offers chews, training pads, grooming tools, toys, collars, leashes, and accessories under the RUFFIN’ IT brand. The company is headquartered in Cumberland, RI.

Gourmet Culinary Holdings LLC engages in the provision of food product manufacturing that focuses on culinary solutions for foodservice and retail sectors. The company is headquartered in Atlanta, GA.

Women 2.0, Inc. is an American company that provides bi-weekly presentations from their community of early-stage founders directly to investors. The private company also offers in-depth articles, resources, and stories from and for their community of startup founders, funders, and ecosystem players. The company's founders work with seasoned professionals in and around the tech community for 10 weeks, closing the program with opportunities to connect directly to investors and other sources of capital. Women 2.0 focuses on funding and investor-focused opportunities that place attention on the importance of capital allocators in the innovation landscape. The company aims to shape the innovation economy into one run by founders, funders, and ecosystem players that are truly representative of the world we live in. The company was founded by Wen-Wen Lam.

The Next Big Thing LLC provides business services. The private company is based in Cary, NC. The company was founded by Jenna Fernandes, J. Skyler Fernandes. Jenna Fernandes has been the CEO since incorporation.

Venture University LLC (Venture University) is a venture capital subsidiary of VU Investing Platform founded in 2018 by J. Skyler Fernandes and Jenna Fernandes. The firm is headquartered in San Francisco, California.

Ara Advisers LLC (Ara Partners) is a private equity firm founded in 2017 by Charles Reed Cherington, Troy W Thacker and George Churchill Yong. The firm is headquartered in Houston, Texas.

EPI Breads Dallas R/E LLC provides real estate services. The private company is based in Atlanta, GA.

Samsung Next LLC is a Private Equity/Venture Capital firm, a subsidiary of Samsung Electronics Co., Ltd. founded in 2013. Samsung Next LLC is headquartered in Mountain View with additional offices in Suwon and Berlin.

Optimal Dynamics, Inc. provides AI to the supply chain and logistics industry. The company is headquartered in Thousand Oaks, CA.

Cypress.io, Inc. develops end-to-end automation framework for web applications. It is a software company which operates test engine that runs unit and integration tests in browser. The company was founded by Brian Mann and Kent Randall in 2015 and is headquartered in Atlanta, GA.

Netography, Inc. operates as a network security platform. The company is headquartered by Barrett Lyon and Dan Murphy and is headquartered in San Francisco, CA.