Bill Laird

Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions.

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.

Water Street Capital, Inc. (WSC) is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Jacksonville, Florida. The firm was founded by Gilchrist Berg in 1987. WSC provides investment management services to private pooled investment vehicles. Investors in the funds may include high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowments and employees.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Part of Wavestone SA, Wavestone US, Inc. is a company that provides digital consulting services. The company is based in Radnor, PA and was founded in 2004.

SC Laboratories, Inc. provides testing and lab services. It offers cannabis and hemp testing. The company was founded by Jeff Gray, Josh Wurzer and Alec Dixon in 2010 and is headquartered in Santa Cruz, CA.

Y Combinator LLC (Y Combinator) is a venture capital firm founded in 2005. The firm is headquartered in Mountain View, California.

Momentive, Inc. provides online survey software services. The firm?s features include A/B testing significance calculator, alternative to surveymonkey, surveymonkey analyze, android app, benchmarking, Canada survey, charts and graphs, online quizzes, customer experience management software, customer satisfaction benchmarks and customizable surveys. It also offers services like buy survey responses, multi user account, benchmarks, mobile app, partner integrations and API, survey programming, survey in salesforce, survey in market, telephone surveys and wufoo online forms. The company was founded by Ryan Finley in 1999 and is headquartered in San Mateo, CA.

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.

1607 Capital Partners LLC (1607 Capital) is a privately-held, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is majority owned by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall and Rosemont Investment Group LLC. 1607 Capital offers investment advisory services to high-net-worth individuals and institutional clients through commingled private funds (Funds) and separately managed accounts.

Something Big Technology Holdings Ltd. engages in development of mobile games. Its business activities include animation design, computer graphic design and production, mobile games publishing, business information consultation and advertising services.. The company was founded on July 17, 2012 and is headquartered in Shanghai, China.

Corrum Capital Management LLC (Corrum Capital) is an independent private equity firm founded in 2013 by Jason Cipriani and Jonathan Mandle. The firm is headquartered in Charlotte, North Carolina.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Tau Ventures LLC (Tau Ventures) is a venture capital firm founded in 2018 by Amit Garg and Sanjay K. Rao. The firm is headquartered in Palo Alto, California.

The W Group, Inc. provides technology and management consulting services. Its services include application portfolio assessment, asset management strategy, business platform opportunity, business process and service delivery assessments, cloud opportunity and readiness assessment, enterprise architecture strategy, information technology strategy, organization model and change management, readiness assessment, shard services strategy, and sourcing strategy. The company was founded by Harry Wallaesa in 2004 and is headquartered in Radnor, PA.

Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL.

Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

The Dade County Bar Association operates as a lawyers association. The non-profit company is based in Miami, FL.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

YWCA of Greater Miami-Dade, Inc. operates as a non-profit organization that eliminates racism, empowering women and promoting peace, justice, freedom, and dignity for all. It offers programs and services such as early learning programs, economic development, family wellness, and youth programs. The company was founded in 1919 and is headquartered in Miami, FL.

Founded in 2010 by Jeffrey Sprague, Michael Heffernan and Nicole Parent, Vertical Research Partners LLC is an independent equity research firm located in Stamford, Connecticut. The firm provides proprietary research and analysis that focuses on the industrial sector.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.