Geoffrey Gautier

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.

BridgeEdU, Inc. provides an educational platform. It offers a first-year college transition program for low-income students. The company offers training and change management services, technology-based solutions and direct to student programs. The firm serves to institutions, counselors, students, families and partners. BridgeEdU was founded by Wes Moore and Nick Kouwenhoven on July 28, 2014 and is headquartered in Baltimore, MD.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

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.

BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts.

Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Wilmer Cutler Pickering Hale & Dorr LLP provides legal services. It specializes in trial, appellate, securities, regulatory, intellectual property, corporate transactions, bankruptcy, environmental, labor and employment, private client, real estate and tax matters. The company was founded in 1918 and is headquartered in Boston, MA.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

Beneficial Financial Group provides insurance services. It offers whole and universal life, term and disability insurance. The firm also provides single and flexible-premium, immediate annuities, long-term care and various securities products. The company was founded in 1905 and is headquartered in Salt Lake City, UT.

TowerBrook Capital Partners LP (TowerBrook Capital Partners) is a private equity firm founded in 1988 by Neal Moszkowski and Anthony O'Carroll. The firm is headquartered in New York.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

Alta Growth Capital Management Mexico GP LLC (Alta Growth Capital) is an independent private founded in 2007. It is headquartered in Mexico City, Mexico.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Qualtrics LLC operates as a software-as-a-service company. It offers products such as qualtrics vocalize, research suite, mobile surveys, site intercept, employee engagement and qualtrics 360. The firm solutions 360-degree employee assessments, ad testing, concept testing, customer satisfaction surveys, employee engagement surveys, employee exit interviews, marketing research, net promoter score, panel management, voice of customer and website feedback surveys. Qualtrics was founded by Stuart Orgill, Jared, Ryan Smith and Scott M. Smith in 2002 and is headquartered in Provo, UT.

Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah.

Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah.

Silicon Legal Strategy is a boutique law firm that provides targeted legal advice to technology startups, entrepreneurs, and investors. The private company is based in San Francisco, CA and was founded by Andre Gharakhanian. The company develops long-term relationships with their clients and limit their engagements to deliver dedicated and ultra-responsive client service. The firm also serves as strategic advisors to their clients and has a broad and deep reach in the Silicon Valley ecosystem. The company can help their clients connect with investors, service providers, and employee talent critical for success.

Evergreen Coast Capital Corp (Evergreen Coast Capital) is a private equity subsidiary of Elliott Management Corp founded in 2016. The firm is headquartered in San Francisco, California.

Campus Founders Fund LLC (Campus Founders Fund) is a venture capital firm founded in 2014 by Dalton Wright and Mark Khoury. The firm is headquartered in Salt Lake City, Utah.

Lumatax, Inc. focuses on providing small businesses with touch-of-a-button simple sales tax compliance. The company was founded by Robert Schulte and is headquartered in Seattle, WA.

Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies.

Lumen Group Management LLC provides investment advisory services. The private company is based in Draper, UT. The company was founded by Jensen Warnock, Davis Warnock.

Side X Side Management LLC (Side X Side Management) is a venture capital firm founded in 2016 by DeWitt Corrigan. The firm is headquartered in Austin, Texas.

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

Frazier Group Management LLC (Frazier Group) is a venture capital firm founded in 1995 by Scott Frazier. The firm is headquartered in Lehi, Utah.

Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona.

Fifth partners LLC (Fifth Partners) is a venture capital firm founded in the year 2015 by Jeff Brownlow and Joe Drysdale. The firm is headquartered in Dallas, Texas.

SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts.

Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah.

Banner Capital Management LLC (Banner Ventures) is a private equity firm founded in 2018 by Tanner D. Ainge. The firm is headquartered in Lehi, Utah.

Educative, Inc. engages in professional, scientific, and technical services. The company was founded by Fahim Ul Haq and Naeem Ul Haq and is headquartered in Seattle, Washington.

Brighton Park Capital LLC (Brighton Park capital) is a private equity firm founded in 2019 by Mark F. Dzialga. The firm is headquartered in Greenwich, Connecticut.

Billetera Digital de Mexico S.A.P.I. de C.V. operates a mobile application that enables users to earn money by paying for their services. The company is based in Mexico City, Mexico. The Mexican company was founded by Leonardo Estrada, Esteban Posada, Francisco Mendoza. Leonardo Estrada has been the CEO since incorporation.

Strada Education Innovation /Venture Capital/ (Strada Education Innovation) is a venture capital subsidiary of Strada Education Network founded in 2017. The firm is headquartered in Indianapolis, Indiana.