Matt Michelsen

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

BJ's Wholesale Club, Inc. operates warehouse clubs and superstores. The firm provides electronics, computers, office supplies, home and seasonal products, organic foods and meat, sports equipment. The company was founded on November 19, 1996 and is headquartered in Westborough, MA.

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.

The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Upserve, Inc. operates as a restaurant management cloud-software company. Its platform connects social and payment networks facilitating consumers to recommend purchase experiences, and discover new places and products through friends. The firm offers products to the restaurant, bar, liquor, retail, and e-commerce sectors. The company was founded by Angus M. Davis in 2009 and is headquartered in Providence, RI.

Modo Labs, Inc. offers mobile engagement and communication platform. It provides applications such as Modo Campus, a complete mobile solution that allows you to quickly and easily create college or university apps that engage prospects, students, faculty, staff and alumni and Modo Workplace, a complete mobile solution that allows you to quickly and easily create workplace apps that engage employees, candidates, visitors and more. The company was founded by Andrew J. Yu, Gopal Swamy and Eric J. Kim in 2010 and is headquartered in Cambridge, MA.

Aterian Group, Inc. operates as an e-commerce technology provider that is changing the way companies approach online sales and marketing. It empowers brands of all sizes with unmatched technologies and services that increase sales, improve brand image and provide continuous critical business intelligence. The company was founded by Yaniv Sarig and Asher Delug in 2014 and is headquartered in New York, NY.

Dash Radio, Inc. operates as a digital radio broadcasting platform. The company was founded by Scott P. Keeney, Matthew Michelsen, Ron Goldie and Peter Ferraro on August 19th, 2014 and is headquartered in Los Angeles, CA.

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.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI

Ironside capital Partners LLC (Ironside Capital) is a venture capital firm founded in 1998 by Stephen M. Brackett, Myles P. Gilbert, William M. Sheehan, and Dave Z. Alpert. The firm is headquartered in West Newton, Massachusetts.

Eight Enterprises LLC (8VC) is a private equity/venture capital firm founded in 2015 by Joseph T. Lonsdale. The firm is headquartered in San Francisco, California.

GothamAlpha LLC provides information technology services. The American company was founded by Matthew Michelsen.

Formation8 Partners LLC (Formation8) is a venture capital firm founded in 2011 by Joe Lonsdale, Brian Koo, and Jim Kim. The firm is headquartered in San Francisco, California.

CVS, Inc. (Maryland) provides engineering, maintenance, and control programming services for video, audio, and control system. The company was founded in 1989 and is headquartered in Mount Airy, MD.

Champion Petfoods LP produces and markets pet food products for dogs and cats. The firm offers meat ingredients, fruits and vegetables, and meat concentrated and protein based products. The company was founded by Reiner Muhlenfeld in 1985 and is headquartered in Edmonton, Canada.

Algomus, Inc. operates a data analytics platform. It provides machine learning and natural language processing to democratize online semantic data that currently only the tech giants have the infrastructure to support. The company was founded by Matt Michelsen, Aaron Rama, and Evon Onusic in 2015 and is headquartered in San Diego, CA.

Part of Mohawk Industries, Inc., Mohawk Group is a leading producer and distributor of quality commercial flooring. The company is based in Calhoun, GA. The company believes that better floor coverings emerge from better design, innovation, and sustainability. Mohawk Group offers a comprehensive carpet and hard surface portfolio of all types and price points to address the unique challenges and opportunities in contract interiors. With a heritage of craftsmanship that spans more than 130 years, the company provides modular and broadloom carpet, luxury vinyl tile, resilient sheet, and rubber flooring.

One Water Marine Holdings LLC operates as a boat dealer. It engages in the acquisition and operation of marine retail dealerships in North America. The company was founded in 2014 and is headquartered in Buford, GA.

AAF Management Ltd. (AAF) is a venture capital firm founded in 2014 by Kyle Hendrick and Omar Darwazah. The firm is headquartered in Washington, District of Columbia.

Merge Healthcare Solutions, Inc. provides radiology, medical image and information management solutions to specialty healthcare providers. Its go-to-market strategy focuses on two primary market segments: Ambulatory Imaging Businesses and Acute Care Facilities. The Ambulatory Imaging Businesses segment consists of radiology groups, teleradiology businesses, imaging centers, multi-specialty groups and billing services. The Acute Care Facilities segment consists of hospitals and integrated delivery networks. The company was founded in November 1996 and is headquartered in Boston, MA.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

FE Clean Energy Group, Inc. (FE Clean Energy Group) is a private equity firm, a subsidiary of FE Global Clean Energy Corp. founded in 2000 by George Sorenson, Francisco Hoyos and Lawrence McGrath. The firm is headquartered in Darien, Connecticut.