Tate Groome

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, 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.

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.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

Morgan Creek Capital Management LLC (Morgan Creek) is a SEC-registered investment advisor and hedge fund manager headquartered in Chapel Hill, North Carolina. The firm was founded by Mark W. Yusko in 2004 and is a subsidiary of MCCM Group LLC. Morgan Creek provides discretionary investment advisory services to various private investment funds of funds and Regulated Investment Company (RIC). They also provide non-discretionary advisory services to a number of family offices, foundations, endowments and other investment adviser.

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).

TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

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.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Morgan Creek Capital Management is a private equity firm founded by Mark W. Yusko in 2004. The firm is headquartered in Chapel Hill, North Carolina.

University of Notre Dame (Investment Management) (ND-IM) is the endowment management arm of the University of Notre Dame, a private Catholic research university headquartered in South Bend, Indiana. Founded in 1927, ND-IM manages the University's financial assets according to policies established by the Investment Committee of the Board of Trustees. These assets include pension and working capital assets, charitable trusts, and the largest component, the Notre Dame Endowment. The endowment supports many aspects of academic life at the University including financial aid, professorships, academic programs and libraries.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

UNC Management Co., Inc. is a non-profit organization based in Chapel Hill, NC, with subsidiaries in the United States. The private company provides investment management services to the University of North Carolina system, its constituent institutions, and their affiliated endowments and foundations. UNC Management Company manages the long-term assets of its investors through the UNC Investment Fund, a commingled investment vehicle with assets of over $10 billion. Additionally, the company provides investment management and administrative services to other investment vehicles that support the University of North Carolina at Chapel Hill. The CEO of the company is Jonathon King.

Founded in 2000, Rafferty Capital Markets LLC (RCM) is a diversified broker/dealer that specializes in institutional securities. The firm is located in Garden City, New York and also has offices in New York City and Los Angeles. RCM provides brokerage services in a variety of products including U.S. Treasury debt, U.S. Agency debt, corporate debt, equities and municipal debt. The firm also provides distributor services to the mutual fund industry. RCM's US Treasury/Agency brokerage services are based on a voice brokering platform that focuses on providing fixed-income traders with the ability to buy and sell large blocks of U.S. Treasury securities at a single price either through outright purchases/sales or through intra market yield curve swaps. The firm's customers include almost all of the primary dealers and banks. RCM's corporate bond coverage includes investment grade, crossover and high yield corporate bonds. The firm provides market quotes and execution in all maturities and all sectors, throughout the entire yield curve. The firm also participates in the repurchase agreement market. RCM's penetration into the repo market includes Treasury and Agency O/N, term, mortgage, corporate and specials trading. RCM's equity trading desk specializes in executing institutional orders on all of the primary exchanges and ECNs. The firm also provides traditional prime brokerage services to hedge funds, trading groups, money managers and investment advisors through their RCM Prime division. RCM provides distribution services to mutual fund families with a broad array of investment portfolios. The firm provides access to the FundServ System as a member of NSCC in coordination with a fund's Transfer Agent/Custodian. They underwrite mutual fund shares in all 50 states. RCM also executes broker/dealer selling agreements, provides registered principal review of fund marketing materials, files marketing materials with the NASD and assists with the registration of funds and/or investor advisor registered representatives under the firm's broker/dealer license.

Morgan Creek Global Equity Long Short Institutional Fund is a non-diversified closed-end management investment company. Its investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company was founded on August 16, 2010 and is headquartered in Chapel Hill, NC.

Wright Equity Partners LLC (WEP) is a private equity firm founded in 2006 by Tad Wright. The firm is headquartered in Atlanta, Georgia.

UVision 360, Inc. focuses on enabling office hysteroscopy. It creates Luminelle DTx Hysteroscopy System to support the market shift to office based procedures. The company is headquartered in Raleigh, NC.

Ubicept, Inc. is a computer vision startup that was founded in 2021. The American company has developed the world's first photon-level perception system, which provides revolutionary imaging solutions that enable acute perception in the dark and other challenging environments at unprecedented quality when safety matters most. The company is helmed by a founding team of scientists and renowned experts like Ramesh Raskar from MIT Media Lab, Mohit Gupta, and Andreas Velten from the University of Wisconsin. Ubicept is developing advanced computer vision and image processing algorithms using single-photon sensitive image sensors that can function in extreme lighting conditions, swiftly capture motion, and even see around corners. The CEO of the company is Sebastian Bauer.

Bessemer Venture Partners LP seeks investment opportunities in companies primarily located in the US. The fund focuses on companies with a strong business model, experienced management teams and growth potential. It targets companies operating across a broad range of sectors such as healthcare, information systems, telecommunications, and retailing. It provides financing for seed, early and later stage capital requirements.

Auth0, Inc. engages in the provision of universal authentication and authorization platform for web, mobile, and legacy applications. It serves the financial, healthcare, media, retail, and real estate industries. The company was founded by Matias Woloski and Eugenio Pace in 2013 and is headquartered in Bellevue, WA.

NGEN Partners LLC (NGEN Partners) is a venture capital firm founded in 2001 by Peter Grubstein. The firm is headquartered in New York.

PAXAFE, Inc. engages in the provision of hardware and software solutions that proactively protects against theft and chain-of-custody failures of high-margin freight. the company was founded by Ashok Seetharam and Ilya Preston in October 2018 and is headquartered in Milwaukee, WI.

Part of Applied Intuition, Inc., Caliber Data Labs, Inc. is a Canadian company that provides streamablesets for multi-worker batched loading of data from any remote storage to feed pytorch jobs. The company is based in Vancouver, Canada. Streamablesets is a drop-in replacement for dataloader objects in pytorch scripts, seamlessly integrating with pre-existing training pipelines. When combined with their responsive webapp, streamablesets becomes a powerful tool for users. The company was founded by Yaser Khalighi, who has been the CEO since incorporation. Caliber Data Labs was acquired by Applied Intuition, Inc. on March 21, 2023.