Anjie Kallas

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.

The Patterson Capital Corp. provides investment advice. The company as founded on June 29, 1977 and is headquartered in Los Angeles, CA.

Next Play Capital LLC (Next Play Capital) is a venture capital firm founded in 2014 by Ryan Nece and Ronnie Lott. The firm is headquartered in Tolucal Lake, California.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Franklin Templeton Asset Management (India) Pvt. Ltd. (FTAM-India) is a fund management firm headquartered in Mumbai, Indian. The firm was founded in 1996 and is a subsidiary of Franklin Templeton Holding Ltd., ultimately owned by Franklin Resources, Inc. (NYSE: BEN) in the US. FTAM-India manages a range of mutual funds for Indian investors.

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.

Founded in 1986 by David Marvin and Stanley Palmer, Marvin & Palmer Associates, Inc. is a registered investment advisor located in Wilmington, Delaware. The firm provides services to corporate and public pension funds, endowments, foundations, other institutional clients and family offices. They also sub-advise mutual funds and pooled funds. Marvin & Palmer Associates serves clients in the US, Canada, Europe, Australia and South Africa.

Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies.

Franklin Venture Partners LLC (Franklin Venture Partners) is a venture capital and private equity subsidiary of Franklin Advisers, Inc founded in 2017. The firm is headquartered in San Mateo, California.

Founded in 2002 by Simon Nocera and Marianne O, Lumen Advisors LLC is a hedge fund manager located in San Francisco. The firm manages the Lumen Global Value Fund Ltd. and the Lumen Global Growth LP

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.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Nicox Ophthalmics, Inc. develops ocular diseases treatment products. It offers extensive pipeline such as a number of clinical and pre-clinical programs that principally target ocular allergy, ocular inflammation, and blepharitis. The company was founded by Thomas Cavanagh on December 21, 2007 and is headquartered in Fort Worth, TX.

TriVascular, Inc. develops and manufactures medical devices. It provides devices and procedures for treating abdominal aortic aneurysms and endovascular grafts. The company was founded by Michael V. Chobotov, Robert G. Whirley, and Joseph W. Humphrey in 1998 and is headquartered in Irvine, CA.

New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California.

Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.

Humanetics Corp. engages in development and commercialization of bioactive compounds. Its products include radiation modulators, mechanism of action, safety and toxicology, and pharmacokinetics. It focuses on oncology, medical imaging, and medical countermeasures. The company was founded by Ronald J. Zenk in 1988 and is headquartered in Edina, MN.

SR One Capital Management LP (SR One) is a venture capital firm founded in 2020. The firm is headquartered in Redwood, California.

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.

Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.