Clay Bailey

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

A subsidiary of Croft & Bender LLC, Croft & Bender Securities is a broker/dealer and a member of the NASD and the SIPC. Headquartered in Atlanta, the firm is a provider of investment banking services focused on small- and mid-sized growth companies. They provide mergers and acquisitions, private equity and financial advisory services. The firm was founded in 1996

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.

Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

Altera Private Access (Venture Capital) (Altera Private Access) is a venture capital a subsidiary of Altera Private Access LLC founded by Mitchell Buddy Reiner. The firm is headquartered in Atlanta, Georgia.

Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia.

Ribometrix, Inc. develops small molecule drugs that target functional RNA structures to create new avenues to treat human disease. The company was founded by Kevin Weeks and Katie Warner and is headquartered in Greenville, NC.

M. Kulyk & Associates LLC (dba Chicory Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Decatur, Georgia. The firm was founded by Margaret “Maggie” Kulyk in 2017. Chicory Wealth provides financial life planning to individuals and non-profit organizations across the country.

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

Stridebio, Inc. focuses on creating and developing novel adeno-associated viral vector technologies. The company was founded by Aravind Asokan, Mavis Agbandje-McKenna and Patrick Ritschel and is headquartered in Durham, NC.

Source Capital LLC (Source Capital) is a private equity firm founded in 2002 by Thomas S. Harbin and Katherine Harbin Clammer. The firm is headquartered in Atlanta, Georgia.

NorthEdge Capital LLP (NorthEdge Capital) is a private equity firm founded in 2009 by Andy Ball, Grant Berry & Dan Wright. The firm is headquartered in Manchester, United Kingdom.

M&M Refrigeration LLC designs, manufactures and supplies industrial refrigeration equipment and controls. It offers equipment resources, CO2 cascade resources, ammonia resources, and controls resources. The company was founded by Duffy McConnell in 1969 and is headquartered in Federalsburg, MD.

Lincoln International LLC provides investment banking services. It specializes in strategic advisory services including sell-side mergers and acquisitions, buy-side mergers and acquisitions, debt advisory, growth equity, special situations, valuations and opinions and pensions advisory services. The firm offers capital raising, mergers and acquisitions support, and other corporate finance services. It provides their clients with industry knowledge and access to a comprehensive range of buyers, sellers, and investors. The company was founded in 1996 by Lawrence J. Lawson and is headquartered in Chicago, IL.

Andes Ag, Inc. manufactures seeds through microbial technology and artificial intelligence. The company was founded by Gonzalo M. Fuenzalida and is headquartered in Emeryville, CA.

KdT Ventures LLC (KdT Ventures) is a venture capital firm founded in 2017 by Andrew Cain McClary. The firm is headquartered in Austin, Texas.

Transcera, Inc. is a biotech company founded in 2020. The company is based in Jamaica Plain, MA. The company is on a mission to unlock the potential of biologic drugs for people living with chronic disease.

Part of Dimension Inx LLC, Dimension Inx Corp. engages in developing architect of regenerative microenvironments. The company is based in Chicago, IL. The company was founded by Caralynn Nowinski Collens, Adam E. Jakus, Ramille N. Shah. Caralynn Nowinski Collens has been the CEO since incorporation.

Cyberdontics develops automated robotics for dental clinics. The company was founded by Christopher J. Ciriello and is headquartered in San Francisco, CA.