Joe Bowman

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Reputation.com, Inc. provides online reputation and privacy management services. It offers online reviews, customer surveys, social media, business listings, reputation score, reporting and analytics, and managed services. The company was founded by Michael Fertik, Owen Tripp, Ross Chanin, Raefer Gabriel, and Brian Kelley in 2006 and is headquartered in Redwood City, CA.

Gro Capital A/S (Gro Capital) is a private equity firm founded in 1984. The firm is headquartered in Copenhage, Denmark.

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.

Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York.

Gaia Herbs, Inc. produces and supplies organic herbs and herbal products. It offers adrenal health, astragalus supreme, black elderberry, echinacea goldenseal, holy basil leaf and rhodiola rosea. The company was founded by Richard Scalzo in 1986 and is headquartered in Brevard, NC.

Stout Risius Ross, Inc. engages in the provision of financial advisory services. It specializes in investment banking, valuation and financial opinions, and dispute advisory and forensic services. It offers services such as mergers and acquisitions, private market financings, distressed transaction advisory, fairness opinions and solvency opinions, securities and value analytics, succession and shareholder planning, real estate valuation, bankruptcy related valuation, antitrust disputes, commercial disputes, family law valuation, and fraud and forensic services. The company was founded by Craige L. Stout in 1991 and is headquartered in Chicago, IL.

Burt's Bees, Inc. manufactures and markets personal care products. It produces lip balm, bath oil, soaps, and other personal care products made from beeswax, nut oil, and other natural ingredients. The company was founded by Roxanne Quimby in 1984 and is headquartered in Durham, NC.

Carnegie Investment Bank AB is the broker/delear subsidiary of Carnegie Holding AB in Sweden. Headquartered in Stockholm, the firm was founded in 1803 and offers institutional clients several services within research, equity sales and equity capital market transactions (ECM). The Fixed Income unit offers bond research and sales. Carnegie Investment Bank’s research and equity sales enjoy a global position in Nordic equities.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Five Points Capital, LLC.(Five Points Capital) is a private equity and subordinated debt investment firm founded in 1997. The firm headquartered in Winston-Salem, North Carolina. The firm is a subsidiary of BB&T Corp. (NYSE: BBT).

Council for Entrepreneurial Development provides an interactive forum for entrepreneurs, investors, service professionals, academicians, researchers and public policy makers. Its services and programs include connections to capital, venture mentoring, and signature conferences empower member companies to go further. The company was founded in 1984 and is headquartered in Durham, NC.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Evalueserve, Inc. is a global provider of AI-enhanced managed services. Its solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights & advisory, intellectual property & R&D, investment banking services, lending services, private equity services, and risk & compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrated new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The company supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate & Commercial Banks, Asset & Wealth Management Firms, Private Equity & Venture Capital Firms, Index Providers, Technology & Telecom, Life Sciences & Healthcare, Manufacturing & Industrial Goods, Energy, Chemicals, CPG & Retail, Logistics & Transportation, Professional Service Firms, Consultancy & Advisory Firms, Legal Firms, Real Estate Firms, Education & EdTech Firms. The company was founded by Alok Aggarwal & Marc Vollenweider in 2000 and is headquartered in Raleigh, NC.

UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.

Verizon Ventures LLC (Verizon Ventures) is a venture capital subsidiary of Verizon Communications, Inc founded in 1990. The firm is headquartered in Basking Ridge, New Jersey.

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.

Cofounders Capital Management LLC (Cofounders Capital) is a venture capital firm founded in 2015 by David Gardner. The firm is headquartered in Cary, North Carolina.

Leesa Sleep LLC engages in the manufacturing and retail sale of mattreses. Its mattress products includes queen sized, king sized, California king bed, twin, twin extra large, and full sized. The company was founded by David Wolfe, Hayes Matthew and Jamie Diamonstein on June 29, 2015 and is headquartered in Virginia Beach, VA.

JetBlue Technology Ventures LLC (JetBlue Technology Ventures) is a venture capital subsidiary of JetBlue Airways Corp founded in 2016 by Bonny W. Simi. The firm is headquartered in San Carlos, California.

Savii, Inc. develops home care software. It connects people, tasks, data and documents into a single collaborative work environment. The firm’s application simplifies the business of in-home care with web and mobile apps that replace paper with collaboration. The company was founded by Michelle Harper and Jana Barile in 2014 and is headquartered in Raleigh, NC.

Revibe Technologies, Inc. develops and sells anti-distraction wristbands that remind kids and adults to stay on-task through online. The company was founded by Rich Brancaccio in December 2013 and is headquartered in Wake Forest, NC.

Myxx, Inc. provides technology services. The company is headquartered in Cary, NC.

Tesser Health, Inc. provides technology services. The company was founded in 2014 and is headquartered in Miami, FL.

Feedtrail, Inc. develops mobile feedback platform for patients. Its platform allows patients to inform providers about the clinical care they have received. The company was founded by Paul Jaglowski and Gert Volmer and is headquartered in Raleigh, NC.

Viewstub LLC develops software platform for support content creators with hybrid, virtual, and in-person events. The company was founded by Spencer Elliott in 2019 and is headquartered in Orlando, FL.

Impathiq, Inc. creates electronic medical record (EMR) clinical decision support solutions that helps hospitals to improve health outcomes and reduce healthcare costs. Its solutions include IQ engine and heart pathway. The company is headquartered in Raleigh, NC.

marGo LLC operates as a direct sales customer relationship management and marketing platform. The company is headquartered in Apex, NC.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

Headline Asia is an Independent firm founded in 2014. The firm is headquartered in San Francisco.

ServusConnect, Inc. develops property management software. The company was founded by Jamie Wohlschlegel, Jeffrey Wohlschlegel and Theo Cotuna in August 2014 and is headquartered in Raleigh, NC.

APA Venture Partners (APA Venture Partners) is a venture capital firm founded in 2020 by Ajay Sharma and Paul S. Kirincich. The firm is headquartered in San Francisco, California.

Ecobot, Inc. engages in the provision of cloud-based platform for wetland scientists. The company was founded by Jeremy Schewe, Lee Lance, and Robb Bennett and is headquartered in Asheville, NC.