Madison Litwin

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Hudson Advisors LP provided full-service commercial mortgage services. The company is headquartered in Dallas, TX.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

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.

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.

Deloitte Touche Tohmatsu Ltd. provides auditing, financial advisory, tax, and consulting services. Its serves technology, consumer business, energy and resources, financial services, life sciences and health care, manufacturing, public sector, real estate, technology, media, and telecommunications industries. The company was founded in 1880 and is headquartered in New York, NY.

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).

Michigan Ross Zell Lurie Institute / Venture Capital/ (Zell Lurie Institute) is a venture capital subsidiary of Zell Lurie Institute for Entrepreneurial Studies Studies founded in 1997 by Samuel Zell, Ann Lurie and Robert H. Lurie. The firm is headquartered in Ann Arbor, Michigan.

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.

The Graham Group, Inc. (Pennsylvania) provides financial investments, marketable securities and alternative investment services. The company was founded by Donald C. Graham in 1960 and is headquartered in York, PA.

Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California.

Blackrock, Inc. /Real Estate/ (Blackrock) is a private equity subsidiary of BlackRock, Inc founded in 2016. The firm is headquartered in New York.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Artemis Capital Partners Management Co. LLC (Artemis Capital Partners) is a private equity firm founded in 2009 by Peter A. Hunter. The firm is headquartered in Boston, Massachusetts.

Accion International (Private Equity) (ACCION International) is a venture capital firm, a subsidiary of ACCION International founded in 1961. The firm is headquartered in Washington.

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

1843 Capital LLC (1843 Capital) is a venture capital firm founded in 2016 by Tracy Killoren Chadwell. The firm is headquartered in Greenwich, Connecticut.

Eaton Vance Advisers International Ltd. (EVAIL) is an investment management firm headquartered in London, UK. The firm was founded in 2015 and in 2021 they became a subsidiary of Morgan Stanley International Holdings, Inc., which is owned by Morgan Stanley (NYSE: MS) in the US. EVAIL provides discretionary investment management services to clients through pooled investment vehicles and separate accounts.

Part of Newmark Group, Inc., Newmark Valuation & Advisory LLC provides real estate advisory services. The company is based in New York, NY.

Naples Technology Ventures LLC (Naples Technology Ventures) is a venture capital firm founded in 2018 by Mike Abbaei and Brij Sharma. The firm is headquartered in Naples, Florida.

TZP Group LLC (TZP Group) is a private equity firm founded in 2007 by Sam L. Katz. The firm is headquartered in New York.

Part of Marsh & McLennan Cos., Inc., Oliver Wyman & Co. is a French company that provides business and management consulting services. The company is based in Paris, France.

Rellevate, Inc. is a financial services company that offers a full-featured digital account to manage day-to-day finances. The company is based in Stamford, CT. Rellevate was founded by Stewart A. Stockdale, Mark Forster, and Greg Schneider, and Stewart A. Stockdale has been the CEO since incorporation. The company is dedicated to empowering consumers to access, move, and use their money anytime, anywhere. Rellevate is a leader and one of the fastest-growing fintech companies in the employer and public sector disbursement industry.

Fingoal, Inc. is an insights platform that helps institutions to see a 360-degree view of user data to provide enhanced user insights and personalized offers. The company is based in Lafayette, CO. The company offers a suite of resources to ensure customers have access to the best transaction data possible. Fingoal's white-labeled APIs enable institutions to inject actionable insights into their digital banking application to create a more personalized user experience and customize recommendations to drive on-brand conversions. The CEO of the company is David Nohe.

Flywheel Ventures LLC (Flywheel Ventures) is a venture capital firm founded in 1999 by Trevor Loy. The firm is headquartered in Santa Fe, New Mexico.

Riot Ventures Management LLC (Riot Ventures) is a venture capital firm founded in 2017 by Stephen Marcus. The firm is headquartered in Venice, California.

Foursquare Labs Inc. provides free mobile location-based social networking services. Its application Foursquare, helps users to connect to friends and locations which they have visited. The firm's application can also be used as a marketing tool for businesses, brands and agencies. The company was founded by Dennis Crowley and Naveen Selvadurai in March 2009 and is headquartered in New York, NY.