Arjav Shreyas Patel

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

Global X Management Co. LLC (Global X) is a SEC-registered investment adviser which was founded by Bruno del Ama and Jose Carlos Gonzalez Navarro in 2008. They are a direct subsidiary of Global X Management Co., Inc. and their ultimate parent is Mirae Asset Global Investments Co. Ltd. in South Korea. Headquartered in New York City, Global X provides portfolio management services to SEC registered open-end management investment companies (Global X ETFs), Separately Managed Accounts and UCITS Funds (Global X UCITS ETFs).

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

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.

Deloitte & Touche provides audit, enterprise risk management, and financial advisory services. The company delivers services in four professional areas: audit, tax, consulting, and financial advisory services. It provides its clients with global services such as entering foreign markets, raising funds, and investing in Mainland China. The company was founded in June, 2003 and is headquartered in Taipei, Taiwan.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

Institute of Company Secretaries of India operates as a recognized professional body in India to develop and regulate the profession of Company Secretaries in India.

Part of China Jinmao Holdings Group Ltd., China Jin Mao Group Co., Ltd. is a Chinese company that develops hotel and commercial properties. The company is based in Shanghai, China. China Jin Mao Group Co. was acquired by China Jinmao Holdings Group Ltd.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

NewGate Capital Partners LLC (NewGate Capital Partners) is a venture capital firm founded in 2000 by Joe A. Alvarez and Larry K. Walker. The firm is headquartered in Winter Park, Florida.

White Wolf Capital LLC (White wolf) is a private equity firm founded in 2011 by Elie Azar. The firm is headquartered in Miami, Florida.

Nemesis SAM provides investment advice.

NGC Capital Management LLC (NGC) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2008 as Angel Island Capital Management LLC. In 2023, they were acquired by Nassau NGC Holdings LLC, which is ultimately owned by Nassau Reinsurance LLC. NGC offers differentiated value-oriented capital solutions across traded corporate credit, private credit and middle market distressed to meet the specific needs of investors and issuers.

Elion Partners LLC (Elion Partners) is a private equity firm founded in 2010 by Shlomo Khoudari. The firm is headquartered in Miami, Florida.

Outbound Ventures LLC (Outbound Ventures) is a venture capital firm founded in 2015 by Luis Gonzalez, Nael Rasamny, and Jimmy Thermiotis. The firm is headquartered in New York.

Graphene Ventures LLC (Graphene Ventures) is a venture capital firm founded in 2015 by Nabil A Borhanu. The firm is headquartered in Palo Alto, California.

RVX Asset Management LLC (RVX) is an independent, SEC-registered investment advisor headquartered in Aventura, Florida. Founded in 2015, RVX provides discretionary advisory services to institutions and high net worth individuals.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Upstream Security Ltd. develops and operates cyber-security cloud-based platform. It offers car manufacturers, app developers, service providers, and fleets a new line of defense by creating a cloud-based shield that blocks cyber-attacks before they reach the vehicle’s network. The company was founded by Yoav Levy and Yonatan Appel and is headquartered in Herzliya, Israel.

Kiniciti is a platform company that invests in and partners with companies to strengthen the cell and gene therapy ecosystem. The company, which is based in New York, NY, was founded by Geoffrey Michael Glass, who has been the CEO since incorporation. Kiniciti is backed by private equity firm Welsh, Carson, Anderson & Stowe (WCAS) and Biospring Partners. The company offers a highly tailored, collaborative, and flexible investment and strategic support model to ensure the promise of cell and gene therapeutics is delivered quickly and safely to patients worldwide. The leadership team includes professionals experienced in investing in and building successful companies across the life sciences sector.

Endurance Search Partners LLC (Endurance Search) is a private equity firm founded in 2009 by Rich Augustyn. The firm is headquartered in Palm Beach, Florida.

MKH Capital Partners (MKH Capital) is a private equity firm founded in 2020 by Miguel Heras and Annette Rodriguez. The firm is headquartered in Miami, Florida.