Dana Bishop

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

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.

George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

ESPN, Inc. engages in the provision of multinational and multimedia sports entertainment services. It offers cable sports broadcasting services with seven domestic networks including its ESPN, ESPN2, ESPN Classic, ESPN HD, and ESPNEWS. The company was founded by William Rasmussen in September 7, 1979 and is headquartered in Bristol, CT.

Sarros Securities provides brokerage services. The private company is based in Athens, Greece.

VINCI Concessions SAS designs, finances, operates and maintains public infrastructure projects. It offers operations for Public Private Partnership (PPP) projects and programs in the aspects of infrastructure, telecommunication, hospitalization, environment and waste management, and public works. The firm focuses on transport infrastructure concessions and facilities. The company was founded on November 28, 1996 and is headquartered in Rueil-Malmaison, France.

Energy Northwest produces electric power. It also provides operations and maintenance services for generating facilities owned by other utilities, and develops new power generation facilities to meet growing demand. The company was founded in 1957 and is headquartered in Richland, WA.

The Learning House, Inc. designs and develops online education programs and courses. Its services include product development, market research, marketing and lead generation, admissions and enrollment management, student retention, curriculum development and management, faculty training, professional development, learning management systems and technical support. The company was founded by Denzil Edge and Sharon M. Edge in 2001 and is headquartered in Louisville, KY.

John A. Van Deusen & Associates, Inc. provides engineering and business consulting services. It offers capital planning, contract administration, initial equipment evaluation, maintenance and quality control evaluation, modernization, new construction, peer review, and program management services. The company was founded by John A. Van Deusen in 1980 and is headquartered in East Hanover, NJ.

Cube Infrastructure Managers SA (Cube Infrastructure Managers) is an independent private equity subsidiary of Mirova SA founded in 2007. The firm is headquartered in Luxembourg.

J. Martin Associates, Inc. provides engineering and consulting services. It offers new construction and design, modernization, equipment & maintenance evaluation, quality control audits, life cycle analysis, repair, upgrading and inspection of elevators/escalators. The company was founded in 1989 and is headquartered in Mahwah, NJ.

Beta Securities SA is an investment boutique that offers advisory, asset management, and trade execution services in domestic and international markets. The private company is based in Athens, Greece and was founded in 1995. The Greek company manages their clients' cash through bank deposits and money market instruments to maximize returns. The company also acts as custodians for investors' assets. To open an account, clients must sign a contract and provide identification, a recent bank account statement, and a utility bill. The CEO is Vangelis Haratsis.

Weld North LLC (Weld North) is a private equity subsidiary of Weld North Holdings LLC founded in 2010 by Jonathan N. Grayer. The firm is headquartered in Stamford, Connecticut.

Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients.

The MassMutual Trust Co. FSB (MMTC) is an investment adviser headquartered in Enfield, Connecticut and was founded in 1851. MMTC provides discretionary and nondiscretionary trust and fiduciary services in all states. They are a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Co.

Brillio LLC provides consulting software services. It offers cloud transformation, intelligent enterprise, modern engineering, technology, design and consulting services. The company was founded by Raj Mamodia in 2014 and is headquartered in Santa Clara, CA.

Government Entities Mutual, Inc. (Investment Portfolio) (GEM-IP) is the investment portfolio division Government Entities Mutual, Inc., an insurance company headquartered in Bedford, New Hampshire. The firm was founded in 2003 and provides risk financing solutions for member pools across the country. GEM-IP manages the client’s investment portfolio.

Performance Matters LLC provides data warehousing and business intelligence solutions. Its services include free webinar series, professional development, customer relationship management and implementation management. The company was founded by Woody Dillaha and James Waters in 2003 and is headquartered in Sandy, UT.

Imagine Learning LLC operates as a digital education technology company. It focuses on developing digital curriculum and tools for pre-K?12 students. The company was founded in 2010 and is headquartered in New York, NY.

High Beauty, Inc. sells skin care products through online. It offers cannabis facial oil, cannabis facial moisturizer, cannabis eyegel, cannabis facial foam, and cannabis peeling mask. The company was founded by Melissa Jochim and is headquartered in Santa Rosa, CA.

Founded in 2008, Twig Rights Ltd. operates as a holding British company with subsidiaries that create multimedia content. Part of Imagine Learning LLC (Arizona), the company is based in London, UK. Twig Rights was acquired by Imagine Learning LLC (Arizona) on July 15, 2021.

Treehouse Global Ventures LLC (Treehouse Global Ventures) is a private equity firm founded in 2018 by Lindy Snider, Gaynell Rogers & Lori Ferrara. The firm is headquartered in Chicago, Illinois, US.

Alexava Holdings, Inc. (Alexava Holdings) is a private equity firm founded in 2014 by Lori Ferrara. The firm is headquartered in Chicago, Illinois.