Dean Katie

WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

TVL Management Corporation (Trinity Ventures) is a venture capital firm founded in 1986 by Gerald Casilli and Noel Fenton. The firm is headquartered in Menlo Park, California.

Dropoff, Inc. provides courier services. It offers fleet optimization, customized industry solutions that move with business and on-demand or recurring delivery schedule. The company was founded by Christian Carollo, Sean Spector, Ted Hong and Jason Klann in 2014 and is headquartered in Austin, TX.

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.

Accel Partners LLC is a venture capital firm founded in 1987 by Jim Swartz and Arthur Patterson. The firm is headquartered in California, the US.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Intarcia Therapeutics, Inc. develops therapies for the treatment of chronic diseases. Its lead product candidate, ITCA 650, is currently in development for the treatment of type 2 diabetes. The firm’s platform technology is a proprietary subcutaneous delivery system that involves a matchstick-size, miniature osmotic pump implanted sub-dermally to provide continuous and consistent drug therapy, and the company’s proprietary formulation technology, which maintains stability of therapeutic proteins and peptides at human body temperatures for long extended periods of time. The company was founded by Mark Moran in June 1995 and is headquartered in Boston, MA.

MH Sub I LLC, headquartered in El Segundo, CA, is a fully integrated online media and software services organization focused on four high-value vertical categories: health, automotive, legal, and home/travel. The company's powerful, proprietary operating platform provides the flexibility and scalability to fuel its continued growth. Internet Brands is a portfolio company of KKR and Temasek. MH Sub I LLC was founded in 1998 by Jerry R. Farrar, Scott Edward Painter, Bill T. Gross, Bill Gross, Steve Glenn, and Robert N. Brisco has been the CEO of the company since 1999. MH Sub I was acquired by Internet Brands, Inc./Private Group/ on December 31, 2014, for $1,100 million.

Greycroft LLC is a private equity & venture capital firm founded by Alan J. Patricof, Dana R. Settle and Ian Sigalow. The firm is headquartered in New York. They also have an office in Los Angeles, California.

California Science Center is a non-profit organization. It provides model for science learning by combining exhibits with an on-site Science Center School and Amgen Center for Science Learning as well as a teacher professional development program. The company was founded in February 1998 and is headquartered in Los Angeles, CA.

The Los Angeles Sports Council is a non-profit organization that aims to unite and strengthen the sports community in the world. The non-profit company is based in Los Angeles, CA and has subsidiaries in the United States. The organization has a program called Ready, Set, Gold! which promotes healthy and active lifestyles to children in schools. The program is a public-private partnership between the Southern California Committee for the Olympic Games, The Foundation for Sports Development, and several public-school districts.

Primary Venture Management LLC (Primary Venture Partners) is a venture capital firm founded in 2004 by Ben Sun and Brad Svrluga. The firm is headquartered in New York.

Charlotte Regional Partnership operates as a non-profit economic development organization. It serves as a catalyst for government and business collaboration to market and promote Charlotte USA for sustained, long-term growth, job creation, and investment opportunities. The company is headquartered in Charlotte, NC.

Taylor Frigon Capital Management LLC (TFCM) is a registered investment advisor headquartered in Scottsdale, California. The firm was founded by Gerald (Gerry) Frigon and in 2006 and is owned by the Frigon Revocable Trust. The “Taylor” in the firm’s name honors Richard C. Taylor, Gerry Frigon’s father-in-law and mentor. TFCM provides active investment strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors. The firm also serves as the investment adviser of the Taylor Frigon Core Growth Fund, a registered mutual fund.

Cal Poly Foundation engages in the provision of philanthropic services. It generates private support in building and maintaining multidisciplinary Learn by Doing educational model. The company was founded in 1901 and is headquartered in San Luis Obispo, CA.

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.

Oswego Valley Insurance Agencies LLC operates as insurances agencies. The firm offers customers business and personal insurance, including property, liability, automobile, health and recreational products. The company was founded in 1997 and is headquartered in Oswego, NY.

Part of MMIC Group, Inc., Constellation provides medical professional liability insurance services. The company is based in Minneapolis, MN. The company was founded in 1978. The CEO is Ryan J. Crawford.

Glasswing Ventures LLC (Glasswing Ventures) is a venture capital firm founded in 2015 by Rudina Seseri and Rick Grinnell. The firm is headquartered in Boston, Massachusetts.

ZenBusiness, Inc. operates a mobile application enabled platform that continuously monitors the status of business and provides actions to resolve issues. Its services include formation plans, registered agent, worry free guarantee, EIN service, and operating agreement. The company was founded by Ross Buhrdorf, Shanaz Hemmati, James Glancy, Rafael Lopez and Art Floresin 2015 and is headquartered in Austin, TX.

Draft Ventures LLC (Draft Ventures) is a venture capital firm founded in 2015 by Artia Moghbel and David Rodriguez. The firm is headquartered in San Francisco, California.

DataScience, Inc. provides a human and machine powered solutions for extracting knowledge from data. It offers DataScience that collects and receives raw data from various sources; organizes, cleans, and extracts value from data; and analyzes the data by combining domain knowledge with data science techniques. The firm's solution is used by e-commerce retailers and consumer electronics companies to uncover insights power their business teams. The company was founded by Ian Swanson, Colin Schmidt and Jonathan Beckhardt in 2014 and is headquartered in Culver, CA.

Santa Barbara Venture Partners LP (Santa Barbara Venture Partners) is a venture capital firm founded in 2020 by Dan Engel. The firm is headquartered in Santa Barbara, California.

Tenoneten Management LLC (Tenoneten Management) is a venture capital firm founded in 2011 by David Waxman and Gil Elbaz. The firm is headquartered in Los Angeles, California.

Lightbay Management LLC (Lightbay Capital) is a private equity firm founded in 2016 by Nav Rahemtulla and Adam Lance Stein. The firm is headquartered in Los Angeles, California.

Scener, Inc. operates as a virtual movie theatre. The company was founded by Daniel Strickland and Joe Braidwood in 2018 and is headquartered in Seattle, WA.

Targetclose is a marketing and advertising company that specializes in providing customers for direct to consumer brands. The private company is based in Marina Del Rey, CA. The company was founded by Oded Noy and Kelly Crawford Perdew.