Igor Shoifot

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

ProElite, Inc. develops, organizes, and promotes mixed martial arts events. The company owns a web portal with social networking for MMA fighters and fans and live streams of MMA bouts not broadcast on television. It has delivered exciting entertainment experiences in the world of mixed martial arts (MMA) with live arena-based entertainment events, cable television programming on Showtime Networks and community-driven interactive broadband entertainment via the Internet. ProElite was founded by Douglas DeLuca on August 10, 2006 and is headquartered in Los Angeles, CA.

Ramsey Quantitative Systems, Inc. (RQSI) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Louisville, Kentucky. The firm was founded by Neil Ramsey in 1996. RQSI serves as the investment manager and provides discretionary advisory services to several private funds and separately managed accounts.

BRI Partners LLC provides financial advisory services. The private company is based in Chicago, IL and has subsidiaries in Australia. The company was founded by Benjamin Edward McMillan.

Driveway Software Corp. deals with telecommunication solutions. The company was founded by Igor Katsman and Jake Diner and is headquartered in San Mateo, CA.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

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.

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.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

IDX Insights, LLC is a private company based in Clearwater, FL. IDX Insights, LLC is focused on developing innovative index solutions across the alternative landscape.

Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania.

RG Alts LP (dba RG Liquid Alts) is an independent investment advisory firm headquartered in Dallas, Texas. Founded in 2019, RG Liquid Alts provides investment advisory services to institutional investors.

Milliman, Inc. engages in the provision of business consulting and actuarial services. The firm solutions include analytics and technology, healthcare, insurance, investment, retirement and compensation, risk management and financial services. The company was founded by Wendell Milliman and Stuart Robertson in 1947 and is headquartered in Seattle, WA.

American Orthopaedic Foot & Ankle Society (AOFAS) is an organization that aims to improve patient care through education, research, and advocacy. The organization is based in Rosemont, IL. The private company offers members-only programs, lectures, and recordings featuring essential foot and ankle information developed and presented by experts. AOFAS also provides funding for research grants to discover new foot and ankle treatments and advance patient care.

Altair Capital Management (Russia) (Altair Capital) is a venture capital subsidiary of AltaIR Beteiligungsverwaltungs GmbH founded in 2005 by Igor Ryabenkiy. The firm is headquartered in Moscow, Russia.

Part of Taunus Capital Management AG, Banque Cramer & Cie SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. The company was founded in 2001. Erich Pfister has been the CEO of the company since 2022.