Jay Karpen

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

American Honda Motor Co., Inc. manufactures automobiles, cars, motorcycles, and light commercial vehicles. The firm offers cars, sedans, and sports utility vehicles (SUVs); power sports products, including motorcycles, all-terrain vehicle (ATVs), and scooters; auto and motorcycle racing products; power equipment, such as generators, lawn mowers, pumps, snow blowers, tillers, and trimmers; engines; personal watercraft; marine outboard motors, parts, and accessories; aircraft; and humanoid robots. The company was founded on June 11, 1959 and is headquartered in Torrence, CA.

St. Joseph Health System provides healthcare services. Its facilities include acute care hospitals, home health agencies, hospice care, outpatient services, skilled nursing facilities, community clinics, and physician organizations. The company was founded in 1982 and is headquartered in Irvine, CA.

Caravan Capital Management LLC (Caravan Capital) is a privately-held investment advisor headquartered in Tacoma, Washington. The firm was founded by Cliff Quisenberry, Jr. and Ben Griffith in 2008. Caravan Capital provides investment advisory and investment management services to private investment funds, which includes limited partnerships on which Caravan is either the general partner or the investment manager, and separate accounts.

Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Sony Pictures Entertainment, Inc. produces movies and television shows. Its global operations encompass motion picture production, acquisition, and distribution; television production, acquisition, and distribution; television networks; digital content creation and distribution; operation of studio facilities; and development of new entertainment products, services and technologies. The company is headquartered in Culver City, CA.

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.

Founded in 1985, HEI Hospitality LLC is a private equity firm located in Norwalk, Connecticut with an additional office in Scottsdale, Arizona. The firm seeks to provide consistent, risk-adjusted returns to institutional investors, which include several prestigious university endowments. Their managed funds include: the HEI Hospitality Fund LP, the HEI Hospitality Fund II LP and the HEI Hospitality Fund III LP. HEI also owns 2 hotels in a joint venture with Prudential Real Estate Investors

Saunders Hotel Group LLC owns and operates hotels. It manages a chain of hotels in Norwood, Massachusetts; Alexandria, Virginia; New London Connecticut; and Merrimack, New Hampshire. The firm facilities and amenities include guest rooms and suites, function room, indoor pool, exercise room, business center; restaurant and lounge, onsite parking, golf courses, coffee makers, hairdye4rs and wireless Internet access. The company was founded by Roger A. Saunders in 1962 and is headquartered in Boston, MA.

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

University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV.

Dermalogica, Inc. manufactures skin care products. The company makes soaps, lotions, and creams as well as products like acne treatments. Its products include toners, cleansers, exfoliants, moisturizers, concentrated boosters, and many more. Dermalogica was founded by Jane Wurwand and Raymond Wurwand in 1986 and is headquartered in Torrance, CA.

Paramount Pictures Corp. is a producer and distributor of filmed entertainment. Its labels include Paramount Pictures, Paramount Vantage, Paramount Classics, Insurge Pictures, MTV Films and Nickelodeon Movies. The company was founded in 1912 and is headquartered in Hollywood, CA.

Metro-Goldwyn-Mayer Studios, Inc. produces & distributes motion pictures, television programs, home video, interactive media, and music. The company was founded in April 1924 and is headquartered in Los Angeles, CA

Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Growth Factory(Growth Factory) is a venture capital firm founded in 2021 by Monique Brown and Souhail Khoury. The firm is headquartered in California.

Delaware Life Insurance Co. (Investment Portfolio) (Delaware Life-IP) is the investment portfolio division of Delaware Life Insurance Co., an insurance company headquartered in Waltham, Massachusetts. The firm was founded in 2013 and is ultimately owned by Guggenheim Partners LLC in the US. Delaware Life-IP manages client’s investment portfolio.

Virtu Americas LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 2012. The firm is a direct subsidiary of Virtu Strategic Holdings LLC and their ultimate parent is Virtu Financial, Inc. (NASDAQ: VIRT). Virtu provides brokerage services to their clients.

Genoa Ventures LLC (Genoa Ventures) is an independent private equity/venture capital firm founded in 2018 by Jenny Rooke. The firm is headquartered in San Francisco, California.