Jeffery David Brock

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Course Hero, Inc. engages in the development of online learning platform for course-specific study resources. It offers crowd sourced study documents, expert tutors, customizable flashcards and online courses. The firm helps users to maintain or improve grades all for less than the cost of a textbook. The company was founded by Jared Grauer, Gregor Carrigan, David Grauer, and Andrew T. Grauer in 2006 and is headquartered in Redwood City, CA.

Maven Research, Inc. develops and offers micro consulting platforms. Its platforms include knowledge logistics engine, marketplace and communities. The company was founded by Wyatt A. Nordstrom, Anthony J. D'Alessandro and Mark S. Platosh in February 2008 and is headquartered in San Francisco, CA.

Dailybreak CP LLC provides a social engagement platform to drive brand participation and consumer action at scale through digital promotional campaigns. It delivers an innovative way to view content that entertains, educates, and challenges consumers while creating value and driving digital social action for brand advertisers. The company was founded by Boris Revsin, Jared D. Stenquist, and Jeffrey Cassidy on May 28, 2008 and is headquartered in Boston, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Keystone Capital Management LP (Keystone Capital) is a private equity firm founded in 1994 by Kent P. Dauten and Scott L. Gwilliam. The firm is headquartered in Chicago, Illinois.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

GSV Asset Management LLC (GSVAM) is an independent asset management firm headquartered in Woodside, California. The firm was founded in 2010 by Stephen Bard and Michael Moe. Formerly known as NeXt Asset Management LLC, GSVAM provides investment advisory and portfolio management services to individuals and institutional clients.

Listen Ventures LLC (Listen Ventures) is a venture capital firm founded in 2010 by Jeff Cantalupo. The firm headquartered in Chicago, Illinois.

Raise Marketplace LLC operates an online marketplace to buy and sell gift cards. Its platform allows users to turn their unused gift cards into cash by listing their cards for sale and enables them to shop for discounted gift cards. The company was founded by George D. Bousis and Bradley Wasz on February 2, 2013 and is headquartered in Chicago, IL.

GSV Ventures Management LLC (GSV Ventures) is a venture capital subsidiary of GSV Asset Management LLC founded in 2016 by Moe Michael Cohn. The firm headquartered in San Francisco, California.

EdSurge, Inc. operates website for educators, entrepreneurs and investors involved in education technology. The company was founded by Elizabeth Corcoranin, Nick Punt, Bowman Matt and Agustin Vilaseca in 2011 and is headquartered in Burlingame, CA.

Liquid Asset Brands LLC provides investments services. Its services include supply chain and procurement, inventory management and product forecasting, capital and fundraising, global sales strategy, distribution network, third party contractors, compliance and ethics, product development and innovation, social media management, and sales and go to market strategy. The company as founded by Marc Bushala on April 10, 2010 and is headquartered in Chicago, IL.

Calm.com, Inc. operates an online portal which allows busy and information loaded web workers to reduce stress. It also develops the smart phone based application. The company was founded by Alex Tew and Michael Acton Smith in 2012 and is headquartered in San Francisco, CA.

Interior Define, Inc. operates as an e-commerce company for luxury furniture. It sells custom-made chairs and sofas online, The company was founded by Rob Royer in 2014 and is headquartered in Chicago, IL.

Factor75 LLC engages in the provision of personal chef service. The firm offers paleo diet, keto diet, gluten-free diet, and nutrition coaching. The company was founded by Nick Wernimont, Mike Apostal, and Ryan Rouse in 2013 and is headquartered in Batavia, IL.

Grocery Delivery E-Services USA, Inc. provides online food delivery services. The company is headquartered in New York, NY.

Americademy, Inc. develops software platform and curriculum that teaches kids to code. The company was founded by Katy Lynch, Craig Ulliott and David Arel in 2017 and is headquartered in Chicago, IL.

MG Creative, Inc. operates as a premium lifestyle shop and publication for women, cannabis and good living. The company was founded by Kate Miller and Anna Duckworth in 2017 and is headquartered in Venice, CA.

The Economic Club of Chicago provides platform to discuss economic, business and social issues. The company was founded by Lucius Teter in 1927 and is headquartered in Chicago, IL.

Part of Journey Meditation, Inc., Felt (NewYork) is a company that operates an online consultation platform for on-demand mental wellness coaching services. The company is based in New York, NY. The company was founded by Aaron Albert, who has been the CEO since incorporation. Felt (NewYork was acquired by Journey Meditation, Inc. on March 13, 2024.

Fresh Factory LLC engages in platform development for food and beverage brands. Its services includes innovation, supply chain, manufacturing, fulfillment, and finance. The company is headquartered in Carol Stream, IL.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).