Jordan Roker

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.

Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR.

Churchill Management Corp. (Churchill) is an independent, SEC-registered independent investment advisor headquartered in Los Angeles, California. The firm was founded by Fred A. Fern in 1963. Churchill provides investment advice to individuals, trusts, pension plans, investment funds and other types of entities.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Afraxis, Inc. operates as a contract research organization (CRO), specializes in preclinical efficacy evaluations (in vivo and in vitro), neurotoxicity evaluations, and structure-efficacy relationship (SER)-driven medicinal chemistry. It develops Afraxis ESP, an enhanced spine analysis platform that quantifies the morphology and maturity of synaptic dendritic spines, which are fundamental to information processing by neural synapses in the brain. The company was founded by Jay B. Lichter, Carmine Stengone, Susumu Tonegawa and Ben Vollrath in 2007 and is headquartered in San Diego, CA.

Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California.

Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA.

Prosper Funding LLC operates as a development stage company that operates a peer-to-peer lending platform. Its platform is an online marketplace that matches individuals who wish to obtain consumer loans with those who are willing to help fund those loans. The company was founded in February 2012 and is headquartered in San Francisco, CA.

Burr Pilger Mayer, Inc. provides accounting and consulting services. The firm's focus areas encompass assurance, corporate tax, business consulting, and wealth management. Its services include audit and quarterly reviews, internal control, forensic accounting, tax planning, business valuation, cash flow management, tax compliance, charitable giving, stock option planning and financial and retirement planning. It serves clients in the agriculture, automotive, construction, financial, government, real estate, and non-profit sectors. The company was founded by Curtis A. Burr, Henry Pilger, and Steven T. Mayer in 1986 and is headquartered in San Francisco, CA.

Arbor Commercial Mortgage LLC provides real estate financing services. It offers fixed-rate, adjustable-rate, senior housing loans, credit facility transactions, and mortgage loan services. The firm was founded by Ivan Kaufman in 1983 and is headquartered in Uniondale, NY.

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.

Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients.

Zazzle, Inc. provides online retail services. It offers customized t-shirts, business cards, invitations, souvenirs and gifts. The firm's proprietary technology enables individuals, professional artists and brands, including Disney and Hallmark to create and offer unique products. The company was founded by Bobby Beaver, Jeff Beaver and Robert Beaver in 1999 and is headquartered in Redwood, CA.

Yahoo! Search Marketing Solutions provides pay-per-click advertising solutions. The company was founded by Bill Gross in 1996 and is headquartered in Burbank, CA.

Pulaski/White Rural Telephone Cooperative, Inc. provides high-speed, fiber-optic broadband, and video entertainment services. It offers Internet, voice, television, security, networking, and web products. The company was founded on May 13, 1954 and is headquartered in Buffalo, IN.