Joshua Benjamin Linder

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.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

TimesSquare Capital Management LLC (TimesSquare) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 by Grant Babyak, Ian Rosenthal, and Stephen Green. They are a subsidiary of TimesSquare Manager Member LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). TimesSquare provides investment advisory services to various types of institutional investors as well as certain high net-worth individuals and in limited instances to modeled portfolios.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications).

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media.

Capitol Partners LLC (Capitol Partners) is a private equity firm founded in 1997 by TJ Jubeir. The firm is headquartered in Chevy Chase, Maryland.

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.

Potter Anderson & Corroon LLP provides legal services. It offers corporate and alternative entities law, mergers and acquisitions, litigation, structured finance, bankruptcy and corporate reorganization, intellectual property and labor and employment, among others. The company was founded in 1826 and is headquartered in Wilmington, DE.

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

Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC.

Alpine Consolidated LLC engages in the provision of investment services. The company was founded by Brent Robinson in 1996 and is headquartered in Washington, DC.

Trustmark Corporation, with $9.6 billion in assets, is a diversified financial services company. They provide banking, wealth management and insurance solutions through their subsidiaries, including Trustmark National Bank, Trustmark Investment Advisors, and Fisher Brown Bottrell Insurance, Inc. With locations in Florida, Mississippi, Tennessee and Texas, Trustmark strives to achieve outstanding customer satisfaction by understanding their customers’ businesses & needs and providing appropriate financial solutions.

Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY.

Helm Bank USA is a Florida chartered full service bank. Its services include personal and business banking and loans. The company is headquartered in Miami, FL.

DBRS, Inc. provides credit reporting agency services. The company is headquartered in New York, NY.

Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA.

BankPlus (Wealth Management) (BPWM) is the wealth management division of BankPlus, a community bank headquartered in Jackson, Mississippi. They are ultimately owned by BancPlus Corp. BPWM was founded in 1909 and provides discretionary and non-discretionary investment management services to individuals, family groups, corporations, foundations, and endowments.

C5 Capital Ltd. (C5 capital) is a venture capital firm founded in 2014 by Andre Pienaar and Nazo Moosa. The firm is headquartered in London, United Kingdom with additional offices in Washington and Luxembourg.

University of Maryland Ventures(University of Maryland Ventures) is a venture capital subsidiary of University of Maryland founded in 2012. The firm is headquartered in Baltimore, Maryland.

The World Bank (Research) (World Bank-Research) is the investment research division of The World Bank, an international financial institution headquartered in Washington, DC. It provides loans and grants to the governments of low- and middle-income countries for the purpose of pursuing capital projects. World Bank-Research provides research to developing nations to aid economic advancement.

Mach37 LLC (Mach 37) is a venture capital subsidiary of Virginia Innovation Partnership Corporation founded in 2013 by Jason Chen. The firm is headquartered in Herndon, Virginia.

I80 Group LLC (I80 Group) is a venture capital firm founded in 2016 by Marc Helwani. The firm is headquartered in New York, New York.

Callahan & Associates, Inc. provides telecommunication services. The private company is based in Mobile, AL.

Gaingels LLC (Gaingels) is a venture capital firm founded in 2015 by Paul Grossinger and David Beatty. The firm is headquartered in New York.

DC Ventures (DC Ventures) is a venture capital firm founded in 2012 by Kyran Culhane, Emily Hersh and Jonathan Rivas. The firm headquartered in Washington, District of Columbia with additional offices in Buenos Aires and Asuncion.

Chasing Rainbows Ventures LLC (Chasing Rainbows) is a venture capital firm founded by Ben Stokes in 2021. The firm is headquartered in San Francisco, California.