Justin Carlson

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Navarik Corp. provides physical operations software and data services for the commodity trading industry. Its solutions include inspection, vetting and VEF. The firm's services encompass software and data services to commodity traders of crude oil, refined products and dry bulk. The software services standardize the process of managing the inspection of bulk commodities exchanged between trading companies. The data services aggregate the inspection data across all trading companies. Navarik was founded by Martin G. Ertl, Don Hitchen and William F. Dobie in 2000 and is headquartered in Vancouver, Canada.

BENTEK Energy LLC provides engineering consulting services. The company was founded by Porter Bennett in 1985 and is headquartered in New York, NY.

S&P Global Platts, Inc. provides information, benchmark prices,and analytics for the energy and commodities markets. The firm offers market insights and analytics, commodity prices and essential market data, real-time news, prices, and analysis, maps and geospatial data, and forward curves and risk valuation data. The company was founded by Warren Cumming Platt in 1909 and is headquartered in New York, NY.

StraighterLine, Inc. provides online general education courses to postsecondary students. It offers online higher education courses that are equivalent to general courses required for a bachelor's degree. The company was founded by Burck Smith in 2009 and is headquartered in Baltimore, MD.

CyberGRX, Inc. develops software for cyber risk management services. The firm through its platform, enables enterprises to identify, assess, mitigate, and monitor companies cyber risk exposures. Its solutions include TPCRM, risk insights, and dynamic assessments. The company was founded by Fred H. Kneip in 2015 and is headquartered in Denver, CO.

Empower Plan Services LLC provides retirement planning services. The company is headquartered in Clayton, MO.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.