Kate Cheng

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.

Mountain Temp Services LLC provides recruitment services. It offers temporary, temp-to-hire, direct hire, employment and payroll services. The firm is full-service employment agency specializing in servicing and staffing Colorado's mountain resort communities. The company serves the administrative, construction, hotel and hospitality and light industries. Mountain Temp Services was founded in 1994 and is headquartered in Aspen, CO.

Growing Energy Labs, Inc. provides software and business solutions. Its services include designing, automating, and managing energy storage and microgrid systems. The firms suite of products creates an ecosystem where project developers, original equipment manufacturers, financiers, and project operators can deploy advanced energy projects using a hardware-agnostic software platform. The company was founded by Ryan Wartena and Crispell Wagner in 2010 and is headquartered in San Fransisco, CA.

NewRoad Capital Partners LLC (NewRoad Capital Partners) is a private equity firm founded in 2012 by Jeremy W. Wilson and Clete T. Brewer. The firm is headquartered in Rogers, Arkansas.

Agfunder, Inc. (Agfunder) is a venture capital firm founded in 2012 by Rob Leclerc, Michael Dean, Melissa Tilney and Justin Bruch. The firm is headquartered in San Francisco, California.

iSelect Fund Management LLC (iSelect Fund) is a venture capital firm founded in 2012 by Nicholas Schopp, Carter Williams and Scott Levine. The firm is headquartered in St. Louis, Missouri.

JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

Cancer Research Institute provides cancer immunotherapy services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1953. Jill O'Donnell-Tormey has been the CEO of the company since 1987.

Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Kamran & Co., Inc. provides food, beverage and laundry equipment. It also offers a full line of services ranging from product specifications, design services, project management, and consulting to hospitality/gaming industries, restaurants and bars, and industrial catering industries. The firm’s product line includes dinnerware, furniture, glassware, and ice bins. The company was founded by Faye Amiri Firouzeh in 1988 and is headquartered in Santa Barbara, CA.

Sopris Venture Capital (Sopris Venture Capital) is a venture capital subsidiary of Sopris Capital LLC founded in 2002 by Andy M. Paul and Jonathan Kaiden. The firm is headquartered in Denver, Colorado.

PIMCO Asia Pte Ltd. is an investment management firm headquartered in Singapore. The firm was founded in 1996 and is a subsidiary of PIMCO Global Advisors LLC, ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Asia provides solutions for institutions, financial professionals and individuals.

KKR Group Co., Inc. engages in the provision of investment and private equity asset management services. The firm manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit, and hedge funds. It operates through the Asset Management and Insurance segments. The Asset Management segment includes investment management and other services to funds, vehicles, collateral loan obligations, managed accounts and portfolio companies, and transaction-specific income from capital markets transactions. The Insurance segment offers retirement and life insurance services which provide a suite of protection, legacy and savings products to customers and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry R. Kravis and George R. Roberts in 1976 and is headquartered in New York, NY.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Part of BlackRock, Inc., Blackrock Solutions LLC is an American company that provides risk management, strategic advisory and enterprise investment system services. The company was founded by Bennett William Golub, Charles Shaul Hallac.

Legalbill.com LLC provides business intelligence and data analytics services. The company engages in automated legal e-billing. It offers legal matter and spend management software, and delivers legal spend management services to corporate legal departments. The firm?s products include Pivot and Legalitics. Legalbill.com was founded by Stephen A. French in 1992 and is headquartered in Nashville, TN.

Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts.

Fleet Space Technologies Pty Ltd. designs and builds a fleet of satellites for the connectivity of IoT. The firm provides direct, global access to a secure bandwidth connectivity platform ideal for machine to machine data exchange and deploying IoT sensor networks at scale. The company was founded by Flavia Tata Nardini, Matthew Pearson and Matthew Tetlow in 2015 and is headquartered in Adelaide, Australia.

VGI Partners Ltd. engages in the provision of fund management services. The company was founded by Robert Luciano in 2008 and is headquartered in Sydney, Australia.

Global Atlantic Financial Group LLC offers a variety of annuities and life insurance options to help customers with their retirement and financial strategies. The company is based in Atlanta, GA and was founded by Allan S. Levine, who has been the CEO since incorporation. The company's products include the Accumulator, an accumulation-focused Indexed Universal Life policy with SMART Buy-Up Add-On opportunities. The company also provides tailored solutions for capital and risk management needs.

Officeworks, Inc. engages in the provision of office interior services. Its products and services include space planning and interiors, project management, furniture specifications, nationwide delivery and installation, warehousing, ship and rentals, financing and leasing options, and ergonomic assessments. The company was founded by Jim Joyce in 1995 and is headquartered in Burlington, MA.

Interlock Equity LP (Interlock Equity) is a private equity firm founded in 2022. The firm is headquartered in Los Angele, California.

Defy Partners Management LLC (Defy Partners) is an independent venture capital firm founded in 2016 by Neil Sequeira and Trae Vassallo. The firm is headquartered in Woodside, California.