Matthew Okoneski

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients.

Commonfund Capital, Inc (Commonfund Capital) is a private equity and venture capital subsidiary of Commonfund Holding Co., Inc founded in 1988. The firm is headquartered in Wilton, Connecticut with additional offices in New York, California, London & China.

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.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.

Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois.

Olympus Advisors LLC is an Independent Private Equity firm founded in 1988 by Robert S. Morris. The firm is headquartered in Stamford.

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.

Granite Creek Partners LLC (Granite Creek Partners) is a private equity firm founded in 2005 by Mark A. Radzik, Brian B. Boorstein and Peter G. Lehman. The firm is headquartered in Chicago, Illinois.

Basis Set Ventures LLC (Basis Set Ventures) is a venture capital firm founded in 2017 by Xuezhao Lan. The firm is headquartered in Silicon Valley, California.

OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France.

SDC Capital Partners LLC (SDC Capital Partners) is a private equity firm founded in 2017 by Todd Aaron. The firm is headquartered in New York.

Tilson Technology Management, Inc. provides information technology professional services. The firm specializes in wireless site acquisition, construction, and maintenance for cellular, smart grid, and government, fiber optic engineering, permitting, and construction management; information systems for the construction industry; software development and systems integration; and consulting in information technology strategy, project management, information security, broadband development, and energy capital project development. The company was founded by Mike Dow in 1996 and is headquartered in Portland, ME.

March Venture Capital Management Services LLC (March Capital Partners) is a venture capital firm founded in 2014 by James W. Montgomery, Sumant Mandal and James T. Armstrong. The firm is headquartered in Santa Monica, California.

Promus Equity Partners LLC (Promus Equity Partners) is a private equity subsidiary of Promus Holdings LLC founded in 2010 by J. Zachary Musso and Andrew W. Code. The firm is headquartered in Chicago, Illinois.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Salem One, Inc. provides commercial printing and packaging services. Its services include packaging, direct marketing and mail, commercial printing, fulfilment and inventory management. The company was founded by Philip Kelley Sr., Janette Kelley and Don Whitaker in 1984 and is headquartered in Winston-Salem, NC.

A2a Pharmaceuticals, Inc. develops proprietary computational systems and new therapeutics that serve highly unmet patient needs. The company was founded by Edward Painetr, Sridhar Wempati, Brendan Kelly, and Matthew Welsch and is headquartered in New York, NY.

Veristat LLC engages in the provision of statistical and medical consulting services to the pharmaceutical and biotechnology industries. Its services include data management, biostatistics, statistical programming, medical writing, clinical monitoring, project management, regulatory submissions, and strategic consulting. The company was founded by Barbara Balser and John P. Balser in 1994 and is headquartered in Southborough, MA.

Summit Pointe provides mental health care. The company provides education to enhance the individual skills and help raise their self-esteem. The company provides resources to link with health care programs and social services in the community, and the firm works with the community to offer a variety of programs and services designed to help you achieve a higher quality of life. Summit Pointe is headquartered in Battle Creek, MI.

J.F. Lehman & Co. (JF Lehman) is a private equity firm founded by John Francis Lehman, Donald Glickman and Keith E. Oster in 1992. The firm is headquartered in New York with an additional office in Arlington, Virginia.

Vanterra Capital LLC (Vanterra Capital) is a venture capital and private equity firm, a subsidiary of Vanterra Capital Ltd founded in 2008 by Shad Azimi, Jason Taney Young and Alan Grant Quasha. The firm is headquartered in New York.