Michael Morelli

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Selway Asset Management, Inc. (SAM) is an independent investment advisory firm headquartered in Boise, Idaho. Founded in 1967, SAM provides portfolio management services to individuals, high net worth individuals, IRAs, pension and profit sharing plans, charitable institutions, estates, trusts, foundations and corporations.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Redseal, Inc. provides proactive security management solutions. The firm’s solutions include compliance, incident response, vulnerability management and cyber insurance. The company was founded by Scot Malloy, Alain J. Mayer and Brian Laing in 2004 and is headquartered in San Jose, CA.

CarePayment LLC provides healthcare financing services. The company was founded on October 28, 2004 and is headquartered in Lake Oswego, OR.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland.

Arbor Networks, Inc. provides prepackaged software services. It offers Pravail, a cloud-based solution that delivers the situational awareness and security intelligence for enterprise and government networks to detect and mitigate internal and external threats. The company was founded by Farnam Jahanian, Ted Julian, and Robert G. Malan in 2000 and is headquartered in Chelmsford, MA.

Rubicon Global Halal Advisors LLC (RGHA) is an independent asset management firm headquartered in Portland, Oregon. The firm was founded by Mohammad Saeed Rahman in 2003. RGHA provides investment advisory services to individuals, high-net worth individuals, charitable organizations, trusts, corporations or business entities, and pension and profit-sharing plans.

Oregon State University Foundation (OSU Foundation) is a nonprofit organization founded in 1947 by Robert M. Kerr, Edwin B. Aldrich, and E. C. Sammons with the aid of OSC President A. L. Strand. They are governed by a 42-person Board of Trustees. The firm is dedicated to enhancing the mission of Oregon State University which is headquartered in Corvallis, Oregon. OSU Foundation raises funds that support the university's priorities as well as managing an endowment.

Exterro, Inc. engages in the provision of e-discovery and information governance software. It offers legal hold, legal project management, and e-discovery data management. The company was founded by Bobby Balachandran in 2004 and is headquartered in Beaverton, OR.

JTW Partners LLC provides graphic imaging solutions. It offers design, photography, project management, digital content, vendor management and post-install research services. The company was founded in 2008 and is headquartered in Portland, OR.

Malloy & Co. (Malloy) is a private equity firm founded in 1835 by Henry Duncan Malloy. The firm is headquartered in La Jolla, California.

Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

Events.com, Inc. operates a social networking platform. It offers event management software, on site check-in, onsite-sales promotional tools, digital marketing services, virtual events, and sponsorship. The company was founded by Mitchell F. Thrower and Stephen Partridge and is headquartered in La Jolla, CA.

Astia, Inc. provides executive programs that support funding and leadership for women founders and C-level executives in high-tech, life sciences, and clean technology start-ups. The company was founded by Cate Muther in 1999 and is headquartered in Palo Alto, CA.

Artience Capital Management LLC (Artience Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was co-founded by Kim Nordmo and Jolie Bales in 2009. Artience Capital provides investment services to high-net-worth individuals, families and institutions.

iSIGHT Security LLC provides cyber threat intelligence services. The company was founded by Jonathan Couch and John P. Watters in 2007 and is headquartered in Milpitas, CA.

CTC Consulting is a premier investment consulting firm recognized for its proven ability to formulate investment strategies and its deep research capabilities focused on high-net-worth clients. Harris myCFO, LLC is a leading provider of integrated investment and wealth advisory, implementation, and reporting services for high-net-worth clients. Clients of the combined entity will be able to take advantage of a broader, deeper scope of services all backed by the financial strength of BMO Financial Group.

Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.

PlanetTogether, Inc. provides advanced planning scheduling (APS) and management software for production scheduling, design and control, constraints visibility, Gantt, ERP, and MES. The American company offers APS pricing for SAP, AX, and Ross, and solutions for integrated advanced capacity planning and scheduling software for MRP, MES, ERP, line optimization, manufacturing process, and OTD management. PlanetTogether's APS software provides thorough insight for planners/schedulers and offers development, training, and added support for APS advanced planning and scheduling subscription software. The private company's integrated software, such as Factivity MES and APS, offers thorough insight into manufacturing operations and can take operations to the next level. PlanetTogether's APS software also offers resources for capacity planning via infographics and white papers. The company's software can be integrated with ERP, MRP, and MES systems, such as Microsoft Dynamics, Oracle E-Business Suite, QAD ERP, and Syspro ERP.

Sway Ventures Management LLC (Sway Ventures) is a venture capital firm founded in 2013 by Brian Tyler Nugent. The firm is headquartered in San Francisco, California.

Altriarch Capital Management LLC is a specialty finance firm that provides solutions to create lasting value for investors, companies, and communities. The company is based in Charleston, SC, and the CEO of the company is Danielle Brown. The company is a multi-strategy asset manager that focuses on overlooked market segments, underserved geographies, fragmented industries, and small-scale markets within private credit. The company offers product offerings to institutional investors and family offices through commingled funds, programmatic joint-ventures, and direct investment vehicles. Altriarch takes a deliberate approach to delivering superior risk-adjusted returns by identifying investment strategies that offer differentiation, access to high barriers to entry markets, non-correlation to traditional assets, and risk mitigation.

Evantix GRC LLC provides software services. The firm reports and risk scores are used by corporate risk managers, procurement officers, and other business teams to identify, quantify, and manage risk across large businesses, their supply chains, and third party business relationships. The company is headquartered in Newport Beach, CA.

Hutt Capital LLC (Hutt capital) is a venture capital firm founded in 2018 by Brooke Pollack. The firm is headquartered in West Linn, Oregon.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

4612 Group LLC (private equity) (4612 Group) is a private equity firm founded in 2016 by Jeffrey Bicksler & J.T. King The firm is headquartered in Atlanta, Georgia.