Nicholas Kocinski

Goldman Sachs Bank AG engages in the provision of banking and financial services. Its business activities also include securities trading, asset management, and investment consulting. The company was founded on May 27, 1992 and is headquartered in Zurich, Switzerland.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Fidus Partners LLC provides merger and acquisition advisory and related services to private equity firms, corporations, and private business owners. It focuses in the areas of corporate advisory, financial sponsors, family and privately held businesses, and industry expertise. The company was founded by Edward P. Imbrogno, John H. Grigg, John J. Ross, II and Patrick C. Clark in 2005 and is headquartered in Charlotte, NC.

Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

PFS Investments, Inc. (PFSI), do-business-as Primerica Advisors, is a SEC-registered investment management firm headquartered in Duluth, Georgia. The firm was founded in 1981 and is directly owned by Primerica Finance Corp., itself a subsidiary of Primerica, Inc. (NYSE: PRI). PFSI provides advisory services to the Primerica Advisors Lifetime Investment Platform wrap fee program (Program).

Professional Trading Solutions, Inc. engages in the provision of solutions for active and professional traders as well as hedge funds and prop trading groups. It offers low latency technology platforms and brokerage services. The company was founded by Scott Ignall in 2006 and is headquartered in New York, NY.

CreativeLive, Inc. provides online educational services for photography. Its platform empowers individuals to learn real-life skills that enhance their careers, businesses, hobbies or well-being. The firm features workshops in photography, video, design, business, audio, music and software training, it unlocks previously closed doors by making dynamic education accessible to everyone. The company was founded by Chase Jarvis and Craig Swanson in April 2010 and is headquartered in San Francisco, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

Part of Principal Financial Group, Inc., Abn Amro Trust Services Co. is a company that provides trust services and asset management services. The company is based in Chicago, IL. Abn Amro Trust Services was acquired by Principal Financial Group, Inc. from ABN AMRO Holding NV on December 20, 2004.

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

Trading Technologies International, Inc. develops trading software. Its products include X_TRADER and X_TRADER PRO. The firm offers analytics, chatting, API solutions, support, and hosting services. It has offices in New York, London, Frankfurt, Sydney, and Tokyo. The company was founded by Gary Kemp in 1994 and is headquartered in Chicago, IL.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.

The British Private Equity & Venture Capital Association (BVCA) was founded in 1983 and is based in London, UK. The BVCA is the voice of private capital in the UK and supports its members to help companies grow and achieve their long-term ambitions, creating value for the country both economically and socially. The BVCA provides information on private equity and venture capital, institutional investors, ESG and responsible investment, diversity and inclusion, and policy. The BVCA also conducts research, publishes reports, and hosts events. The BVCA's mission is to promote diversity and inclusion within the industry and support firms to build inclusive environments in which everyone can thrive.

Recorded Future, Inc. (Recorded Future) is a venture capital firm founded in 2009 by Christopher Ahlberg, Ulf Månsson, Jason Hines, Jan Sparud, Erik Wistrand, and Staffan Truvé. The firm is headquartered in Somerville, Massachusetts.

Martini Media Ltd. operates as an advertising agency. The private company is based in Alresford, UK. The British company was founded in 2008. Vincent Krsulich has been the CEO of the company since 2023.

Fingerprint Digital, Inc. provides learning and entertainment platform. It offers a place where kids and parents can discover and share new applications. The company was founded by Nancy G. MacIntyre in 2010 and is headquartered in San Francisco, CA.

Euclid, Inc. develops a data analytics platform for retailers, mall owners, and venue operators. It provides answers and insights for brick and mortar locations. The firm's cloud-based analytics service helps retailers quantify marketing’s offline impact, optimize store performance, and understand customer behavior. Its solutions include In-Store Acquisition, Behavioral Targeting, and Omnichannel Attribution solutions. The company was founded by William Smith, Steve Wilhelm, Ken Leung, Sateesh Kumar Andra, and Scott Crosby in 2010 and is headquartered in San Francisco, CA.

Tigerconnect, Inc. provides secure mobile messaging services. It offers secure, real-time mobile messaging for the enterprise, empowering organizations to work more securely. The company serves healthcare, enterprise, personal and developers. The company was founded by Jeffrey Albert Evans, Andrew A. Brooks and Brad Brooks in 2010 and is headquartered in Santa Monica, CA.

Agworld Pty Ltd. farm management solutions. It offers crop production plans, geospatial data interrogation, agronomist recommendations, and financial and crop performance reporting. The company was founded by Matthew Powell, Doug Fitch and Chris Ramsey on December 8, 2009 and is headquartered in West Leederville, Australia.

Edcast, Inc. operates an online learning platform. Its EdCast Knowledge Networks, a mobile and cloud based learning platform for institutions, enterprises, governments and non-profits enables students and users to collaborate with each other and learn. The company was founded by Karl Mehta in 2013 and is headquartered in Mountain View, CA.

Heavybit LLC (Heavybit) is a venture capital firm founded in 2012 by James Lindenbaum and Thomas Drummond. The firm is headquartered in San Francisco, California.

Digital Currency Group Inc (Digital Currency Group) is a private equity/venture capital firm founded in 1900 by Barry Edward Silbert. The firm is headquartered in New York.

Part of Babbel GmbH (Berlin), Babbel is a German company that operates live virtual classrooms. The company is based in Werther, Germany. Founded in 1981.

Netbase Quid provides social media and text analytic services. It offers enterprise social intel, consumer insight, brand analysis, campaign tracking, product launch, influencer insight, dci, purchase intent, customer care, risk management, competitive intelligence, partner monitoring, category analysis, product innovation, and social media analytics. The company was founded by and is headquartered in Santa Clara, CA.

Part of Mercer Advisors, Inc., Regis Acquisition Inc. is a company that provides investment advice. The company is based in Denver, CO. The company was founded in 2003. The CEO is David Charles Welling.