Sam Michelson

Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Backupify, Inc. provides online backup solutions. Its products include google apps backup, office 365 backup, salesforce and social media backup, pricing and cloud to cloud backup. The company was founded by Vikram Chadha, Robert May and Dharmesh Shah in November 2008 and is headquartered in Boston, MA.

UrbanBound, Inc. engages in the provision of relocation services for newly hired and transferring employees. It is a platform allows employees to educate themselves on their new city; organize and plan their entire move; and get connected to vetted service provider. The company was founded by Jeffrey Ellman and Michael Krasman in January 2011 and is headquartered in Chicago, IL.

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.

East Tennessee Realtors is a member of the National Association of Realtors (NAR), which is the largest trade association in America representing over 1.5 million members involved in all aspects of the residential and commercial real estate industries. The non-profit company is based in Chicago, IL and has subsidiaries in the United States. The NAR is composed of residential and commercial realtors, who are brokers, salespeople, property managers, appraisers, counselors, and others engaged in all aspects of the real estate industry. Bob Goldberg has been the CEO of the company since 2017.

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.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC.

Goodwin Procter LLP is a law firm which provides advice to companies in public and private enterprises. It provides services to financial, life sciences, private equity, real estate, and technolgy industries. The company was founded in 1912 and is headquartered in Boston, MA.

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.

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

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

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.

National Venture Capital Association provides business association services. It facilitates networking opportunities and provides research data to its members. The company is headquartered in Washington, DC.

The Boston Bar Association is the largest legal network in Boston, MA. The non-profit company's focus is on justice, community, education, and inclusion. Membership is available for those interested in joining.

ICON Technology, Inc. develops 3D printing technologies for homebuilding industry. The company was founded by Alex Le Roux, Jason Ballard and Evan Loomis and is headquartered in Austin, TX.

DialogTech, Inc. provides voice-based marketing automation solutions. It offers a suite of applications that enable businesses to connect, measure, and optimize sales and service calls to marketers, salespeople, and support professionals to automate voice interactions, and generate and track leads. The firm offers solutions for call tracking, hosted interactive voice response, call routing, call management, voice broadcasting, real-time reporting, toll-free numbers, SMS notifications, dynamic phone numbers, phone number cleansing, developer APIs, integration, keyword spotting, store locator, virtual receptionist, call recording, call forwarding, and click to call. The company was founded by Irvin M. Shapiro in 2007 and is headquartered in Chicago, IL.

EZO SA engages in the provision of construction services. It also engages in the generation of electricity and sale of fuels. The company was founded on June 13, 2006 and is headquartered in Warsaw, Poland.

Homesnap, Inc. provides online real estate services. It offers national search portal, featuring the same accurate and real-time information. The firm connects buyers and sellers with local real estate agents, streamlines their transactions and saves them money at every turn. The company was founded by Guy Wolcott and Stephen P. Barnes in 2012 and is headquartered in Bethesda, MD.

Porch.com, Inc. engages in the provision of home improvement services. It offers carpentry, flooring, landscaping, remodeling, painting, electrical, plumbing, door & windows, handyman, HVAC, roofs & gutter, and home security systems. The company was founded by Matt Ehrlichman, Ha Phan, Scott Austin, Eric Schleicher, and Ronnie Castro in 2012 and is headquartered in Seattle, WA.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Moderne Capital LLC (Moderne Ventures) is a venture capital firm founded in 2015 by Constance Freedman. The firm is headquartered in Chicago, Illinois.

Second Century Ventures LLC is an Independent Venture Capital firm founded in 2007. Second Century Ventures LLC is headquartered in Chicago.

The District of Columbia Bar provides legal services. The private company is based in Washington.