Stephanie Ann Surette

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

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.

Antiva Biosciences, Inc. is a biopharmaceutical company developing novel, topical therapeutics for the treatment of diseases caused by HPV infection. The company was founded by Karl Y. Hostetler in 2012 and is headquartered in South San Francisco, CA.

Causemo, Inc. operates self-serve, cloud-based fundraising intelligence software platform. It develops marketing solutions for nonprofit organizations. The company was founded by Nicholas Burt, Dave Furneaux, Bret R. Siarkowsk, Nick Bogovich, Keith Ablow and Joshua Hoffman-Senn and is headquartered in Framingham, MA.

MPM Bioimpact Inc (MPM Capital) is a venture capital firm founded in 1996 by Ansbert K. Gadicke and Luke B. Evnin. The firm is headquartered in Boston, Massachusetts.

UJA-Federation of New York cares for those in need, rescues those in harm’s way, and renews and strengthens the Jewish people in New York, in Israel, and around the world. Funds raised by UJA-Federation sustain the activities of health, human-service, educational, and community agencies. Every day, these community-based organizations provide a multitude of services that improve and enhance people’s lives.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Sullivan & Worcester LLP is a law firm based in Boston, MA and has subsidiaries in the United States. The private company's website provides limited information, but it appears to be a full-service law firm.

Visible Hands PBC (Visible Hands) is a venture capital firm founded in 2020 by Yasmin Cruz Ferrine, Daniel Acheampong and Justin Kang. The firm is headquartered in Boston, Massachusetts.

Battle Road Research Ltd. is an independent equity research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 by Ben Z. Rose and provides fund managers and analysts with independent research coverage on technology and consumer stocks. Their research process combines rigorous financial analysis with insights gleaned from publicly-available industry data. They publish six to eight reports each month—or more than 70 reports each year—on stocks across their internet, software, manufacturing technology, and consumer sector coverage. Battle Road Research covers an eclectic mix of mostly small and mid-cap stocks, along with a sprinkling of large-cap sector leaders.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

Carbon Biosciences, Inc. is a biotech company that is based in Boston, MA. The company is focused on expanding the therapeutic potential of gene therapy through its proprietary platform which leverages novel parvoviruses that have been pressure tested by nature to target specific tissues and carry a larger cargo with minimal neutralizing immunity and the potential to re-dose. The company is working to expand the gene therapy toolbox for the treatment of the world's most devastating and difficult to treat diseases. Carbon was founded by Longwood Fund and gene therapy pioneers, John F. Engelhardt, Ph.D., and Robert M. Kotin, Ph.D.

Palistar Capital LP (Palistar Capital) is a private equity firm founded in 2019 by Omar Jeffrey. The firm is headquartered in New York.

Melody Capital Partners LP provides investment advice. The firm invests in corporate debt securities and asset-based investments, including portfolios of receivables, real estate, leases and other tangible or secured assets. Melody Capital Partners was founded by Omar Jaffrey, Cesar Gueikian and Andres Scaminaci in 2012 and is headquartered in Greenwich, CT.

Qumra Capital Management Ltd (Qumra Capital) is a venture capital firm founded in 2012 by Boaz Dinte, Erez Shacha and Sivan Shamri Dahan. The firm is headquartered in Tel Aviv, Israel.

aMoon Ventures Y Sh Ltd (aMoon Ventures) is an venture capital firm founded in 2016 by Marius Nacht and Dr. Yair Schindel. The firm is headquartered in Israel.

Aktis Oncology, Inc. is a biotechnology company located in Boston, MA. The company specializes in the discovery and development of a new class of targeted alpha radiopharmaceuticals to treat a broad range of solid tumor cancers. The company's molecules are designed for high tumor penetration and long residence time, which maximizes tumor elimination while minimizing side effects of treatment. The approach enables clinicians to visualize and verify target engagement prior to exposure to therapeutic radioisotopes. Founded and incubated by MPM Capital, Aktis Oncology has developed proprietary platforms to generate tumor targeting agents with ideal properties for alpha radiotherapy. Matt M. Roden has been the CEO of the company since 2020.

MPM BioImpact LLC (MPM BioImpact) is a venture capital firm a subsidiary of MPM Bioimpact Inc founded in 1996. The firm is headquartered in Cambridge, Massachusetts.

Torchlight Investors LLC (Torchlight) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Daniel Heflin in 1995 and is a wholly-owned subsidiary of Torchlight Holdings LLC, which is owned by Torch Conerly LLC. Torchlight manages commercial real estate related investments (predominately debt investments) for institutional clients.

Bloomberg Beta Management LLC (Bloomberg Beta) is a venture capital subsidiary of Bloomberg LP founded in 2012. The firm is headquartered in New York.

Rainforest Alliance BV is a non-profit company based in Amsterdam, the Netherlands. The Dutch company is a leading organization dedicated to conserving biodiversity and promoting sustainable practices in agriculture, forestry, and tourism. Rainforest Alliance works with businesses, farmers, and communities to ensure responsible sourcing and production, as well as to improve livelihoods and protect ecosystems. The company's certification program helps consumers identify products that meet rigorous environmental and social standards, contributing to a more sustainable future.

Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions.

Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia.