Carey S. Pack

Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ.

WealthForge Holdings, Inc. provides a platform that connects entrepreneurs and investors online. The firm specializes on equity crowdfunding, private investing, real estate investing, and private placements. The company was founded by Mathew F. Dellorso and Frederick E. Bryant and is headquartered in Richmond, VA.

Advanced Financial Applications, Inc. provides integrated order processing solutions to buy and sell-side institutions. It helps hedge funds, asset management firms, broker dealers, and family offices grow their businesses by creating and delivering trading solutions to streamline the trade workflow. The company was founded in 1999 and is headquartered in New York, NY.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.

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.

Credit Suisse Group AG /US/ engages in the provision of financial solutions. It offers services for private banking, investment banking, and asset management. The company is headquartered in New York, NY.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Symbiont.io, Inc. engages in the development of an issuance and trading platform. It offers solutions such as syndicated and corporate loans, private equity and crowd funding, corporate debt, and asset digitization. The company was founded by Mark Smith, Robby Dermody, Evan Wagner, and Adam Krellenstein on April 22, 2016 and is headquartered in New York, NY.

Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

ConvergEx, Inc. provides mission-critical proprietary software products. It provides products and services through two business segments: Investment Technologies and Investment Services. The Investment Technologies segment develops, markets and sells the company's proprietary software products, including workflow automation solutions, and technology-enabled services. The Investment Services segment utilizes many of the same proprietary software products and technology-enabled services. The company was founded on March 17, 2011 and is headquartered in New York, NY.

Highbridge Capital Management LLC (HCM Highbridge is a registered investment advisor and global alternative investment firm headquartered in New York City. The firm was founded in 1992 and is a subsidiary of JPMorgan Asset Management Holdings Inc., which is a wholly-owned subsidiary of JPMorgan Chase & Co. (NYSE: JPM). Highbridge manages capital for sophisticated investors, who include financial institutions, public and corporate pension funds, sovereign wealth funds, endowments and family offices.

Part of Nomura Holdings, Inc., Nomura Securities North America LLC is a security brokers, dealers, and flotation company. The company is based in New York, NY.

InfoExchange, Inc. provides financial network for exchange of information. The firm offers exchange of trading information between institutions and information providers. The company was founded by Chris Stangel and Dean G. Stamos and in 2007 and is headquartered in New York, NY.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

System 2 Advisors LP (System 2) is an independent registered investment advisor and hedge fund manager headquartered in Summit, New Jersey. The firm was founded by Anupam Ghose and Robert Jones in 2012. System 2 offers customized investment advisory services to various private investment funds.

Victor Technologies Group, Inc. is a designer, manufacturer and supplier of cutting, welding and gas control equipment used in various fabrication, construction and manufacturing operations around the world. Its products are used in a wide variety of applications and industries, where steel is cut and welded, including steel fabrication, manufacturing of transportation and mining equipment, many types of construction such as offshore oil and gas rigs, repair and maintenance of manufacturing equipment and facilities and shipbuilding. The firm designs, manufactures and sells products in categories that include gas equipment; plasma power supplies, torches and consumable parts; carbon arc gouging products; welding equipment; arc accessories, including torches, consumable parts and accessories; and filler metals and hardfacing alloys. The company markets its products under a portfolio of brands that includes Victor, Victor Thermal Dynamics, Victor Arcair, Victor Turbo Torch, Tweco, Thermal Arc, Stoody, Firepower and Cigweld. Victor Technologies Group was founded on August 8, 1987 and is headquartered in Chesterfield, MO.

Part of Olivetree Group Ltd., Olivetree Financial LLC is a market leader in evidence-based finance. The company is based in Stamford, CT. Sam Ruiz has been the CEO of the company since 2022. The company is an independent investment bank that serves many of the world's largest and most sophisticated investors and corporates, with core expertise in equities and capital markets transactions.

FORMA Therapeutics, Inc. discovers and develops medicines for cancer and other genetically driven diseases. Its drug discovery engine deploys screening and structure-based approaches across broad families of targets involved in tumor metabolism, epigenetics, protein homeostasis, and protein-protein interactions. The company was founded by Steven Tregay, Nikolai Kley, Stuart L. Schreiber, Todd R. Golub, Michael Foley and Alexis Borisy in 2008 and is headquartered in Watertown, MA.

Part of Entain Plc, Intertrader Ltd. is a trading service provider founded in 2009. The company is based in Gibraltar, Gibraltar. The Gibraltar company offers margin trading through spread betting and CFDs with free trading tools. Intertrader provides a fair, flexible, and transparent trading service with tight spreads. The regulated broker allows users to trade forex with spread betting or CFD trading. Create an account and start trading with Intertrader.

Part of Mariner Wealth Advisors LLC, FCG Advisors LLC provides brokerage services. The company is based in Chatham, NJ. The company was founded by John Anthony Combias. FCG Advisors was acquired by Mariner Wealth Advisors LLC on September 10, 2021.

Sherlock Biosciences, Inc. operates as a biotechnology firm. It provides and develops molecular diagstics solutions. The company was founded by Feng Zhang, Jim Collins, David R. Walt, Rahul K. Dhanda, Omar Abudayyeh, Todd Golub, Jonathan Gootenberg, Deborah Hung, and Pardis Sabeti and is headquartered in Cambridge, MA.

The Broad Institute, Inc. engages in the provision of research and development in biomedicals to cure infectious disease. Its scientific areas include chemical biology and therapeutics, genome regulation, cellular circuity and epigenomics, medical and population genetics, and metabolism. The company was founded by Eric S. Lander, Eli Broad and Edythe Broad in 2003 and is headquartered in Cambridge, MA.

Part of Nomura Holdings, Inc., Nomura Europe Holdings Plc is a holding British company with interests in asset management businesses. The company is based in London, UK. The CEO of the company is Jonathan Wayne Lewis.

ACCION East, Inc. provides microcredit and financial support services. It offers access to capital and financial education. The firm serves low- and moderate-income individuals, primarily minorities and women. The company was founded in 1991 and is headquartered in New York, NY.