Joseph P. Montalban

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects.

Uniglobe Travel International LP provides traveling services. The firm also offers support and system services to other travel agencies. It operates in North and South America, Europe, Asia, Africa and Middle East. The company was founded by U. Gary Charlwood in 1979 and is headquartered in Vancouver, Canada.

Andean American Gold Corp. explores and develops gold & copper properties. It is an international mining and exploration company focused on advanced stage gold and copper opportunities that has concentrated its operations and exploration activities in Peru. The company was founded on January 14, 1981 and is headquartered in Oakville, Canada.

Breaker Energy Ltd. produces oil and natural gas. The company was founded by Maxwell Lof and P. Daniel O'Neil in 2004 and is headquartered in Alberta, Canada.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

Marathon Oil Co. engages in exploring, transporting and markets crude oil and natural gas properties. The company is headquartered in Houston, TX.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Argus Research Co. (ARC) is a research firm headquartered in New York City and was founded in 1934. The firm is a subsidiary of Argus Research Group, Inc. ARC produces, distributes and markets investment and economic research.

Ignition Venture Partners (Ignition Venture) is a venture capital firm subsidiary of Ignition Partners Group founded in 2000 by Cameron Myhrvold, Jonathan D Roberts, Jon Anderson, and John Ludwig. The firm is headquartered in Bellevue, Washington.

Mooreland Partners LLC operates as an investment banking and financial advisory firm. It provides M&A and private capital advisory services to the global technology industry. The firm also offers advisory for merger and acquisition, private placement, divestiture, business restructuring and outsourced corporate development initiatives. The company was founded by B. Holt Thrasher in 2003 and is headquartered in Foster City, CA.

Marathon Oil UK LLC provides oil and gas exploration, production and development services. The firm specializes in the supply of liquid hydrocarbons and natural gas to energy markets. Its focus areas encompass oil sands mining, field leasing and extraction methodology development. The company was founded on April 19, 1978 and is headquartered in Aberdeen, the United Kingdom.

Society of Petroleum Engineers, Inc. provides petroleum engineering services. The non-profit company is based in Allen, TX and has subsidiaries in United States, India and Canada.

American Society of Mechanical Engineers operates non-profit professional organization that enables collaboration, knowledge sharing and skill development for engineering community. The company was founded in 1880 and is headquartered in New York, NY.

Association of Professional Engineers & Geoscientists of AB is a non profit organization that regulates the practices of engineering and geoscience in Alberta. Its function is licensing individuals and companies that want to practice engineering and geoscience in Alberta. The applicants and companies that meet APEGA’s standards for ethical, professional, and technical competency earn the right to practice and use reserved titles and designations. The company was founded in 1920 and is headquartered in Edmonton, Canada.

Blackstone Alternative Investment Advisors LLC (BAIA) is a SEC-registered investment advisor and hedge fund management firm which was founded by Stephen Schwarzman in 2012. The firm is a subsidiary of Blackstone Holdings I LP and their ultimate parent is Blackstone, Inc. (NYSE: BX). Headquartered in New York City, BAIA is an investment advisor to registered management investment companies and wholly-owned and controlled subsidiaries of these registered funds.

Owl Labs, Inc. /CA/ provides solutions for financial institutions. It offers onboarding, KYC & AML, and fraud detection. The company was founded by Sean Merat, Vahid Mirjalili, and Sohrab Merat and is headquartered in Vancouver, Canada.

Symend, Inc. designs and develops a debt collection software. The firm combines automation, predictive analytics, and expanded treatments to reduce debt delinquency and promote transparency in the collection process. It offers Symend platform. The company was founded by Hanif Joshaghani and Tiffany Kaminsky in 2016 and is headquartered in Calgary, Canada.

Xemelgo, Inc. provides IoT and cloud technology services. The company is based in Bellevue, WA. The company was founded by Richard Rogers. Richard Rogers has been the CEO since incorporation.

Fuse Ventures Management, LLC (Fuse VC) is a venture capital firm founded in 2020 by Kellan Carter, Cameron Borumand and Brendan Wales. The firm is headquartered in Bellevue, Washington.

Botkeeper, Inc. develops accounting and bookkeeping software solutions for businesses. The firm offers revenue recognition, accounts receivable tracking, invoices generation, accounts payable tracking, document management, banking and credit card reconciliation solutions. The company was founded by Enrico Palmerino, Louie Balasny, Angelina DeLago and Justin DoBosh and is headquartered in Boston, MA.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.