
8th Annual
Sustainability Private Capital Virtual Event
8th Annual ROTH Sustainability Private Capital Virtual Event
December 3rd - 4th, 2025
Virtual
Please join ROTH for the 8th Annual Sustainability Private Capital Event to be held virtually on December 3-4, 2024. This year’s conference will consist of pre-recorded Company Quick Pitches and 1-on-1 / Small Group Meetings.
This format will provide investors from venture capital, private equity, family offices, endowments, foundations and angels the opportunity to meet with C-level executives with established private sustainability companies, mostly Series A, in the Solar/Storage, e-Mobility, Clean Fuels, Circular Economy, Grid/Battery Tech, Sustainable Industrial Growth and AgTech verticals. ESG investment guidelines, shareholder pressure, exchange listings mandates, supply chain management challenges, government bid requirements, and customer demand, among other issues, have contributed to what has been called the hottest sustainability market of our times.
This is an invite only event & registration is subject to approval.
B2I DIGITAL, Inc. is a marketing partner of the 8th Annual ROTH Sustainability Private Capital Virtual Event. B2I DIGITAL, Inc. is not an affiliate of ROTH and is not authorized to represent or act on behalf of ROTH, in any capacity. ROTH has not reviewed and approved the content contained on the b2idigital.com website. Content about any specific company was provided and approved by that company or available in the public domain. B2I DIGITAL, Inc. has not independently verified the accuracy of the information contained herein. No content contained herein shall be considered an offer to solicit the sale of any security or make a recommendation to purchase a security.

Sunday CAF Charity Event
Join us to kickoff the 2025 ROTH Conference for an exciting lineup of sports activities, including the 13th Annual Duane Roth Legacy Ride, with an ode to our dear friend, Bill Walton. Together, we celebrate and support the incredible work of the Challenged Athletes Foundation (CAF). Last year, we raised over $100,000 and had over 125 participants as we supported rising stars on their journey to the 2024 Summer Paralympics in Paris. Since 1994, CAF has raised over $150 million, supported over 48,000 athletes with permanent physical disabilities and impacted millions more lives. CAF is proud to have supported over 50% of Team USA Paralympians at some point in their journey in no small part thanks to the more than $2 million raised by ROTH for CAF.
The funds raised from your generosity help provide essential adaptive sports equipment and competition travel across 105 different sports. Let’s build on this incredible momentum and make 2025 another year of life-changing impact!
> Click here to learn more
To view the full conference agenda, follow the button below.

Loeb & Loeb_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
It is an exciting time to be in the legal industry. As the rate of change in our society accelerates, digital transformation continues to alter the paradigms of business. Now, more than ever, our clients need lawyers who enable them to see beyond the next turn — and help them innovate, grow and evolve. At Loeb & Loeb, this is what we do every day. We represent a wide range of organizations, as well as high net worth individuals and families. We help these clients identify opportunities, expand into new markets, launch innovative products and services, protect their assets, resolve disputes, and connect with audiences in new ways. We know our clients’ businesses and understand their personal objectives. And we have tremendous multidisciplinary know-how in today’s technology and mobility trends, which continue to transcend all industries. As a multiservice law firm with approximately 450 lawyers across eight offices in the United States and Asia, we have you covered. Source: Company Website 11/05/2024
Premier

Lowenstein-Sandler_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Lowenstein Sandler is a national law firm with over 350 lawyers working from five offices in New York, Palo Alto, New Jersey, Utah, and Washington, D.C. We represent clients in virtually every sector of the global economy, with particular strength in the areas of technology, life sciences, and investment funds. We have built a reputation for pursuing every matter with creativity and passion. Our industry knowledge, entrepreneurial drive, and proven commitment to our communities deliver a different and better law firm experience to our clients. We focus on building long-standing relationships and anticipating our clients’ needs, rather than responding to them. Working side-by-side with our clients, we serve not only as lawyers, but as trusted advisors. We approach each case, each client, and each other with integrity and respect, and our award winning pro-bono work enables us to connect individuals and communities with unimaginable success. We see our colleagues as family and commit to the personal development, support, and mentorship of all those under our roof. We work tirelessly to create a fully inclusive environment in which differing views and perspectives are welcomed and honored. (Source: Company Website - 2.14.24)
CBIZ_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth.
We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow.
Our 10,000+ team members across 160+ locations in 21 major markets provide top-tier industry expertise with local delivery, relationships and support.

CBIZ_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
CBIZ, Inc. (NYSE:CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth.
We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow.
Our 10,000+ team members across 160+ locations in 21 major markets provide top-tier industry expertise with local delivery, relationships and support.

Equisolve_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Equisolve provides website development and ongoing management services for public companies. Our core products are the IR website, Corporate Website, and Accessibility as a Service. Complementing our core products are Webcasting, Teleconferencing, Analytics, and Newswire. We love what we do and consistently deliver an exceptional client experience through our compelling designs, proactive client service, and consultative approach to ongoing management. Source: Company Website 11/18/2024

Reed Smith LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Reed Smith, we believe that the practice of law has the power to drive progress. We know your time is valuable and your matters are important. We are focused on outcomes, are highly collaborative, and have deep industry insight that, when coupled with our local market knowledge, allows us to anticipate and address your needs. You deserve purposeful, highly engaged client service that drives progress for your business. Source: Company Website 2.14.24
Diamond
Calabrese Consulting LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Calabrese Consulting LLC is a global organization of seasoned professionals, providing financial accounting and advisory consulting services. With expertise in Audit Readiness & Advisory, Due Diligence, Financial Reporting, Initial Public Offerings, SPAC Transactions, Sarbanes-Oxley Compliance, Outsource Accounting, and Outsourced CFO / Controller Services, we bring a range of capabilities to provide the tailored support your company needs.
We bring a unique approach to each engagement to ensure that whether your organization is an emerging public or private company, or whether your organization just needs some additional support to get through a deadline, we have the expertise to meet the demand at hand efficiently and effectively.

Centri Business Consulting LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Centri, we provide the highest quality advisory consulting services to our clients by being reliable and responsive to their needs. In addition, we provide companies with the expertise they need to meet their reporting demands. Our areas of expertise include financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO, and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. Source: Company Website 11/18/2024
Pryor Cashman LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Pryor Cashman is an award-winning midsize law firm headquartered in New York City. With over 200 attorneys, our firm spans across three offices, including locations in both Miami and Los Angeles — but we serve a diverse client base that spans around the globe. No matter the office or location, we are known for getting the job done right, and doing it with integrity, efficiency, and style.

withum_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Withum, a leading professional services advisor with over 2,500 team members nationwide, offers unmatched expertise in accounting, tax, and advisory services. We deliver actionable solutions that help businesses navigate challenges at every stage, ensuring they stay on track for success.
Whether you’re looking to scale, innovate, or drive growth, Withum provides tailored solutions that enable organizations to thrive and achieve sustainable, long-term excellence every step of the way.
Platinum

Armanino_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
"Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Crowe LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Crowe LLP (www.crowe.com) is a leading public accounting and consulting firm offering audit, tax, and consulting services to public and private entities. Recognized as one of the best places to work in the U.S., Crowe is an independent member of Crowe Global, a top global accounting network with over 200 firms in more than 130 countries.

DLA Piper_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Feel the benefit of experience without the burden of legacy. Together we can embrace change and seize opportunities.

Kelley Drye_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Kelley Drye is a powerhouse firm known for our tenacity in court, strategic problem-solving, and skill at the deal table. We handle a wide range of matters, including corporate law, litigation, government investigations, regulatory issues, trade, real estate, and bankruptcy. Our Securities and Capital Markets Group represents issuers, investors, placement agents, and underwriters in a variety of transactions, from traditional capital raising to complex investment structures. With decades of experience and a team that includes former SEC attorneys, we provide innovative solutions to address both business and regulatory challenges.

Pillsbury Law_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Pillsbury is one of the world’s foremost law firms, advising Technology companies and their investors, as well as clients in the Energy & Infrastructure, Financial, Life Sciences & Digital Health, and other dynamic industries. From microchips to blue chips, Pillsbury advises clients ranging from entrepreneurs working out of a garage to the largest public and private companies. Pillsbury lawyers are known for their collaboration across disciplines, providing integrated offerings and authoritative commercial awareness. Operating across the Americas, Europe, Asia, Africa, and the Middle East, the firm’s market-leading practices are consistently recognized for excellence by Chambers & Partners, Financial Times, and other publications. To learn more, visit www.pillsburylaw.com.

S&P Global Market Intelligence_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At S&P Global Market Intelligence, we understand the importance of accurate, deep, and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). We are the world’s foremost provider of credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit spglobal.com/marketintelligence. Source- Company Website 3/6/24

SLS Group LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Since 2008, SLS Group has functioned primarily as a non-bank lender to accredited investors along with making direct investments to private and public companies. Our premiere service is providing investors with securities-backed, non-recourse loans. Our borrowers often hold shares that are hard to deposit or are ineligible for a margin loan from their broker. We help solve their liquidity problems. We launched our payment solutions business in 2023. Source - Company Website 2/16/24

Sullivan & Worcester LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sullivan is one of the leading global mid-sized firms in the U.S. The firm’s capital markets practices are comprised of experienced lawyers from Am Law 100 firms, including several who have served in-house at sophisticated organizations. Our capital markets team leverages the breadth and depth of their practical experience to deliver top-tier services to the global middle market. Clients rely on Sullivan for our practical business acumen, international finance connections, and ability to balance legal and business risks. With strategic offices in Boston, London, New York, Tel Aviv and Washington, D.C., and an emerging presence in Asia, we are uniquely positioned to help clients understand and navigate the world's global markets. As a result, we attract clients that are also unique: visionaries, trailblazers and game changers; established companies pushing their industries in bold new directions; growing businesses seeking new markets; and emerging companies pursuing disruptive business models.

The Baldwin Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Achieve new possibilities with a partnership that helps simplify the complex. Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it Source: Company 1/27/2025

The Money Channel NYC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Our team has an extensive background encompassing decades of experience in capital markets and investor relations. Our database includes thousands of active market participants. This provides our clients access to thousands of investment professionals, including institutional investors, investment bankers, stockbrokers, and financial planners. Through this network, we help our clients meet their capital market's objectives. Source: Company Website 11.25.24
Gold

NSI Insurance Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
NSI Insurance Group provides insurance and risk management advice to families and business owners across all 50 states and in more than 100 countries. Our agency has the expertise to service the largest clients all while maintaining our flexibility as an entrepreneurial independent firm. Watch our video to learn more about our culture and dynamic team. Source: Company Website 12.26.2024

Baker McKenzie_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
For 75 years, Baker McKenzie has helped clients navigate the complexities of an ever-changing world. As the original global law firm, we've been steadfast in solving our clients’ problems by providing a unique blend of local expertise and global context. Our Securities Litigation team of more than 50 litigators has tried cases in virtually every key jurisdiction in North America, leveraging our familiarity with the judges and opposing counsel to effectively and efficiently win disputes. We have a stellar track record of success with early wins on motions to dismiss or positive resolution of both securities litigation and related SEC enforcement matters. The Baker McKenzie team has saved our clients billions in prospective claims and SEC disgorgement and penalties. That is why the world's most valuable companies, their officers and directors, private equity funds and hedge funds trust us to manage their securities litigation.

Cboe Canada Inc_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Cboe Canada is a Tier 1 stock exchange providing a best-in-class listing experience for issuers that are shaping tomorrow's economy. Fully operational since 2015, Cboe Canada is a trusted platform for companies and investment products seeking an internationally recognized exchange that enables investor trust, quality liquidity, and broad market awareness, including unhindered access to market data. It is home to innovative Canadian and international growth companies, Canada’s largest ETF issuers, and over 100 Canadian Depositary Receipts (CDRs). Cboe consistently facilitates 15% of all volume traded in Canadian-listed securities.
Cboe Canada is a part of Cboe Global Markets, the leading securities and derivatives exchange network. With exchanges in North America, Europe, and Asia Pacific, Cboe is harnessing its footprint around the world to equip Issuers with essential capital market solutions and access to global capital.

CohnReznick_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
As a leading advisory, assurance, and tax firm, CohnReznick helps forward-thinking organizations achieve their vision by optimizing performance, maximizing value, and managing risk. Clients benefit from the right team with the right capabilities; proven processes customized to their individual needs; and leaders with vital industry knowledge and relationships. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. For more information, visit www.cohnreznick.com. Source: Company Provided 12/30/2024

COX Business_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Cox Communications is a family-owned company committed to creating more meaningful moments of human connection through technology.
As the largest private broadband provider in the United States, we're proud of our continued investments in our people, our communities and our network.
Source: Company Website 3/3/2025

EdgarAgents_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
EdgarAgents is an industry leading, full-service SEC EDGAR filing agent, specializing in financial regulatory and compliance solutions for public and private companies, private equity firms, corporate attorneys, asset management companies, and various other financial institutions. We specialize in both transactional and regulatory SEC reporting for ongoing shareholder communication services. Source: Company Website 11/07/2024

Ellenoff Grossman & Schole LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Ellenoff Grossman & Schole LLP has been in business since 1992. The Firm’s senior founding partners are Douglas S. Ellenoff, Barry I. Grossman and Allen Schole. Doug, Barry and Allen brought together three different but important professional disciplines: Corporate/Securities, Taxation and Real Estate. Over the course of the next three decades, the Firm brought in additional lateral partners, as well as, internally trained associates who have become partners. The Firm has added a range of additional practice groups: Litigation, Intellectual Property, Labor and Employment, Bankruptcy and Immigration. The Firm currently has over 125 lawyers based primarily in New York City, although the Firm services clients from around the world. The Firm also has a presence in Irvine, California, where our Securities Litigation department has an office, and in Los Angeles, California, where we have additional Labor and Employment attorneys – expanding the firm’s capacity to advise and represent employers in California’s challenging regulatory environment. And also adding to the firm’s workplace investigation and corporate business litigation capacities in California. Source - Company Website 11/12/2024

GRASSI_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Founded in 1980 with just a desk and an empty filing cabinet, Grassi has grown into one of the nation's leading independent advisory and accounting firms. With client satisfaction more than twice the industry average, Grassi is ranked 16th on Vault's Best US Accounting Firms to Work For. As strategic advisors, Grassi professionals are dedicated ambassadors of our client's future business aspirations.

IRTH Communications_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
IRTH Communications provides Financial Communications, Investor Marketing Services, and Strategic Consulting to our clients. Our senior capital markets team has roughly 100 years of cumulative experience in communications, capital markets and corporate management. We assist entrepreneurs, corporate executives and investors to realize their visions and achieve their goals by delivering effective communications, strategic consulting, and financial communications and services. These services have proven to help create and maintain strong relationships with a corporation’s investor base, resulting in strong valuations in the marketplace and the establishment of leadership positions for our clients. Through the delivery of high value strategic consulting and advisory services we assist our clients to achieve success in the marketplace. We can also provide direct access to investment funds, investment banks, directors, outsourced executives, accountants, lawyers and other industry professionals. Source: Company Website 11/05/2024

Katten Muchin Rosenman LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Our attorneys really understand your business and approach the law with a commercial sense —to get the deal done or the case resolved. We provide strategic and creative solutions, but offer pragmatic advice that keeps your business objectives top-of-mind. And we forge collegial and collaborative partnerships with our clients to help their businesses succeed. That is why companies hire Katten. Our philosophy remains centered around the same principles that guided the firm’s founding: A desire to be nimble, strategic, creative and client-centric. Most importantly, a desire to be different. Source: Company Website 12/09/2024

Lytham Partners_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Lytham Partners is one of the country’s leading investor relations firms. With more than two decades of Corporate Access experience, we have built one of the industry’s most diverse and effective platforms for connecting small cap companies with high-quality and focused institutional investors. Source: Company Website 1/21/2025

Marcum Asia_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
MarcumAsia is an independent public accounting firm focusing on cross-border services for public and private companies. We are one of the leading providers of audit and assurance services to Asian companies listed on the U.S. stock markets and have offices in major cities in Asia, including Hong Kong, Singapore, Beijing, Tianjin, Shanghai, Guangzhou, and Hangzhou, and a planned office in Tokyo in 2025.

Moss Adams_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 4,750 professionals across more than 30 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition. Source: Company Website 11/07/2024

MZ Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
MZ North America (www.mzgroup.us) is the US division of MZ Group, a global leader in investor relations with over 250 employees, 800 clients across 12 different exchanges. For over 25 years, MZ has implemented award winning programs and developed a reputation for delivering tangible results for public and private companies via strategic communications, industry-leading investor outreach, public relations, a market intelligence desk, and a suite of technology solutions, spanning digital marketing, websites, XBRL/Edgar filing services and more. MZ maintains a global footprint with professionals located throughout every time zone in North America, as well as Taipei and São Paulo.

Odyssey Trust Company_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Odyssey Transfer and Trust Company (Odyssey) is a leading independent transfer agent and trust company providing streamlined, tailor-made, and paperless solutions to companies across North America. With offices across the US and Canada, and co-agents in London, Hong Kong, and Australia, our client portfolio includes over 1300 issuers and more than $15B in Corporate Trust transactions. Whether engaged as transfer agent, trustee, paying agent for mergers, or in equity plan management, our role is to streamline operations and ensure smooth transactions. Odyssey has disrupted our industry and redefined the market's expectations of transfer agent and trust services by making complex processes simple, fast, and easy. Source: Company 12/19/2024

TAAD, LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
TAAD, registered with both the PCAOB and the AICPA, is headquartered in Los Angeles, California, with additional offices in New York, Hong Kong, Taipei, and Tokyo. We specialize in offering assurance, tax, and advisory services to companies that are either planning to go public or are already publicly traded in the United States. We specialize in serving small to middle market companies across the United States, Hong Kong, Taiwan, Japan, Korea, Southeast Asia, China, and Europe. Our extensive network of consultants, business advisors, and directors spans international, national, and local levels. In addition to providing accounting services, we leverage our key business contacts to assist with raising capital, private equity, public shell company due diligence, tax minimization, audit preparation, part-time and full-time staff augmentation, bookkeeping, CFO/controller services, and business valuation. Your success is paramount to our firm. Leveraging the extensive experience of our professionals, we are committed to assisting you with any business need. All our partners have backgrounds with the Big 4 or various national accounting firms, ensuring we can address any business issue you encounter. Our team is also fluent in multiple languages, including Chinese, Japanese, Korean, and Spanish, enhancing our ability to serve a diverse clientele. Source: Company 1/24/2025

Weaver_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Weaver is a national accounting and advisory firm with offices from coast to coast. But we’re no ordinary accounting firm. We have an unwavering commitment to our clients’ success, acting with integrity and always striving to transcend expectations. We are nationally ranked by both INSIDE Public Accounting (IPA) and Accounting Today, including recognition as a Best of the Best firm by IPA in 2024. Visit us while at the conference to learn more.
Silver
Harter Secrest & Emery LLP_Featured Expert_Conference_37th Annual ROTH
Harter Secrest & Emery is a full-service law firm founded in 1894, with offices in Rochester, Buffalo, Albany, Corning, and New York City. With over 125 lawyers, we offer the depth and breadth of legal talent and experience necessary to achieve exceptional results for our local, regional, and national clients. Source: Company Website 1/13/2025

Acorn Management Partners, LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Acorn is your public company's sales team, not marketing or IR. With Acorn’s proven Wall Street approach, our team members and the company will craft and communicate a well-defined investment thesis supported by your company's catalysts, market comparables, and validated value drivers. Hype is not a plan.
When you partner with Acorn, you’re investing in your company's equity for the long term and ensuring consistent and impactful communication with shareholders through seasoned Wall Street professionals. Acorn's commitment to your long-term success means your outreach efforts will finally deliver a real return on investment—no more using hope as a strategy.
Source: Company Website 2/20/25

Alpha IR _Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Alpha Companies, including Alpha Advisory and Alpha IR, bring deep sector expertise and senior-driven programs focused on our clients’ most critical stakeholders. Our work includes strategic investor relations consulting, corporate reputation advisory, stakeholder communications research, as well as transactions and special situations counsel. We are the right choice to manage our clients’ reputations, credibility, and ultimately, their corporate brand. Our offices are located in Chicago, New York, Boston, Dallas and Minneapolis, and we have served companies across all industries and through multiple inflection points in the business cycle. Source: Company 1/30/24

Baker Tilly_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. We work with life sciences, healthcare and software/technology companies through all stages of their life cycle, addressing needs such as securing ongoing capital, addressing growth challenges and adapting to ongoing industry and regulatory changes. Source: Company Website - 12.17.24

Bevilacqua PLLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Bevilacqua PLLC, we understand the entrepreneurial spirit and are passionate about fostering potential. As a transactional law firm, our business lawyers work on behalf of various private and publicly held companies, tackling the most complex domestic and international business challenges. This level of proficiency allows our clients to benefit from seasoned and proactive legal guidance at every stage, no matter what issues arise. From financing a startup and business planning to going public, and everything in between, our team offers unique legal insight into the marketplace and the creative solutions necessary to meet and exceed your goals. Source: Company Website 1/28/2025

Bloomberg_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. Source: Company Website 1/27/25

CMA_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
CMA is a premier global capital markets and media advisory firm, powered by decades of experience.
We connect senior management of public and private companies to right capital market players and industry influencers in the U.S., Canada, and around the world.
We provide turnkey access to an expansive, proprietary network of high-net worth investors, institutional investors, equity analysts, money managers, investment bankers, media (traditional & social), along with other valuable resources that meet your particular needs, timeline and goals.
Working in partnership, CMA proactively connects these market players to opportunities like you that match their particular criteria and capabilities.
Our highly-experienced team of advisors provides the strategies, catalysts and communications that create win-wins for all.
Source: Company website 2/10/2025

Colonial Stock Transfer_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
SEC-registered transfer agent specializing in NYSE/NASDAQ companies.
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Core Services: Stock transfer, cap table management, and shareholder recordkeeping.
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Experience: 35+ years ensuring accurate, compliant stock transactions.
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Differentiators: Personalized service, innovative technology, and unmatched efficiency.
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Commitment: Drives shareholder satisfaction while exceeding industry standards.
Learn more: colonialstock.com

Crone Law Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Crone Law Group is an international law firm headquartered in New York. Our lawyers have trained at several of the largest, most well-respected law firms in the United States and have an average of 20 years of legal experience per lawyer. Our firm is focused in the areas of securities law and regulation, corporate finance, capital markets, litigation, mergers and acquisitions, commercial contracts and commercial real estate, and collaborates closely with special counsel in the areas of immigration law, tax law, and intellectual property and patent law. In addition to out New York location, we have U.S. offices in Atlanta, Los Angeles and Reno, and international presence through our offices in Tel Aviv and Beijing. With our locations and our language capabilities including Hebrew, Russian, French, Farsi, Mandarin and Cantonese, our firm can support our clients’ business goals with global reach and local law capabilities. Our lawyers have joined together to provide high quality legal services in a more flexible environment, benefitting our clients with the reasonable rates we can charge, our focused skills, and broader availability. We pride ourselves on our ability to handle complex securities transactions, mergers and acquisitions, and corporate finance matters, while providing our clients with personal and tailored service – not often available at larger, less intimate law firms. We have world-class experience in guiding business ventures through all the stages of growth, from start-up and capital financing through acquisition, reverse merger, or initial public offering. We also offer counsel on the ongoing securities and periodic reporting obligations that follow public offerings. Our expertise enables us to provide cost effective and creative solutions to the issues confronted by modern corporations. We represent a select clientele that includes domestic and foreign publicly traded corporations, emerging companies in a variety of industries, and entrepreneurs & investors. Source: Company Website 11/11/2024

Duane Morris LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Duane Morris lawyers routinely act as strategic advisors to leading financial institutions, Fortune 500 businesses and emerging growth companies, in all aspects of innovative capital formation, growth and investment activities. We advise public companies on securities issues, and assist with preparing SEC filings, as well as private placement memoranda and related private offering materials. We handle compliance with, or meeting requirements for exemptions from, federal and state securities laws in public and private offerings, mergers and acquisitions, tender offers and the formation of new ventures. We also advise emerging growth companies on alternatives to traditional financing, including at-the-market offerings. Our significant experience in representing investors, issuers, underwriters and placement agents allows us to better understand market expectations, the interests of the parties to these transactions, the business needs of our clients and the need for efficient execution and speed to market.

Elev8 New Media_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Elev8 New Media is a leading boutique public relations agency renowned for its expertise in media relations and social media management. Specializing in sectors from tech to life sciences, they collaborate with the next generation of industry pioneers, crafting compelling narratives that resonate globally.
Based in Los Angeles, Elev8 New Media boasts an award-winning team of PR and social media experts who design innovative campaigns for maximum visibility and engagement. Their dynamic team culture and commitment to excellence have earned them numerous accolades, making them a trusted partner for brands seeking impactful storytelling and strategic communications.

GuzmanGray_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
A rapidly growing global CPA firm that provides innovative and high-quality assurance and tax accounting services to clients across various industries and regions. While leveraging the latest technology, including artificial intelligence, cloud computing, and data analytics, we are able to deliver efficient and effective solutions to enhance our capabilities and optimize our processes while meeting the needs and expectations of our clients. We are proud to offer high quality service that is delivered by seasoned professionals who are specialized in relevant industry experiences. We understand the challenges and opportunities that our clients face in their respective markets and sectors. We provide them with tailored and practical solutions that suite their specific needs and objectives. We also comply with all relevant professional standards and regulations in our field. We are more than just a CPA firm. We are your trusted partner and advisor. We help you achieve your goals and grow your business. We are GuzmanGray, the CPA firm of the future. Source: Company Website 2/3/2025

Hayden IR_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Time is valuable. Our mission is to make investor relations efficient and effective by focusing on increasing visibility and creating comprehensive investment stories.
Our method is designed to improve the quality and quantity of our clients’ investor interactions, and to assure that communications with investors tells a comprehensive, compelling, and distinct story.
Source: Company Website 2/28/25

Kreit & Chiu CPA, LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Kreit & Chiu CPA LLP is a leading PCAOB firm headquartered in New York, serving clients and employees worldwide. Named one of Inside Public Accounting’s fastest-growing firms of 2024, we are committed to integrity, professionalism, and exceptional service.
Our team comprised of seasoned professionals, including former Big Four leaders delivers tailored solutions with deep industry expertise, building long-term relationships based on reliability and personalized attention.
As a member of BDO Alliance USA, we leverage extensive resources to provide exceptional service. With a strong focus on both domestic and international clients, we offer multilingual support and local market insights, ensuring seamless service for businesses across the United States and worldwide.

Lucid Motors_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Lucid We are driving a revolution. One that compromises nothing by obsessing over everything.
Performance that defies limits. Going farther with less. Space large enough for life. Design that’s impossible to ignore. All with a passion for preserving our planet.
Here’s to advancing technology that drives the world forward.
Source: Company website 3/5/25

M2 Compliance_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
M2 Compliance is a market leader and innovative provider of disclosure management and dedicated regulatory compliance solutions. M2 Compliance has distinguished itself as a leading Filing Agency registered with the Securities and Exchange Commission providing a turnkey solution for your regulatory requirements, streamlining your process by becoming part of your team and enabling you to focus on your core business. Source: Company Website 11/05/2024

MGO_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
As a global team of more than 600 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Source: Company 1/27/2025

Nasdaq_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on Twitter @Nasdaq, or at www.nasdaq.com. Source- Company Website 2/23/24

Securities Transfer Corporation_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Securities Transfer Corporation combines people-oriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. We provide the most responsive transfer services available anywhere, and we’re proud of our reputation for personal attention to client needs.
We’re a team of customer-focused industry experts dedicated to providing individualized service and support.

Sheppard Mullin_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sheppard Mullin is a full-service law firm with over 1000 attorneys working in 16 offices worldwide. But what is the Sheppard Mullin difference? The answer is: YOU. Our clients are our focus. We believe in service, service and...more service. We are a firm that truly puts clients first. And this sets us apart. We don’t just give lip service to client service. Every attorney and staff member has a plaque in his/her work space listing what we, along with our clients, consider to be Service Essentials. We regularly give “Clients First” awards to attorneys and staff who “go the extra mile” for our clients. Client service is part of our culture and permeates everything we do. At the end of the day, however, these are just words. It’s all about how we work with you. Service is job number one. You will be able to tell once we meet you and begin working together. Source: Company Website -11/11/2024

The Blueshirt Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Blueshirt Group has earned its reputation as a leader in investor relations (IR), IPO advisory, financial communications, financial media relations and crisis management. Founded in 1999, our firm provides capital markets expertise and strategic financial media relations counsel to growth companies and venture capital firms globally. Blueshirt has managed IR programs for more technology-related IPOs than any other firm and represents many of the best-known and top-performing IPOs. Our client base also includes existing public companies as well as pre-IPO companies at various stages of development. In addition to technology, our expertise spans the consumer, healthcare, energy and industrial sectors. The Blueshirt team is comprised of Wall Street and industry veterans who have extensive relationships and established credibility with analysts, bankers, institutional investors, VCs and the media through years of strong execution. Deep knowledge of our clients, their industries and the capital markets enables us to deliver strategic value and give our clients a competitive advantage. Through our collective experience, we have managed virtually every financial communications challenge that our clients may face. We offer our clients a highly differentiated business model compared to traditional agencies. We limit the number of clients with whom each senior member of our team works. We do this for one simple reason: working with fewer clients per team enables us to focus on each client and to understand their business in depth. We are able to offer an in-house level of service with the benefits of an outsourced approach. This unique model has resulted in extremely high client retention and long-term engagements, paired with a strong growth profile for our clients. Source – Company Website 3/6/24

Toppan Merrill_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Toppan Merrill is a global leader committed to simplifying the process of regulatory disclosure and regulated communications for clients around the world. Simply, Toppan Merrill's teams provide industry-leading technology and service expertise to help and support their financial and healthcare clients as they create required business communications for capital market transactions, regulatory disclosure filings, shareholder and member communications, and sustainability reporting. Source – Company Website 11/20/24

Troutman Pepper Locke LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Troutman Pepper guides clients from startups to multinationals in their most critical legal and business matters. Our attorneys and other professionals provide comprehensive and practical advice that advances our clients’ business objectives, anticipates hurdles, and positions each client to succeed in rapidly evolving markets and regulatory environments. Our platform of more than 20 offices across the U.S. allows us to meet our clients where they are – and wherever they need us to be. We have deep, unique experience in the industry sectors that will power the national and global economy in the years ahead, including energy, financial services, health sciences, insurance, and private equity. Our service offerings span transactional, regulatory, and litigation practices, covering everything from advertising to zoning. Our culture is built around service – including always putting clients first. Our service ethic manifests itself in everything we do, including through Troutman Plus, our market-leading client listening and client value program. Through Troutman Plus, our attorneys and knowledge professionals collaborate to understand each client’s needs, and co-create bespoke solutions that add real value to the client’s business. Often, that means doing things differently – and we leverage all of the firm’s resources to deliver a client-attorney experience that makes everyone’s life easier. A service culture also means supporting each other. We know that delivering the best counsel and service to our clients depends on a work environment that embraces mutual respect, inclusiveness, and teamwork, and empowers every individual to contribute. The best ideas arise when everyone has a seat at the table. We also support the communities where we work and live. Individuals and groups firmwide contribute time and talent to a wide range of civic, cultural, charitable, educational, and professional organizations, and to providing pro bono legal services in support of important cases and causes. Source: Company Website 12/09/2024

UHY Advisors_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. They are trailblazers who bring their experience from working within numerous industries to their clients so that they can provide them a 360-degree view of their businesses. Source: Company - 12/2/2024

Water Tower Research_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Water Tower Research is built on the foundation of democratizing information flow. We bridge the growing information gap between companies and investors through our investor engagement strategies and open-access research platform. Our research analysts are Wall Street veterans with the experience and knowledge to work with companies and investors in tandem. We provide access to the information and content that anchors the due diligence process for both professional money managers and individual investors. We leverage traditional research distribution channels and the best of modern digital strategies and tactics to amplify this information flow globally to engage all categories of investors and stakeholders. Information flow is the foundation for creating investor awareness, knowledge, and engagement. Our mission is to help companies and investors have the tools they need and achieve their goals. Source: Company Website 2/6/25

Weinberg_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
WEINBERG & Company is a leading international, full service, multi-office CPA firm serving the compliance needs of publicly-traded and middle market private companies internationally. Our membership in the Morison Global association extends our reach into 75 countries, enabling us to help support clients’ cross-border accounting, auditing, tax and consulting needs in five continents. Our major practice groups include: Assurance & Audit, Tax & Accounting, Private Client Services, Business Management, and Consulting. WEINBERG is registered with both the Public Company Accounting Oversight Board (PCAOB) and the Canadian Public Accountability Board (CPAB). Our Audit and Assurance practice provides the highest level of technical expertise. Industries served include: Consumer Products, Healthcare, Technology, Internet & Media, Business Services, CleanTech and industries which support Oil & Gas. In addition to serving the needs of companies, our Family Office and Business Management practices serve the compliance needs of those who have grown those businesses, including high net worth individuals and entrepreneurs. For more information visit www.weinbergla.com or contact Corey Fischer, Firm Managing Partner at 310-601-2200 or coreyf@weinbergla.com. Offices: Los Angeles, CA, West Palm Beach, FL, Boca Raton, FL Source – Company 3/6/24

Winston & Strawn LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
For more than 170 years, Winston & Strawn has served as a trusted adviser and advocate for clients across virtually every industry. Our law practice—built on the talent, creativity, and determination of our lawyers and an unwavering commitment to our clients—has grown into a global firm of tremendous breadth. While many things have changed since the firm’s inception, our goal has remained steadfast: provide the highest echelon of service by developing strategic partnerships with our clients, creating and implementing tailored business solutions, and identifying opportunities for innovation. Complementing this service model is the priority we place on diversity and inclusion, as well as our role in serving critical needs in our communities. We continue to learn from our storied history, while looking ahead to effect change in our industry. Source: Company Website 12/17/2024
Bronze

Assurtrak_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Welcome to Assurtrak! We are specialty commercial insurance brokers that believe starting with a great plan is the only way to finish with the best result. Let us help you re-think how you buy insurance and we will show you there is a better way. Source: company website 1/7/2025

Campaign Management_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
CAMPAIGN MANAGEMENT was founded on the premise that corporate elections have become increasingly more nuanced, requiring a combination of high-level strategic advice and operational excellence to achieve success. We provide proxy solicitation and shareholder advisory services to clients that value meaningful insight on the voting guidelines of institutional investors and the proxy advisory firms. We also have a deep appreciation for the mindset of retail shareholders and have developed proven tactics to generate their support. We leverage this expertise to craft and manage the most effective campaigns that achieve our clients’ objectives. Source: Company Website 2/5/2025

Eventus Advisory Group, LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
We’re a proven team of seasoned professionals – from the minutiae to the megadeal – ready to provide any or all of the specialized finance and accounting expertise you require without the burdensome expense of in-house staff. Whatever your most urgent compliance needs, your imminent funding challenges, your long-term growth objectives, Eventus gives you the ability to achieve all of your company’s financial goals. Source: Company Website 2/6/25

H/Advisors Abernathy_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
H/Advisors is a leading global strategic advisory group for cross-border communications, with best-in-class local experts. Our best-in-class approach brings together local-market leaders with unrivalled knowledge of stakeholder perceptions, financial markets, and cross-border transactions in the key financial centers of Europe, Asia and the Americas. Source: Company website 2/5/2025

PCG Advisory_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
When you’re facing the complexity of the market, you need a strategic partner who understands and integrates both the traditional and digital aspects of investor relations and puts it to maximum effect for you. Since 2008, PCG Advisory has been that partner for our clients. We offer a comprehensive, fully integrated suite of strategic advisory services. At PCG Advisory, we are innovators at finding, creating, and sustaining value for public microcap companies and private emerging growth companies. Source: Company Website 2/6/25

Sichenzia Ross Ference Carmel LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sichenzia Ross Ference Carmel LLP provides experienced, professional representation in all matters involving the securities industry, as well as in general corporate, litigation, real estate and trusts & estates matters.
Our clients range from start-ups to established, listed companies. They include public and private corporations, partnerships, broker-dealers, investment banks, investment advisors, registered personnel, public and corporate customers and investors, and other entities. We also advise institutional investors on transactions involving complex securities laws. Our practice includes the representation of clients located in the United States and throughout the world.
Our areas of expertise include corporate finance, including initial and secondary public offerings, corporate and commercial transactions, mergers and acquisitions, securities litigation and arbitration, administrative practice before regulatory agencies, and broker-dealer regulation. In addition, we are experts at listing companies on both the NASDAQ and New York Stock Exchange and provide guidance to Boards of Directors and corporate managers who now operate in an increasingly complex and changing landscape of securities rules, litigation risks, regulatory oversight and investor scrutiny.
Our estate planning lawyers advise individuals and families on estate planning (wills and trusts) and estate administration (probate and intestacy). They also work in the probate courts to assist clients with a smooth estate administration, advising executors/administrators.
Source: Company Website 2/18/25

Sidley Austin LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
More than 150 years after the founding of our firm, Sidley today comprises a diverse group of legal professionals from many cultures who are dedicated to teamwork, collaboration and superior client service. The firm has built a reputation for successfully representing clients in more than 70 countries on complex transactional, investigation, regulatory, and litigation matters spanning a range of legal areas. With 21 offices strategically situated in key commercial and financial hubs across the United States, Europe, and Asia Pacific, our perspective and our reach are truly global. Our 2,300 lawyers, fluent in more than 80 languages, possess the cultural awareness and cross-border legal acumen needed to bring clarity to a dynamic business landscape. Committed to Positive Change We are passionate about making a meaningful impact and fostering positive change across the world. We strongly believe in creating opportunities for people of all backgrounds and are committed to building an inclusive and welcoming culture. Through our firmwide pro bono projects, our lawyers and staff devote more than 125,000 hours annually to pro bono work, playing a vital role in the communities we serve. In addition, we partner with many local charitable organizations as part of our social responsibility program, enabling our professionals to contribute their talents to a variety of volunteer projects that benefit those in need. Source- Company Website 2/4/25

Stradling Yocca Carlson & Rauth LLP _Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
For 50 years, top companies and municipalities have counted on Stradling to have the right team and skills to meet their toughest challenges 24/7, 365 days a year. Stradling is a leading business law firm with 115 lawyers providing experienced counsel in critical transactions and disputes from 12 offices across California, Nevada, Texas, and Washington. By focusing on its clients’ core needs, Stradling’s size, structure and culture provide big-firm counsel with small-firm flexibility and responsiveness. That deliberate focus on client success has helped the firm attract and retain many of the most accomplished lawyers in their fields. The Stradling teams work together to provide clients with innovative solutions to their corporate and securities, finance, private equity, litigation, M&A, employment, tax, venture capital, intellectual property, securities litigation and enforcement, white collar, bankruptcy, environmental, real estate, and public finance needs. Source: Company Website 2/3/2025
Marketing

Alico Inc._Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Alico, Inc. (NASDAQ: ALCO) is a holding company with assets and related operations in agriculture and environmental resources, including citrus and wildlife management. Our mission is to create value for shareholders by managing existing assets to their optimal current income and total returns, opportunistically acquiring new assets and producing high quality agricultural products while exercising responsible environmental stewardship.
Our objectives are to produce the highest quality agriculture products, create innovative land uses, opportunistically acquire and convert undervalued assets, sell under productive land, generate recurring and sustainable profit with the appropriate balance of risk and reward, and exceed the expectations of shareholders, customers, clients, growers and partners.
Source: Company website 2/26/25
B2i Digital_Sponsor-Tile_Featured Conference_37th Annual ROTH
B2i Digital leverages paid and organic digital marketing to tell investors your fact-based, regulatory-compliant, fundamental story. Our marketing campaigns target the optimal mix of retail investors, institutional investors, and equity research analysts.

Casa Loco_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Casa Loco Tequila is where tradition meets bold, unforgettable flavor. Crafted with care from handpicked agave and distilled to perfection, every sip delivers a smooth, rich experience that’s perfect for any occasion. Whether you’re raising a glass to celebrate life’s big wins or savoring a quiet moment, Casa Loco brings the right balance of authenticity and excitement. Source: Company Website 1/27/25

Celsius_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
We aim to inspire those who want to live fit by giving them a sustained energy source that’s specially formulated to work with your body to help you reach your goals. We support those who work overtime at everything they do and never take shortcuts. We power through the extra set, we push through the last sprint, and we hustle through the workday. CELSIUS stands out against other brands because it’s made with healthier ingredients such as ginger, guarana, green tea and 7 essential vitamins. Our drinks contain no sugar, no aspartame, no high fructose corn syrup, and no artificial colors or flavors. CELSIUS is certified gluten free, kosher, and non-GMO. We’re made with nothing but the best, so you can do your best and take on any challenge that comes your way! Source: Company Website 2/5/2025

Flow Beverage Corp_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
In 2015, Nicholas Reichenbach saw a mountain of discarded plastic water bottles as he left Burning Man. Instead of just shaking his head at the problem, he resolved to find a solution. That's how Flow was born. Since starting with a single family-owned artesian spring in Canada, Flow has grown rapidly. And our commitment to providing naturally alkaline, naturally delicious spring water without the plastic bottle has grown as well. As a Certified B Corporation, Flow meets the highest social and environmental standards. From our 100% recyclable, 68-75% renewable packing to our minimal use of natural resources, Flow is constantly working to provide sustainable hydration and to protect our planet for generations to come. Source- Company Website 1/7/2025

IM8_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
“IM” stands for “I AM,” a powerful declaration of self-empowerment and identity. The number “8” symbolizes balance, infinity, and continuous improvement, reflecting our commitment to ongoing personal development and well-being. Our mission is to support individuals in achieving and maintaining optimal well-being by providing the nutritional support necessary to boldly declare, “I AM strong, I AM healthy, I AM capable,” and live out that affirmation every day. Source: Company Website 2/6/25

IBN InvestorBrandNetwork_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
In service to clients for over 19+ years, IBN’s Platform Solutions deliver unparalleled results. Our Dynamic Brand Portfolio of 70+ unique investor-facing brands collectively run hundreds of social media accounts attracting millions of followers and subscribers to our Social Media Network (SMN). IBN leverages this proprietary investor-brand portfolio in coordination with our 5,000+ core syndication partners to garner maximum visibility and recognition for each of our client-partners. Source: Company Website 1/6/2025

Irwin_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Irwin, a FactSet company, is the market’s only platform purpose-built for investor relations professionals. Our solutions help IR teams discover and connect with investors, monitor shareholder changes, and seamlessly manage every interaction. With comprehensive investor data, advanced monitoring tools, and an intuitive CRM, Irwin streamlines critical workflows and automates manual tasks, enabling IR teams to focus on strategic engagement.
Trusted by a global community of public companies and their advisors, Irwin helps teams focus on what matters most: strengthening relationships across the capital markets community. Following our acquisition by FactSet, Irwin continues to innovate—expanding our reach, enhancing data capabilities, and deepening our commitment to the IR community. Discover more at getirwin.com or follow us on LinkedIn.

Karl Strauss_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
San Diego’s Original Local Beer Proudly pioneering independent craft beer in San Diego since 1989. Source: Company Website 1/27/25

Kin Euphorics_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Rooted in Ayurvedic medicine, Kin Euphorics is a functional beverage, designed to offer an entourage effect by using natural ingredients that nourish the mind and body.
These ingredients provide benefits beyond basic nutrition or flavor, positively affecting bodily functions to achieve an elevated state of health, mood, or well-being.
Source: Company Website 2.24.2025

Lafitte Advisors, LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
As a leading photography, videography, media and consulting firm in South Florida for the yachting and marine industry, Lafitte Advisors assists your business to reach its maximum potential! The Lafitte Advisors team is here for all your videography, photography, content creation, media consulting, marketing design and consulting needs. With an exceptional amount of marine and yachting experience, our team works with brokers, owners, and vendors to successfully promote your vessel or business for purchase, as well as managing charters & events. We have also expanded into events outside of marine and yachting, as well as, Oil & Energy, Finance and Real Estate. Source- Company website 1/23/24

Limoneira_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Limoneira Company was founded in Ventura County, California in 1893. Its founders were pioneers of spirit and vision that helped lay the foundations of a thriving California citrus industry.
Today, Limoneira has grown to become one of the premier integrated agribusinesses in the world. Limoneira is a dedicated sustainability company with 10,500 acres of rich agricultural lands, real estate properties, and water rights in California, Arizona, Chile and Argentina.
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Lyft_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Lyft was founded in 2012 and is one of the largest transportation networks in the United States and Canada. As the world shifts to transportation-as-a-service, Lyft is at the forefront of this massive societal change. Its transportation network includes the largest shared mobility network in the United States and brings together rideshare, bikes, scooters, car rentals and transit all in one app. Lyft is singularly driven by its mission: to improve people’s lives with the world’s best transportation. Source- Company LinkedIn 3/6/24

NGO Sustainability_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
NGO Sustainability is a non-profit organization in Consultative Status with the United Nations that is dedicated to promoting sustainable development and renewable energy. Our mission is to preserve our Earth for future generations, by empowering citizens and governments to implement sustainable practices and raise awareness. NGO Sustainability promotes a vision of sustainable development that integrates environmental, economic, and social factors.
Contact us to connect your corporation/financial institution to the green economy
Become a CORPORATE SPONSOR, visit our website today!
Source- Company Website 2/15/24

NiagenPlus_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The best NAD+ boosting infusion available. Niagen IV restores cellular vitality with its patented Niagen® nicotinamide riboside (NR), increasing NAD+ levels more efficiently than any other pharma-grade intravenous (IV) treatment.*
Backed by cutting-edge research and unmatched quality, Niagen IV is the next-gen gold standard for NAD+ enhancement offered by premier health clinics.
Source: Company Website 2/26/25

Octane OC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Octane is a convening organization of the Southern California technology and medical technology business ecosystem. We connect people, resources and capital. We will help create 55,000+ high-paying technology jobs in Southern California by 2030 through our accelerator LaunchPad SBDC as well as our platform Octane Capital & Growth. In addition, Octane hosts dozens of programs throughout the year and has direct access to capital and partners. We believe that action focused locally has impact globally. Source: Company Website 1/27/25

Odyssey Elixir_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The first energy drink infused with mushroom extracts, our mission has always been to create functional beverages that are potent, organic, sustainable, fun, loved by the whole planet, and most importantly — delicious. Odyssey has carefully combined flavor-forward ingredients like passion fruit, orange, guava and blackberry with potent adaptogenic mushrooms like Lion's Mane and Cordyceps to create products that are unique in both taste and effect. Source: Company Website 1/29/25

Pressed_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Pressed continues to expand its footprint across the U.S., growing both in-store and through our online, wholesale, catering, and corporate fridge stocking channels. As we evolve, so does our menu—now featuring a diverse selection of wholesome, plant-based foods alongside our signature cold-pressed juices, designed to keep you nourished throughout the day. It’s all part of our ongoing mission to make plant-forward living as convenient and delicious as possible.

Rustys Chips_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Rusty’s, we’re all about the surf life, killer snacks, and having a blast with friends. We handcraft our chips with love and serve up flavor that’s always fresh, fun, and full of crunch. From the beach to the kitchen, we stay true to our roots–laid-back but always focused on making the best chips around.

Sustain SoCal_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sustain SoCal offers conferences, workshops and networking events for organizations to share knowledge and establish connections that improve the economic progress and sustainable environmental future of Southern California. Source: Company Website 11/21/2024

Wahoo's_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
It was 1988 when we, the Lee brothers, came together to open the first Wahoo’s Tacos in Costa Mesa, California, where the surf and skate industry had gathered.
We wanted to create a menu that was a reflection of our unique heritage. From China to Brazil, to Baja with hints of Greece, our bold, fresh flavors come from our memories of growing up in Brazil, surfing in Baja and working in our family’s Chinese restaurant.
Our food is true to this experience, worldly and uncommonly delicious. We’ll always offer you the best of where we’ve been to fuel your adventures.
At Wahoo’s, we encourage you to nourish yourself with food and experiences that make you feel more alive. So, ride those waves, care for your community, love what you eat every day, and be authentically you. Our family is here to feed yours.
Source: Company Website 2/26/25
Charity

California Love Drop_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The California Love Drop supports and fuels healthcare workers and first responders by providing meals, beverages, treats, and supplies to hospitals, medical centers, fire departments, police stations, grocery distribution centers, and more. We provide smiles and much needed relief. The deliveries have gone to several local families and organizations from Los Angeles to San Diego, including CHOC Children’s Hospital, UCI Medical Center, Hoag Hospital, UCLA Medical Center, San Bernardino Community Dignity Hospital, Dodger Stadium Testing Site and numerous police stations and firehouses.
We believe in the power of humanity, and the significant impact a delicious meal can have on uplifting spirits. Community support is more important than ever.
Source: Company Website 02/26/2025

Canyon_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Canyon is a world-leading manufacturer of road, mountain, triathlon, urban, fitness and electric bikes.
We started out in life as a small family business. Our family roots not only keep us grounded, but they also keep us motivated to achieve more. Since those humble days, we’ve become the world’s leading direct-to-customer bike company and a leading manufacturer of bikes. You’ll see our bikes everywhere, from your city streets, local trails and bike paths, all the way up to the professional peloton.
We’ve experienced a high level of growth in recent years and it shows no signs of slowing down. We’re challenging the definition of what’s possible within the industry through our constant innovations and partnerships with other specialist pioneers.
We support each other, we celebrate success and learn from our challenges. We respect and trust each other and we invest in our people. We do this because we want to see you grow and succeed in your cycling ambitions. There’s always an opportunity to go further with Canyon.

Challenged Athletes Foundation_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Challenged Athletes Foundation (CAF) stands as a global leader in empowering individuals with physical disabilities to embrace vibrant, active lives. CAF firmly believes that engaging in physical activity fosters self-esteem, encourages independence, and enriches the quality of life. For three transformative decades, CAF has been at the forefront of the adaptive sports movement, catalyzing change, and redefining possibilities. Since its inception in 1994, CAF has raised over $178 million, and fulfilled 48,000 funding requests from people with physical disabilities across all 50 states and more than 73 countries, impacting another 60,000 individuals annually through its outreach efforts. From providing essential equipment like handcycles to offering mentorship and encouragement, CAF’s mission is clear: to provide opportunities and support to those who aspire to lead active, athletic lifestyles. To learn more, please visit http://www.challengedathletes.org/

Festival of Whales Foundation_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Over the years, the festival has grown into a significant community event, drawing visitors and locals alike to participate in various activities focused on marine education, conservation, and appreciation for these majestic marine mammals.
Dana Point is renowned for being a prime location for whale watching, particularly for the migration of the California gray whales. The festival celebrates the majestic migration of these whales as they pass by the Dana Point coastline during their journey between the cold waters of Alaska and the warm lagoons of Baja California. The Dana Point Festival of Whales offers a wide array of activities and events for locals and visitors alike to enjoy, promoting environmental education, marine conservation, and appreciation for these magnificent marine mammals.
Source: Company Website 2/25/2025

Ketel One_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Ketel One Vodka: Ketel One Family Made Vodka is a vodka rooted in authenticity, crafted honoring tradition and sophisticated in taste. Ketel One Vodka is produced in Schiedam, Holland by the Nolet Family, who has been distilling fine spirits for 11 generations. Ketel One is crafted using the highest quality ingredients such as 100% non-GMO grain. The super-premium vodka is crafted from small batches using traditional copper pot stills, including the original copper Pot Still #1 after which Ketel One is named, together with modern distillation techniques.
Ketel One Botanical: Crafted with the care and passion of 11th generation family distillers Carl Nolet Jr. and Bob Nolet, Ketel One Botanical is vodka distilled with real botanicals and infused with natural fruit and botanical essences. Made with 100% non-GMO grain, this first-of-its-kind 30% ABV spirit comes in three varietals – Peach & Orange Blossom, Cucumber & Mint and Grapefruit & Rose – and is an exceptionally smooth, fresh-tasting drink with no carbs, no artificial flavors, no added sugars, no artificial sweeteners and only 73 calories (40% fewer calories than a glass of white wine).
Nolet's Silver Gin: NOLET’S Silver is a fresh and surprising take on gin. It features real botanicals of fragrant rose, juicy succulent peach, and slightly tart raspberry. We take extra care to individually macerate and then distill each botanical used in NOLET’S Gin. The result is a smooth, balanced spirit with soft floral aromas, a fruit-forward palate, and a classic dry finish.
Source- Company Website 2/3/24

Kits_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
It began on Kits Beach in Vancouver, Canada. Three friends launched a mission to create a better way to help people see. We've served over 1 million customers since 2018, proving that premium eyecare can be convenient, fast, and affordable. KITS offers a rich selection of premium eyecare products: our own KITS brand as well as a large, curated portfolio of designer frames and contacts.
Source: Company Website 2/18/25

Los Sunday's Tequila_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Crafted using only 3 ingredients. Mature agaves, volcanic deep well water and a proprietary, naturally occurring yeast for fermentation. Nothing outside these three ingredients is added. Los Sundays uses only fully mature, sustainably farmed, 100% Blue Weber agave.
Los Sundays agaves are grown in both the highland and lowlands of Jalisco and once harvested are cooked and distilled together giving Los Sundays its unique signature smooth agave profile which combines the bright, floral highland notes with the earthier tones of the lowland agave.
Source: Company website 2/18/25

Once Upon a Coconut_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sourced from young green Hamona coconuts in Vietnam, our coconut water is packed with essential electrolytes like potassium, calcium, and magnesium, with less than 1% added sugar. Every sip fuels you with ultimate hydration and a little love from nature.
Source: Company website 3/4/25
Performance Health Systems/Power Plate_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH

Performance Health Systems/Power Plate_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Power Plate is the global leader in Whole Body Vibration Training that helps you prepare faster, perform better, and recover quicker. It makes you feel better by stimulating natural reflexes, increasing muscle activation, and improving circulation. Power Plate enhances any movement, simple or complex, typically performed on the ground. More recently, Power Plate has expanded their robust line of vibrating plates with the addition of its premium Targeted Vibration Products, including Power Plate Pulse™, Power Plate DualSphere™, and Power Plate Roller™. The Targeted Vibration Products were designed and manufactured to assist everyone, regardless of fitness level, in training and recovery. These Targeted Vibration Products are portable, easy-to-use and effective tools to help users prepare faster and recover quicker whether in the gym, office, at home or on the go.
Source- Company Website 1/24/24

PSD_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
PSD specializes in premium, affordable underwear made by and built for athletes, trendsetters, or people who just really love underwear.
We were able to develop the perfect athleisure pair to allow you to fit your lifestyle. If you’re not active, you’re buying it for the design and comfort. At the same time, if you are physically active you can play basketball in them without changing into your compression shorts. It’s a functional pair of underwear outside of it just being another pair of underwear.
Source: Company website 2/24/25

TruBar_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Inspired by the indulgence of dessert and passionate about plant-based ingredients, TRUBRANDS products are the first-of-its-kind to blur the lines between healthy and delicious.
Source: Company Website 2/10/2025

Turtle Beach_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Welcome to Turtle Beach, where our sole mission is to help gamers play their best at every level, in every game. With a legacy that spans four decades, we're passionate about enhancing your gaming experience. In 2005, we pioneered the path to high-quality gaming audio with the very first console gaming headset, the X51, and since then, our commitment to excellence has been reflected in every product, ensuring crystal-clear communication, immersive soundscapes, locked-in control, and unparalleled precision.
Source: Company Website 2/24/25

World Pickleball Tour_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The World Pickleball Tour is dedicated to the player experience. Home to the largest cash prize tournament for amateur Pickleballers in the world. If you dink, let's link!

Xponential Fitness, Inc._Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Xponential Fitness, Inc. (NYSE: XPOF) is a leading global franchisor of boutique health and wellness brands.
Through its mission to make health and wellness accessible to everyone, the Company operates a diversified platform of ten brands spanning across verticals including Pilates, indoor cycling, barre, stretching, boxing, strength training, metabolic health, and yoga.
Community Partner

Dana Point Chamber of Commerce_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Dana Point Chamber of Commerce champions business prosperity, economic vitality and community engagement, promoting a high quality of life in and around destination Dana Point.
From providing programs and resources that help our business members grow, to taking the lead on key local initiatives and events, the Dana Point Chamber of Commerce is your community partner.
With over 400 members, the Dana Point Chamber of Commerce is dedicated to helping you and local businesses succeed. Explore our member benefits, attend our next event, or reach out to our staff directly at membership@danapointchamber.com to learn more.
Source: Company Website 02/25/2025

Eco Yacht Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
We are a team of global leaders with successful track records across various sectors, including sustainability, innovation, technology, investment, luxury, real estate and non-profits. Eco Yacht Group is dedicated to delivering innovative solutions that build sustainable communities in both populated and remote locations. Headquartered in the US with offices in the Maldives and Australia, we specialize in renewable energy, water sustainability, oceans, marinas, plastic pollution reduction, and transportation. Our expertise also extends to building public impact through the design of youth and community engagement campaigns. Source: Company Website 1/27/25

Marriott Laguna Cliffs_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Elevate your Orange County escape at Laguna Cliffs Marriott Resort & Spa, where our hotel provides awe-inspiring panoramic ocean views. Seek new adventures with our prime location near Doheny State Beach, Dana Point Harbor and Laguna Beach, perfect for a day trip. Throughout our resort, enjoy a casually sophisticated setting across our guest rooms, restaurants and full-service spa. Following a day of pampering at our spa, settle into one of our upscale accommodations. Many rooms featuring private balconies to take in a sunrise or sunset over the Pacific Ocean. When hunger strikes, order room service or visit Over Vue Lounge and dine on the outdoor deck. Take advantage of the year-round Californian sun and relish the coastal breeze in one our outdoor heated pools while the kids have some fun on our interactive splash deck. Our indoor and ocean-view, outdoor venues create elegant settings for conferences, weddings, and special celebrations alike. Embrace the vacation mindset at Laguna Cliffs Marriott Resort.
Source: Company Website 2/21/25

Orange County Business Council_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Orange County Business Council (OCBC) was established in 1995 through the merger of the Orange County Chamber of Commerce & Industry, Industrial League of Orange County, Orange County Economic Development Consortium, and the public private think tank, Partnership 2010. Together, these organizations encompassed more than 100 years of work laying the foundation for the economic success of the nation’s sixth most populous county. By working with key stakeholders, OCBC helps to develop growth opportunities throughout the county that lead to sustainable economic growth. To achieve this, OCBC hosts signature events and committee meetings with policy makers, advocates at local, state and federal levels representing its members, and publishes data and research reports used by agencies to shape the region’s public policy.
Source: Company website 02/24/2025

Surf Industry Members Association_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Surf Industry Members Association is the united voice of the surf industry. We bring together like-minded brands, retailers, board builders, wave park operators, media, suppliers and professional service companies to support the growth and health of the surf industry as a unified force.
Source: Company website 02/24/2025

Visit Dana Point_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Visit Dana Point is the official destination marketing organization for Dana Point's travel, tourism, and group meetings business industry. Committed to showcasing the city as a premier coastal destination, Visit Dana Point helps visitors explore the best of the area's natural beauty, recreational activities, dining, and cultural experiences.
Source: Company 3/5/2025
Marketing Partner
Kolibri Global Energy Inc. (KGEI)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
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Kolibri Global Energy Inc. (KGEI)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
Kolibri Global Energy Inc. (NASDAQ: KGEI, TSX: KEI) is a North American energy company focused on finding and exploiting energy projects. Through various subsidiaries, the Company owns and operates energy properties in the United States. The Company continues to use its technical and operational expertise to identify and acquire additional projects in oil and gas. Kolibri's shares are traded on the Nasdaq under the stock symbol KGEI, and on the Toronto Stock Exchange (TSX) under the stock symbol KEI.
Applied Energetics, Inc. (OTCQB:AERG)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
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Applied Energetics, Inc. (OTCQB:AERG)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
Applied Energetics, Inc., headquartered in the University of Arizona Tech Park in Tucson, Arizona specializes in advanced laser and photonics systems, particularly fiber-based ultrashort pulse (USP) laser technologies. With 26 patents and 8 patents pending, Applied Energetics’ proprietary architecture enables orders of magnitude size-weight-power reductions, a key differentiator when compared with traditional continuous wave (CW) laser technology with larger footprints. AE’s powerful, dual-use systems are designed for integration and deployment on numerous potential defense platforms for the delivery of high intensity, ultrashort pulses of light to disable or destroy a target. These technologies have applications in both national security and commercial markets. Today, AE's USP optical technologies are being designed to offer flexibility and power for complex missions in national security such as enhancing layered defense strategies to counter complex threats.
New Era Helium, Inc. (Nasdaq: NEHC)
New Era Helium, Inc. (Nasdaq: NEHC) is a helium exploration and production company supplying high-purity helium from natural gas reserves across North America. Headquartered in Midland, Texas, NEHC controls 137,000 acres in Southeast New Mexico, with proved and probable helium reserves exceeding 1.5 billion cubic feet (BCF). The company aims to secure 1% of North American helium production while positioning itself as a key distributor across the continent.
NEHC is developing a natural gas processing facility in the Pecos Slope Field near Roswell, New Mexico, set to launch in Q2 2025. The plant will process 2.7 million standard cubic feet (MMscf) of helium per month, alongside methane and natural gas liquids (NGLs), generating diversified revenue streams. Committed to responsible gas sourcing, NEHC integrates Methane Performance Certificates (MPCs) and net-zero power projects into its operations.
An emerging leader in helium production, NEHC is leveraging its natural gas and NGLs to drive maximum revenue growth. Through its joint venture with Sharon AI, Inc., NEHC is developing a 250MW net-zero energy data center which seamlessly connects its natural gas production to AI and high-performance computing (HPC) industries, cementing NEHC’s entry in high-tech and industrial markets while delivering long-term value to shareholders.
A-Mark Precious Metals, Inc. (AMRK)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH

A-Mark Precious Metals, Inc. (AMRK)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
Founded in 1965, A-Mark Precious Metals, Inc. (AMRK) is a leading fully integrated precious metals platform that offers an array of gold, silver, platinum, palladium, and copper bullion, numismatic coins, and related products to wholesale and retail customers via a portfolio of channels. The company conducts its operations through three complementary segments: Wholesale Sales & Ancillary Services, Direct-to-Consumer, and Secured Lending. The company’s global customer base spans sovereign and private mints, manufacturers and fabricators, refiners, dealers, financial institutions, industrial users, investors, collectors, e-commerce customers, and other retail customers.
A-Mark’s Wholesale Sales & Ancillary Services segment distributes and purchases precious metal products from sovereign and private mints. As a U.S. Mint-authorized purchaser of gold, silver, and platinum coins since 1986, A-Mark purchases bullion products directly from the U.S. Mint for sale to customers. A-Mark also has longstanding distributorships with other sovereign mints, including Australia, Austria, Canada, China, Mexico, South Africa, and the United Kingdom. The company sells more than 200 different products to e-commerce retailers, coin and bullion dealers, financial institutions, brokerages, and collectors. In addition, A-Mark sells precious metal products to industrial users, including metal refiners, manufacturers, and electronic fabricators.
A-Mark’s consolidated subsidiary, LPM Group Limited (LPM), is one of Asia’s largest precious metals dealers. LPM operates a consumer-facing showroom in Hong Kong’s Central Financial District, and offers a wide selection of products to its wholesale customers through its 24/7 online trading platform, including recently released silver coins, gold bullion, certified coins, and the latest collectible numismatic issues.
Through its A-M Global Logistics subsidiary, A-Mark provides its customers with a range of complementary services, including managed storage options for precious metals as well as receiving, handling, inventorying, processing, packaging, and shipping of precious metals and coins on a secure basis. A-Mark’s mint operations, which are conducted through its wholly owned subsidiary Silver Towne Mint, enable the company to offer customers a wide range of proprietary coin and bar offerings and, during periods of market volatility when the availability of silver bullion from sovereign mints is often product constrained, preferred product access.
A-Mark’s Direct-to-Consumer segment operates as an omni-channel retailer of precious metals, providing access to a multitude of products through its wholly owned subsidiaries, JM Bullion and Goldline. JMB owns and operates numerous websites targeting specific niches within the precious metals retail market, including JMBullion.com, ProvidentMetals.com, Silver.com, CyberMetals.com, GoldPrice.org, SilverPrice.org, BGASC.com, BullionMax.com, and Gold.com. Goldline markets precious metals directly to the investor community through various channels, including television, radio, and telephonic sales efforts. A-Mark is the majority owner of Silver Gold Bull, a leading online precious metals retailer in Canada, and also holds minority ownership interests in three additional direct-to-consumer brands.
The company operates its Secured Lending segment through its wholly owned subsidiary, Collateral Finance Corporation (CFC). Founded in 2005, CFC is a California licensed finance lender that originates and acquires loans secured by bullion and numismatic coins. Its customers include coin and precious metal dealers, investors, and collectors.
A-Mark is headquartered in El Segundo, CA and has additional offices and facilities in the neighboring Los Angeles area as well as in Dallas, TX, Las Vegas, NV, Winchester, IN, Vienna, Austria, and Hong Kong. For more information, visit www.amark.com.
A-Mark periodically provides information for investors on its corporate website, www.amark.com, and its investor relations website, ir.amark.com. This includes press releases and other information about financial performance, reports filed or furnished with the SEC, information on corporate governance, and investor presentations.
a.k.a. Brands Holding Corp. (AKA)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
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a.k.a. Brands Holding Corp. (AKA)_Participant-Tile_B2i Digital Featured Conference_37th Annual ROTH
a.k.a. Brands Holding Corp. (AKA) is a portfolio of next-generation fashion brands for the next generation of consumers. Each brand in the a.k.a. portfolio targets a distinct Gen Z and millennial audience, creates authentic and inspiring social content and offers quality exclusive merchandise. a.k.a. Brands leverages its next-generation retail platform to help each brand accelerate its growth, scale in new markets and enhance its profitability. Current brands in the a.k.a. Brands portfolio include Princess Polly, Culture Kings, mnml and Petal & Pup.

Values-based Approach to Investment Banking
ROTH is a relationship-driven investment bank focused on serving growth companies and their investors. Our full-service platform provides capital raising, high-impact equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access. We strive to produce innovative, actionable, and proprietary content for our clients, while being part of the lifecycle of the companies we service. Our track record of success is driven by our workforce, many of whom have been with us for more than 20 years.
Headquartered in Newport Beach, CA, and with our global trading floor in Stamford, CT, we treat our employees and clients like family. Our culture is based on valuing individual talents and finding ways that we can work together as well as build on everyone’s strengths. Welcome to ROTH!
100%
Employee owned
$100.5B+
Raised for small-cap public companies since 19921.
1 As of November 2, 2023
425+
Merger, acquisitions, advisory assignments since 19921.
To view Roth Capital Partners, LLC recent news and all upcoming events, please visit roth.com.
Loeb & Loeb_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH