Dan Li

Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH.

Frazier Management LLC (Frazier Healthcare Partners) is a venture capital subsidiary of Frazier & Co Inc. founded in 1991. The firm is headquartered in Seattle, Washington.

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

HydroCision, Inc. develops, manufactures and markets fluid-jet based surgical tools. Its products include spinejet system, spinejet XL, hydrodiscectomy system and allograft system. The company was founded by Kevin P. Staid and Timothy E. Moutafis in 1994 and is headquartered in North Billerica, MA.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Bose McKinney & Evans LLP provides legal services. It offers its services to privately owned businesses, publicly traded companies, high-tech organizations and governmental entities. The company serves clients in matters from strategic planning to large, complex transactions with tight deadlines. Bose McKinney & Evans was founded by Lew Bose in 1955 and is located in Indianapolis, IN.

Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH.

Founded in 1987, Pantheon Ventures (US) LP is a private equity firm headquartered in San Francisco. The firm is the U.S. investment arm of Pantheon Ventures (UK) LLP. Their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in June 2010. Pantheon Ventures manages regional primary investments, global secondary and infrastructure investments and customized separate account programs.

CincyTech LLC (CincyTech) is a venture capital firm founded in 2007. The firm is headquartered in Cincinnati, Ohio.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Drake Center, Inc. provides medical and rehabilitative care services. The company is headquartered in Cincinnati, OH.

Enable Injections, Inc. develops wearable bolus injectors for investigational use in the pharmaceutical and biotechnology industries to deliver high viscosity, high volume payloads up to 20cc to the subcutaneous tissue. The company was founded by Michael D. Hooven in February 2010 and is headquartered in Cincinnati, OH.

FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana.

Part of Patient Square Capital, Orthopedic Associates of Grand Rapids PC is a medical services provider. The company is based in Grand Rapids, MI. Orthopedic Associates of Grand Rapids was acquired by Hanger, Inc., part of Patient Square Capital from October 03, 2022 on October 29, 2012.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Emulate, Inc. owns and operates Organs-on-Chips platform which acts as an automated human bioemulation platform for mimicking true human physiology. The firm's product responses to medicines, chemicals, and diseases can be predicted. The company was founded by James Coon, Donald Ingber and Geraldine Hamilton in July 2014 and is headquartered in Cambridge, MA.

Baceline Investments LLC (Baceline Investments) is a private equity firm founded in 2003 by Douglas Arnold, Craig Zoellner and David Puchi. The firm is headquartered in Denver, Colorado.

KIC Ventures LLC (KIC Ventures) is a private equity subsidiary of Kingsley Investment Co.("KIC") LLC founded in 2005 by Kingsley R.Chin and Aditya Humad. The firm is headquartered in Malden, Massachusetts.

Twin Brook Capital Partners (Twin Brook Capital Partners) is a private equity subsidiary of Angelo, Gordon & Co. LP founded in 2014 by Trevor J. Clark and Chris G. Williams. The firm is headquartered in Chicago, Illinois.

Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio.

LOUD Capital LLC (LOUD Capital) is a venture capital firm founded in 2015 by Navin Goyal and Darshan Vyas. The firm is headquartered in Dublin, Ohio.