Dee Brown

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

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

State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL.

Doctor Evidence LLC is a healthcare technology company that provides a platform for life sciences teams to identify breakthrough insights from published medical literature, drug labels, regulatory documents, and third-party data. The private company is based in Santa Monica, CA and was founded by Robert J. Battista, who has been the CEO since incorporation. The platform enables more informed decision making and faster time-to-market for accelerated impact, making it the preeminent evidence-based insights platform for life sciences.

Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

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

Unigestion Holding SA provides asset management services. The company was founded in 1971 and is headquartered in Geneva, Switzerland.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Bares Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Brian T. Bares in 2000. The firm provides investment management services predominantly for institutional, pooled investment vehicle, and family office clients, and a small subset of high net-worth individuals and trust programs.

HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.

M25 Group LLC (M25) is a venture capital firm founded in 2015 by Victor Gutwein. The firm is headquartered in Chicago, Illinois.

LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Catapult Consultants LLC provides information and financial services. Its services include healthcare solutions, information systems, cyber security, financial management and acquisition management. The company was founded by Anthony Fung in 2001 and is headquartered in Arlington, VA.

Healthpure, Inc. provides a white-label patient engagement platform. The private company is based in Albuquerque, NM.

Accesswire Canada Ltd. operates as an investment holding company. The company is headquartered in Calgary, Canada.

Banker's Toolbox, Inc. engages in the provision of bank secrecy act and anti-money laundering compliance solutions. It solutions include AML (anti-money laundering) compliance software, fraud prevention, CRE (commercial real estate) loan stress testing, secure wire transfer automation, suspicious activity monitoring services. The company was founded by Daniel Cho in 2000 and is headquartered in Austin, TX.

Yorkmont Capital Management LLC is a private company based in Austin, TX that provides investment management services. Yorkmont Capital Management has subsidiaries in the United States. The company was founded in 2012 by Graeme Peter Rein, who has been the CEO since 2012.

Sport & Spine Rehab of Fort Washington LLC engages in the provision of back, neck, spine therapy, and rehabilitation services. It offers comprehensive care by combining chiropractic, physical therapy, rehabilitation and patient education to eliminate symptoms, restore full function and promote a healthy lifestyle. The firm also promotes wellness by supporting local employers and charitable organizations, providing screenings and consultations at health fairs as well as educational lectures. The company was founded by Jay S. Greenstein in 1994 and is headquartered in Fort Washington, MD.

Enterprise Holdings, Inc. provides car rental services. It offers car sharing services, commercial truck rental, corporate fleet management, and retail car sales. The company was founded by Jack Crawford Taylor on February 1,1957 and is headquartered in St. Louis, MO.

Abbott Capital Management LLC (Abbott Capital Management) is a private equity firm founded in 1986 by Raymond L. Held and Stanley Edward Pratt. The firm is headquartered in New York, New York.

Schroder Adveq Management AG (Schroder Adveq Management) is a private equity subsidiary of Schroders Plc. The firm was founded by Bruno Raschle in 1997 and is headquartered in Zurich, Switzerland.