Eric A. Carlson

Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN.

Textron Financial Corp. engages in the provision of financial services. It offers a wide array of loan and lease solutions. The company was founded in 1962 and is headquartered in Wichita, KS.

Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND.

Tennenbaum Capital Partners LLC (TCP) is a registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 1999 and is a subsidiary of BlackRock Capital Investment Advisors LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK), which acquired them in 2018. TCP manages assets for pooled investment vehicles, US-registered investment companies, business development companies and private investment funds.

Minneapolis Portfolio Management Group LLC (MPMG) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Harrison Grodnick and Phillip Grodnick in 2004. MPMG provides investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, certain government entities, insurance companies and certain institutional clients (corporations, partnerships, foundations or other business entities).

Quantitative Advantage LLC (QA) is an independent investment management firm headquartered in Minnetonka, Minnesota. The firm was founded by John W. Wing and Thomas G. Fox in 2000. QA provides investment advisory services to individuals, trusts, pension and profit-sharing plans, other retirement accounts, charitable organizations and corporations or other business entities, and to participants in retirement plans.

Part of Ditech Holding Corp., Green Tree Investment Management LLC is a company that provides investment advice. The company is based in St. Paul, MN.

Part of Barclays PLC, Barclays Business Credit LLC is a commercial finance business. The company is based in New York, NY. Barclays Business Credit was acquired by Shawmut National Corp. from Barclays PLC on February 01, 1995 for $290 million.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

GLP Group, Inc. produces oil and gas. The private company is based in Calgary, Canada.

Brass Ring Capital Inc (Brass Ring Capital) is a private equity firm founded in 2004 by Dave J Raffel. The firm is headquartered in Minnetonka, Minnesota.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Incenter LLC provides financial services. It offers capital solutions, secondary markets solutions, and lender services. The company was founded in 2015 and is headquartered in Saint Paul, MN.

Rice Park Capital Management LP (Rice Park Capital Management) is a venture capital subsidiary of Rice Park Capital Management LLC, founded in 2018 by Nick Smith. The firm is headquartered in Plymouth, Minnesota.

Realized Holdings, Inc. is an online crowdfunding platform that allows investors to exchange into Replacement Property Interests in one or more institutional-quality replacement properties. The company was founded by David A. Wieland and David P. Dahill in 2014 and is headquartered Austin, TX.

TCF National Bank operates as a holding company. It offers equipment lease financing and computer and software leasing. The firm provides other services through its real estate, brokerage, and insurance units. The company is headquartered in Detroit, MI.

World Fuel Services, Inc. engages in the distribution and sale of aviation, marine, and ground transportation fuel products. The company is headquartered in Miami, FL.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Pavonia Life Insurance Co. of Michigan provides Life Insurance services. The company is headquartered in Jersey City, NJ.

Odinson Partners LLC is an independent registered investment advisor headquartered in Maple Grove, Minnesota. Founded in 2021, the firm provides discretionary asset management services and utilizes a separately managed account (SMA) platform to direct investments on behalf of individuals or high net worth individuals.