George Swenson

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

WII Components, Inc. manufactures hardwood cabinet doors and engineered wood products. The firm makes hardwood and rigid thermo foil cabinet doors and cabinet components for both kitchen and bath through its subsidiaries. The company was founded in April 2003 and is headquartered in St. Cloud, MN.

Metalmark Capital LLC (Metalmark Capital) is a private equity firm founded by John J. Moon in 1986. The firm is headquartered in New York.

Stonepine Capital Management LLC (Stonepine) is an independent registered investment advisor and hedge fund manager headquartered in Bend, Oregon. The firm was founded by Jon M. Plexico in 2006. Stonepine serves as the general partner and investment adviser to a private investment fund.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York.

Professional Service Industries, Inc. provides environmental, engineering, and testing services. Its services include geotechnical engineering, construction materials testing and engineering, facilities engineering and consulting, environmental consulting, asbestos management, and industrial hygiene. The company was founded in 1961 and is headquartered in Oakbrook Terrace, IL.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

The Gonzo Corp. specializes in household and consumer products. It specializes in cleaning and deodorizing products. It operates through the Gonzo brand. Its products include absorbing gels, liquid odor eliminators, stain remover, pet hair lifter, and odor eliminating beads. The company was founded on October 3, 1981 and is headquartered in Bellingham, WA.

Founded in 1999, Brentwood Capital Advisors LLC is an independent investment bank and registered broker-dealer located in Franklin, Tennessee.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Blue Harbour Group LP is an independent hedge fund manager headquartered in Greenwich, Connecticut. It was founded by Clifton Robbins in 2004. The firm manages capital on behalf of public and corporate pension funds, sovereign wealth funds, endowments, foundations, and other institutional investors.

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

Vineyard Vines LLC engages in the design, manufacture, and sale of branded apparels. The firm offers ties, belts, boxers, tote bags, flip flops, pants and shorts, outerwear, swimwear, and polo shirts. The company was founded by Shepherd Murray and Ian Murray in 1998 and is headquartered in Stamford, CT.

Makena Capital Management LLC (Makena) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Michael McCaffery and David Burke in 2005. They are a subsidiary of Makena Capital Holdings LP. Makena provides diversified alternative asset exposure through its range of pooled investment vehicles for a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions. The Makena Endowment Portfolio (MEP) is the firm’s flagship endowment-style offering. Makena is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance (ESG) considerations into their investment process.

NPC Restaurant Holdings LLC operates as a holding company with interest in restaurants. The company was founded in 1962 and is headquartered in Overland Park, KS.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Nashville Capital Network (Nashville Capital) is a venture capital firm founded in 2003. The firm is headquartered in Nashville, Tennessee.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

7Twelve Advisors LLC is an independent investment manager headquartered in Nashville, Tennessee. The firm was founded in 2008 by Andrew Martin and Craig Israelsen. 7Twelve Advisors provides investment advisory services to an open-end registered investment management company, a unit investment trust and other investment advisors.

7wire Ventures LLC (7wire ventures) is a venture capital firm founded in 2011 by Matthew A. Tullman and Glen E. Tullman. The firm is headquartered in Chicago, Illinois.

Pura Vida Investments LLC (Pura Vida) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2012 by Efrem Kamen, Frank Litvack and Doron Junger. Pura Vida provides discretionary investment advisory services to private pooled investment vehicles, intended for institutional and other sophisticated investors, pooled investment vehicles the firm sub-advises, and managed accounts.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Resurgens Technology Partners LLC (Resurgens Technology) is a private equity firm founded in 2016 by John Baumstark, Fred Sturgis and Adi Filipovic. The firm is headquartered in Atlanta, Georgia.

Officespace Software, Inc. engages in the provision of software services. Its software product include visual directory, room booking, space management, move manager, request management, reporting and analytics, and desk booking. The company was founded by Ashkon Sabet, and Shamim Sahba and is headquartered in New York, NY.

MPK Equity Partners LLC (MPK Equity Partners) is a private equity firm founded in 2015 by Patrick K. McGee, Nicholas Z Huerta and Douglas L. Kennealey. The firm is headquartered in Dallas, Texas.

Flare Capital Management Co LLC (Flare Capital Management) is a venture capital firm founded in 2000 by Bill Geary and Michael Greeley. The firm is headquartered in Boston, Massachusetts.

Visana Health, Inc. engages in the provision of health, wellness and fitness solutions. It empowers women with endometriosis and other menstrual pain conditions to take control of their healthcare by building habits proven to reduce symptoms and connecting patients with specialist physicians. The company was founded by Joseph M. Conolly in 2019 and is headquartered in Minneapolis, MN.

BVP Management Company LLC (BVP) is a private equity firm founded in 2019 by Steve M. Lebowitz. The firm is headquartered in New York.

Part of Techone BV, Threadstone Capital is an American company that provides financial advisory services.