J. Kelly Richardson

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA.

Securus Medical Group, Inc. develops clinical tools to monitor core body temperature within body cavities. The firm develops tissue temperature monitoring and mapping systems. The company was founded by John T. Garibotto on June 24, 2011 and is headquartered in Cleveland, OH.

Smart Wires, Inc. operates as an energy grid solutions company. It specializes in energy integration, transmission, and congestion management. The company was founded by Woddy Joe Gibson in 2010 and is headquartered in Durham, NC.

Fish People Corp. sells fish and seafood's. Its products include seafood kits, soups, entrees, frozen seafood fillets and for chefs. The company is headquartered in Portland, OR.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Stoel Rives LLP provides full suite of transactional and litigation solutions for U.S. and international clients. Its practice areas include corporate, energy, environmental, intellectual property, labor and employment, land use and construction, litigation, natural resources, real estate, renewable energy and technology law. The firm?s clients include financial institutions, public and private utilities, energy and renewable energy companies, developers, manufacturers, retailers, hospitals, universities, agribusinesses, software companies, food and beverage companies, charitable foundations, telecommunications and forestry companies, among others. The company was founded in 1907 and is headquartered in Portland, OR.

IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

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.

Part of ON Semiconductor Corp., American Microsystems, Inc. provides a secure digital asset custodial wallet service. The company is based in San Diego, CA. The company's advanced encryption technology and hierarchical threshold signature ensure that your assets are under your own control and safely secured.

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.

Tryton Medical, Inc. manufactures and sells stent systems for the treatment of bifurcation lesions. Its tri-zone technology provides scaffolding within the side branch, radial strength in the transition zone and minimal coverage in the main vessel zone. The firm also provides side branch stent systems which are used to treat a range of bifurcated lesions. The company was founded by H. Richard Davis, Aaron V. Kaplan and Dan Cole in 2003 and is headquartered in Durham, NC.

Source Global LLC provides information technology outsourcing services. It is a subsidiary of Phoenix India Acquisition Corp. The company is headquartered in New York City, NY

The Northwest Area Foundation engages in the provision of jobs and financial capability for under-resourced communities. The company was founded by Louis W. Hill in 1934 and is headquartered in St. Paul, MN.

Part of Morgan Stanley, Hyas Group LLC is a company that provides investment advisory services. The company is based in Portland, OR. The company was founded in 2008 by Dale Parker. Hyas Group was acquired by Morgan Stanley Smith Barney LLC (Investment Management) on September 01, 2021.

CTC Consulting is a premier investment consulting firm recognized for its proven ability to formulate investment strategies and its deep research capabilities focused on high-net-worth clients. Harris myCFO, LLC is a leading provider of integrated investment and wealth advisory, implementation, and reporting services for high-net-worth clients. Clients of the combined entity will be able to take advantage of a broader, deeper scope of services all backed by the financial strength of BMO Financial Group.

Good Therapeutics, Inc. operates as a biotechnology company. It develops "context-dependent" protein drugs that sense biomarkers and respond with a therapeutic activity. The company was founded by John Mulligan in 2016 and is headquartered in Seattle, WA.

Fervo Energy commercializes geothermal technologies to operate geothermal assets. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Claros Technologies, Inc. is an advanced materials company that designs and develops sustainable materials and solutions for a circular economy. The company is based in St. Paul, MN and was founded by Michelle Bellanca and Abdennour Abbas. The company has pioneered remarkable technology that’s embedded into textile fibers at the molecular level. The company's mission is to use the latest advancements in science and engineering to innovate solutions that enable sustainable use, recovery, and reuse of natural resources. The company offers claros zioshield and ziofresh antimicrobial products, which may not be available in all areas. Michelle Bellanca has been the CEO since incorporation.

3x5 Partners LLC (3x5 Partners) is a venture capital firm founded in 2011 by Tony Arnerich and Nicholas Walrod. The firm is headquartered in Portland, Oregon.