Jake Barnes

UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Boka Sciences, Inc provides biotechnology services. It develops human hydration assessment tests using biomarkers. The company was founded by Andrew Byars and is headquartered in Santa Barbara, CA.

Part of Cambium Learning Group, Inc., LAZEL, Inc. provides online non-downloadable software that helps students understand mathematical and scientific concepts through interactive materials.

Penblade, Inc. designs, develops, and manufactures safety scalpels for use in surgical applications. The company was founded by Branden D. Rosenhan in 2013 and is headquartered in Salt Lake City, UT.

McGraw-Hill Education, Inc. publishes and distributes educational content, software and services. The firm operates through four segments: Higher Education, K-12, International and Professional. The higher education segment relates to the development of product across all disciplines, the K-12 segment relates to content development and the international segment relates to locally developed products or adaptations and translations of existing higher education, K-12 and professional products in both digital and print format. The professional segment relates to new titles and revisions, similar to the higher education segment, and include activities related to the creation of the actual product. The company was founded by James Hill McGraw in 1888 and is headquartered in New York, NY.

ImageTag, Inc. develops software for content and document imaging, archiving and data processing. The firm’s solutions include A/P automation, expense management, forms automation, sales automation, onboarding automation and tailored automation. The company was founded by Steven W. Irons in 1997 and is headquartered in Chandler, AZ.

Prairie Capital Management LLC (PCM) is a wealth management firm headquartered in Kansas City, Missouri. The firm was founded in 1995 and was acquired by UMB Financial Corp. (NASDAQ: UMBF) in 2010. PCM provides wealth management and investment consulting services to high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the US through offices in the Kansas City, Chicago and Dallas metropolitan areas.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

Part of Insight Enterprises, Inc., Insight Software Services, Inc. (Delaware) provides information technology, technical recruiting and consulting services. The company is based in Wilmington, DE. The company was founded in 2003 by Kurt Bunney. Insight Software Services, Inc. (Delaware was acquired by Insight Enterprises, Inc. from DCA Partners LLC on October 01, 2011.

Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets.

Penn Foster Education Group, Inc. provides distance learning courses. The firm offers coaching and support to students through academic, professional and personal support from its faculty, student services team and online student community. The company was founded by Thomas J. Foster in 1890 and is headquartered in Scranton, PA.

Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers.

TargetX.com LLC engages in the development of cloud based enterprise solutions to colleges and universities. Its product features build community with schools app, connect prospects to admissions, drive growth with insights, and manage walk-ins with engage. The company was founded by Brian William Niles and Michael Crusi in 1998 and is headquartered in Philadelphia, PA.

Bryant & Stratton College, Inc. is engaged in the provision of college education. It offers bachelor and associate degrees, and certificate programs. The company was founded by H. B. Bryant, H. D. Stratton, and J. C. Bryant in 1854 and is headquartered in Buffalo, NY.

Part of Industrial & Commercial Bank of China Ltd., the company is based in Shanghai, China. The Chinese company provides commercial banking services.

Academic Partnerships LLC assists public universities and colleges in the transition to online courses and online degree programs. It assists institutions with the conversion of their traditional degree programs and certificates into an online format, recruit qualified students and support enrolled students through graduation. The firm offers market research and strategy, academic, partner support, marketing, enrollment, student retention and strategic partnership services. The company was founded by Randy Best in 2007 and is headquartered in Dallas, TX.

Founded in 2012, Interval Partners LP is a registered investment advisor and hedge fund manager located in New York City. The firm provides discretionary investment advice to private investment funds and certain separately managed accounts.

Pragmatic Institute LLC provides data science education and marketing training services. It offers training, consulting services and an online community for technology product managers and marketers world-wide. It offers product management, product marketing, data science courses. The company was founded in 1993 and is headquartered in Scottsdale, AZ.

Learnlaunchx Management LLC (LearnLaunch) is a venture capital firm founded in 2012 by Jean Hammond. The firm is headquartered in Boston, Massachusetts.

Esme Learning Solutions, Inc. is an AI-enabled digital learning company that offers online executive education courses in partnership with leading universities. The company is based in Newton, MA and has subsidiaries in the United States. Esme Learning Solutions provides a wide range of innovative online courses that help executives gain technical skills and learn business best practices from experts in frontier fields such as fintech, cybersecurity, AI leadership, and health tech. The courses blend high-quality video, live simulations, interactive media, and small group exercises with top learning design principles. The company was founded in 2019 by Elizabeth B. Porter and David L. Shrier, with David L. Shrier serving as the CEO since incorporation.

Higher Ed Growth LLC provides higher education marketing solutions to non-profit and for profit schools. It offers proprietary tools focusing on lead generation, management and nurturing, in-house variable data printing and mailing, web designing, online interactive communications, and enrolment consulting. The company was founded by Frank Healy, Adam Carlson and Eric Flottmann in June 2007 and is headquartered in Tempe, AZ.