Jason Chen

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients.

Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm.

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.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

CertainTeed Corp. manufactures building materials. It offers glass, insulating materials, cement, windows and patio doors, fence, decking, railing, foundations, pipes, and iron products. The company was founded by George Brown in 1904 and is headquartered in Malvern, PA.

Arcataur Capital Management LLC (Arcataur) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2003 and is wholly-owned by Ignatius L. Smetek. Arcataur provides portfolio management services to individuals, trusts, corporations and other commercial entities, pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, religious organizations, foundations, endowments, and municipalities.

The Innovation Factory LLC (The Innovation Factory) is an incubator firm headquartered in Duluth, Georgia. The firm is founded by Thomas D. Weldon and Charles E. Larsen in 1999.

Radar Partners LLC (Radar Partners) is a venture capital firm founded in 2005 by Kevin Compton, Guillermo Arregui Sunsundegui and Doug Mackenzie. The firm is headquartered in Palo Alto, California.

BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

LBC Credit Management LP (LBC Credit Partners) is a private equity subsidiary of Independence Capital Partners LLC, founded in 2005 by John J. Brignola and Nathaniel R. Cohen. The firm is headquartered in Philadelphia, Pennsylvania.

National Adoption Center provides adoption services. The non-profit company is based in Philadelphia, PA.

China Life Investment Holding Co., Ltd. manages assets. Its investment business areas include private equity, healthcare, senior living and health, real estate, infrastructure, assets and enterprises management. The company was founded in 2007 and is headquartered in Beijing, China.

Bohai Industrial Investment Fund Management Co., Ltd. is an independent private equity firm founded in 2006. The firm is headquartered in Tianjin, China.

Temple University Hospital, Inc. owns and operates a healthcare centre. The company provides pulmonology, cardiology, gastroenterology, hematology, nephrology, oncology, neurology, ophthalmology, otorhinolaryngology, and bone marrow transplantation services. Additionally, it offers heart, lung, kidney, and trauma surgery; maxillofacial surgery; psychiatry; radiation oncology; and diagnostic imaging services. The company also provides treatment of infectious diseases and diabetes. The company was founded in 1992 and is headquartered in Philadelphia, PA.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA.

PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals.

JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore.

BNY Mellon IHC LLC provides investment services. The company is headquartered in New York, NY.

Shanghai Lujiazui Finance & Trade Zone United Development Co., Ltd. engages in real estate development. Its business activities include infrastructure construction, real estate management, and engineering contracting and advisory services for investors. The company was founded on October 28, 1991 and is headquartered in Shanghai, China.

Empactful Capital LLC (Empactful Capital) is a private equity/venture capital firm founded in 2016 by Sal Detrane and Arnold Silverman. The firm is headquartered in Doylestown, Pennsylvania.

IHS Markit engages in the provision of information, analytics, and solutions. The company is headquartered in Southfield, MI.

Armistice Capital LLC is an independent hedge fund manager and SEC-registered investment advisor headquartered in New York City. The firm was founded in 2012 by Steven Boyd. They provide discretionary investment advisory services to private investment funds and to a separately managed account client, which is also a private investment fund.

Zwivel LLC is an all-encompassing plastic surgery platform. The company was founded by Gary Breslow and Craig Abramowitz in 2012 and is headquartered in Paramus, NJ.