Jason Mayers

The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska.

Partners Capital Investment Group LLP (Partners Capital) is a SEC-registered investment advisor and holding firm headquartered in Boston, Massachusetts. The firm was founded by Stanley "Stan” Miranda in 2001. Partners Capital provides investment advice related to overall asset allocation, asset allocation within asset classes and investment product recommendations. They work with individuals, foundations, endowments, family offices, pension funds and other types of institutions.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY.

Air Liquide America LP supplies industrial and medical gases. It offers oxygen, nitrogen, hydrogen and many other gases to the steel, oil refining, chemistry, glass, electronics, paper, metallurgy, food-processing, healthcare and aerospace industries. The company is headquartered in Houston, TX.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

Memorial Hermann Health System operates as a non-profit organization that provides healthcare services. It specializes in back pain and spine care, cancer, children's health, digestive health, emergency services, heart and vascular care, neurosurgery, neurology, stroke, orthopedics, sports medicine, rehabilitation and physical therapy, sleep medicine, transplant center, weight loss, and women?s health and maternity. Its services include alcohol and drug rehabilitation, diabetes education, home care, hospice, and medical equipment. The organization was founded 1907 and is headquartered in Houston, TX.

Part of Pop Mart International Group Ltd., Beijing Pop Mart Cultural & Creative Co., Ltd. is an online store that specializes in figurines, toys, collectibles, and accessories. The company is based in Beijing, China. The Chinese company was founded in 2010 by Ning Wang, who has been the CEO since 2010.

Xiangsheng Industrial Group Co. Ltd. operates as an investment holding Chinese company. The private company is based in Zhuji, China.

Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings.

CLI Ventures (CLI Ventures) is a venture capital division of Cheerland Investment Group founded in 2014 by Zhi Li. The firm is headquartered in Palo Alto, California.

Corsair Capital Management LP (CCM) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jay R. Petschek in 2002. CCM serves as the investment manager/adviser of private investment funds that are intended for high net- worth individuals and institutional investors.

First National Bank of Omaha engages in the provision of corporate banking, investment banking, retail banking, wealth management, and consumer lending services. The company was founded by Herman Kountze and Augustus Kountze in 1857 and is headquartered in Omaha, NE.

Omaha Children's Museum operates as a museum for children. The private company is based in Omaha, NE.

Blue Sky eLearn LLC engages in the provision learning management system and virtual event services. It also offers path LMS and eClinical products, webinars, live streaming, and learning strategy and development services. The firm serves associations, legal and professional education, and clinical industries. Blue Sky eLearn was founded by Philip G. Forte in 2002 and is headquartered in San Diego, CA.

Rx Savings LLC operates as pharmacy transparency solution. It develops patented engagement software system empowering employers and employees to be educated consumers of healthcare. The company was founded by Michael Rea in 2008 and is headquartered in Overland Park, KS.

Northstar Capital LLC (Northstar Capital) founded in 1993 by Scott L Becker and Douglas E. Mark. The firm is headquartered in Minneapolis, Minnesota.