Jennifer Concannon

Forstmann-Leff International, Inc. provides investment management services. The private company is based in New York, NY.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

mFoundry, Inc. provides mobile financial services. Its mobile banking and mobile payments solutions are based upon a market-proven platform that was designed to help their clients create deeper, more valuable relationships with their customers. The company was founded by Rodney Aiglstorfer in 2004 and is headquartered in San Francisco, CA.

The Mather Group LLC (TMG) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Stewart Mather in 2011. They are a subsidiary of Mather Holdings LLC, ultimately owned by The Vistria Group LP. TMG provides combined financial planning, investment management, tax and estate planning, and family office services to primarily high net-worth individuals.

SmartSky Networks LLC develops 4G air-to-ground broadband connectivity and communication systems. It also offers engine and airframe monitoring, analytics and predictive maintenance, turbulence mapping, and data sensor collection services. The company was founded by Ryan Mitchell Stone, Eric L. Legvold, E. Stan Eskridge, Jr., and Paul C. Sameit in 2011 and is headquartered in Charlotte, NC.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Blue Point Capital Partners LLC (Blue Point Capital Partners) is a private equity firm founded in 1990. The firm is headquartered in Cleveland, Ohio with additional offices in Charlotte and Seattle.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

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.

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

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois.

Part of The ODP Corp., Forstmann-Leff International LLC is a company that provides investment advisory services. The company is based in New York, NY.

Planes Moving & Storage, Inc. engages in the provision of trucking, logistics, and storage services. It offers local moving, long distance moving, packing services, storage, and global moving. The company was founded in 1921 and is headquartered in West Chester, OH.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

Class Valuation LLC engages in the provision of real estate asset valuation and appraisal management solutions for the residential mortgage industry. The company was founded in 2009 and is headquartered in Troy, MI.

Colibri Group LLC provides online learning solutions to licensed professionals. The firm's brands include McKissock, Real Estate Express, The Institute for Luxury Home Marketing, Elite Professional Education and Superior School of Real Estate. It serves real estate, healthcare, personal care and financial services industries. The company was founded by Richard McKissock and Matthew Richard McKissock in 1989 is headquartered in St. Louis, MO.

Nationwide Marketing Group LLC provides marketing consulting services. It offers training, web, and digital content and high definition commercials. The company is headquartered in Winston-Salem, NC.

Carnegie Learning, Inc. provides transformational mathematics education products and services. It offers research-proven mathematics software, textbooks, professional learning, and data analysis services for middle, high school, and college students. The company was founded by Kenneth R. Koedinger, John Anderson, Albert Corbett, William Hadley, and Steven Ritter and is headquartered in Pittsburgh, PA.