John Melville Foehl

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

Merchants Mutual Insurance Co., Inc. provides mutual property and casualty insurance services. The company is headquartered in Buffalo, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

ESPN, Inc. engages in the provision of multinational and multimedia sports entertainment services. It offers cable sports broadcasting services with seven domestic networks including its ESPN, ESPN2, ESPN Classic, ESPN HD, and ESPNEWS. The company was founded by William Rasmussen in September 7, 1979 and is headquartered in Bristol, CT.

Conning Research & Consulting, Inc. is a broker-dealer headquartered in Hartford, Connecticut. The firm is a subsidiary of Conning & Co. and their ultimate parent is Cathay Financial Holdings Co. Ltd. (TPE: 2882). They offer an array of specialty information products and services, providing analysis of both performance and key issues confronting the insurance industry. Their coverage areas include the property-casualty, life-annuity, and health insurance industries.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

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.

Sarros Securities provides brokerage services. The private company is based in Athens, Greece.

Kaleida Health provides comprehensive healthcare services and care facilities. Its services include clinic, specialty centers, school based health centers, and health and patient services. The company was founded in 1998 and is headquartered in Buffalo, NY.

Invest Buffalo Niagara, Inc. provides professional advanced research, marketing, and project management services to companies requiring economic development assistance. The company was founded in 1999 and is headquartered in Buffalo, NY.

The Learning House, Inc. designs and develops online education programs and courses. Its services include product development, market research, marketing and lead generation, admissions and enrollment management, student retention, curriculum development and management, faculty training, professional development, learning management systems and technical support. The company was founded by Denzil Edge and Sharon M. Edge in 2001 and is headquartered in Louisville, KY.

John A. Van Deusen & Associates, Inc. provides engineering and business consulting services. It offers capital planning, contract administration, initial equipment evaluation, maintenance and quality control evaluation, modernization, new construction, peer review, and program management services. The company was founded by John A. Van Deusen in 1980 and is headquartered in East Hanover, NJ.

J. Martin Associates, Inc. provides engineering and consulting services. It offers new construction and design, modernization, equipment & maintenance evaluation, quality control audits, life cycle analysis, repair, upgrading and inspection of elevators/escalators. The company was founded in 1989 and is headquartered in Mahwah, NJ.

Weld North LLC (Weld North) is a private equity subsidiary of Weld North Holdings LLC founded in 2010 by Jonathan N. Grayer. The firm is headquartered in Stamford, Connecticut.

Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients.

Brillio LLC provides consulting software services. It offers cloud transformation, intelligent enterprise, modern engineering, technology, design and consulting services. The company was founded by Raj Mamodia in 2014 and is headquartered in Santa Clara, CA.

Performance Matters LLC provides data warehousing and business intelligence solutions. Its services include free webinar series, professional development, customer relationship management and implementation management. The company was founded by Woody Dillaha and James Waters in 2003 and is headquartered in Sandy, UT.

Waterproof Studios, Inc. operates as a full services production studio. It offers gaming, animation, and visual fx. The company was founded by Kyle Stevenson in 2012 and is headquartered in Vancouver, Canada.

TessPay Inc. operates as a payment platform. It develops a supply chain finance platform that utilizes blockchain technology to provide payment assurance and liquidity through a supply chain. The company was founded by Jeff Mason on July 17, 2017 and is headquartered in Fort Myers, FL.

Sherman Theatrical Entertainment is a musical theatre and British entertainment company that focuses on theatrical production and music publishing and licensing. The company is based in London, UK. Andrew Jordan Kaplan and Bret Jason Goldin have been the CEOs since 2021. The company builds on the 100-year-old Sherman family legacy portfolio, best known for film song scores such as Mary Poppins and Chitty Bang and theme park songs such as It's a Small World After All. The company was founded in 2021 by Bret Jason Goldin, Andrew Jordan Kaplan, and Robert Jason Sherman.