Kevin Lutz

Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities.

The Edgar Lomax Co. (ELC) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded in 1986 by Randall Eley. ELC serves institutional and high-net-worth clients through its separate accounts product, and retail clients through its mutual fund, the Edgar Lomax Value Fund.

Whitebox Advisors LLC (Whitebox) is an independent, SEC-registered investment advisor and alternative asset manager headquartered in Minneapolis, Minnesota. Founded in 1999, Whitebox manages and advises private investment funds. They also offers advisory services to separately managed accounts.

Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds).

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities.

Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

EPIQ Partners LLC (EPIQ) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Daniel R. Aronson in 2012. EPIQ provides comprehensive investment counseling for individuals, families, and related business entities.

Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.

United Way of Greater Los Angeles is a non-profit organisation. It creates pathways out of poverty for its most vulnerable neighbours. The company ensures long-lasting results through policy-making and influencing local leaders. It fights for the education, housing, and financial stability of everyone in LA County. The company is headquartered in Los Angeles, CA.

Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.