Peter Blum

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Founded in 1935, Morgan Stanley & Co., Inc. (India) is a company that provides securities brokerage services. Part of Morgan Stanley, the company is based in Mumbai, India.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

NorthStar Medical Radioisotopes LLC develops and markets nuclear products. The firm offers products and services for diagnostic and therapeutic radioisotopes. The company was founded by George P. Messine and Glenn H. Isensee in 2006 and is headquartered in Beloit, WI.

Cassel Salpeter & Co. LLC operates as an independent investment banking firm that provides advice services. It offers mergers and acquisitions, valuations, fairness & solvency, re-structuring, advisory services and capital raising services to the banks and commercial finance companies. The company was founded by James S. Cassel and Scott E. Salpeter in 2010 and is headquartered in Miami, FL.

CollPlant Ltd. specializes in the development and commercialization of medical products. It develops and commercialize tissue repair products for orthobiologics and advanced wound care markets. The company was founded by Tsafrir Feigin Yehuda and Oded Shoseyov in 2004 and is headquartered in Ness Ziona, Israel.

Sotera Wireless Inc. develops medical devices. It develops, markets, and sells a vital signs monitoring solution. It offers ViSi Mobile System, a platform for vital signs monitoring solution that is designed to keep clinicians connected to their patients. The company was founded in 2004 and is headquartered in San Diego, CA.

Heritage Group LLC (Heritage Group) is a Private Equity/Venture Capital firm founded in 1986 by Rock A. Morphis and David G. McClellan. The firm is headquartered in Nashville, Tennessee.

IHC Health Services, Inc. operates as a holding company and owns hospital. The company is headquartered in Salt Lake City, UT.

Chicago Pacific Capital LP (Chicago Pacific Capital) is an independent private equity firm founded in 2014 by Mary Tolan, Larry Leisure and Vance Vanier. The firm is headquartered in Chicago, Illinois with an additional office in San Francisco, California.

Part of IHC Hospitals, Inc., Selecthealth, Inc. is a nonprofit health plan that simplifies healthcare for over 1 million members across the mountain west. The company is based in Murray, UT. Selecthealth is committed to helping people live the healthiest lives possible through simple, sincere, and seamless experiences and products. The company offers commercial and government medical plans, as well as dental, vision, and pharmacy benefit management. Selecthealth's goal is to provide quality and affordable care to its members. The company was founded by David A. Burton, and Robert T. Hitchcock has been the CEO of the company since 2022.

Intalere, Inc. provides healthcare supply chain, revenue and facility management services. The firm focuses on elevating the health of healthcare by designing solutions for member's financial, operational and clinical performance. The company was founded in June 1986 and is headquartered in St. Louis, MO.

ExceleraRx Corp. operates as a healthcare company. The firm specializes in health system specialty pharmacy, IDN specialty pharmacy, pharmaceutical and health information technology. The company was founded in 2012 and is headquartered in Minneapolis, MN.

The Salt Lake Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Salt Lake City, UT. The CEO of the company is Derek Miller.

The Methodist Hospital owns and operates general medical hospitals. The firm provides services for cancer, gastroenterology and GI surgery, neurology and neurosurgery, orthopedics, and sports medicine and transplant. The company was founded in 1919 and is headquartered in Houston, TX.

Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT.