Steve Schabel

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

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.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

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.

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.

Starface World, Inc. discover cruelty free and vegan hydrocolloid pimple patches. The company was founded by Brian Bordainick and is headquartered in Wallingford, CT.

MomoMilk LLC engages in the manufacturing of bakery products. The firm also sells its products online. Its products cakes, pies, cookies, and cake truffles. The company was founded by Christina Tosi in 2008 and is headquartered in Brooklyn, NY.

Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.

Insignia Capital Group LLC (Insignia Capital Group) is a private equity firm founded in 2011 by David L. Lowe, Tony Broglio and Mel E. Deane. The firm is headquartered in Walnut Creek, California.

PSCU, Inc. engages in the provision of traditional and online financial services to credit unions. It offers debit or ATM, lending, integration services, data and analytics, prepaid, risk management, digital payments, call center, bill pay, and integration services. The company was founded in 1977 and is headquartered in St. Petersburg, FL.

Thor Equities LLC invests as a principal in retail, office, hotel and mixed-use properties. The firm invests in & around metropolitan areas throughout the United States and manages the properties. The company comprises of two divisions, which are Thor Properties, specializing in trophy commercial real estate in urban settings and Thor Urban Development, focusing on retail real estate in urban ethnic markets. The company was founded by Joseph J. Sitt in 1986 and is headquartered in New York, NY

DialogDirect, Inc. provides insights-driven marketing solutions. It offers lead generation, end-to-end integrated marketing, customer engagement, and order management. The firm serves the automotive, education, healthcare, insurance, pharmaceutical and transportation industries. The company was founded in 2009 and is headquartered in Highland Park, MI.

Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors.

Derris & Co. operates as communications agency. It offers brand consultancy through strategy and positioning. The company was founded by Jesse Derris in 2013 and is headquartered in New York, NY.

Sunshine Sachs is a public relations consulting firm. The private company is based in New York.

Torch Capital Management LLC (Torch Capital) is a venture capital firm founded in 2016 by Jonathan Keidan. The firm is headquartered in New York.

Amity Supply, LLC (Amity Supply) is a venture capital firm founded in 2017 by Jesse Derris. The firm is headquartered in New York.

Baboon Mega Corp., Inc. designs and manufactures duffel bags. It offers waterproof, tearproof, and for those planning exotic adventures and machete-proof bags. The company was founded by Andrew Person, Michael Kushner and Trey Sisson in 2007 and is headquartered in New York, NY.

Everlane, Inc. operates as an online retailer of clothing and accessories for men and women. Its products include shirts, tees, sweaters, dresses, pants & shorts, swim & sport, outerwear, bags, backpacks & weekenders, shoes and gift cards. The company was founded by Michael Preysman and Jesse Farmer in 2010 and is headquartered in San Francisco, CA.

Glossier, Inc. provides online beauty products. It delivers newsletters and information in various categories, such as product recommendations, tutorials, makeup looks, culture, visual inspiration, shopping, video, and conversational first-person interviews with fashion's top ladies. The firm's platform also provides information related to backstage, fragrance, hair, health, lips, makeup, models, nails, and skincare. The company was founded by Emily Weiss, Michael Harper, and Nick Axelrod in September 2010 and is headquartered in New York, NY.

Harry's, Inc. designs, manufactures, and markets men's shaving products. Its products include starter sets; refills such as blades and shaving cream; and shave supplies including winter kit, shave cream, foaming shave gel, after shave moisturizer, and shave handles. The company was founded by Andy Katz-Mayfield and Jeffrey J. Raider in 2013 and is headquartered in New York, NY.