Todd Haring

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

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.

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.

ExchangeLodge LLC engages in the development of data integration platform for the alternative asset management industry. It provides solutions to private equity firms, hedge funds, fund of funds, infrastructure funds, and credit funds. The company was founded by James Haluszczak and is headquartered in Pittsburgh, PA.

iraLogix, Inc. develops technology for individual retirement accounts solutions. Its software technology enables partners to accelerate growth and market share while reducing internal administration and servicing costs associated with accounts of all sizes. The company was founded by Luis Burgos and Joseph Hipsky and is headquartered in Pittsburgh, PA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Numoola LLC is a company that offers an intelligent family banking app designed to help kids prepare for a better financial future. The company is based in Pittsburgh, PA and was founded by Tim A. Haluszczak, Luis Burgos, and James Haluszczak. The app combines real money, gamification, and agification to provide kids with real-world financial literacy experience, including budgeting, spending, donating, and investing. James Haluszczak has been the CEO since incorporation.

New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

Port Discovery Children's Museum is a top-rated museum that is located in Baltimore, MD. The museum's mission is to educate children and inspire curiosity. Port Discovery offers a variety of interactive exhibits and programs that encourage children to learn through play.

Pfingsten Partners LLC (Pfingsten Partners) is a private equity firm founded in 1989 by Thomas Steven Bagley. The firm is headquartered in Chicago, Illinois.

Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ.

ZelnickMedia Corp (ZelnickMedia) is a Private Equity firm founded by Strauss H. Zelnick and Ben Feder in 2001. The firm is headquartered in New York.

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.

Founded in 2000, TowerBrook Capital Partners LLC, formerly Soros Private Equity Partners LLC, is a transatlantic private equity firm headquartered in New York City with an additional office in London.

Baker Capital Corp. (Baker Capital) is a private equity firm founded in 1995 by John C. Baker and Henry G. Baker. The firm is headquartered in New York.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

NMF SLF I, Inc. operates as an investment fund. The company is headquartered in New York, NY.

Citrin Cooperman & Co. LLP engages in the provision of accounting and business advisory services. It offers assurance, tax, and advisory services including international taxation, accounting advisory and private client services. The company was founded by Niles L. Citrin and Joel A. Cooperman in 1979 and is headquartered in New York, NY.

New Mountain Finance AIV Holdings Corp. is a closed-end, non-diversified management investment company. The company was founded on March 11, 2011 and is headquartered in New York, NY.

National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

New Mountain Finance Advisers BDC LLC (New Mountain Finance) is a private equity firm founded in 2010. The firm is headquartered in New York.

New Mountain Finance Holdings LLC engages in the investments in public and private defensive growth companies located in the US. The firm also provides financing in the form of equity, mezzanine and debt. It focuses on education, healthcare, logistics, specialty chemicals and materials, business services, federal IT services, media, software, insurance, consumer products, financial services and technology, infrastructure and energy sectors. The company was founded on October 29, 2008 and is headquartered in New York, NY.

New Mountain Guardian III BDC LLC invests in middle market companies located in the United States with EBITDA ranging from USD10 to 200 million. The fund targets companies operating in the field of enterprise software, business services, health services and health technology. It provides financing in the form of credit for buyout capital requirements with an investment size up to USD 200 and makes secondary purchases.

New Wellness Investment LP provides investment services. The private company is based in New York, NY.

Bruckmann, Rosser, Sherrill & Co., LLC (BRS) is a private equity firm founded in 1995 by Bruce Bruckmann, Harold Rosser and Stephen Sherrill. The firm is headquartered in New York.

Community Capital Technology, Inc. is a digital platform that optimizes the management of loan portfolios. The company is based in New York, NY. The company's loan transaction marketplace provides a simpler, more cost-effective, and transparent way for regional banks, community banks, credit unions, and other non-bank originators or credit investors to buy, sell, and/or participate in loans of any type. The company was founded in 2017. The CEO is Garrett Smith.

PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas.

Aduro Advisors LLC is a fund administration firm that provides comprehensive fund accounting services to venture capital and private equity firms. The company is based in Denver, CO and has subsidiaries in the United States. The company uses its proprietary technology, FundPanel.io, and a team of industry veterans to deliver customized solutions to its clients. Aduro Advisors has been supporting the success of over 450 venture firms since 2012. The company was founded in 2012 by Braughm Ricke, who has been the CEO since then.