Adam Kelsey

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.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

CarrAmerica Realty Corp. operates as a real estate investment trust. The firm focuses on the acquisition, development, ownership, and management of office properties in the United States. The company was founded in 1992 and is headquartered in Washington, DC.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

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.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.

Brintons Carpets Ltd. designs and manufactures carpets for residential and commercial markets. It offers design, sampling, project management, quality assurance, installation and aftercare services. The firm serves hotels, airports, restaurants, convention centers, public spaces, gaming, healthcare, leisure and marine markets. The company was founded by William Brinton in 1783 and is headquartered in Kidderminster, the United Kingdom.

Argand Partners LLC (Argand Partners) private equity firm founded in 2015 by Heather Faust, Howard D. Morgan and Tariq Osman. The firm headquartered in New York.

Vineyard Vines LLC engages in the design, manufacture, and sale of branded apparels. The firm offers ties, belts, boxers, tote bags, flip flops, pants and shorts, outerwear, swimwear, and polo shirts. The company was founded by Shepherd Murray and Ian Murray in 1998 and is headquartered in Stamford, CT.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

SKY Harbor Capital Management LLC (SKY Harbor) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was co-founded by Hannah Strasser and Anne Yobage in 2011. They are a subsidiary of SKY Harbor Capital Holdings LLC, ultimately owned by ECN Kessler Holdco LLC. SKY Harbor exclusively focused on the management of portfolios and funds of high yield bonds and leveraged loans for global institutional investors and private wealth advisors. SKY Harbor is a signatory of the Principles for Responsible Investment (PRI) and a participant in the UN Global Compact.

Creation Investments Capital Management LLC (Creation Investments Capital) is a private equity firm founded in 2007 by Patrick Thomas Fisher and Kenneth D van der Weele. The firm is headquartered in Chicago, Illinois with offices in Bangalore, Dallas, New York, and Mexico.

StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York.

Part of Deloitte LLP (New York), Deloitte Services LP is a professional services network that provides audit & assurance, consulting, risk and financial advisory, risk management, and tax services to selected clients. The company is based in Washington and offers industry-leading services to many of the world's most admired brands, including 80 percent of the Fortune 500. As a member firm of Deloitte Touche Tohmatsu Limited, they are proud to be part of the largest professional services network, serving clients in the markets that are most important to them.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY.