Andrew Craig Stephens

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Dynamis Software Corp. provides software solutions for insurance brokers. It offers Dynamic Plan Designer solution that models benefit plans in a visual format. The firm software tool enables brokers to compare plans, provide real-time cost updates, model funding options, store medical and Rx plans. The company was founded by Andy Nunemaker and Mark Priestaf in 2012 and is headquartered in Milwaukee, WI.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

The Equitable Life Assurance Society Ltd. provides life insurance services. It offers services include insurance, annuities, pensions and permanent health insurance. The company was founded in 1762 and is headquartered in Aylesbury, the United Kingdom.

Mason Wells Inc (Private Equity)(Mason Wells) is a private equity subsidiary of Marshall & Ilsley Corporation founded in 1998 by John Thomas Byrnes. The firm is headquartered in the Milwaukee, Wisconsin.

Yamaha Corp. of America supplies musical instruments. It offers pianos and electronic keyboards, woodwind and brass instruments, guitars and drums. The firm also distributes professional audio and live sound reinforcement gear. It supplies home audio and video equipment, including stereo receivers, home theater systems, DVD and CD players, loudspeakers, and video displays. The company was founded in 1960 and is headquartered in Buena Park, CA.

National Association of Music Merchants, Inc. operates an association of manufacturers of musical instruments. The firm?s services include creates music making opportunities foe people of all ages, funding groundbreaking music research and advocating for music education. The company was founded in 2006 and is headquartered in Carlsbad, CA.

National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds.

Booz Allen & Hamilton International provides management and technology consulting services. The company provides services to international corporations and governments around the world. It was founded in 1914 and is located in McLean, VA.

Dedicated Computing LLC manufactures embedded, single-purpose computers and assemblies. It offers hosting and managed services, network and infrastructure, assessments and training, collaboration, and software development solutions. The company was founded in 1978 and is headquartered in Waukesha, WI.

NameProtect, Inc. provides brand asset protection and online market intelligence services. Its services include filtered and actionable e-Market intelligence supporting the protection of brand assets, recovery of diverted revenues and detection of online identity theft & fraud. The company was founded in 1997 and is headquartered in Madison, WI.

Wisconsin Technology Council provides science and technology advisory services to the Governor and the Legislature. The company was founded in 2001 and is headquartered in Madison, WI.

TeraMedica, Inc. operates as a medical informatics company. It offers digital x-ray systems, to the Synapse brand of PACS, RIS and cardiovascular products, to advanced women’s health imaging systems. The company was founded in 2001 and is headquartered in Milwaukee, WI.

DANSR acts as musicians. Its products include reeds, mouthpieces, ligatures, accessories, and saxophone. The company is headquartered in Champaign, IL.

Cincinnati Bengals, Inc. owns and operates a professional American football franchise. It also offers sports merchandise, match tickets and collectable game items. The company founded in 1937 by Paul Brown and is headquartered in Cincinnati, OH.

Options Solutions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Ilinois. The firm was founded in 2020 and is principally directly or indirectly owned by their founders, Michael Brodsky and Steven Sears. Options Solutions provides discretionary investment advice to separately managed accounts (SMAs) and one or more pooled investment vehicles structured as private funds.

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.

Main Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by four founding partners in 2002. Main Management offers a variety of investment advisory services to various clients.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

World T.E.A.M. Sports operates athletic events for both disabled and able-bodied citizens. The private company is based in Dorchester, MA. The company was founded by James M. Benson and is currently led by CEO Van Brinson.