Corey Gumm

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Selway Asset Management, Inc. (SAM) is an independent investment advisory firm headquartered in Boise, Idaho. Founded in 1967, SAM provides portfolio management services to individuals, high net worth individuals, IRAs, pension and profit sharing plans, charitable institutions, estates, trusts, foundations and corporations.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Redseal, Inc. provides proactive security management solutions. The firm’s solutions include compliance, incident response, vulnerability management and cyber insurance. The company was founded by Scot Malloy, Alain J. Mayer and Brian Laing in 2004 and is headquartered in San Jose, CA.

CarePayment LLC provides healthcare financing services. The company was founded on October 28, 2004 and is headquartered in Lake Oswego, OR.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Arbor Networks, Inc. provides prepackaged software services. It offers Pravail, a cloud-based solution that delivers the situational awareness and security intelligence for enterprise and government networks to detect and mitigate internal and external threats. The company was founded by Farnam Jahanian, Ted Julian, and Robert G. Malan in 2000 and is headquartered in Chelmsford, MA.

Slalom, Inc. provides consulting and technology services. Its services include customer engagement, delivery leadership, experience design, information management and analytics, organizational effectiveness, strategy and operations, and technology enablement. The company was founded by John Tobin and Troy Johnson in 2001 and is headquartered in Seattle, WA.

Oregon State University Foundation (OSU Foundation) is a nonprofit organization founded in 1947 by Robert M. Kerr, Edwin B. Aldrich, and E. C. Sammons with the aid of OSC President A. L. Strand. They are governed by a 42-person Board of Trustees. The firm is dedicated to enhancing the mission of Oregon State University which is headquartered in Corvallis, Oregon. OSU Foundation raises funds that support the university's priorities as well as managing an endowment.

Exterro, Inc. engages in the provision of e-discovery and information governance software. It offers legal hold, legal project management, and e-discovery data management. The company was founded by Bobby Balachandran in 2004 and is headquartered in Beaverton, OR.

Fruit & Flower Day Nursery engages in the operations of child care centers. It offers classes for kindergarten and pre-kindergarten; preschool; transitional preschool; toddlers; and infants. The company was founded by Helen Burrel, Dorthea Eliot, Ellen Eliot, Anna Farrell, Ida Farrell, Antoinette Montgomery, Clara Teal, Frances Warren in 1906 and is headquartered in Portland, OR.

Rock Cos. LLC engages in the provision of property and management acquisition, dispositions, and investor relations. It offers building and managing commercial and residential properties. The company was founded by Jeff Cohen and Steve Rosenthal in 1991 and is headquartered in Detroit, MI.

JTW Partners LLC provides graphic imaging solutions. It offers design, photography, project management, digital content, vendor management and post-install research services. The company was founded in 2008 and is headquartered in Portland, OR.

Malloy & Co. (Malloy) is a private equity firm founded in 1835 by Henry Duncan Malloy. The firm is headquartered in La Jolla, California.

Events.com, Inc. operates a social networking platform. It offers event management software, on site check-in, onsite-sales promotional tools, digital marketing services, virtual events, and sponsorship. The company was founded by Mitchell F. Thrower and Stephen Partridge and is headquartered in La Jolla, CA.

Astia, Inc. provides executive programs that support funding and leadership for women founders and C-level executives in high-tech, life sciences, and clean technology start-ups. The company was founded by Cate Muther in 1999 and is headquartered in Palo Alto, CA.

iSIGHT Security LLC provides cyber threat intelligence services. The company was founded by Jonathan Couch and John P. Watters in 2007 and is headquartered in Milpitas, CA.

Cordant, Inc., dba Cordant Wealth Partners (Cordant), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Portland, Oregon. The firm was founded by William Anfuso in 2009 and formerly known as Private Wealth Northwest, Inc. Cordant offers financial planning and portfolio management services to individuals, high net worth individuals, trusts, estates, and corporations or other businesses.

FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts.

Rescale, Inc. provides software platforms and hardware infrastructure for companies to perform scientific and engineering simulations. It offers high performance computing, comptational fluid dynamics, finite element analysis, and optimization solutions. The company was founded by Joris Poort and Adam McKenzie in 2011 and is headquartered in San Francisco, CA.

Preact, Inc. operates as customer analytics platform that uses individual user activity to identify inflection points. It provides health metrics tailored to each user and account by logging detailed session-level usage of web usage, mobile applications, and server activity. The company was founded by Christopher Gooley and Cory Watilo in 2011 and is headquartered in San Francisco, CA.

Sway Ventures Management LLC (Sway Ventures) is a venture capital firm founded in 2013 by Brian Tyler Nugent. The firm is headquartered in San Francisco, California.

Evantix GRC LLC provides software services. The firm reports and risk scores are used by corporate risk managers, procurement officers, and other business teams to identify, quantify, and manage risk across large businesses, their supply chains, and third party business relationships. The company is headquartered in Newport Beach, CA.

Strategic Marketing, Inc. (Oregon) operates as an digital online marketing agency. Its online marketing includes facebook advertising and facebook business pages. The company was founded by James Piccolo in 2007 and is headquartered in Portland, OR.

GRAIL, Inc. is a healthcare company. It engages in the development of a technology for early detection of cancer. The company was founded by Jeffrey T. Huber, William H. Rastetter, and Mostafa Ronaghi on September 11, 2015 and is headquartered in Menlo Park, CA.

4612 Group LLC (private equity) (4612 Group) is a private equity firm founded in 2016 by Jeffrey Bicksler & J.T. King The firm is headquartered in Atlanta, Georgia.

PlanetTogether, Inc. provides advanced planning scheduling (APS) and management software for production scheduling, design and control, constraints visibility, Gantt, ERP, and MES. The American company offers APS pricing for SAP, AX, and Ross, and solutions for integrated advanced capacity planning and scheduling software for MRP, MES, ERP, line optimization, manufacturing process, and OTD management. PlanetTogether's APS software provides thorough insight for planners/schedulers and offers development, training, and added support for APS advanced planning and scheduling subscription software. The private company's integrated software, such as Factivity MES and APS, offers thorough insight into manufacturing operations and can take operations to the next level. PlanetTogether's APS software also offers resources for capacity planning via infographics and white papers. The company's software can be integrated with ERP, MRP, and MES systems, such as Microsoft Dynamics, Oracle E-Business Suite, QAD ERP, and Syspro ERP.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

Altriarch Capital Management LLC is a specialty finance firm that provides solutions to create lasting value for investors, companies, and communities. The company is based in Charleston, SC, and the CEO of the company is Danielle Brown. The company is a multi-strategy asset manager that focuses on overlooked market segments, underserved geographies, fragmented industries, and small-scale markets within private credit. The company offers product offerings to institutional investors and family offices through commingled funds, programmatic joint-ventures, and direct investment vehicles. Altriarch takes a deliberate approach to delivering superior risk-adjusted returns by identifying investment strategies that offer differentiation, access to high barriers to entry markets, non-correlation to traditional assets, and risk mitigation.

Surience Private Wealth LLC (SPW) is an independent registered investment advisor headquartered in Yakima, Washington. The firm was founded by Armand A. Doucette in 2021. SPW provides investment management and financial advisory services to individuals, high net worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, corporations, and other business entities.