David A. Geraty

Equitable Bank offers residential lending, commercial lending, and savings solutions. It provides deposit products including short-term, long-term and cashable GICs, available in non-registered or tax free savings account across Canada. The company was founded in 1790 and is headquartered in Toronto, Canada.

Värde Partners, Inc. provides investment advisory services. It serves foundations and endowments, pension plans, insurance companies, other institutional investors and private clients. The company was founded by George G. Hicks, Gregory Scott McMillian and Marcia Lynn Page in 1993 and is headquartered in Minneapolis, MN.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Founded in 1989 by Scott Bedford, Peninsula Capital Management, Inc. hedge fund manager located in Burlingame, California. The firm manages equity capital for a select group of clients including institutions, endowments and high net-worth investors.

Founded in 1999, Matrix Capital Management Fund LP is a hedge fund manager headquartered in Waltham, Massachusetts. The firm is a subsidiary of Matrix Capital Management Co. LLC. They are affiliated with Matrix General Partner LLC and Matrix Institutional Advisers LLC. Matrix Capital Management Fund serves as the investment manager, with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis. The firm also manages Matrix Capital Management Restricted Investment Fund LP.

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.

Goldner Hawn Johnson & Morrison Inc. (Goldner Hawn Johnson) is a private equity firm is founded by Van Zandt Hawn, Timothy Daniel Johnson, John Lewis Morrison, and Michael Goldner in 1989. The firm is headquarter in Minneapolis, Minnesota.

CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries.

Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies.

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

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.

RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

WorthPoint Corp. engages in the researching, valuing, and buying/selling antiques, art, and vintage collectibles. Its collections include toys, dolls, games, and puzzles; militaria and weapons; books, paper, and magazines; coins and currency; furniture and furnishing; glass; jewelry; fine art; antiquities; and ceramics. The company was founded by William Seippel in 2007 and is headquartered in Atlanta, GA.

Founded in 2012, Lake Street Capital Markets LLC is a broker/dealer located in Minneapolis. Minnesota. Their coverage universe includes: new energy, storage/network infrastructure, cloud software/services, e-Commerce services/technology, intellectual property/licensing, special opportunities, consumer and healthcare.

eCompanyStore LLC designs and develops logo merchandise and promotional products. It provides creative and strategic marketing, in-house design and photo studio, program design and development, embroidery and laser engraving, and on-site fulfillment and distribution warehouse. The company was founded in 1994 and is headquartered in Alpharetta, GA.

Värde Management LP (Värde) is an independent, SEC-registered alternative investment adviser headquartered in Minneapolis, Minnesota. The firm was founded in 1993 by George Hicks and Marcia Page. Värde sponsors and manages a family of private investment funds. Investors in the Private Funds include various global institutional investors as well as high net worth individuals.

Värde Partners /Private Equity/ is a private equity firm, a subsidiary of Värde Partners, Inc founded by George G. Hicks and Marcia Lynn Page in 1993. The firm is headquartered in Minneapolis, Minnesota with additional offices in London, New York, Singapore, Luxembourg and Mumbai.

Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY.

Bessemer Trust Co (Private Equity) (Bessemer Trust Co) is a private equity firm, a subsidiary of Bessemer Group, Inc. The firm is headquartered in New York.

Keane Capital Partners LLC is an independent hedge fund manager headquartered in Charlotte, North Carolina. Founded in Q3 of 2012, the firm manages private investment partnerships for accredited investors, family wealth offices, foundations, and private client groups.

Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies.

ConServBiz LLC provides outsourced accounting services to small business owners. It offers Intacct, Bill.com and NetSuite solutions. The company was founded by George M. Miller and A. C. Best on July 7, 2011 and is headquartered in Nashville, TN.

Conserv Equipment Leasing LLC provides industrial equipment. It offers construction equipment, trucks and trailers. The company was founded in 2015 and is headquartered in Nashville, TN.