David King

Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

CGI JCF, Inc. provides insurance brokerage services. The company was founded in 1920 and is headquartered in Harrisburg, TX.

Matrix-Data Ltd. provides customer and business intelligence solutions to the financial services sector. It has developed customer, channel and market benchmarking solutions that help clients optimize product distribution and improve marketing effectiveness to drive revenue growth. The firm offers intelligence solutions that include finanicial intermediary database, NetFinder ICT database, Matrix Investor database and Property value database. The company was founded in 1985 and is headquartered in London, the United Kingdom.

Strategic Insight Holdings, Inc. operates as early stage development company. The company is headquartered in San Francisco, CA.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA.

Part of Deutsche Börse AG, Intelligent Financial Systems Ltd. is a British company that provides real-time and historical market data analysis services. The company is based in Kent, UK. The company was founded in 1995. Intelligent Financial Systems was acquired by Asset International, Inc., part of Deutsche Börse AG from January 31, 2019 on May 05, 2015.

Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009.

Part of Strategic Insight Holdings, Inc., Asset International Financial Information UK Holdings Ltd. functions as an investment holding company. The company is based in London, UK.

Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Surgical Theater LLC provides a pre-operative and intra-operative surgery preparation. Its products include Surgical Planner and Surgical Navigation Advanced Platform (SNAP). The company was founded by Moty Avisar and Alon Geri in 2010 and is headquartered in Mayfield Village, OH.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Part of MGO/OS Holdings LLC, MGO One Seven LLC is an SEC-registered investment advisor that provides a comprehensive business management platform to financial advisors. The company is based in Beachwood, OH. One Seven is dedicated to a holistic understanding of clients' personal goals and forging a path to help achieve them. The company's independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. One Seven builds relationships that build legacies around the things people truly care about - through a holistic commitment to personal and financial growth. The company was founded in 2016 by Benjamin L. Brigeman and Ronald Scott Gross, who has been the CEO since 2016.

Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO.

Empower Retirement LLC engages in the provision of retirement plans. It offers advisory services, financial wellness, enhanced benefit services, and retirement solutions. The company was founded in 2014 and is headquartered in Greenwood Village, CO.

Empower Capital Management LLC (ECM) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1994 as Maxim Capital Management, Inc. (dba GW Capital Management, Inc.) until they were converted to an LLC in 1997 under the same name. In September 2012, the firm rebranded as Great-West Capital Management LLC and changed their name to Empower Capital Management LLC in 2022. They are a wholly owned subsidiary of Empower Services Holdings LLC, ultimately owned by Power Financial Corp. (TSX: PWF) in Canada. ECM provides portfolio and investment management services to registered and unregistered mutual funds and/or private investment funds, trust programs and other corporations and institutions.

JPMorgan Asset Management Holdings, Inc. provides asset management services. It serves institutional and individual investors, managing portfolios, and retirement plans for corporations, governments, and foundations. The company was founded on June 5, 2000 and is headquartered in New York, NY.

Palomar Specialty Insurance Co. provides underwriting of residential and commercial earthquake insurance services. It seeks to increase the number of options for homeowners and businesses seeking earthquake insurance. The company was founded by David McDonald Armstrong in February 2014 and is headquartered in La Jolla, CA.

Rivo Software Ltd. provides cloud-based environmental, health, safety and risk management software. Its software is used in audits & inspections, actions & remediation, risks, training & competence, compliance, monitoring & testing, analytics and mobile applications. The company was founded on September 14, 2001 and is headquartered in Warwick, the United Kingdom.

Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media.

ARK Group Ltd. provides business information including information management, legal and finance and risk through publications and online database. It specializes in events, publications, books, conferences, information, training and journals. The company was founded in 1995 and is headquartered in London, the United Kingdom.

Validus Reinsurance Ltd. provides reinsurance services. It offers property catastrophe, per risk, marine and energy, retrocession, and specialty short-tail lines of reinsurance. It also provides property pro rata, aviation and satellite, war risk, terrorism, and workers' compensation catastrophe services. The company was founded in December 2005 and is headquartered in Hamilton, Bermuda.

WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

CoAdvantage Corp. engages in the provision of human resources solutions. It includes payroll processing, benefits, risk management and compliance, human resources administration, recruitment services, and partner programs. The company was founded in 1997 and is headquartered in Tampa, FL.

RIA in a Box LLC provides compliance business consulting services. The firm focuses on registration and ongoing compliance for registered investment advisory firms at both the state and SEC levels. Its services include distinction and loss statements, change sheets, broad ledgers and contract journals using QuickBooks to emanate and sustain the inner books vital to encounter state and SEC correspondence standards. The company was founded in 2005 and is headquartered in New York, NY.

Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY.

Young Adult Institute, Inc. supports people with intellectual and developmental disabilities by creating new opportunities for living, loving, working, and learning. The firm offers YAI international consultancy, family reimbursement, navigating the service system workshops, medical and dental desensitization, day hab without walls and Manhattan recreation services. The company was founded by Bert MacLeech and Pearl Maze MacLeech in February 1957 and is headquartered in New York, NY.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

A. B. Boyd Co. manufactures precision-engineered products. Its products include gaskets and markets, custom hoses, aircraft insulation, liquid crystal display and organic light-emitting diode display, components, wound care and medical disposables, adhesive bonding systems, electromagnetic interference and radio-frequency interference shielding, window assemblies, surface protection, custom extrusions, thermal and airflow management, graphic overlay and labels, noise, vibration and harshness, custom moldings, electrical insulation, and metal stamping and fabrication. The company was founded in 1928 and is headquartered in Modesto, CA.

OEConnection LLC engages in the provision of automotive technology solutions for original equipment manufacturer (OEM) distribution networks. Its suite of ecommerce, pricing, supply chain, service, business intelligence, parts cataloging, data solutions, and services helps automakers and their dealer networks sell original equipment (OE) parts in the collision, fleet, mechanical and retail segments, as well as dealers’ own service lanes. The company is headquartered in Richfield, OH.

Enverus, Inc. provides data, tools and analytics resources for oil and gas exploration and production companies. The firm offers its products under the categories of exploration and production, land, oilfield services, midstream, financial services, trading and international. The company was founded by Allen Gilmer and Mark Nibbelink in 1999 and is headquartered in Austin, TX.

JXP MGMT LLC (Juxtapose) is a venture capital firm founded in 2015 by Jed Cairo and Patrick Chun. The firm is headquartered in New York.