Lisa Nesbitt

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

National Rural Electric Cooperative Association is a non-profit organization that provides retail electric services. It organizes annual meetings of cooperative and rural leaders and consumers and also holds expositions of products and equipment required in operation of electric utilities. The company was founded in 1942 and is headquartered in Arlington, VA.

DFO Management /Private Equity/ (DFO) is a private equity subsidiary of MSD Capital Management LLC founded in 1998 by Glenn Robert Fuhrman and John Cartwright Phelan. The firm is headquartered in New York.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Part of SITE Centers Corp., American Industrial Properties REIT, Inc. is a Real Estate Investment Trust/REIT. The company is based in Irving, TX. American Industrial Properties REIT was acquired by SITE Centers Corp. on May 15, 2001 for $146.25 million.

Part of Oracle Corp., Paragren Technologies, Inc. is a company that provides software, systems integration, and consulting. The company is based in Reston, VA. Paragren Technologies was acquired by Siebel Systems, Inc. from APAC Customer Service, Inc. on January 18, 2000 for $18 million. The company was founded by Linda Boland Abraham and Magid M. Abraham.

Burdette Management, Inc. (Burdette Management) is a private equity and investment management firm founded by Dett Hunter in 2000. The firm is headquartered in Kirtland Hills, Ohio.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Save The Children Federation, Inc. operates as a nonprofit children's relief and development organization. The company was founded in 1932 and is headquartered in Fairfield, CT.

MedStar National Rehabilitation Hospital provides Healthcare services. The firm specializes in treating persons with physical disabilities caused by spinal cord and brain injuries, stroke, arthritis, amputation, multiple sclerosis, post-polio syndrome, sports injuries, and other neurological and orthopedic conditions. The company was founded in 1983 and is headquartered in Washington, DC.

MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.

The Economic Club of Washington operates as a nonpartisan organization created to strengthen ties among the diverse and growing business community based in metropolitan Washington. The company was founded in 1986 and is headquartered in Washington, DC.

National Restaurant Association operates as a foodservice trade association. It advocate for pro-restaurant regulation and operational freedom. The firm provide advocacy and representation, educational networking, tools and solutions, and research and insights. The company was founded in 1919 and is headquartered in Washington, DC.

The World Economic Forum USA, Inc. operates an organization for economic reforms. The non-profit company is based in New York, NY.

AARP Services, Inc. is a subsidiary of AARP that manages provider relationships and quality control oversight for a wide range of products and services available to AARP members. The non-profit company is based in Washington, and the CEO of the company is John Larew. These products include health, financial, travel, and leisure products, as well as life event services such as insurance, member discounts, and legal services. AARP Services also engages in new product development and consulting services.

Tiger 21 LLC provides a peer-to-peer learning network for high-net-worth investors. The company was founded by Michael W. Sonnenfeldt in 1999 and is headquartered in New York, NY.

The New England Consulting Group, Inc. provides management consulting services. Its services include sales and distribution, brand activation, marketing analytics, commercialization, concept development, and corporate strategy. The company was founded by Gary Stibel in 1981 and is headquartered in Norwalk, CT.

Part of Liberty Partners LLC, the company provides investment advice. The company is based in New York, NY.

Shareablee, Inc. provides actionable social media insights for top brands and publishers. Its solutions include advertising sales; agencies; editorial and programming; research and analysis; and strategy and insights. The company was founded by Tania Yuki in February 2013 and is headquartered in New York, NY.

Tetra Pharmaceuticals, Inc. is a private company that manufactures and sells pharmaceutical products. The company is based in Wilmington, DE.

Upskill, Inc. develops enterprise software for smart glasses. The firm serves to aerospace, field services, inspection and audit, manufacturing, retail and grocery industries. The company was founded by Brian Ballard, Jeff Jenkins, Chris Hoyt and Alexander Watson in 2010 and is headquartered in Herndon, VA.

Save the Children Action Network is a political advocacy organization that aims to increase opportunities for children and secure a better future for everyone. The private company is based in Washington. The American company's focus is on giving every child a strong start in life.

Part of Blackstone, Inc., Link Logistics Real Estate LLC is a next-generation logistics real estate owner operator designed to meet the needs of the modern supply chain. The company is based in New York, NY. Established by Blackstone in 2019, Link Logistics owns and operates the largest U.S.-only portfolio of industrial real estate and is specifically designed for today's evolving supply chain. Luke J. Petherbridge has been the CEO of the company since 2020.