Marty Burke

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD).

Health Dialog Services Corp. provides care management, disease management and analytic services. The firm helps physician groups, health plans and self-insured employers improve healthcare quality while reducing overall costs. The firm's services include analytic services and telephonic and other care management support for individuals. It helps individuals become more actively engaged in their healthcare and have more effective relationships with their physicians. The company was founded by George Bennett and Chris McKown in 1997 and is headquartered in Boston, MA.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

Greycourt & Co., Inc. provides financial advisory services. The private company is based in Pittsburgh, PA and has subsidiaries in the United States. The company was founded in 1988 by Gregory D. Curtis. Matthew Litwin has been the CEO of the company since 2010.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Part of Cisco Systems, Inc., Cisco Systems Capital Corp. manufactures chassis racks. The company is based in San Jose, CA.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations.

Part of Zurich Insurance Group AG, Zurich Capital Markets Asia Ltd. manages portfolios. The company is based in North Sydney, Australia. Woods. The Australian company was founded by Robert J.

Variant Investments LLC is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2017 and co-founded by Curtis “Curt” Fintel, Robert “Bob” Elsasser and J. B. Hayes. Variant Investments offers institutional closed-end interval funds to various investors.

Reliant Immune Diagnostics, Inc. develops diagnostic tests for detection of certain allergies, infections and diseases. The company was founded by Henry Joseph Legere III and Mark H. Deemer in June 2015 and is headquartered in Austin, TX.

The Boys' Club of New York provides child care services. It offer programs for the emotional, social, physical, educational, and vocational growth of its members. The firm owns and operates Camp Cromwell, which provides natural living in the out of doors as part of the summer and winter camp programs. The company was founded by E. H. Harriman in 1876 and is headquartered in New York, NY.

Stone Ridge Asset Management LLC (Stone Ridge) is a registered investment advisor headquartered in New York City. The firm was founded in 2012 and is a subsidiary of Stone Ridge Holdings Group LP. Stone Ridge serves as the investment adviser to various investment companies, pooled investment vehicles, Longtail Insurance Holdings Ltd., and investors in separately managed accounts.

The University of Chicago Medical Center includes a primary adult care hospital, a children's hospital, a women's health and maternity facility, an outpatient care center, a network of area physicians and a home health care organization. The company was founded in 1927 and is headquartered in Chicago, IL.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Population Health Alliance is a professional and trade association that has been advocating for population health management for over 20 years. The private company is based in Washington. The American company believes that applying the principles of population health improvement will lead to better health outcomes for all individuals and populations.

CIGNA HealthCare, Inc. provides medical benefit plans, dental coverage, behavioral health coverage, pharmacy benefits, and products and services. the company is headquartered in Bloomfield, CT.

Regent Surgical Health LLC develops surgery centers and physician-owned hospitals. it offers strategy, development and management services. The company was founded by W. Michael Karnes and Thomas Mallon in 2001 and is headquartered in Westchester, IL.