Michael Healey

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Part of U.S. Capital Advisors LLC, USCA Securities LLC is a financial services boutique based in Houston, TX. USCA Securities offers securities, investment advisory, and municipal advisory services through its subsidiaries. The primary business lines of the company are wealth management and capital markets. The company has a team of wealth management advisors and advisor teams in Houston, Austin, and Dallas, and also offers institutional sales and trading, investment banking, merchant banking, public finance, and asset management services. The company was founded in 1999 by Patrick Michael Mendenhall, who has been the CEO since then.

McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska.

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.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

KPMG International Cooperative focuses on the promotion of the economic interests of its members. It engages in the protection, promotion, improvement, and expansion of the KPMG Group. The company was founded on February 8, 1988 and is headquartered in Zug, Switzerland.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

Prairie Capital Management LLC (PCM) is a wealth management firm headquartered in Kansas City, Missouri. The firm was founded in 1995 and was acquired by UMB Financial Corp. (NASDAQ: UMBF) in 2010. PCM provides wealth management and investment consulting services to high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the US through offices in the Kansas City, Chicago and Dallas metropolitan areas.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

The American Institute of Baking is a non-profit organization which provides education and research services for bakers and food processors. It offers baking applications, foundations, and specializations; food defense, building and equipment design, GMP and sanitation training, distance learning, online training, and food labeling training. The organization was founded in 1919 and is headquartered in Manhattan, KS.

Cohen Esrey is a property management company that specializes in multi-family apartment investments. The private company is based in Merriam, a city suburb in Kansas City, MO, and has subsidiaries in 22 states across the United States. Cohen Esrey has operated more than 78,000 apartment units in 600+ properties located in more than 250 cities and towns. The company has decades of experience in managing properties to ensure the protection and enhancement of their investors' capital. The company provides rewarding opportunities for their investors, team members, residents, and other stakeholders that empower them to thrive. R Lee Harris has been the CEO of the company since 1975.

Netherland, Sewell & Associates, Inc. provides geological, geophysical, petrophysical, engineering, and economical solution for all facets of the upstream energy industry. Its services include acquisition and divestiture evaluations, coalbed methane development studies, deepwater development studies, enhanced recovery projects, midstream services, operations engineering services, pipeline supplies studies, and equity determinations services. The company was founded by Clarence M. Netherland in 1961 and is headquartered in Dallas, TX.

Eze Castle Integration, Inc. engages in the provision of managed services and technology solutions to the investment management industry. It offers end user IT (information technology) support, infrastructure support, patch management, IT project management, digital transformation, and workforce transformation services. The company was founded by John Ralph Cahaly in 1995 and is headquartered in Boston, MA.

Repairs Unlimited, Inc. provides remodeling and restoration services. It works on insurance-related claims, remodeling, and government contracts. Its clients come from sectors such as multi-location retail, property management firms, third party contractors and insurance restoration industries. The company was founded by Emory F. James III and Stephen B. Galey in 1986 and is headquartered in Kansas City, KS.

Brookside Laboratories, Inc. engages in the provision of analytical services. Its services include consulting, soil analysis, lawn and garden, agricultural analysis, environmental testing, and university and government research. The company was founded in 1952 and is headquartered in New Bremen, OH.

Thayer Ventures Management Co LLC (Thayer Ventures) is a venture capital firm, a subsidiary of Thayer Lodging Group founded in 2009 by Lucien ruby. The firm is headquartered in San Francisco, California.

Piper Jaffray Investment Management LLC (PJM) is a registered investment advisor and hedge fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2008 and is a subsidiary of Piper Sandler Investment Group, Inc., which is owned by Piper Sandler Cos. (NYSE: PSC). PJM provides investment advisory services to a pooled investment vehicle that was offered via private placement and organized to make private investments in senior living facilities with a plan towards liquidity.

Great Range Capital LLC (Great Range Capital) is a private equity firm founded in 2010 by Ryan M. Sprott and Paul D. Maxwell. The firm is headquartered in Mission Woods, Kansas.

EleQtra Ltd. is a British company that specializes in investment and financing for infrastructure projects in various sectors such as energy, transportation, and water. The private company is based in London, UK, and has subsidiaries in the United Kingdom. The company has a portfolio of projects in countries such as Cape Verde, Ghana, Kenya, Mozambique, Senegal, and South Uganda. One of their notable projects is the Nairobi Commuter Rail in Kenya, which involves the rehabilitation of the existing rail system and the construction of new tracks. Another project is the Ngonye Falls Hydroelectric Project in Western Province, Zambia, which is under development by the project SPV Western Power Company. The company was founded by Gad Cohen and Richard Pryce Parry, with Gad Cohen serving as the CEO since incorporation.

Bluestem Financial Advisors LLC (Bluestem) is an independent, SEC-registered investment adviser headquartered in Savoy, Illinois. Bluestem provides financial planning, investment management services, and tax preparation to individuals and families.

Gen II Fund Services LLC provides fund administration services to private equity fund sponsors and investors. It offers private equity firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications. The company was founded by Norman Leben, Steven Millner and Steven Alecia in 2009 and is headquartered in New York, NY.

ReTouch Real Estate Enhancement Group LLC provides residential and light commercial remodeling services. It provides turnkey project management services to owners, property managers and real estate developers. The company also provides installation, replacement and repair services. ReTouch Real Estate Enhancement Group was founded by Lance McCarthy in 2004 and is headquartered in Overland Park, KS.

COMGroup Holding LLC engages in the provision of infrastructure technology and digital information technology (IT) services. It serves financial, law firms, legal departments, accounting, healthcare, and media industries. The company was founded by Arup Das in 2010 and is headquartered in New York, NY.

Silverpeak Credit Partners LP (Private Equity) is an operating division of Silverpeak LLC for its private equity investments founded in 2015. The firm is headquartered in New York, United States.

Mill Road Capital Management LLC (Mountain Capital) is an Private Equity firm founded in 2004 by Samuel Woong Oh. The firm is headquartered in Greenwich.

Baum Capital Partners Management LLC (Baum Capital Partners) is a private equity firm founded in 2017. The firm is headquartered in Kansas City, Missouri.

iiM LLC (iiM) is a venture capital firm founded in 2013. The firm is headquartered in Merriam, Kansas.

Ten Oaks Group (Ten Oaks Group) is a private equity firm founded in 2020 by Matt Magan and Mike Hahn. The firm is headquartered in Charlotte, North Carolina.