Rob Villaflor

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.

Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions.

Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT.

Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.

Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL.

Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Sprott Global Resource Investments Ltd. (Sprott Global) is a SEC-registered broker-dealer headquartered in Carlsbad, California. The firm was founded in 1993 and they are a wholly-owned subsidiary of Sprott, Inc. (TSE: SII) in Canada. Sprott Global offers full-service investment brokerage services including both secondary market and, for qualified investors, private placement products for retail and institutional investors. They focus on the natural resources sectors including precious metals, base metals, oil & gas, agriculture, water and alternative energy.

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

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Proven Business Systems LLC provides office equipment, document management and other managed services. The firm’s services include document management, information technology, and managed print services. Its products include copier, MFPs, and printers. The company was founded by John Cosich Sr., Tory Cosich and Brett Cosich in 2003 and is headquartered in Tinley Park, IL.

Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Deloitte & Touche provides audit, enterprise risk management, and financial advisory services. The company delivers services in four professional areas: audit, tax, consulting, and financial advisory services. It provides its clients with global services such as entering foreign markets, raising funds, and investing in Mainland China. The company was founded in June, 2003 and is headquartered in Taipei, Taiwan.

Consello Capital LLC (Consello Capital) is a private equity subsidiary of Consello Management LP founded in 2021 by Declan Martin Kelly. The firm is headquartered in New York.

Australasian Institute of Mining & Metallurgy, also known as AusIMM, is the leading organization for professionals working in the resources sector. AusIMM is based in Carlton, Australia, and has subsidiaries in Hong Kong. The Australian company's main focus is on shaping careers, showcasing leadership, creating communities, and upholding standards.

Fort Sheridan Advisors LLC (Fort Sheridan) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Pater Karmin in 2009. Fort Sheridan provides investment advisory services to family offices, high net-worth individuals, pensions/ERISA, endowments, trusts, charitable organizations and other corporations and businesses.

Kohl Children's Museum of Greater Chicago, Inc. operates as a children's museum. It provides developmentally appropriate, experiential education for children from birth to age eight. The company was founded by Dolores Kohl in 1985 and is headquartered in Glenview, IL.

Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL.

The Society of Exploration Geophysicists operates as an association of exploration geophysicists. The non-profit company is based in Tulsa, OK and has subsidiaries in the United States.

Biomics Biotechnologies Co., Ltd. develops ribonucleic acid interference based treatment products. Its products offer treatments for Age-related Macular Degeneration (AMD), Hepatitis B, bladder cancer, and other diseases. The company was founded by York Yuan Zhu on February 17, 2006 and is headquartered in Nantong, China.

Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto.