Robert L. Fortier

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.

NCP Investor, Inc. operates as a development stage company. The company is headquartered in Denver, CO.

Dawson Thomas, Inc. provides home nursing services. It offers pediatric home-based private duty nursing (PDN), physical therapy, occupational therapy, speech therapy, and applied behavior analysis (ABA) therapy. The company was founded in 1979 and is headquartered in Englewood, CO.

Liftout Capital (Liftout Capital) is a private equity firm founded in 2023 by Eric B. Wolf and Bo W. Sutton. The firm is headquartered in Denver, Colorado.

CapEx Partners LP (CapEx Partners) is a venture capital firm founded in 1998 by Bernard Darr, Jeff Ross and Evan Zucker. The firm is headquartered in Denver, Colorado.

Quantum Workplace, Inc. engages in the provision of employee feedback solutions. It operates a technology platform that enables human resource departments to collect, analyze and take action on employee feedback. The company was founded in 2002 and is headquartered in Omaha, NE.

JRM Investment Counsel LLC (JRM) is an independent wealth management firm headquartered in Omaha, Nebraska. The firm was founded by Jack R. McDonnell in 2006. JRM provides financial advice and discretionary investment management services for individuals, families and businesses.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

ParkerGale LLC (Parkergale) is a private equity firm founded in 2014. The firm is headquartered in Chicago, Illinois.

Dundee VC Management LLC (Dundee Venture Capital) is a venture capital firm founded in 2010 by Mark D. Hasebroock. The firm is headquartered in Omaha, Nebraska.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Part of KPMG International Cooperative, KPMG Corporate Finance provides financial advisory services. The company is based in Milan, Italy.

Platform Ventures LLC is a Private Equity firm, a subsidiary of Mariner LLC founded in 2008. Platform Ventures LLC is headquartered in Leawood.

Bank of Ireland provides banking and financial services. It operates through the following segments: Retail Ireland, Bank of Ireland Life, Retail UK, Corporate & Treasury and Group Centre and Other. The Retail Ireland segment offers a comprehensive range of banking products and related financial services to the personal and business markets including deposits, mortgages, consumer and business lending, credit cards, current accounts, money transmission services, commercial finance, asset finance and general insurance. It serves customers through a distribution network of branches, central support teams, ATMs and through direct channels. The Bank of Ireland Life segment includes the wholly owned subsidiary, New Ireland Assurance Co., through which the group offers a wide range of pension and life products, including life assurance, life protection, pensions and investment products to the Irish market. The Retail UK segment comprises consumer and business banking via a branch network in Northern Ireland, its UK residential mortgage business, and the business partnerships with the UK Post Office. The Corporate & Treasury segment comprises the group's corporate banking and global markets activities across the Republic of Ireland, UK and international jurisdictions. The Group Centre and Other segment is responsible for delivering services to each division and includes group manufacturing, group finance, group credit and market risk, group governance risk, and group human resources. The company was founded in 1783 and is headquartered in Dublin, Ireland.

ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Zolostays Property Solutions Pvt Ltd. engages in the provision of fully managed co-living spaces. The company offers ready-to-move in affordable rooms and apartments through its mobile and web-based application. The accommodations also feature daily meals, internet connection, and housekeeping services. Zolostays Property Solutions was founded by Isha Choudhry, Sneha Choudhry, Nikhil Sikri, and Akhil Sikri on June 3, 2015 and is headquartered in Bangalore, India.

Global Dental Services Ltd. operates as a medical practice company. The company was founded by Amarinder Singh in 2011 and is headquartered in New Delhi, India.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

ASG Hospital Pvt Ltd. operates an eye care hospital which provides ophthalmology services. It offers cataract, diabetic retinopathy, glaucoma, macular degeneration, retinal detachment and squint services. The company was founded by Shanshank Gang and Arun Singhvi in 2005 and is headquartered in Jaipur, India.

Bewakoof Brands Pvt Ltd. operates ecommerce site for selling apparels and mobile phone covers. Its mens products include graphic t-shirts, shirts, vests and bomber jackets. The firms womens products include casual shirts, dresses, tank tops and crop tops. The company was founded by Siddharth Munot and Prabhkiran Singh in April 2012 and is headquartered in Thane, India.

Prime Gourmet Pvt Ltd. operates restaurants. The private company was founded in 2012 by Gaurav Sharma.

Upstablish Food Technologies Pvt Ltd. was founded in 2017 and develops plant-based foods to address the rapidly growing protein and nutrition needs. The company is based in New Delhi, India.

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.

Shands Jacksonville Medical Center, Inc. provides medical and healthcare services. The company was founded in 1870 and is headquartered in Jacksonville, FL.