Shelley Beason

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

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.

Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts.

University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF).

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

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.

Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Zhongmei Healthcare Group Ltd. engages in the Provision of healthcare services and operation of hospital chain. Its business is categorized as comprehensive medical service and hospital management business. The company was founded in 1988 and is headquartered in Beijing, China.

Prysm Capital LLC (Prysm Capital) is a private equity firm founded in 2019 by Jay Park, Muhammad Mian and Matt Roberts. The firm is headquartered in Princeton, New Jersey with additional offices in San Francisco, California and New York.

Audax Group LLC engages in the provision of capital investment services. It specializes in private equity and debt. The company was founded by Geoffrey S. Rehnert and Marc B. Wolpow in 1999 and is headquartered in Boston, MA.

Part of The Boston Consulting Group, Inc., The Boston Consulting Group LLC is a company that provides management consulting services. The company is based in Hempstead, NY.

Brazen Technologies, Inc. operates an online social networking site for young professionals. Its platform enables individuals to showcase career interest and develop a network with employers. The firm also provides recruitment solutions for companies interested in recruiting generation Y professionals. The company was founded by Ryan Richard Paugh, Ryan Joseph Healy and Penelope N. M. N. Trunk in 2007 and is headquartered in Arlington, VA.

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).

Tenaya Capital Inc (Tenaya Capital) is a venture capital firm founded in 1995 by Brian Melton, Stewart Gollmer, Ben Boyer and Brian Paul. The firm is headquartered in Palo Alto, California.

Moore & Van Allen PLLC provides legal services. The firm has practice areas which include bankruptcy, commercial real estate, environmental law, immigration, litigation, maritime and taxation. The company was founded by Robert Lassiter, Jr., James O. Moore and William K. Van Allen in 1949 and is headquartered in Charlotte, NC.

Mayer Brown LLP provides legal services in areas of banking & finance, corporate & securities, litigation & dispute resolution antitrust & competition, US supreme court & appellate matters, employment & benefits, environmental, financial services regulatory & enforcement, government & global trade, intellectual property, real estate, tax, restructuring, bankruptcy & insolvency and wealth management. The company was founded in 1881 and is headquartered in Chicago, IL.

Capitala Investment Advisors LLC provides investment advice. It specializes in sponsor-led buyouts, mezzanine, management buyouts, recapitalizations, equity securities issued by lower and traditional middle-market companies and growth financings in small and lower middle market companies. The company was founded by Joseph B. Alala and is headquartered in Charlotte, NC.

The North Carolina Bar Association is a voluntary membership organization of legal professionals, including lawyers, judges, paralegals, and law students. The non-profit company is based in Cary, NC. The organization is dedicated to serving the public and the legal profession. The North Carolina Bar Foundation, a charitable organization, leads pro bono and civic education programs and development initiatives for members and the public. The mission of the organization is to unite the talent and generosity of the legal profession to be a power of greater good for the people of North Carolina.