Cole Pearson

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

FORMA Therapeutics, Inc. discovers and develops medicines for cancer and other genetically driven diseases. Its drug discovery engine deploys screening and structure-based approaches across broad families of targets involved in tumor metabolism, epigenetics, protein homeostasis, and protein-protein interactions. The company was founded by Steven Tregay, Nikolai Kley, Stuart L. Schreiber, Todd R. Golub, Michael Foley and Alexis Borisy in 2008 and is headquartered in Watertown, MA.

Southern Research Institute is a scientific research organization. It focuses on research in drug discovery, drug development, energy and environment, and engineering. The firm serves pharmaceutical, biotechnology, defense, aerospace, environmental, and energy industries The company was founded in 1941 and is headquartered in Birmingham, AL.

Minnesota Mutual Cos., Inc. engages in the provision of insurance and financial services. It offers insurance products, pension plans, and financial services. The company was founded on October 1, 1998 and is headquartered in St. Paul, MN.

Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY.

RA Capital Management LP (RA Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Peter Kolchinsky in 2004. RA Capital provides discretionary investment advisory services to Healthcare Funds and the Nexus Funds which are open only to certain financially sophisticated and high net-worth individuals and entities.

NewQuest Capital Advisors (HK) Ltd (NewQuest Capital Partners) is a private equity firm founded in 2011. Headquartered in Hong Kong.

Pathway Capital Management LP (Pathway Capital) is a private equity/ venture capital firm founded in 1993. The firm is headquartered in Irvine, California.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

University of Alabama Health Services Foundation PC, also known as UAB Medicine, is a renowned academic health center and research university based in Birmingham, AL. 5 in the nation in obstetrics & gynecology by US News & World Report on the 2022-2023 Best Hospitals list. It includes the School of Medicine and the UAB Health System, which has 2,300 licensed beds in six hospitals, including the third-largest public hospital in the US, UAB Hospital. UAB is the largest academic medical center in Alabama and one of the top four largest academic medical centers in the US. UAB Medicine is committed to delivering world-class patient care, advancing medical science through pioneering research, and training the sharpest medical minds. UAB Women & Infants Services is ranked No.

GENYOUth Foundation is a youth wellness organization that focuses on creating school communities and programs to empower students. The non-profit company is based in New York, NY. The company was founded in 2010. Ann Marie Krautheim has been the CEO of the company since 2012.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals.

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.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

Securian Financial Group, Inc. provides insurance, retirement planning and investment services. It offers individual and group life and disability insurance, annuities and mortgage life insurance. The firm also provides mutual funds, institutional asset management, annuity and retirement plans through its subsidiaries. The company was founded by Russell Dorr on August 6, 1880 and is headquartered in St. Paul, MN.

CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.

American Surgical Association Operates as a surgical organization. The company was founded in 1880 and is headquartered in Beverly, MA.

Alabama Power Co. engages in the generation, distribution and sale of electricity. The firm owns coal reserves near its Plant Gorgas and uses the output of coal from the reserves in its generating plants. It also sells, and cooperates with dealers in promoting the sale of electric appliances. The company was founded by William Patrick Lay, James Mitchell and Thomas W. Martin on December 4, 1906 and is headquartered in Birmingham, AL.

The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care.