Hai Lu

Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration.

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.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Huntsman Cancer Foundation provides cancer treatment services. It offes treatment and support and screening and prevention. The company was founded by Jon M. Huntsman Sr. and Karen Huntsman in 1995 and is headquartered in Salt Lake City, UT.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Vend Ltd. operates as a cloud-based point-of-sale (POS) and retail platform. It enables retailers to accept payments, sell in-store and online, manage their inventory, reward customer loyalty, and report on their business in real time. The company was founded by Vaughan Rowsell on April 15, 2009 and is headquartered in Auckland, New Zealand.

The Vincraft Group is engaged in wine industry. It manufactures and markets wines. The company was founded by Bill Price, Walt Klenz and Pete Scott in 2008 and is headquartered in Sonoma, CA.

TPG Growth LLC is a Venture Capital firm, a subsidiary of TPG Capital Advisors LLC founded in 2000 by William E. McGlashan and Michael Guthrie. The firm is headquartered in San Francisco, United States with additional office in London, United Kingdom.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Biofire Diagnostics, Inc. manufactures, markets and sales of the film array system. Its FilmArray is an FDA-cleared multiplex PCR system that integrates sample preparation, amplification, detection and analysis. The firm has three FDA cleared panels the respiratory Panel, the blood culture identification panel, and the Gastrointestinal Panel. The company was founded by Randy Rasmussen, Carl Wittwer and Kirk Ririe in 1990 and is headquartered in Salt Lake City, UT.

Oliff Plc provides intellectual property legal services to the clients. It services include electronic communication, information retrieval services, video conferencing and translation services. It focuses mainly on patent, litigation and trademark. The company was founded in 1983 and is headquartered in Alexandria, VA.

Part of Duke Energy Corp., Duke Energy Trading & Marketing LLC is an electric utility. The company is based in Charlotte, NC.

Evalueserve, Inc. is a global provider of AI-enhanced managed services. Its solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights & advisory, intellectual property & R&D, investment banking services, lending services, private equity services, and risk & compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrated new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The company supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate & Commercial Banks, Asset & Wealth Management Firms, Private Equity & Venture Capital Firms, Index Providers, Technology & Telecom, Life Sciences & Healthcare, Manufacturing & Industrial Goods, Energy, Chemicals, CPG & Retail, Logistics & Transportation, Professional Service Firms, Consultancy & Advisory Firms, Legal Firms, Real Estate Firms, Education & EdTech Firms. The company was founded by Alok Aggarwal & Marc Vollenweider in 2000 and is headquartered in Raleigh, NC.

A.M. Accelmed Management (2009) Ltd (Accelmed) is a private equity subsidiary of Arkin Moshe founded in 2009. The firm is headquartered in Miami, Florida.

Founded in 1992, Ziff Brothers Investments LLC is a hedge fund manager located in New York City. The firm is the primary investment vehicle of the Ziff family, founders of Ziff-Davis Publishing.

Founded in 2017, Insulet International Ltd. is a subsidiary of Insulet Corp. that manufactures medical and dental instruments. The company is based in London, UK.

Red Door Capital Partners LLC (Red Door Capital) is a private equity firm founded in 2019 by Richard A. Wolpow. The firm is headquartered in Salt Lake City, Utah.

Founded in 2017, Insulet International Holdings Ltd. is a British company that functions as an investment holding company. Part of Insulet Corp., the company is based in London, UK.