John Brick

Altman Advisors, Inc. is an independent, SEC-registered investment advisor and multi-family office headquartered in Chicago, Illinois. The firm was founded by Benjamin “Ben” Altman in 2016. Their Asset Management Group manages all clients’ portfolio construction and risk management for public equities, credit, and Alternative Investments. The firm’s Family Office Group provides a broad spectrum of Family Office Services such as tax, liability, charitable and estate planning, risk management, and bill pay services.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Vilas Capital Management LLC (VCM) is an independent investment advisory firm headquartered in Chicago, Illinois. The firm was founded by John C. Thompson in 2010. VCM serves as the General Partner to the Vilas Fund LP, a long/short equity fund.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.