Ken Spruell

Gemini Consulting Group, Inc. provides management consulting services. Its services range from management consulting, to the development of day surgery centers and hospitals. The company was founded by James B. McCarthy and is headquartered in Oak Brook, IL.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Front Barnett Associates LLC (Front Barnett) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Marshall Front in 1994. In 2023, the firm was acquired by Mesirow Financial Holdings, Inc. from Tree Front Associates, Inc. Front Barnett provides discretionary asset management services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other legal entities.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors.

Kurtosys Systems, Inc. provides digital marketing and client reporting tools. Its product includes fund websites, fund factsheets, fund tools, client reporting, secure portals and docportal. The firm provides digital marketing which helps asset managers attract and retain investor assets. It offers client reporting software, fund fact sheet production, fund prices & performance tools, fund web sites, secure portals and document distribution portals. The company was founded in 2002 and is headquartered in New York, NY.

Sunnova Energy Corp. provides solar plus battery storage services. Its products and services includes new home solar, add-on battery storage, home solar protection plans, home solar + roofing. The company was founded by William Jackson Berger, Lynda Attaway, and Jordan Fruge in 2010 and is headquartered in Houston, TX.

TheSquareFoot, Inc. provides real estate services. It offers a full suite of tools to help landlords and listing agents market and manage their properties online. The firm is an online platform that makes commercial real estate leasing. The company was founded by Justin Lee, Aron Susman, Jon C. Grimes and Jonathan Wasserstrum in 2012 and is headquartered in New York, NY.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

LibreDigital, Inc. provides web-based warehouse and distribution platform services. The firm allows publishers to store and secure digital content in any form and to deliver content on-demand to any marketplace or device. The company was founded by Billy Taylor, Doug Dobbs and Tracy Jones in 1999 and is headquartered in Austin, TX.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Alvarez & Marsal, Inc. engages in the provision of consulting services. It offers business advisory, performance improvement, turnaround management, and interim management services. The company was founded by Antonio Clemente Alvarez II and is headquartered in New York, NY.

Sarofim International Management Co. (SIMCO) is a registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez S. Sarofim in 1993 and is a wholly-owned subsidiary of Fayez Sarofim & Co., which itself is a wholly-owned subsidiary of The Sarofim Group, Inc. SIMCO serves as an investment adviser for a wide range of clients, which includes pension plans, foundations, endowments, and individuals.

Ronald McDonald House of Houston, Inc. provides social services. It helps families with seriously ill children stay close together during these difficult times by providing a “home away from home” while their child receives the treatment they need. The company was founded in 1974 and is headquartered in Houston, TX.

Triangle Peak Partners LP (Triangle Peak Partners) is venture capital subsidiary of Triangle Peak Partners, Inc. founded in 2008 by Dain Flagg DeGroff, Mike Creighton Morgan and David Laurence Pesikoff. The firm is headquartered in Palo Alto, California.

Nations Roof LLC is a commercial roofing company that specializes in extending the life of commercial roofs. The company is based in Mobile, AL and has subsidiaries in the United States. The company offers services such as full roof replacement, repairs, and maintenance programs. The company was founded in 2004 by Richard M. Nugent, who has been the CEO since 2004.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

GlySens, Inc. develops glucose monitoring system. It offers GlySens ICGM system, a long continuous glucose monitoring system intends to dramatically improve the lives of people with diabetes. The firm develops testing in clinical trials a novel, long term implant to continuously monitor and transmit blood glucose levels to smart phones and other devices. The company was founded by Joseph Y. Lucisano and David A. Gough in 1998 and is headquartered in San Diego, CA.

T. Rowe Price Hong Kong Ltd. (do-business-as Price Hong Kong), is an asset management firm headquartered in Hong Kong. The firm was founded in 1987 and is a wholly owned subsidiary of T. Rowe Price International Ltd., ultimately held by T. Rowe Price Group, Inc. (NYSE: TROW, NASDAQ: TROW) in the US. Price Hong Kong provides a full range of equity, fixed income, and asset allocation strategies across multiple sectors, styles, and regions to institutional investors. They are a signatory to the UN Principles for Responsible Investment (UNPRI).

Acacia Partners LLC (Acacia Partners) is a private equity firm founded in 2011 by Bradley Elliot Johl. The firm is headquartered in Austin, Texas.

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).