Laura Moon

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Guyasuta Investment Advisors, Inc. (Guyasuta) is a privately-held, SEC- registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Edwin Scheetz and Neil Van Horn in 1983 as Scheetz, Smith and Co. They changed their name to Guyasuta Investment Advisors, Inc. through a corporate restructuring in 1994. Guyasuta offers investment advisory services for individuals, families, trusts, pooled investment vehicles, endowment funds, retirement plans, governments, non-profits, corporations and foundations.

Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

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.

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

Vista Capital Partners, Inc. (Vista) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2001 by Michael O'Reilly and Douglas Johanson. Vista provides investment and wealth management services to individuals, trusts, estates, corporations and business entities, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.

Pacific Ridge Small Cap Value Fund LLC operates as an investment holding company. The company is headquartered in Lake Oswego, OR.

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

The University of Oregon Investment Group (UOIG) is the state-owned investment advisor headquartered in Eugene, Oregon. Founded in 1998, UOIG provides students with the opportunity to participate in the operation of an investment management organization. The firm’s overall mission is to enhance their members’ education through learning in-depth equity research processes, valuation techniques, portfolio management, and market analysis.

Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI).

Tenex Capital Management LLC (Tenex Capital Management) is a private equity firm founded in 2009 by Michael M. Green. The firm is headquartered in New York.

Founded in 2002, M Science LLC is a data-driven research and analytics firm headquartered in New York City. The firm is a subsidiary of M Science Holdings LLC. M Science focuses on uncovering new insights for leading financial institutions and corporations. They offer corporate analytics, syndicated services, telecom analytics and investment insights.