Lucy Paez

OshKosh B'Gosh, Inc. manufactures children's clothing. The company was founded in 1895 and is headquartered in Oshkosh, WI

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors.

Vulcan Value Partners LLC (Vulcan) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by C. T. Fitzpatrick in 2007. Vulcan provides discretionary and non-discretionary investment advisory services to both individual and institutional clients. The firm manages its investment strategies through separately managed accounts, mutual funds, UCITS, a Collective Investment Trust, private funds, and as an investment manager in wrap fee programs.

ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.

Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH.

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.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Part of Realty Advisors, Inc., Belmont Hotel is a 45-room hotel. The company is based in Chicago, IL.

Borealis Ventures (Borealis Ventures) is a venture capital firm founded in 2001 by Jesse Devitte and Phil J. Ferneau. The firm is headquartered in Hanover, New Hampshire.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

MarketSphere Consulting LLC provides strategic advisory and technology services. It offers advisory and technology solutions for finance, supply chain, human resources and marketing operations. The company was founded in 2002 and is headquartered in Overland Park, KS.

Cressey & Co. LP (Cressey & Co) is a private equity firm. The firm is founded in the year 2008 by Bryan Charles Cressey and it is headquartered in Chicago, Illinois and Nashville, Tennessee.

Spartan Capital LLC provides equipment leasing and financing solutions. It offers leasing and financing for new and used equipment, start-up businesses, lease buybacks, and working capital. The company was founded in 2006 and is located in Richmond, VA.

EDSCO Fasteners LLC engages in the manufacture of anchor bolts. Its products include smooth bar bolts, rebar bolts, plate, and cages. It serves energy and power, communications, transportation, industrial construction, and sea port and marine construction markets. The company was founded in 1985 and is headquartered in Denton, TX.

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.

The Buntin Group, Inc. provides marketing and advertising services. The firm offers brand strategy, market research, media buying, media planning, content creation, and community management services. The company was founded in 1972 and is headquartered in Nashville, TN.

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

Validor Capital LLC (Validor Capital) is a private equity firm founded in 2012 by Matthew C. Kaufman. The firm is headquartered in Boca Raton, Florida.

First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

St. George Spirits, Inc. is a private company that specializes in producing spirits. The company is based in Alameda, CA. The company believes that every spirit tells a story and they want to share theirs with their customers. The company offers a newsletter to keep their customers informed about new releases, events, and other distillery news.

Prestige Wine & Spirits Group manufactures and distributes wines and spirits. The company is headquartered in Mendota Heights, MN.

Part of CTX Capital Group LLC, CTX Capital Group is an American company that functions as an alternative investment manager. The company is located in the US.

The Tuck Social Venture Fund (TSVF) (Venture Capital) (The Tuck Social Venture Fund) is a venture capital firm founded in 2015. The firm is headquartered in Hanover, New Hampshire.

Part of Legible, Inc., Legible Media, Inc. operates as a digital reading and publishing platform. The company is based in Vancouver, Canada. The Canadian company was founded in 2020 by Mark Hanson Holden, Angela Doll Carlson, Kaleeg Hainsworth. Kaleeg Hainsworth has been the CEO since 2020. Legible Media was acquired by Twenty20 Investments, Inc. on November 29, 2021 for $0.0 million.

Part of Wedgewood Village Pharmacy LLC, Blue Rabbit Ventures, Inc. provides veterinary services. The company is based in Portland, ME. The company was founded by Benjamin J. Shaw. Benjamin J. Shaw has been the CEO since incorporation. Blue Rabbit Ventures was acquired by Wedgewood Village Pharmacy LLC on June 14, 2023.

Keyhorse Capital (Keyhorse) is a venture capital subsidiary of The Kentucky Science & Technology Corp founded in 2001. The firm is headquartered in Louisville, Kentucky.