Rachel A. Margulis

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

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.

Viking Fund Management LLC is a SEC-registered investment advisor headquartered in Minot, North Dakota. The firm was founded in 1988 by Shannon Radke and is a subsidiary of Corridor Investors LLC. They offer income producing strategies for individual investors, registered investment advisors and broker/dealers.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

Part of The Arch Eagle Group, Inc., Ancora Securities, Inc. is a company based in Cleveland, OH.

The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.

Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida.

Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial.

University Hospitals Health System, Inc. engages in the provision of health care services. It offers heart and vascular care, neurology, orthopedic surgery, digestive health, urology, cancer care, women’s health, ear, nose and throat care, pediatric care, and emergency and trauma care. The company was founded on May 14, 1866 and is headquartered in Cleveland, OH.

Laketran provides Transportation services. It offers three types of bus services: local bus routes, demand response Dial-a-Ride, and Park-n-Ride. The company was founded by Robert Martin, John Platz and Michael A. Coffey on December 23, 1974 and is headquartered in Painesville, OH.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

JumpStart Ventures /Ohio/ (JumpStart Ventures) is a venture capital subsidiary of JumpStart, Inc. founded in 2004 by David Lasner. The firm is headquartered in Cleveland, Ohio.

Baosheng High Voltage Cable Co., Ltd. engages in the development, design, production, and installation of cables and cable system products. Its business scope includes sell own products; engage in the wholesale, import, and export of own products and similar products; and provide related technical consultation and services. The company was founded on August 13, 1999 and is headquartered in Yangzhou, China.

Prysmian China Investment Co. Ltd. is a holding company that controls and leads all the Chinese affiliates restructuring its business models. It acts as a local investment vehicle that will be responsible for developing, negotiating and implementing the investment projects. The company is headquartered in Beijing, China.

Purple WiFi Ltd. develops WiFi analytics and marketing platform. It provides social WiFi, content filtering, bandwidth, profile portal, reports, analytics pro, location analysis and proximity marketing, surveys, reviews and salesforce. The company was founded on December 4, 2007 and is headquartered in Oldham, the United Kingdom.

UH Ventures LLC (UH Ventures) is a venture capital subsidiary of University Hospitals Health System, Inc founded in 2020. The firm is headquartered in Cleveland, Ohio.

PPG Architectural Coatings, Inc. produces and sells paints, stains, and specialty coatings. Its products include acrylics, interior sealers, exterior semi-gloss, and latex. The company is headquartered in Pittsburgh, PA.

Part of Olayan International Ltd., Olayan Food Services Co. is a Saudi Arabian company that provides catering services.

InfraBridge Investors (US) Ltd. (InfraBridge US) is a SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded in 2010 and formerly known as AMP Capital Investors (US) Ltd. They are a subsidiary of DB Puma Management Bidco LLC, ultimately owned by DigitalBridge Group, Inc. (NYSE: DBRG). InfraBridge US provides non-discretionary investment recommendations to its sister company, InfraBridge Investors (UK) Ltd. (InfraBridge UK), in respect of private infrastructure equity investment opportunities in the Americas.