Thomas Jamison

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

Ecofin Advisors Ltd. (Ecofin) is an alternative investment manager and holding firm headquartered in London, UK. The firm was founded by Bernard Lambilliotte and John Murray in 1991 and was acquired in 2018 by the Tortoise group of companies; shortly afterwards it changed its name from Ecofin Ltd. to Tortoise Advisors UK Ltd. - it has now reverted to using the name Ecofin Advisors Ltd. Ecofin provides discretionary investment management services to collective investment vehicles, and to separately managed accounts which it manages on behalf of professional investors.

Southeast Interactive Technology Funds (Southeast Interactive Technology) is a venture capital firm founded in 1995 by David Blivin. The firm is headquartered in Morrisville, North Carolina.

Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities.

Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds.

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Heart to Heart International, Inc. develops humanitarian programs that promote health and wellness. It responds to health crises and natural disasters. The company was founded by Gary Morsch and James Kerr in 1992 and is headquartered in Lenexa, KS.

The North Carolina Bar Association is a voluntary membership organization of legal professionals, including lawyers, judges, paralegals, and law students. The non-profit company is based in Cary, NC. The organization is dedicated to serving the public and the legal profession. The North Carolina Bar Foundation, a charitable organization, leads pro bono and civic education programs and development initiatives for members and the public. The mission of the organization is to unite the talent and generosity of the legal profession to be a power of greater good for the people of North Carolina.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Alston & Bird LLP engages in the provision of legal advisory services. It offers services in the areas of corporate and finance, litigation, intellectual property, regulatory and specialty, international, and tax. The company was founded in 1893 and is headquartered in Atlanta, GA.

Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC.

Repeater Technologies, Inc. develops markets and sells wireless network equipment primarily for CDMA-based wireless communications networks for use in suburban and rural areas, urban areas and inside office buildings and other coverage-limited structures. Its products are based on its network repeater technology that expands the coverage area of a wireless network. The company was founded in October 1983 and is headquartered in Sunnyvale, CA.

National Conferencing, Inc. provides conference planning services. Its services include site selection, online registration, event marketing, professional staff, video production and child care management. The company was founded by Stephen Davis and Paul Trapp in February 2006 and is headquartered in Dumfries, VA.

South Carolina Chamber of Commerce promotes pro-job and pro-business policies at the state and federal level. The company is headquartered in Columbia, SC.

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

Systematic Alpha Investments LLC (SAI) is an independent registered investment advisory and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Stephen Evans in 2018. SAI offers investment management services to high net-worth clients.

Arlington Capital Mortgage Corp. engages in the provision of mortgage lending services. The company was founded on July 31, 1990 and is headquartered in Bensalem, PA.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

Client/Server Software Solutions, Inc. provides information technology engineering services and solutions. It offers project management, software and application development, systems engineering, and cyber security, to department of defense, intelligence community, and civilian agency customers. The company was founded by Lisa Wolford in 1997 and is headquartered in Fairfax, VA.

ADBM Corp. engages in the development of a noise abatement technology for marine environments. It specializes in in underwater acoustics for noise control. The company was founded by Mark Wochner, Preston Wilson, and Kevin Lee in 2012 and is headquartered in Austin, TX.

Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.

HealthPlan Services, Inc. provides healthcare plans. The firm’s services include distribution, enrollment, billing, collection, claims administration and risk management services. The company was founded in 1970 and is headquartered in Tampa, FL.

Concentra, Inc. engages in the provision of healthcare solutions. It offers occupational health, physical therapy, health and wellness, physical exams, urgent care, and tests and screening services. The company was founded by Lois E. Silverman and John K. Carlyle in 1979 and is headquartered in Addison, TX.

Amerigroup Corp. provides health care coverage to people eligible for medicaid and children insurance program benefits. The company was founded by Jeffrey L. McWaters on December 9,1994 and is headquartered in Virginia Beach, VA.

Acclaris, Inc. engages in the provision of account administrative services to health plan providers, financial institutions, and benefits and human resources administrators. It offers integrated technology and service capabilities to deliver consumer driven healthcare, retiree, and reimbursement products and services to its clients. The company was founded by Dipankar Mandal and Liana O'Drobinak in 2001 and is headquartered in Tampa, FL.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.