Tom Villalta

Medtronic, Inc. operates as a medical technology company. It offers implantable cardiac pacemakers, eternal defibrillators, inferior turbinate surgery products, and continuous glucose monitoring device. The company was founded by Earl E. Bakken and Palmer J. Hermundslie on April 29, 1949 and is headquartered in Minneapolis, MN.

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.

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.

Infochimps, Inc. engages in the provision of data indexing services. The company was founded by Nicholas F. Ducoff, Dhruv Bansal, Joseph Kelly, and Flip Kromer in 2009 and is headquartered in McLean, VA.

Perceivant LLC operates data analytics software platform and provides data science services . It develops and owns a real-time analytics platform which allows companies to access their data to make decisions based on customers’ needs, personas, and trends. The firm helps companies in healthcare, higher education, finance, insurance, technology and more to see their business and markets in a whole new way by first processing data, then uncovering relationships between all the data points of their company. The company was founded by Brian Rowe, Matthew Coffman and David A. Castor in 2012 and is headquartered in Indianapolis, IN.

WellTrackONE Corp. provides wellness program solutions to healthcare providers and organizations. The firm focuses on patient wellness related to Medicare, Medicaid and commercial populations. Its approved patient assessment software provides physicians and organizations with a comprehensive baseline report detailing modifiable risk factors, preventative goals and measurable data. The firm provides a full service wellness solution, including scheduling, screening and documentation. Its solutions include: THEO, PreventONE, CareONE DVCP, CareONE Employer Program and AccessONE. The company was founded by Peter Bechtel and is headquartered in Hilton Head Island, SC

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

E. & J. Gallo Winery, Inc. engages in the production, distribution, and marketing of wines and spirits. Its portfolio includes Apothic, Carnivor, Chateau Souverain, Columbia Winery, Ecco Domani, and Edna Valley Vineyard. The company was founded by Ernest J. Gallo and Julio Gallo on September 22, 1933 and is headquartered in Modesto, CA.

Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies.

Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Mercury Partners Management LLC (Mercury Partners) is a venture capital subsidiary of Threshold Ventures Inc. founded in 2005 by Dan Watkins and Blair Garrou. The firm is headquartered in Houston, Texas.

Part of Ally Financial, Inc., GMAC ResCap provides capital solutions to businesses. The company is based in Washington, PA. The CEO of the company is Thomas F. Marano.

AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Freedom Meditech, Inc. operates as a medical device company which focuses on the development and commercialization of ophthalmic medical devices. It specializes in devices for the detection, monitoring, and management of chronic diseases, such as diabetes. The company was founded by Craig H. Misrach and Keith D. Ignotz in December 2006 and is headquartered in San Diego, CA.

Label Independent, Inc. provides software development services for life science and business enterprises in the United States. It provides consulting services for designing and developing bioinformatics and custom assay software to meet specific laboratory needs. The company is headquartered in West Windsor, NJ.

Intuitive Technology Group LLC provides information technology solutions to clients in the commercial, healthcare, and government sectors. It offers information technology strategy, security integration, management and operations, integration, big data, managed services, and training and mentoring. The company was founded by Jason Livingston in 2006 and is headquartered in Bloomington, MN.

Attivo Networks, Inc. provides deception platform for cyber security defence. Its products include deception-based threat detection and continuous response platform, BOT sink deception, threat strike end-point deception, threat path assessment, and threat ops for threat handling. The company was founded by Marc Feghali, Mano Murthy and B. J. Shanker in 2011 and is headquartered in Fremont, CA.

Twin Cities Angels LLC (Twin Cities Angels) is a venture capital firm founded in 2006 by John Alexander. The firm is headquartered in Minneapolis, Minnesota.

Merck Sharp & Dohme Corp. engages in the research, development, and distribution of vaccines, prescription drugs, and animal health products. The company is headquartered in Whitehouse Station, NJ.

The Bank of San Antonio was created to serve San Antonio businesses. The diverse group of local business and community leaders who founded it envisioned a strong local bank committed to personal relationships and customer services that would be able to offer the products and technologies of a big national bank. On June 22, 2007, The Bank of San Antonio opened its doors and has been serving San Antonio ever since.