Andrew D. Petcoff

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wafra, Inc. is a registered investment adviser headquartered in New York City. The firm was founded in 1985 and is wholly owned by Wafra InterVest Corp., which in turn is ultimately wholly beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS), an autonomous agency controlled by the government of Kuwait. Wafra provides advisory and consulting services to funds, separately managed accounts and joint venture arrangements.

Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Part of QBE Insurance Group Ltd., North Pointe Financial Services, Inc. provides insurance services. The company is based in Southfield, MI.

North Pointe Insurance Co. provides property and casualty insurance. It offers crime coverage, workers compensation, writing property, general liability, and liquor liability for restaurants, bars and bowling alleys services. The company was founded by James G. Petcoff in 1987 and is headquartered in Southfield, MI.

Part of Progressive Corp., ASI Home Insurance Corp. provides insurance brokerage services. The company is based in St. Petersburg, FL. ASI Home Insurance was acquired by American Capital Assurance Corp. from North Pointe Holdings Corp. on January 24, 2008 for $15.70 million.

Clarkston Capital Partners LLC (Clarkston) is a SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Jeff and Jerry Hakala in 2007. They are a subsidiary of Clarkston Co., Inc. Clarkston provides discretionary investment advisory services to institutional investors and pooled investment vehicles, as well as certain individual investors.

Conifer Insurance Co. provides customized insurance products for regional industry groups underserved by large national and international insurance companies. It offers bowling program, commercial package, concealed weapon insurance, craft beverage program, equipment breakdown, hospitality program, liquor liability, personal lines, and worker's compensation. The company was founded in 1987 and is headquartered in Birmingham, MI.

Patriot Capital (Patriot) is a private equity firm founded in 2001 by Charles McCusker and Chris Royston. The firm is headquartered in Baltimore, Maryland.

State Bar of Michigan is a professional organization that provides a wide range of services to its members, including career center, employment, ethics helpline, and resources. State Bar of Michigan is based in Lansing, MI. The organization also offers legal assistance to the public, including lawyer referral service, legal aid programs, and probate information.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Part of Abercrombie & Fitch Co., Hollister Co. is a company based in Cincinnati, OH. The company operates apparel and personal care stores.

Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

IncWell LLC (IncWell) is a venture capital firm founded in 2013 by Tom LaSorda. The firm is headquartered in Birmingham, Michigan.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

Wellframe, Inc. develops clinical system platform. The firm offers mobile platform, clinical programs, advance analytics and proven partner solutions. Its intelligent care management platform enables organizations to manage clinical and financial risk, while amplifying the impact of their existing care resources. The company was founded by Jacob Sattelmair, Trishan Panch, Vinayak Ramesh and Archit Bhise in 2011 and is headquartered in Boston, MA.

HedgeMark International LLC is an investment advisor headquartered in New York City with an additional office in Santa Monica, California. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE; BK). HedgeMark provides discretionary investment advisory services to single-strategy and multi-strategy U.S. and non-U.S. private investment funds which trade, directly or indirectly, in a variety of securities, futures, derivatives, foreign currency and other instruments. They specialize in providing managed account platforms and risk management systems for a range of institutional investors and fund managers including pension plans, endowments, foundations and funds-of-hedge funds. HedgeMark is affiliated with HedgeMark Risk Analytics LLC, a technology company that specializes in the development and integration of portfolio construction and risk management systems.

Part of SVB Financial Group, MoffettNathanson LLC is a company that provides investment research. The company is based in New York, NY. The company was founded in 2013 by Michael Brian Nathanson, Craig Eder Moffett.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Wasabi Ventures Partners LLC (Wasabi Ventures Partners) is a venture capital firm founded in 2003 by TK Kuegler and Chris Yeh. The firm is headquartered in Palo Alto, California.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.