Emily Ellis

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

CAN Capital, Inc. provides working capital and data services. The firm offers capital to businesses through its subsidiaries that include Merchant Cash Advances by CAN Capital Merchant Services, Inc. and business loans through CAN Capital Asset Servicing, Inc. The company was founded by Gary A. Johnson and Barbara Johnson in 1998 and is headquartered in Kennesaw, GA.

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.

MBL Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1985 by Hugh L. McColl, Jr. as the family office for the McColl and Lockwood families. They are owned by The Lockwood Organization LLC. MBL Wealth provides investment advisory services to high net-worth individuals, business owners, and corporate executives.

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.

RCB Bonds Plc engages in the provision of financial intermediary services. The company was founded March 14, 2014 and is headquartered in Cambridge, the United Kingdom.

Oxford Seed Fund /Venture Capital/ is a venture capital arm of Saïd Business School, founded in 2012. The firm is headquartered in Oxford, United Kingdom.

Better Society Capital Ltd. (Better Society Capital) is a private equity firm founded by Ronald M. Cohen in April 2012. The firm is headquartered in London.

Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts.

Riomar Capital LLC (Riomar Capital) is a private equity firm founded in 2014 by Clayton Collins. The firm is headquartered in Dallas, Texas.

HW Media LLC provides news, commentary and analysis solutions for mortgage banking and financial markets. It develops an online platform that operates as a source of news and information. The company was founded by Paul Jackson and Richard Bitner in November 2008 and is headquartered in Irving, TX.

Global Partnerships (Private Equity)(Global Partnerships) is a private equity subsidiary of Global Partnerships firm founded in 1994. The firm is headquartered in Seattle, Washington.

Accessia Health operates as a non-profit organization, provides medical and healthcare services. It offers subsidized cost of health insurance premiums, COBRA coverage, HIPAA conversion policies, state high-risk insurance pools, and opens enrollment insurance plans. The company was founded by Dana A. Kuhn in August 1989 and is headquartered in Midlothian, VA.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA.

Dynamo Producciones SA engages in the production of television series and short films. The company is based in Bogota, Colombia, and has subsidiaries in Colombia.

1848 Capital Partners LLC (1848 Capital Partners) is a private equity firm founded in 2006 by John J. Sicilian, David Neithardt and Joseph E. DaGrosa. The firm is headquartered in Miami, Florida.

The Posse Foundation is a non-profit company based in New York, NY. Posse Foundation was founded by Deborah Bial.

General American Capital Partners LLC (General American Capital Partners) is a private equity firm founded by Joseph DaGrosa, Jr. and David Neithardt in 1900. The firm is headquartered in Florida.

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.

DaGrosa Capital Partners LLC (DaGrosa Capital) is a private equity firm founded in 2019 by Joseph DaGrosa Jr. The firm is headquartered in Coral Gables, Florida.

Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts.

Crédit Agricole Corporate & Investment Bank offers corporate and investment banking services to large corporate clients and financial institutions. Its products include debt optimization and distribution, structured finance, global markets division and international transaction banking products. The company is headquartered in New York, NY.

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.

Virginia Innovation Partnership Corporation (Virginia Innovation Partnership) is a private equity/venture capital non-profit operating division of the Virginia Innovation Partnership Authority firm founded in 1985. The firm is headquartered in Herndon, Virginia.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments.

B.C. Ziegler & Co. is a broker/dealer headquartered in Mequon, Wisconsin. The firm is a subsidiary of Ziegler Cos., Inc. The firm offers investment banking, investment advisory, retail brokerage, fixed-income institutional sales and trading and related financial services. These services are provided to institutions, businesses and individuals with a particular focus on the not-for-profit sectors of healthcare, senior living, churches and schools. They do not provide internal research. B.C. Ziegler & Co. is a member of FINRA and the SIPC.

Front Street Capital Management, Inc. (FSCM) is an independent registered investment advisory firm headquartered in Missoula, Montana. The firm was founded by Russell Piazza and Michele Blood in 2006. FSCM serves as the portfolio manager to the Tarkio Fund, a no-load mutual fund (TARKX), and provides professional management of individual accounts, IRA and retirement assets, 401(k)s, trusts and foundations on a fee only basis.