Ji-Young Lee

Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Part of HCA Healthcare, Inc., Good Samaritan Hospital LP provides healthcare services. The company is based in San Jose, CA.

Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers.

E Source Companies LLC provides research and advisory services to utilities and large energy users. The company offers solutions in the areas of energy efficiency, utility customer satisfaction, program design, marketing, customer management, and sustainability. It also provides services in the categories of demand-side management, customer experience, technology assessment, marketing and segmentation, account management, solar, and utility strategy. The company was founded by Amory B. Lovins and Michael Shepard in 1986 and is headquartered in Boulder, CO.

Part of XnE, Inc., Primavera Corp is an American company that manufactures printed circuit boards.

Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY.

Independent Health Association, Inc. provides health insurance products and related services. It offers healthcare plans, services, and products to their members. The firm provides self-funded benefit designs, reimbursement account management, and consumer-and employer-focused wellness programs. The company also provides dental and vision coverage. Independent Health Association was founded in 1980 and is headquartered in Buffalo, NY.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Zhong Tian LLP provides accounting services. The company is based in Shanghai, China.

TDF LLC engages in provision of construction consulting services. It offers site work and underground piping, underground steam distribution, and underground water distribution and sewer collection. The company was founded by Thomas D. Fertitta in April 2001 and is headquartered in Burke, VA.

Buffalo Niagara Partnership, Inc. operates as a economic development organization. It helps in growing private investment, jobs and business development areas. The company was founded in 1844 and is headquartered in Buffalo, NY.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Baron Capital Group, Inc. operates as investment management holding company which provides investment advisory services. The company was founded on October 17, 1984 and is headquartered in New York, NY.

Wonji Co., Ltd. is engaged in the manufacturing and selling packaging products. It offers Packaging Paper and Plastics Film, Coated and Laminated. The company was founded on April 28, 1967 and is headquartered in Asan, South Korea.

GLM REIT Management Sdn. Bhd. engages in the provision of management services to real estate investment trusts. It manages Tower Real Estate Investment Trust. The company is headquartered in Kuala Lumpur, Malaysia.

Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations.

High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors.

Bridgewater Advisors, Inc. (Bridgewater) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Milton Stern and Leo Marzen in 1992. Bridgewater provides advisory services to high net-worth individuals, families and not-for-profit organizations around the world.

Healthful Care, Inc. equips patients and their families with tools to achieve optimal health outcomes. The private company is based in Emeryville, CA. The company's AI-assisted solution was developed by frontline providers at healthcare delivery hub Vituity. Healthful's service solutions simplify the healthcare journey by addressing barriers to care, empowering patients to effectively self-manage their health, and reinforcing care teams through their health journey. Rick Newell has been the CEO of the company since 2021.

Hyundai CRADLE (Hyundai CRADLE) is a venture capital firm subsidiary of Hyundai Motor Co. Ltd founded in 2012. The firm is headquartered in Mountain View, California.

CEP America LLC, also known as Vituity, is a physician-led and -owned multispecialty partnership that has been a catalyst for positive change in healthcare for nearly 50 years. The private company is based in Emeryville, CA and has subsidiaries in the United States. The company partner with hospitals, health systems, clinics, payers, employers, and state and local government to provides acute care services across nine specialties, caring for more than 6.5 million patients each year. The company's services span the entire acute care continuum, integrating emergency medicine, hospital medicine, critical care, anesthesiology, acute psychiatry, neurology, acute care surgery, telehealth, post-acute care, and outpatient medicine.

MedAmerica Consulting Employees Inc (MedAmerica Consulting) is a venture capital subsidiary of CEP America LLC founded in 2020. The firm is headquartered in Emeryville, California.

Corsha, Inc.operates as a cybersecurity company. The firm API security platform prevents network attacks through dynamic, fully automated multi-factor authentication for APIs. It serves to technology, financial services, healthcare and government industries. The company was founded by Christopher P. Simkins and Anusha Iyer in January 2018 and is headquartered in Vienna, VA.

Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer several wrap fee programs.