Zoe Zhang

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and is a subsidiary of Zacks Investment Research, Inc., owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to several wrap-fee programs.

Scout Security, Inc. operates as a self-installed, wireless home security system. It offers mobile application based control and monitoring systems. The company was founded by David Shapiro and Daniel Roberts in May 2013 and is headquartered in Chicago, IL.

Part of Wiener Städtischen Wechsels Versicherungs Vermoegen, Kooperativa Pojistovna as is a Czech insurance company based in Prague. The company provides insurance for all aspects of life, both happy and sad, and prides itself on its ability to help customers in times of need. The company's motto is that the quality of an insurance company is best judged by how they handle claims. Martin Diviš has been the CEO of the company since 1995.

Svoboda Capital Partners LLC (SC) is a private equity firm founded in 1998 by John Anton Svoboda and Michelle Lynn Collins. The firm is headquartered in Chicago, Illinois.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors.

RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

Founded in 2001, Quantitative Services Group LLC (QSG) is a research firm located in Naperville, Illinois. The firm is a subsidiary of Markit Group Holdings Ltd. They seek to leverage the latest technology, construction techniques and specialty data to provide institutional investors a variety of global stock selection models focused on outperformance. QSG's Value Momentum Model provides a balanced approach to stock selection within the U.S. market. This model favors stocks with strong earnings quality, good valuation, strong balance sheets, positive momentum, and good earnings growth. The Value Momentum Model's approach is best for investors seeking broad exposure to a variety of proven stock selection methods and a core approach portfolio construction. The model is applied across all market-caps, investment styles and asset classes. The firm's Relative Value Model includes themes of price multiples, profitability, earnings expectations, intrinsic value and financial strength. This model is designed to avoid value traps, augment sector-relative and industry-relative viewpoints and provide a consistent source of value. QSG's Price Momentum Model provides a powerful, consistent 1- to 3-month investment signal. This model leverages put and call options and trading volume information to reduce the inherent risk-seeking nature of momentum-based strategies. The firm's GARP Model identifies growth stocks with strong value characteristics. The model consists of a proprietary combination of long-term earnings growth and relative value signals. It employs first-order partial correlation to create a blend of sustainable earnings growth and current cheapness. This model is best for strategies targeting stocks that demonstrate high long-term growth potential and the sustainability to realize that potential. QSG's Deep Value Model is a proven approach to selecting undervalued stocks across the broad US market. The Deep Value Model is designed to select future out performers over the next 9 to 12 months. The firm's Deep Value Model uses free-cash-flow, dividend yield and asset turnover to identify stocks that are currently trading at a deep discount to their intrinsic value. The Deep Value model provides discriminatory power for both long-only and long-short strategies and compliments more short term-oriented momentum and growth strategies. QSG's Earnings Momentum Model uses a proprietary search algorithm to combine analyst forecasts with the company's past earnings strength, along with several indicators of future earnings potential. The Earnings Momentum model has consistently outperformed in both pre- and post- Regulation FD environments. Utilizing a unique k-clustering factor selection technique, QSG's Historical Growth Model selects stocks with an above-average track-record of earnings growth, strong sales growth and high sustainable growth. This blended approach enables the model to identify traditional growth stocks, as well as value stocks on the verge of growth.

Meeder Public Funds, Inc. (MPF) is a registered investment adviser headquartered in Dublin, Ohio. The firm was founded in 1990 as Productive Capital Management, Inc. In 2013, Productive Capital was acquired by Meeder Investment Management, Inc. and changed their legal name to Meeder Public Funds, Inc. in 2015. MPF provides professional investment advisory and administrative services to state and local public funds managers that utilizes a variety of fixed income portfolio solutions.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

CLI Ventures (CLI Ventures) is a venture capital division of Cheerland Investment Group founded in 2014 by Zhi Li. The firm is headquartered in Palo Alto, California.

MP Consulting Services LLC engages in construction services. The firm serves the commercial, higher education, health care, restaurant and retail markets. The company was founded by Michael Parnell on February 1, 2005 and is headquartered in Wall Township, NJ.

RTW Investments /Venture/ (RTW Investments) is a venture capital subsidiary of RTW Investments LP founded in 2009 by Roderick Wong. The firm is headquartered in New York.

Dipalo Ventures (Dipalo Ventures) is a Venture Capital firm founded in 2016 by Rafiq Ahmed. The firm is headquartered in Chicago, Illinois.

The Variable is an advertising agency and innovation consultancy that helps well-known brands accelerate business transformation through an integrated offering that includes strategy, design, product innovation, advertising, social, community building, and more. The company is based in Winston-Salem, NC and has subsidiaries in the United States. The agency has received impressive awards from leading publications for its unique combination of creativity and innovation. The Variable champions change and strives to make great work.

Clarion Healthcare LLC engages in healthcare industry. The firm offers strategies and organizational consultancy services. The company is was founded by Thomas Murtagh and Bart Lombardi and is headquartered in Boston, MA.

Total Quality Logistics LLC is a large 3PL and freight brokerage firm that has been recognized as a Fortune 100 Best Company to Work For three times. The private company is based in Cincinnati, OH. The company's services cover end-to-end logistics, making them a reliable partner for businesses. The company was founded in 1997 by Kenneth G. Oaks, who has been the CEO since then.

Stuart Investments LLC provides investment advice. The company is headquartered in Phoenix, AZ.