Laura McKenna

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

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

Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

2econd Stage Theatre produces an adventurous range of premieres, musicals, bold new interpretations of contemporary plays and unique theatrical experiences. The company was founded by Carole Rothman and Robyn Goodman in 1979 and is headquartered in New York, NY.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Stephens Capital Partners LLC (Stephens Capital Partners) is a private equity subsidiary of SF Holding Corp founded in 1933. The firm is headquartered in Little Rock, Arkansas.

ApplePie Capital, Inc. provides investment advisory services. The firm enables franchise entrepreneurs to efficiently access capital from network of individual and institutional investors. The company was founded by Denise Thomas and Steve Pelletier in 2013 and is headquartered in San Francisco, CA.

Van Ness Feldman is a law firm that specializes in anticipating trends and uncovering opportunities for their clients. The firm is based in Washington and has a highly impressive team with outstanding knowledge on any issue that may arise. The American company is known for their ability to connect resources and build professional relationships that prove to be essential. The private company provides an extremely high level of service and go above and beyond to get a deal done. Van Ness Feldman has received top recognition in Chambers USA 2023 rankings.

Squire Patton Boggs (US) LLP operates as a law firm. It provides legal, litigation and consulting services. The company was founded in May 2014 and is headquartered in Cleveland, OH.

Think Finance, Inc. develops next-generation financial products for consumers using a technology and analytics platform. Its products bridge the gap between payday loans and credit cards. The firm assists its clients by helping them to offer responsible and transparent credit products and also as a trusted advisor in developing sustainable business strategies. Think Finance was founded by Mike Stinson in 2001 and is headquartered in Fort Worth, TX.

Applepie Trust provides banking and financial services. The company was founded in 2016 and is headquartered in San Francisco, CA.

Sundae, Inc. operates as a real estate company. It helps homeowners to sell a house. The company was founded by Joshua Stech and Andrew Swain in 2018 and is headquartered in San Francisco, CA.

Part of QED Investors LLC, Qed SHK Holdings LLC is a venture capital fund. The company is based in Alexandria, VA.

Circular Board, Inc. operates a digital platform that connects business owners. The company was founded by Carolyn Rodz and is headquartered in Houston, TX.

FinCo Services, Inc. engages in the provision of payment service. Its products helps people manage and grow savings; offers smart debit card for kids; and provides Android application and iOS application because of its offers debit card and money management platform. The company was founded by Stuart Sopp in 2016 and is headquartered in New York, NY.

Mission Lane Holdings, Inc. operates as an investment holding company. The company is headquartered in San Francisco, CA.

QED LatAm Fund LP invests in technology companies located in the US and Latin America. The fund targets companies operating in the fields of disruptive financial services. It provides financing for early stage capital requirements.

777 Partners LLC (777 Partners) is a private equity firm founded in 2015 by Steven W. Pasko and Joshua Wander. The firm is headquartered in Miami, Florida.

Big Rock Sports LLC designs, manufactures, and distributes taxidermy products. It distributes sporting goods, fishing, hunting and shooting equipment. The firm offers fishing, hunting, shooting, firearms, ammunition, camping, marine, and electronics and boating supplies. The company was founded in 1996 and is headquartered in Graham, NC.

Republic Capital Access LLC provides financial services to government contractors. Its solutions include receivable financing and unbilled financing, financial commitment letters and channel partner financing. The company was founded in 2009 and is headquartered in Herndon, VA.

Federal-Mogul Motorparts LLC sells and distributes portfolio of products. It also provides original equipment manufacturers with braking, chassis and wiper products.The company is headquartered in Southfield, MI.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Part of The Toronto-Dominion Bank, LETCO Group is a company that provides equity and asset trading services. The company is based in Chicago, IL. LETCO Group was acquired by The Toronto-Dominion Bank on March 01, 2002.

Equity Armor Investments LLC (EAI) is a registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Brian S. Stutland in 2010 and is owned by Alpha II Zeta LLC. EAI offers advisory services to individual and institutional investors through proprietary funds, managed futures strategies, and outsourced advisory solutions.