Paul Schilpp

Hastings Manufacturing Co. designs and manufactures piston rings. Its products include compression rings, oil control rings, and top compression rings. The company was founded in 1915 and is headquartered in Hastings, MI.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Brook & Whittle Holding Corp. operates as an investment holding company. The company is headquartered in North Branford, CT.

Matthews International Capital Management LLC (dba Matthews Asia) is an independent SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. Institutional clients include funds registered under the laws of Luxembourg, United Kingdom, Ireland and Canada.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

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.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Energy Capital Partners Management LP (ECP) is a private equity firm founded in 2005 by Doug Kimmelman. The firm is headquartered in Summit, New Jersey with an additional office in San Diego, Fort Lauderdale, New York City, Houston and Seoul .

Global Tel*Link Corp. provides integrated correctional technology solutions. It offers inmate communication, investigative, facility management, visitation, payment and deposit, and content solutions. The company was founded in 1980 and is headquartered in Reston, VA.

iMedX, Inc. operates as a integrated medical document management and health information solutions company. It offers a full suite of revenue cycle management solutions including medical transcription and coding services, results-based consulting, education and training opportunities, and data analytics. The company was founded by Venkat V. Sharma in 2002 and is headquartered in Atlanta, GA.

Garden Green Products LLC engages in the provision of seed and seed starting products. It operates through the following brands: american seed, NK Lawn & Garden, Ferry-Morse, Jiffy, SUPERthrive, Livingston, Jiffy Hydro, and McKenzie Seed. The company was founded in 1980 and is headquartered in Norton, MA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

GAPRC Holding Corp. provides advertising services. It designs and executes integrated retail marketing programs that include pre media advertising execution, digital creative and design, digital asset management services, photographic services and interactive services for national retailers. The company was founded in 1967 and is headquartered in New Canaan, CT.

GA Communications, Inc. provides advertising and marketing services. It also provides brand transformation, photography, design, strategy, writing, styling, visual merchandising, production, database management, web design and development, printing, video and consulting services. The firm has offices in Atlanta, Pittsburgh, San Francisco, Charlotte, and Philadelphia. The company was founded in 1967 and is headquartered in Stone Mountain, GA.

RFE-Hastings Investment LLC provides investment services. The company is headquartered in New Canaan, CT.

ZRG Partners LLC provides global executive search and talent management services. It offers market analysis and talent identification in conjunction to talent management solutions. The firm's practice areas include aerospace, board services, consumer, cyber security and defense/intelligence, education, financial services, and healthcare services and solutions. The company was founded in 1999 and is headquartered in Rochelle Park, NJ.

PCX Aerostructures LLC engages in the design, manufacture, and distribution of engineered, precision, and flight-critical aerospace components and assemblies. The firm offers airframes, engines, landing gear, and rotor heads for both helicopter and fixed wing aerospace platforms. Its customers include Airbus, Bell Helicopter, Boeing, Sikorsky, Gulfstream, Lockheed Martin, and Northup Grumman. It also provides assembly, precision machining, inspection, special processes, engineering, and overhaul and repair services. The company was founded by Wilson L. Fenn in 1900 and is headquartered in Newington, CT.

PCX Holding Corp. operates investment company vehicle. The company is headquartered in 2014 and is headquartered in New Canan, CT.

EnsembleIQ, Inc. designs and develops business-to-business integrated information and marketing platform. The firm provides EIQ research solutions, custom marketing solutions, database solutions, and enterprise solutions. The company was founded in 2016 and is headquartered in Chicago, IL.

Cornerstone Capital Partners, Inc (Cornerstone Capital Partners) is a private equity firm founded in 1990 by Jerry R. Donatelli. The firm is headquartered in New York.

Squan Construction Services LLC provides construction and site development services to the telecommunications sector. The firm offers its services for telecom infrastructure, engineering and fiber infrastructure, wireless, utility infrastructure and solar. The company was founded by John J. Celentano, Jr. and Kevin Frerich in 2008 and is headquartered in Englewood, NJ.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Hti Technology, Inc. designs and manufactures electric motors and complex engineering assemblies. It offers components, injection molding, metal stampings, casting, powder metal parts, fans, shafts, cord sets, and gears. The company was founded in 1989 and is headquartered in LaVergne, TN.

The World Economic Forum USA, Inc. operates an organization for economic reforms. The non-profit company is based in New York, NY.

Conair Corp. engages in the manufacture and distribution of personal care, grooming, health, and beauty products. Its products include facial brushes, makeup applicators, light therapy treatments, mani/pedi beauty tools, spa solutions, hair removal, garment care, lighted mirrors, oral health, hair dyers, curling irons, curling wands, and hot rollers. The company was founded by Leandro P. Rizzuto, Sr. in 1959 and is headquartered in East Windsor, NJ.

Ulterra Drilling Technologies LP designs, manufactures, and supplies polycrystalline diamond compact drill bits to the oil and gas industry. Its products include SplitBlade, CounterForce, FastBack, XP, AirRaid™, Heavy Oil Gauge, OneShot, Omega™, and TorkBuster. The company was founded in 1927 and is headquartered in Fort Worth, TX.

Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Serengeti Asset Management LP (Serengeti) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joseph LaNasa III in 2007. Serengeti provides investment advice to and manages a number of private pooled investment vehicles and other asset managers for institutional and other investors. Beneficial owners of asset managers may include institutions, pension plans, high net-worth individuals and other sophisticated investors.