Samantha Shafer

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

Part of Prudential Financial, Inc., PGIM Real Estate Finance LLC is a company that provides mortgage services. The company is based in Newark, NJ. David Durning has been the CEO of the company since 1988.

Medco Health Solutions, Inc. retails drugs, pharmaceuticals and other health products through online. The firm provides pharmacy services which are designed for private and public employers, health plans, labor unions government agencies of all sizes and individuals. The company was founded in June 1983 and is headquartered in Franklin Lakes, NJ.

Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona.

Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US.

Picmonic, Inc. engages in the provision of medical learning system. It offers resource portals including nurse practitioner, pre-health, pharmacy, and paramedic. The company was founded by Ron Robertson, Adeel Yang, and Ken Robertson in 2011 and is headquartered in Phoenix, AZ.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

HCI Equity Partners LLC (HCI Equity Partners) is a private equity firm founded in 1991 by Frederic Malek. The firm is headquartered in Washington, District of Columbia.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Somera Capital Management LLC (Somera Capital) is a real estate investment and a private equity firm founded in 1994 by David Brown and Steven Firestone. The firm is headquartered in Carpinteria, CA.

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

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.

Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia.

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).

Kindel Furniture Co. manufactures residential furniture. It brands include Karges, Councill and Councill Contract. It specializes in bench assembly, hand-selected veers, hand carving, hand-painted decoration and hand finishing. The company was founded by Charles J. Kindel in 1901 and is headquartered in Grand Rapids, MI.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

GV Management Co. LLC is a Venture Capital firm, a subsidiary of Google LLC founded in 2009. GV Management Co. LLC is headquartered in Los Angeles with additional offices in Sydney, Seocho-gu and London.

SVN International Corp. engages in the provision of commercial real estate services. It offers brokerage, consultation, asset management, property management, leasing, accelerated marketing, and auction services. The company was founded by R. Rand Sperry and Mark E. Van Ness in 1987 and is headquartered in Boston, MA.

Compass Lexecon LLC provides legal services. It offers legal services to corporations and government clients. The company is headquartered in Washington, DC.

Sperry Van Ness International operates a commercial real estate platform.

Vector Marketing operates as a single level direct sales company which sells CUTCO. The firm belong to the direct selling association, which is the national trade association for companies who manufacture and distribute goods and services sold directly to consumers. The company is headquartered in Saskatoon, Canada.

Arrowroot Capital Management LLC (Arrowroot capital) is a private equity firm founded by Matthew j. Safaii in 2013. The firm is headquartered in Marina Del Rey, California.

Hawke Media LLC provides digital marketing agency and strategy services. The firm’s services include strategy, media buying, lifecycle marketing, web, content & social, branding and production. The company was founded by Tony Delmercado and Erik Huberman in 2013 and is headquartered in Los Angeles, CA.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.