Aaron M. Patsch

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

Stacey Braun Associates, Inc. (Stacey Braun) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1977 and is wholly owned directly or indirectly by its employees. Stacey Braun provides managed account services and financial planning services to individuals, pension and profit-sharing plans, corporations and trusts, welfare, employee stock ownership plans, insurance trusts, foundations, annuity, apprenticeship and retraining, education, severance, unemployment, benefit and operating funds.

Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth.

Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Part of InterContinental Hotels Group Plc, InterContinental Hotels, Inc. is an American company.

Ascendant Compliance Management, Inc. is engaged in the provision of compliance consulting services. Its offers integrated compliance and business solutions, conferences, and online education and training. The firm serves investment advisers, broker dealers, hedge funds, and private equity firms. The company was founded in 2006 and is headquartered in Salisbury, CT.

CURE International operates as a non-profit organization that provides physical, medical, and spiritual healing to children with disabilities. The company was founded by Scott Harrison and Sally Harrison in 1996 and is headquartered in New Cumberland, PA.

Acorn Growth Cos LLC (Acorn Growth Cos) is a private equity firm founded in 2005. The firm is headquartered in Oklahoma.

Nextstream Growth I LLC operates as a technology development firm. The company was founded by Baker Hughes and is headquartered in Oklahoma City, OK.

Kirkpatrick Bank operates as state chartered commercial bank. The company was founded in 1970 and is headquartered in Edmond, OK.

11 Tribes Management LLC (11 Tribes Ventures) is a venture capital firm founded in 2020 by Mark Phillips. The firm is headquartered in Chicago, Illinois.

Pillsbury Winthrop Shaw Pittman LLP provides legal services. It offers services in education, aviation, communications, consumer and retails, corporate and securities, hospital and intellectual property. The company was founded in 1868 and is headquartered in New York, NY.

Menlo Ventures Management LP (Menlo Ventures) is a venture capital firm founded in 1976 by DuBose Montgomery. The firm is headquartered in San Francisco, California.

Manifold Ventures (Manifold Ventures) is a venture capital firm, subsidiary of Manifold Group, founded in 2021. The firm is headquartered in Chicago, Illinois.

EducationDynamics LLC engages in the provision of higher education marketing and enrollment management services. It helps colleges and universities to find, enroll, and retain students. It offers LeadWatchLive, a Web-based inquiry management system. The company was founded in 2005 and is headquartered in Hoboken, NJ.

Oklahoma Proton Center LLC operates as proton therapy center. It provides diagnosis treatment services for cancer types such as prostate, lung, head and neck, breast, brain, and CNS. The company is headquartered in Oklahoma, OK.

BancFirst provides banking services. The company is headquartered in Oklahoma City, OK.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Coho Partners Ltd. (Coho) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Peter Thompson and Lisa Moneymaker in 1999. They provide continuous investment advice and investment management services to, among others, institutional and individual clients. Coho is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).