Andrew Woerner

OshKosh B'Gosh, Inc. manufactures children's clothing. The company was founded in 1895 and is headquartered in Oshkosh, WI

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

LaSalle Investment Management, Inc. is a Private Equity firm, a subsidiary of Jones Lang LaSalle, Inc. founded in 1999. LaSalle Investment Management, Inc. is headquartered in Chicago.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors.

ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.

Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

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.

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

Baytree Capital Associates LLC provides investment banking services. The private company is based in New York, NY.

Todd Asset Management LLC (TAM) is a privately-held registered investment advisory firm headquartered in Louisville, Kentucky. The firm was founded by Bosworth Todd in 2009 upon the combination of Veredus Asset Management LLC (VAM) with Todd Investment Advisors, Inc. (TIA) and subsequently changed its name to Todd-Veredus Asset Management LLC (TVAM). They renamed their name into Todd Asset Management in 2013. TAM provides advisory services to individual and institutional clients.

Venture First LLC is a growth-focused investment firm that provides capital and financial services to growth-focused companies. The private company is based in Louisville, KY, with offices in other locations. The company has curated a variety of niche funds, investments, and special purpose vehicles, including Whiskey Capital Finance Co. and Strike Ventures. Additionally, Venture First is home to a financial services group that provides deal structuring, M&A and capital raise advice, fractional CFO services, and an array of equity and derivative valuation capabilities. The company has worked closely with several hundred innovative companies and their investors in more than 60 cities around the globe to provide them with the financial and strategic tools to be successful. Venture First was founded in 2010 by John Shumate, who has been the CEO since then.

Kentucky Select Fund (Kentucky Select Fund) is a venture capital firm founded in 1997. The firm is headquartered in Louisville, Kentucky.

Greater Louisville, Inc. is a chamber of commerce that focuses on regional economic growth. The private company is based in Louisville, KY. The company was founded by Doug F. Cobb. Sarah Davasher-Wisdom has been the CEO of the company since 2014.

Poplar Ventures LLC (Poplar Ventures) is a venture capital firm founded in 2007 by John H. Willmoth. The firm is headquartered in Louisville, Kentucky.

Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets.

Tregaron India Holdings LLC provides web design and information technology services. Its services include cloud application and software development, mobile development, customer and technical support, system integration and migration, and website development. The company was founded by Vidya Ravichandran in 2001 and is headquartered in Louisville, KY.

Keyhorse Capital (Keyhorse) is a venture capital subsidiary of The Kentucky Science & Technology Corp founded in 2001. The firm is headquartered in Louisville, Kentucky.

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

Cressey & Co. LP (Cressey & Co) is a private equity firm. The firm is founded in the year 2008 by Bryan Charles Cressey and it is headquartered in Chicago, Illinois and Nashville, Tennessee.

The Tuck Social Venture Fund (TSVF) (Venture Capital) (The Tuck Social Venture Fund) is a venture capital firm founded in 2015. The firm is headquartered in Hanover, New Hampshire.

Borealis Ventures (Borealis Ventures) is a venture capital firm founded in 2001 by Jesse Devitte and Phil J. Ferneau. The firm is headquartered in Hanover, New Hampshire.

Part of Wedgewood Village Pharmacy LLC, Blue Rabbit Ventures, Inc. provides veterinary services. The company is based in Portland, ME. The company was founded by Benjamin J. Shaw. Benjamin J. Shaw has been the CEO since incorporation. Blue Rabbit Ventures was acquired by Wedgewood Village Pharmacy LLC on June 14, 2023.

People's Daily Online is a Chinese company that publishes newspapers through an online platform. The private company is based in Beijing, CN. and has subsidiaries in United States.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.