Chad Horstman

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

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.

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.

National Association of Tax Professionals, Inc. provides support, education, products, and research services to U.S. tax professionals. The company is headquartered in Appleton, WI.

Higher Ed Growth LLC provides higher education marketing solutions to non-profit and for profit schools. It offers proprietary tools focusing on lead generation, management and nurturing, in-house variable data printing and mailing, web designing, online interactive communications, and enrolment consulting. The company was founded by Frank Healy, Adam Carlson and Eric Flottmann in June 2007 and is headquartered in Tempe, AZ.

FAS Wealth Partners, Inc. (FAS) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Max W. Greer, Jr. in 1979 as Financial Advisory Service, Inc. and changed its name to FAS Wealth Partners, Inc. in 2022. FAS provides financial planning and asset management services to individuals, define contribution plans (profit-sharing and 401(k)), trusts, estates, charitable organizations, corporations and other business entities.

Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals.

Epitel, Inc. is a digital health company based in Salt Lake City, UT. Epitel, Inc. revolutionizes how brain health is monitored by combining wearable EEG technology with data analytics and machine-learning capabilities. The company designs and develop wireless solutions that provide long-term monitoring for people living with epilepsy. The company's proprietary cloud-based wearable sensor system, along with other innovative AI technologies, empowers better treatment decisions by making EEG readily deployable and accessible. Epitel's flagship product, Remi, is an unobtrusive wearable seizure detection system that records long-term EEG, providing peace of mind and better understanding for individuals managing their seizures. The company was founded by Mark Lehmkuhle and he has been the CEO since incorporation.

ReddyPort, Inc. engages in the development and provision of oral care endoscopy adapter and components. Its products include CO2 capnometry, patient microphone kit, and oral care kit. The company was founded by Andrew Hansen, Joseph Orr, and Chak Reddy and is headquartered in Salt Lake City, UT.

MedMountain Ventures (MMV) is a venture capital firm founded in 2018 by Branden D. Rosenhan. The firm is headquartered in Holladay, Utah.

Boka Sciences, Inc provides biotechnology services. It develops human hydration assessment tests using biomarkers. The company was founded by Andrew Byars and is headquartered in Santa Barbara, CA.

Penblade, Inc. designs, develops, and manufactures safety scalpels for use in surgical applications. The company was founded by Branden D. Rosenhan in 2013 and is headquartered in Salt Lake City, UT.

TCI Wealth Advisors, Inc. (TCI) is an independent, SEC-registered investment advisor headquartered in Tucson, Arizona. Formerly known as The Conservative Investor, the firm was founded in 1990 by Robert Swift, Jr. TCI provides investment advisory services to individuals, high net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Harmonic Discovery, Inc. is an American company that specializes in drug discovery and development services. The company was founded in 2021 by Rayees Rahman, Jason Lee, Marcel Patek. Rayees Rahman has been the CEO since 2021.

Think Bioscience, Inc. is a company that is revolutionizing synthetic biology by utilizing living systems to create better medicines. The company is based in Boulder, CO and was founded by Jerome Fox, who has been the CEO since incorporation. The company's approach to drug discovery involves a combination of applied microbiology, enzymology, and computational science to develop small-molecule therapeutics for difficult-to-treat conditions.

The American company was founded by Nick Johnson, Cheng Zhang, and Marcel van der Brug, with Cheng Zhang serving as the CEO since incorporation. Character Biosciences is focused on developing therapies for ophthalmic and other progressive polygenic diseases. The company has developed a platform that integrates genomics with longitudinal clinical data to select drug targets and match therapies to the right patients. Currently, Character Biosciences is advancing two lead drug discovery programs through preclinical development for dry age-related macular degeneration.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Loews Corp. (Investment Portfolio) (Loews-IP) is the investment portfolio division of Loews Corp. (NYSE: L), a diversified holding company headquartered in New York City. Founded in 1954, Loews-IP manages the investment portfolio of the group.

Silverware Software LLC develops mobile applications.

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.

Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients.