Chad O'Fallon

Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).

Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects.

Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.

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.

Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US.

TCP Reliable, Inc. is a complete packaging solutions provider dedicated to providing goods and services to maintain the integrity of its client's products. It offers packaging engineering services and solutions to growing medical device and the biopharmaceutical segments of the health care industry. The company also provides cold chain packaging solutions and products for the life science, pharmaceutical and food industries. The company was founded in 1990 and is headquartered in Edison, NJ.

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.

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.

Patriot Rail Co. LLC manages and operates short line railroads. It offers tank railcar cleaning; wastewater treatment; railway track cleaning; railroad construction; transloading and warehousing; contract railcar switching; railcar storage; real estate and track access; and scenic rail excursions. The company is headquartered in Jacksonville, FL.

ALPS Property & Casualty Insurance Co. (Investment Portfolio) is the investment portfolio division of ALPS Property & Casualty Insurance Co., an insurance company headquartered in Missoula, Montana. The firm is a subsidiary of ALPS Corp. They are a direct writer of legal malpractice insurance.

Lewis & Clark Bank is a community bank, which engages in the provision of personal and business banking services. The company was founded by Trey Maust, Jeff Sumpter, William Reiling, and Larry G. Baker on December 2006 and is headquartered in Oregon City, OR.

Part of Cahya Mata Sarawak Bhd., Sarawak Securities Sdn. Bhd. is a Malaysian company. The company was founded by Mahmud Abu Bekir Taib.

Moomkin is an American company that develops cloud-based enterprise human resource software.

HBS Alumni Angels of Greater New York LLC (HBS Alumni Angels) is a venture capital firm founded in 2011 by David Teten. The firm is headquartered in New York.

Part of Billings Clinic, Logan Health operates as a hospital. The company is based in Kalispell, MT. The company was founded in 1910. The CEO is Craig Lambrecht. Logan Health was acquired by Billings Clinic on September 01, 2023.

The Joint Commission on Accreditation of Healthcare Organizations is based in Oakbrook Terrace, IL and has subsidiaries in the United States. The non-profit company operates as an organization that provides certification and accreditation for healthcare companies.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation.

Aurora Sustainable Lands LLC (Aurora Sustainable Lands) is an private equity firm founded in 1995 by F. Chris Zinkhan and Chip H. Collins. The firm is headquartered in Chapel Hill, North Carolina.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors.

Big Sky Capital (Big Sky Capital) is a venture capital firm founded in 2022 by Jahn Karsybaev and Adil Ergalievich Nurgozhin. The firm is headquartered in Miami, Florida.