Charles Morgan

Welltower OP LLC engages in the provision of health care infrastructure and investment of seniors housing operators, post-acute providers, and health systems. It operates through the following segments: Seniors Housing Operating, Triple-net, and Outpatient Medical. The Seniors Housing Operating segment includes the seniors housing communities. The Triple-net segment offers long-term/post-acute care facilities, assisted living facilities, independent living/continuing care retirement communities, care homes (United Kingdom), independent support living facilities (Canada), care homes with nursing (United Kingdom), and combinations thereof. The Outpatient Medical segment provides outpatient medical buildings. The company was founded in 1970 and is headquartered in Toledo, OH.

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.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Sonoma Orthopedic Products, Inc. develops and manufactures orthopedic devices. The company was founded by Stephen D. Guntherand and Charles L. Nelson in 2005 and is headquartered in Buffalo Grove, IL.

DataSphere Technologies, Inc. provides marketing solutions services. It offers local marketing package, mobile marketing, localsaver, high definition videos, multilocation, auto repair and dental marketing solutions. The company was founded by Ted Bremer, Alok Sinha, Anil H.P. Pereira in 2006 and is headquartered in Bellevue, WA.

VisiQuate, Inc. engages in the provision of business analytics solutions. It offers revenue management analytics, denials management analytics, vendor watch, and value care analytics. The company was founded by Rich Waller, Brian Robertson, and Jim Kolmansberger in 2009 and is headquartered in Santa Rosa, CA.

Educerus is a provider of in-home screening programs focused on the evaluation and diagnosis of key chronic conditions for Medicare Advantage plans. In addition to the impact that chronic conditions have on long term outcomes for patients and health plans alike, left undetected, these conditions represent billions in lost revenue for their clients. The Educerus clinical model is reinforced by an industry leading focus on operational process and scalability, allowing them to deliver evidence-based programs right to their members doorsteps.

NimbeLink Corp. engages in the provision of edge-based cellular connectivity devices and solutions. It offers embedded modems, development kits, cellular plans, sim cards, skywire activations, and asset tracking solution and devices. The company was founded by Scott Schwalbe and Kurt Larson in 2013 and is headquartered in Plymouth, MN.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

First Analysis Corp (First Analysis) is a venture capital firm founded in 1981 by Francis Oliver Nicklin. The firm is headquartered in Chicago, Illinois.

Fortress Cyber Security develops software to protect computer from malware founde. It offers personal privacy, cyber security, and smart home appliances. The company is headquartered in Orlando, FL.

observIQ, Inc. engages in the provision of enterprise information technology monitoring integration solutions. It offers True Visibility Suite for VMware, BindPlane, BindPlane for New Relic, Bindplane for Microsoft, BindPlane for Google Cloud Monitoring, BindPlane for New Relic Logging, Plugins for VMware vRealize Orchestrator, content packs for VMware vRealize Log Insights, and Oracle Enterprise Manager Plugins. The company was founded by Nathan Owen and Carl Erickson in 2007 and is headquartered in Grand Rapids, MI.

Vokal Interactive develops mobile applications. The private company is based in Chicago, IL.

Mobile Makers Academy LLC provides automobile insurance services. The firm offers people the opportunity to become iOS developers through its initial ten-week program. It provides mobile app developer Training and iOS developer Training. The company was founded by Don Bora and Brandon Passley in 2012 and is headquartered in Chicago, IL.

Trustwave Holdings, Inc. provides on-demand data security and payment card industry compliance management solutions to businesses and with organizations throughout the world. It offers compliance, web, application, network and data security solutions delivered through the cloud, managed security services, software and appliances. The firm also provides organizations a unique approach with comprehensive solutions that include its TrustKeeper portal and other proprietary security solutions. The company was founded by Joseph L. Patanella, Robert J. McCullen and Andrew Bokor in November 1995 and is headquartered in Chicago, IL.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

CIOX Health LLC provides cloud-based information sharing platform for healthcare information. Its solutions include denial prevention, imaging services, clinical abstraction, oncology data management, and medical charter retrieval. The company was founded in 1976 and is headquartered in Alpharetta, GA.

Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts.

Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services.

CoolR Group, Inc.'s products include smart energymeter, smarthub, smartcore, loragateway, virtual hub. The company was founded in May 2016 by Durlabh Jain and Roy Mehta and is headquartered in Chantilly, VA.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.