Dan Devorsetz

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts.

1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

SSgA Funds Management, Inc. (SSgA FM) is a 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.

Pension Reserves Investment Management Board (PRIM) is a State-owned pension fund manager headquartered in Boston, Massachusetts. Founded in 1983, PRIM manages the assets of the Pension Reserves Investment Trust (PRIT) Fund for public employee pension benefits on behalf of Massachusetts State Employees, Massachusetts Teachers’, and Boston Teachers’, as well as local participating retirement systems throughout the Commonwealth that elect to invest with PRIM.

Wellcome Trust Technology Transfer (Wellcome Trust Technology Transfer) is a venture capital subsidiary of The Wellcome Trust Ltd. founded in 1992 by Graham Eric Fagg. The firm is headquartered in London.

Deutsche Bank India engages in the provision of integrated financial services to corporate, institutional, and individual clients. It operates through the following segment: Global Market, Commercial Banking, Retail Banking, and Others. The Global Market segment includes trading in forex, derivatives, corporate bonds, government securities, placement of corporate debt in the market. The Commercial Banking segment comprises of transaction banking services, catering to working capital requirement of corporate customers, and custodial and wealth management services. The Retail Banking segment focuses on raising of deposits from retail customers and catering to loan requirements of such customers. The Others segment represents parabanking income and revenue earned on account of the notional capital charge, and notional cost of fixed asset usage. The company is headquartered in Mumbai, India.

WRF Capital (WRF Capital) is a venture capital firm founded in 1994 by Ronald Howell. The firm is headquartered in Seattle, Washington.

Tata Capital Private Equity (Tata Capital) is a private equity/venture capital subsidiary of Tata Capital Ltd founded in 1868. The firm is headquartered in Mumbai, India.

Alsons Insurance Brokers Corp. was founded in 1972 and provides risk management and insurance services. The private company is based in Makati, Philippines.

GATX Ventures, Inc. (GATX Ventures Inc), a subsidiary of GATX Financial Corp. is a venture capital firm founded in 1999. The firm is headquartered in Chicago, Illinois.

TransAmerica Technology Services, Inc. offers information technology consulting services. It offers networking and systems design and support, SAP, PeopleSoft, Oracle, application programming, database design and development as well as internet design and development services. The company was founded in 1999 and is headquartered in Atlanta, GA.

Harrison Fiduciary Group LLC is a retirement plan management company that aims to ease the burden of retirement plan sponsors while never sacrificing the best interests of plan participants. The private company is based in Boston, MA. The company offers independent fiduciary services, devoid of any conflicts of interest, and creates meaningful relationships with a select group of clients. The company sees participants as colleagues and friends and put the retirement plan in the hands of fiduciary experts, letting executives focus on their business while never sacrificing attention to the interests of participants.

Homesite Group, Inc. (Investment Portfolio) (Homesite Group-IP) is the investment portfolio division of Homesite Group, Inc., an insurance company headquartered in Boston, Massachusetts. The firm is owned by American Family Insurance Mutual Holding Co. Homesite Group-IP manages the investment portfolio of insurance clients.

Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.

Sphaeris Capital Management LLC (Sphaeris) is a private equity firm founded in 2014 by Daniel E. Rosen. The firm is headquartered in New York.

Takwin Ventures (Takwin Ventures) is a venture capital firm founded in 2015 by Chemi Peres, Imad Telhami, and Erel Margalit. The firm is headquartered in Haifa, Israel.

Investindustrial, Inc. engages in the provision of investment management services. The company is headquartered in New York, NY.

Medical Device, Inc. is an American company that provides manufacturing solutions for medical devices, products, and components to the world's leading medical device and life-sciences industries. The private company offers a range of services including design, development, engineering, compounding, extrusion, injection molding, tooling and mold builds, and assembly capabilities. The CEO of the company is Jeffrey S. Goble.

The Sapir Organization LLC develops and operates real estate properties. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded by Tamir Sapir and the CEO is Alex Sapir.