L. J. Rowell

Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

The PMA Insurance Group, Inc. provides investment advice for insurance company portfolio. The company was founded in 1915 and is headquartered in Blue Bell, PA.

Cross Atlantic Capital Partners LLC (Cross Atlantic Capital) is a venture capital firm founded in 1999 by Donald Caldwell and Gerry McCrory. The firm is headquartered in Radnor, Pennsylvania with an additional offices in the United Kingdom and Israel.

InsPro Technologies LLC develops individual insurance policy administration software for health, life and annuities insurance. Its product, InsPro Enterprise is an enterprise policy administration system that helps insurers, third-party administrators, affinity organizations, and fraternal organizations administer a full spectrum of products, expedite new product launches, and serve their customers, members, and agents. The company was founded by Robert J. Oakes in 1986 and is headquartered in Eddystone, PA.

Kennedy Health System provides healthcare services through its acute-care hospital and ambulatory campuses in Cherry Hill, Stratford, and Turnersville, New Jersey. Its services include acute-care for elders, bariatric surgeries, cancer care, robotic surgeries, ambulance and STAT medical transportation, balance center services, behavioral health services, wound care and hyperbaric oxygen therapies, CPR and life support education, dialysis, nutrition and diabetes education, digestive health services, emergency services, family health services, fitness center services, home healthcare, health alliance services, OB/GYN services, and long term care and rehabilitation. The company was founded in 1965 and is headquartered in Voorhees, NJ.

CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA.

Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust.

Duane Morris LLP provides legal services in the areas of intellectual property, telecommunications, information technologies, energy, water resources, endangered species and international dispute. The firm's clients include the automotive, construction, energy and insurance industries. The company was founded in 1904 and is headquartered in Philadelphia, PA.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

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.

Lightning Gaming, Inc. designs, develops and markets electronic gaming equipment to the casino industry. The company was founded in 2004 by Brian D. Haveson and is headquartered in Boothwyn, PA.

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.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Independence Blue Cross LLC provides health insurance and other related services. It offers managed care, traditional indemnity, medicare, and medicaid services. The company was founded in 1938 and is headquartered in Philadelphia, PA.

Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA.

Adaptive Processing Solutions provides data processing services. The private company is based in Malvern, PA. Jerry D. Poole has been the CEO of the company since 2014.

LG&E & KU Energy LLC provides energy and utility services. It generates electricity from coal, oil and gas, and hydro energy sources. The firm is a diversified energy services company, which is a member of the PPL family of companies. It offers energy and utility services to residential and business customers. The company was founded in 1990 and is headquartered in Louisville, KY.

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.

Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans.

Integre Asset Management LLC is an investment management firm headquartered in New York City. The firm was founded by Emanuel M. Weintraub in 2003 as Integre Advisors LLC. They provide investment services to individuals and families.