Lauren Bovard

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

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.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

A-Level Capital Management LLC (A- Level Capital) is a venture capital firm founded in 2015 by Elizabeth Galbut and Demi Obayomi. The firm is headquartered in Baltimore, Maryland.

25madison LLC (25madison) is a venture capital firm founded in 2018 by Steven Price, Matt Fremont Smith, Gary Ginsberg, Kirk Posmantur, Michael Lynton and Lance West. The firm is headquartered in New York.

Alex. Brown Realty, Inc. is a privately-owned real estate investment manager founded in 1972. The firm is headquartered in Baltimore, Maryland.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

The Association of American Physicians operates as an American association of physicians. The non-profit company is based in Tucson, AZ. The company was founded by Charles Lee.

The Bill & Melinda Gates Foundation is a nonprofit organization that aims to help people lead healthy and productive lives. The non-profit company is based in Seattle, WA, and has subsidiaries in the United States. The company's mission is to create a world where everyone has equal opportunities. The company is guided by the belief that every life has equal value. The foundation is currently working on 'the big catch-up' project, which aims to increase vaccination levels among children to pre-pandemic levels and strengthen primary healthcare services for essential immunization in the future. The company was founded by Melinda French Gates and William H. Gates, and the CEO is Mark Suzman.

InDevR, Inc. develops and delivers analytical tools for detection and characterization of biological molecules and microorganisms. The firm offers on the ampliPHOX Colorimetric Detection platform and Custom Arrays to enable its customers a low risk means to explore the high utility of focused microarrays. The company was founded by Kathy L. Rowlen, Laura Kuck and John W. Birks in 2003 and is headquartered in Boulder, CO.

Frontier Nutrition, Inc. develops and manufactures fortified packaged food. Its recipes are localized for traditional diets, taste, and nutrition. The company was founded by Eddie Bearnot and Tanveer Ali on August 18, 2016 and is headquartered in DE.

Adjuvant Capital LP (Adjuvant Capital) is a private equity and venture capital firm founded in 2018 by Glenn Rockman, Kabeer Aziz and Charlie Petty. The firm is headquartered in New York.

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.

Oxford Science Enterprises PLC (Oxford Science Enterprises) is a venture capital firm founded in 2015. The firm is headquartered in Oxford, United Kingdom.

Navint Partners LLC provides consulting and enterprise information technology transformation services. It offers technology selection and deployment, change management leadership, project management, process optimization, business intelligence, outsourcing advisory, project turnarounds, supply chain management, and other services. The company was founded by Mark Vaughn and Robert Sullivan in 2010 and is headquartered in New York, NY.

Magic Fund (Magic Fund) is a venture capital firm founded in 2017 by Matt Greenleaf, Adegoke Olubusi and Temi Marcella Awogboro. The firm is headquartered in Los Angeles, California.

Fairmount Partners LP is an independent investment banking firm that focuses on serving the needs of middle market and emerging growth companies. The private company is based in West Conshohocken, PA. Cornelius P. McCarthy has been the CEO of the company since 2003. The company is a leading investment bank in the professional and technology services industry. Fairmount Partners served as the exclusive financial advisor to YPTC throughout the transaction.

Boathouse Capital Management LLC (Boathouse Capital) is a private equity firm founded in 2008. The firm is headquartered in Wayne, Pennsylvania.

Capital Research & Management Co. (International Investors) is the investment management division of Capital Research & Management Co. (CRMC), a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 by Jonathan Bell Lovelace and operates as a subsidiary of The Capital Group Cos., Inc. They provide services mainly to investment companies and manage accounts for non-1940 act investment funds. In 2013, The Capital Group restructured its equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers.

Catalio Capital Management LP (Catalio Capital) is a venture capital firm founded in 2020 by George Petrocheilos and Dr. Jacob Vogelstein. The firm is headquartered in New York.