Peter E. Deming

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients.

Parthenon LLC is an independent wealth management firm and registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 1999 by its four principals, J. McFerran Barr, II, Tony H. Coffey, Thomas A. Corea and Todd P. Lowe. Parthenon provides investment management services for individuals, families, trusts, family limited partnerships, retirement accounts such as profit sharing accounts, and institutional clients.

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.

Clayton, Dubilier & Rice LLC (Clayton, Dubilier & Rice) is a private equity subsidiary of Clayton, Dubilier & Rice Holdings LP founded in 1978 by Joseph L. Rice. The firm is headquartered in New York.

Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries.

Part of RA Holding Corp., Potomac Group, Inc. provides health care electronic data interchange services. The company is based in Nashville, TN. The company was founded by Peter Dordal. Potomac Group was acquired by Arcapita Corporate Investment on June 28, 2001 for $117 million.

West Tennessee Healthcare, Inc. provides health care services. Its services include cancer services, children's services, heart and vascular, inpatient rehabilitation and orthopedics. The company was founded in 1950 and is headquartered in Jackson, TN.

Cystic Fibrosis Foundation is a donor-supported non-profit organization which focuses in the search for a cure for cystic fibrosis. The foundation funds cystic fibrosis research. It also supports and accredits a national care center network recognized by the National Institutes f Health as a model of care for a chronic disease. The company was founded in 1955 and is headquartered in Bethesda, MD.

The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY.

Part of Nashville Area Chamber of Commerce, Nashville Health Care Council operates as an association of health care industry leaders. The company is based in Nashville, TN. The company was founded by Philip M. Hertik.

Goodwill Industries, Inc. provides employment and business services. It offers evaluation process, including career, on-the-job and vocational assessments, placement services, including job development, resume preparation and interview training, transitional and paid employment opportunities and industry-specific skills training for automotive, bank, bank reconciliation, construction, warehouse forklift and retail careers. The company was founded in 1933 and is headquartered in Omaha, NE.

Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations.

naviHealth, Inc. engages in the provision of post-acute care management services. It offers risk underwriting, benchmarking and analytics, clinical design and support, PAC decision support, network management and bundled payments services. The company was founded by Ken Botsford, Claiborne R. Richards in January 2012 and is headquartered in Brentwood, TN.

OptumHealth Holdings LLC operates as an investment holding company with interests in providing healthcare services. The company was founded by Clay Richards in 2012 and is headquartered in Golden Valley, MN.

Agilon Health Topco, Inc. functions as an investment fund. The private company is based in Long Beach, CA. The company was founded in 2016. Steve Sell has been the CEO of the company since 2020.

Claritas Health Ventures (Claritas Health Ventures) is a healthcare venture arm of Claritas Capital LLC founded in 2008 by John H. Chadwick and Theresa Sexton. Claritas Health Ventures is headquartered in Nashville, Tennessee.

RSV QOZB LTSS, Inc. engages in the development of GPS software solutions. The company is headquartered in Nashville, TN.

Herself Health is a healthcare company that focuses on providing comprehensive primary care for women aged 65 and above. The company is based in St. Paul, MN. The company takes a holistic approach to healthcare, considering not just labs, medication, imaging, and surgery, but also mobility, mental health, social and behavioral health, and the patient's life journey. Herself Health aims to ensure that each patient is properly cared for, listened to, and supported through this next stage of their lives.

Stanhope Capital LLP is an investment management firm headquartered in London, UK. It was founded in 2004 and is a direct subsidiary of Stanhope Capital Management Ltd., ultimately owned by Stanhope Capital (Cayman) Ltd. in Cayman Islands. The firm provides asset management and advisory services to private clients, corporations and non-profit organizations around the world with respect to wealth management, consulting, alternative investments and merchant banking. Stanhope Capital is a signatory of the UN Principles for Responsible Investment (UNPRI).