Thana Lee

ValueAct Capital Management LP (ValueAct Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel. They are a subsidiary of ValueAct Holdings II LP, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). ValueAct Capital provides discretionary investment advice and management services to private investment funds and certain other investment vehicles.

Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications).

Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp.

Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology.

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.

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.

Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.

Huron Capital Partners LLC (Huron Capital) is a private equity firm founded in 1999. The firm is headquartered in Detroit, Michigan.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

Hellman & Friedman LLC (Hellman & Friedman) is a private equity firm founded in 1984 by Warren Hellman and Tully Friedman. The firm is headquartered in San Francisco, California.

Syneos Health LLC operates therapeutically focused global contract research organization. It provides pharma and biotech services. The firm specializes in the hematology, immunology and inflammation infectious diseases, oncology, ophthalmology, cardiovascular, CNS analgesia, CNS neurology, CNS psychiatry, endocrinology, and gastroenterology and hepatology. The company was founded by Kenneth A. Selzer in 1985 and is headquartered in Raleigh, NC.

Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC.

Syneos Health Consulting, Inc. provides consulting services to pharmaceutical and biotech industries. It is organized into practice areas, each specializing in a critical industry function: brand management, business development, clinical development, managed markets, medical affairs, sales, and trade and distribution. The company was founded by John J. Campbell in 1997 and is headquartered in Morrisville, NC.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Part of FactSet Research Systems, Inc., FactSet GmbH is a German company that provides integrated financial database services. The company is based in Frankfurt, Germany. The CEOs of the company are Mark Anthony Dell'isola, Julian Casu.

Octagon Credit Investors LLC (Octagon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Andrew Gordon, James Ferguson and Joyce Delucca in 1994 as a business unit of Chemical Bank a (predecessor of JPMorgan Chase & Co.) to create an asset management capability for below investment grade debt investments. They were incorporated in 1998 and separated from The Chase Manhattan Corp. in 1999. In 2016, the firm was acquired by Conning & Co., which is ultimately owned by Cathay Financial Holding Co., Ltd. (TPE: 2882) in Taiwan. Octagon manages CLOs, separately managed accounts, private funds, and registered Funds.

Eurasia Group Ltd. is a private global political risk research and consulting firm headquartered in New York. The firm was founded by Ian Bremmer in 1998. Eurasia Group provides advisory and consulting services for business decision-makers and investors. They offer unique and integrated products and services that combine best-in-class political risk advisory with the tools required for success in today's politically charged global economy.

Seeking Alpha Ltd. provides stock market opinion and analysis information. The company offers daily summary of market and stock related stories, conference call transcripts, new IPO filings and housing market roundup. It also provides articles from contributors for stock research. The company was founded by David A. Jackson in 2004 and is headquartered in Raanana, Israel.

Raines International, Inc. provides management consulting services. It specializes in healthcare, financial services and CPG retail, private equity, industrials, entertainment, media, technology, and board positions. The company was founded by Bruce R. Raines in 1969 and is headquartered in New York, NY.

Founded in 1969, the Andrew W. Mellon Foundation is a not-for-profit corporation located in New York City. The foundation was formed through the consolidation of two foundations: the Avalon Foundation and the Old Dominion Foundation. The Avalon Foundation was founded in 1940 by Ailsa Mellon Bruce, daughter of Andrew W. Mellon. The Old Dominion Foundation was founded in 1941 by Paul Mellon, son of Andrew W. Mellon. When the two foundations were consolidated, the foundation was renamed. The Andrew W. Mellon Foundation makes grants in six program areas: higher education and scholarship, scholarly communications, research in information technology, museums and art conservation, performing arts and conservation and the environment.

GCA is an international organization founded in 2018 that works as a solutions broker to accelerate action and support for adaptation solutions and a climate resilient future. The Italian company aims to promote a sustainable future by providing solutions to climate change. GCA's focus is on supporting adaptation solutions and building resilience to climate change. The private company has a head of communications center on adaptation who can be contacted for media inquiries.

Incline Management Corp.(Incline Equity Partners) is a private equity firm founded by Jack Glover, Wali C. Bacdayan and Justin Bertram. The firm is headquartered in Pittsburgh, Pennsylvania.

Spling, Inc. owns and operates social media website. The firm's website gathers, sorts, and creates a compilation of media from across Internet. The company was founded in 2010 by William McFarland, Michael Cordrey and Nicholas Meiring and is headquartered in New York, NY.

Gratitude Management LLC (Gratitude Railroad) is a venture capital firm founded in 2013 by Howard Fischer and Eric Jacobsen. The firm is headquartered in Park City, Utah.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

Laerdal Million Lives Fund (Laerdal Million Lives) is a venture capital firm affiliated with the Laerdal Family, founded in 2019. The firm is headquartered in San Francisco, California.

Material Impact Management LLC (Material Impact Management) is a venture capital firm founded in 2015 by Carmichael Roberts and Adam Sharkawy. The firm is headquartered in Boston, Massachusetts.

Waterbridge Capital Advisors LLP (Waterbridge Capital Advisors) is a venture capital firm founded in 2015 by Manish Kheterpal. The firm is headquartered in New Delhi, India with an additional office in Bangalore.

Coin Metrics, Inc. is an investment research and holding firm headquartered in Cambridge, Massachusetts. The firm was co-founded by Timothy “Tim” Rice and Nicolas “Nic” Carter in 2017 as an open-source project to determine the economic significance of public blockchains. Coin Metrics provides crypto financial intelligence, network data, market data, index and network risk solutions to institutions touching crypto assets.

FundRx, Inc. (FundRx) is an Independent Venture Capital firm founded in 2014 by Zeshan Muhammedi. The firm is headquartered in New York.