Tony Dimaso

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Northern Illinois Gas Co. distributes natural gas properties. It also provides natural gas storage and transmission-related services to marketers and other gas distribution companies. The company was founded in 1954 and is headquartered in Naperville, IL.

The Quaker Oats Co. manufactures beverages and other food products. It also manufactures bottled and canned soft drinks, granola bars and clusters, flour and flour mixes from purchased flour, rice cakes, cereals and uncooked rice products. The company was founded in 1877 and is headquartered in Chicago, IL.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

California State Teachers' Retirement System (CalSTRS) is a global financial services institution and state agency headquartered in West Sacramento, California. Founded in 1913, CalSTRS provides retirement, disability and survivor benefits to California’s public school educators and their families.

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.

Front Barnett Associates LLC (Front Barnett) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Marshall Front in 1994. In 2023, the firm was acquired by Mesirow Financial Holdings, Inc. from Tree Front Associates, Inc. Front Barnett provides discretionary asset management services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other legal entities.

Part of Fidelity National Financial, Inc., Chicago Title & Trust Co. provides title insurance, escrow, and closing services. The company is based in Chicago, IL.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Heitman Capital Management LLC (Heitman Capital Management) is a real estate private equity firm a subsidiary of Heitman LLC founded in 1999. The firm is headquartered in Chicago, Illinois.

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.

Capri Capital Advisors LLC provides investment and investment advisory and management services. The private company is based in Chicago, IL and has subsidiaries in the United States. The company was founded by Daryl J. Carter.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Founded in 2002 by Robert G. Byron and Peter Stelian, Blue Vista capital Management LLC is a private equity firm located in Chicago.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

Learn Charter School Network engages in provision of an academic foundation for children. The company was founded in 2001 and is headquartered in Great Lakes, IL.

Founded in 1995, Waterton Associates LLC is a Chicago-based private real estate investment firm

Heartland Angels, Inc. (Heartland Angels) is a venture capital firm founded in 2003 by Ronald Leslie Kirschner. The firm is headquartered in Skokie, Illinois.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Prism Capital Corp (Prism Capital) is a private equity firm founded in 1993 by Robert Finkel and Blaine Crissman. The firm is headquartered in Glenview, Illinois.

Prospect Partners Advisors LLC (Prospect Partners) is a private equity subsidiary of CxSearch Global Partners LLP founded in 1998 by William V. Glastris, Louis William Kenter and Richard Carl Tuttle. The firm is headquartered in Chicago, Illinois.