Yi Xie

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Svoboda Capital Partners LLC (SC) is a private equity firm founded in 1998 by John Anton Svoboda and Michelle Lynn Collins. The firm is headquartered in Chicago, Illinois.

Clarion Healthcare LLC engages in healthcare industry. The firm offers strategies and organizational consultancy services. The company is was founded by Thomas Murtagh and Bart Lombardi and is headquartered in Boston, MA.

The Variable is an advertising agency and innovation consultancy that helps well-known brands accelerate business transformation through an integrated offering that includes strategy, design, product innovation, advertising, social, community building, and more. The company is based in Winston-Salem, NC and has subsidiaries in the United States. The agency has received impressive awards from leading publications for its unique combination of creativity and innovation. The Variable champions change and strives to make great work.

RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois.

NSI Retail Advisors LLC (NSI Retail) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is owned by NSIR Intermediate Holdings LLC, ultimately owned by Estancia Capital Management. NSI Retail is primarily focused on mutual fund advisory services.

Hollyport Capital LLP (Hollyport Capital) is an independent private equity firm founded in 2006 by John Carter. The firm is headquartered in London, United Kingdom.

Optiver UK Ltd. is a private company that provides security and commodity contracts dealing services. The company is based in London, UK and was founded in 2018.