Blake Geoffrion

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies.

Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

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.

Norwest Mezzanine Partners (Norwest Mezzanine Partners) is a private equity subsidiary of Norwest Venture Capital Management Inc. founded in 2000 and headquartered in Minneapolis, Minnesota with an office in Florida.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

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.

YellowDog Corp. (YellowDog) is an independent venture capital firm headquartered in Seoul, Korea. The firm is established in 2016.

Envisioning Partners LLC(Envisioning Partners) is a venture capital firm founded in 2021. The firm is headquartered in Seoul, South Korea.

Nuku, Inc. provides investment advice. The private company is based in Seattle, WA.

Benchmark Financial Wealth Advisors LLC (BFWA) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded in 2017 as the successor business to Benchmark Financial Group LLC (formed in 2005) and Benchmark Financial Group, Inc. (incorporated in 1999). BFWA provides personalized, confidential wealth guidance/financial planning and asset management to individuals and families, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations.

Government of South Korea provides news about Korea, Korean government policy, information on Korean history, Korean culture, and traveling in South Korea. It is composed of executive, legislative, and judiciary branch, independent organizations, and local governments.

Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Loop Capital Markets LLC is provider of a broad range of integrated capital solutions for corporate, governmental, and institutional entities. They serve clients in public and corporate finance, equity, taxable and tax-exempt securities sales and trading and municipal research. Since their founding in 1997, they have served as managing underwriter on financings, participated in corporate bond underwritings, served as an underwriter in IPO and other equity offerings, and earned a reputation as a dedicated, resourceful partner with new ideas and new avenues of distribution. Loop Capital Markets is headquartered in Chicago, Illinois, They serve clients on a national basis.

Trahan Macro Research LLC (TMR) is an independent macro research boutique headquartered in New York City. The firm was founded in 2020 by Francois Trahan along with five colleagues. TMR publishes timely research reports that cover thematic macro topics. Their clients are the most sophisticated institutional investors on Wall Street and beyond. TMR aims to help them make top-down macro analysis a key component of their successful investment processes.

Part of ME Holdings (IOM) Ltd., Marcus Evans, Inc. is a company that engages in organizing events. The company is based in Chicago, IL.

National Opinion Research Center is a nonpartisan research organization that has been studying various aspects of the human experience and major news events for over eight decades. NORC at the University of Chicago conducts research and analysis that decision-makers trust. The non-profit company is based in Chicago, IL. The company partner with government, corporate, and nonprofit clients worldwide to provide objectivity and expertise to inform critical decisions facing society. The CEO of the company is Daniel S. Gaylin.

Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology.

PPC Investment Partners LP (PPC Investment Partners) is a private equity firm founded in 2002 by Tony N. Pritzker and Jay Robert Pritzker. The firm is headquartered in Chicago, Illinois.

Redox, Inc. provides software services. It offers health care applications, organizations, medical devices, payers and tele health solutions. The company was founded by Niko Skievaski, Luke Bonney, and James Lloyd in 2014 and is headquartered in Madison, WI.