Brian Luerssen

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Elevate Ventures, Inc (Elevate Ventures) is a venture capital firm founded in 2010. The firm is headquartered in Indianapolis.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

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.

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.

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

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.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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 Pritzker Group (Venture Capital) (Pritzker Group Venture Capital) is a venture capital division of The Pritzker Group founded in 1996 by Jay Robert Pritzker and Tony N. Pritzker. The firm is headquartered in Chicago, Illinois.

PricewaterhouseCoopers AG provides assurance, tax and advisory services. The company is headquartered in Zurich, Switzerland.

Swarovski Crystal Online AG provides an online shopping platform for crystals, jewelry, gem, and loose stones. It specializes in jewellery, accessories, watches, home decor, silver crystals, miniatures, and special wedding assortment. The company was founded by Daniel Swarovski in 1895 and is headquartered in Zurich, Switzerland.

Monterosa Services AG operates an investment company. It provides investment advisory and structuring solutions. The company was founded in 1996 and is headquartered in Zurich, Switzerland.

Atland Fund Manager LLC (Atland Ventures) is a venture capital firm founded in 2015 by Sourish Ghosh, Harshil Chahal, David Brown and Samuel Bagley. The firm is headquartered in Minneapolis, Minnesota.

Alchemy 365, Inc. engages in the provision of health fitness services. It offers services through yoga, strength, and cardiovascular training. The company was founded by Tyler Quinn, Molly Hanten, Michael J. Jones, Scott Jagodzinski and Andrea Jones in 2013 and is headquartered in Minneapolis, MN.

Bread & Butter Ventures LLC (Bread & Butter Ventures) is a venture capital firm founded in 2017 by Brett Brohl, Mary Grove and Stephanie Rich. The firm is headquartered in Minneapolis, Minnesota.

Biofourmis Singapore Pte Ltd. engages in the development and delivery of clinically validated software-based therapeutics products. It focuses on robust digital therapeutics products and pipeline which covers multiple therapeutic areas including heart failure, acute coronary syndrome, COPD, and chronic pain. It offers solutions for healthcare systems, pharmaceuticals, prayers, and healthcare providers. The company was founded in 2015 by Kuldeep Singh Rajput and Wendou Niu and is headquartered in Singapore.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.