Chris Williams

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.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI.

Comcast Cable Communications Holdings, Inc. provides cable, entertainment and communications products and services. The company was founded on December 14, 2001 and is headquartered in Philadelphia, PA.

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds.

NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients.

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.

Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Diversey, Inc. engages in the provision of cleaning, sanitation, and maintenance products, systems, and services. The firm offers floor care, dilution control, kitchen care, infection prevention, fabric care, food and beverage production, building care, and personal care. The company was founded by August Koch and Herbert W. Kochs on August 4, 1923 and is headquartered in Fort Mill, NC.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

General Nutrition Centers, Inc. engages in the retail of nutritional supplementary products. It provides vitamin, mineral, herbal and other specialty supplements and sports nutrition, diet and energy products. The company was founded in October 2003 and is headquartered in Pittsburgh, PA.

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.

Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.

Part of Bank First Corp., Bank First NA is a nationally chartered commercial bank. The company is based in Manitowoc, WI. Michael B. Molepske has been the CEO of the company since 2005.

Mason Wells Inc (Private Equity)(Mason Wells) is a private equity subsidiary of Marshall & Ilsley Corporation founded in 1998 by John Thomas Byrnes. The firm is headquartered in the Milwaukee, Wisconsin.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

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.

Part of Modine Manufacturing Co., Modine Europe GmbH is a German company that manufactures heat-transfer products for automotives. The company is based in Filderstadt, Germany. The CEOs of the company are Frank Michel, Kathleen T. Powers, Katrin Schatz.

Arete Global LLC engages in operation of an recruitment agency. The company is headquartered in Naples, FL.

Eurotex Finanz, Inc. engages in the provision of financial services. The company was founded by James T. White on November 9, 2009 and is headquartered in Road Town, British Virgin Island.

Washington Roundtable works to affect positive change on public policy issues that are most important to supporting state economic vitality and fostering opportunity. Its work includes sharing news and analysing policy developments. The company was founded in 1983 and is headquartered in Seattle, WA.

Hillcrest Holdings Inc (Hillcrest Holdings) is a private equity firm founded in 1955. The firm is headquartered in Cedar Rapids, Lowa.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Fitch, Even, Tabin & Flannery LLP engages in intellectual property and technology-related law. Its services include copyrights, entertainment and media, parent post-issuance proceedings and trade secrets. The company was founded in 1859 and is headquartered in Chicago, IL.

The American Intellectual Property Law Association (AIPLA) is a professional organization that provides education, advocacy, and networking opportunities for intellectual property (IP) law practitioners. The organization is based in Arlington, VA and offers a variety of resources for its members, including access to committees focused on specific areas of IP law, continuing legal education (CLE) courses, and publications such as the quarterly journal and Innovate magazine. AIPLA also advocates for policies that support the protection of IP rights and provides resources for students and the public.

Atlantic Street Capital Management LLC (Atlantic Street Capital Management) is a private equity firm founded in 2006 by Peter J. Shabecoff and Timothy Lewis. The firm is headquartered in Greenwich, Connecticut.

GlobeOp Financial Services LLC provides web-based financial products. It provides business process outsourcing, financial technology services, and risk analytics to hedge funds and other targeted sectors of the financial services industry. The firm offers web based financial products supporting middle and back office trade processing, fund administration, complex derivatives, and risk reporting. The company was founded in 1999 and is headquartered in Albany, NY.