Claudia Kelley

Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm provides portfolio management services to institutional investors as well as high net-worth individuals. WEDGE also provides non-discretionary advisory services to a Unified Managed Accounts (UMA) Program sponsored by a brokerage firm.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Truist Bank provides financial services. Its services include banking, lending, insurance, trust, and wealth management solutions. The firm offers services to businesses, public agencies, local governments, and individuals. The company was founded in 1872 and is headquartered in Winston-Salem, NC.

Rollcast Energy, Inc. develops, owns and operates renewable power plants that use wood or biomass fuel. Its services include permitting, design, contracting, financing, construction management and asset management. The company was founded on March 21, 2005 and is headquartered in Charlotte, NC.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Da Capo Press has been publishing quality hardcovers and paperbacks in American and world history, biography, music, especially jazz, film, art, photography, sports, humor,.and more recently, popular culture.Da Capo Lifelong Books features a wide array of authors and books on pregnancy, parenting, health, fitness and relationships.

Part of Chatham Asset Partners LP, Wentworth Printing Corp is a company that provides full service commercial printing services. The company is based in Columbia, SC. Wentworth Printing was acquired by Consolidated Graphics, Inc. on April 15, 1999.

Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.

Novant Health Forsyth Medical Center provides health care services. It is a Winston-Salem hospital providing emergency services, medical services, surgical services, rehabilitation and behavioral health services. The company was founded in 1997 and is headquartered in Winston-Salem, NC.

PBM Graphics, Inc. provides commercial printing products and services. It offers pre-press, printing, binding, finishing and packaging services across North Carolina and South Dakota. Its products include cards, advertising collateral, business forms and envelopes as well as direct mail materials. The company was founded by Terry Pegram in 1983 and is headquartered in Research Triangle Park, NC.

The United Way of Forsyth County, Inc. operates as a non-profit organization that promotes education, financial stability, health, basic needs, and place matters. The company was founded in 1923 and is headquartered in Winston-Salem, NC.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Piedmont Triad Partnership operates as a business association. The non-profit company is based in Greensboro, NC. The CEO of the company is Stan Kelly.

North Carolina Rural Economic Development Center, Inc. develops, promotes and implements sound economic strategies. It focuses on individuals with low to moderate incomes and communities with limited resources. The company was founded in 1987 and is headquartered in Raleigh, NC.

Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Greensboro Partnership operates as a chamber of commerce. The non-profit company is based in Greensboro, NC. The CEO of the company is Brent Christensen.

The Greensboro Chamber of Commerce engages in promoting and protecting the interest of the business community. It offers advocacy, workforce development, transportation and logistics, utilities, and triad workforce solutions collaborative. The company was founded in 1877 and is headquartered in Greensboro, NC.

Winston-Salem Business, Inc. is a local agency that conducts external economic development marketing. It focuses on bringing new companies and their latest technologies to the area. The annual marketing efforts include targeting industries and companies in specific sectors through various media including print advertising, direct mail, website, email newsletter, direct visits, events and trade shows. Winston-Salem Business was founded in 1987 and is headquartered in Winston-Salem, NC.

The YMCA of Northwest North Carolina promotes positive Christian values and healthy behaviors and activities. The non-profit company is based in Winston-Salem, NC. Stanley Law has been the CEO of the company since 2017.

Project Development Services, Inc. provides project management services. It acts as a developer, a project manager, or an owner’s representative for hotel development and renovation projects. The company was founded by Ralph C. Engelberger and Angeline Fife in 2001 and is headquartered in Atlanta, GA.

Hospice of Wake County, Inc. provides medical care and life services. It offers includes individual homes, nursing homes, assisted living communities or hospitals. The company was founded in 1979 and is headquartered in Raleigh, NC.

Emerson Collective Investments LLC (Emerson Collective) is a venture capital firm founded in 2004 by Laurene Powell Jobs. The firm is headquartered in Palo Alto, California.