Evan C. Marwell

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Routeware, Inc. engages in the provision of fleet management software services. It designs and manufactures hardware and software for the waste industry. Its products and services include on-board tablet computers, workflow automation, service verification, driver productivity analytics, video capture, and RFID tag management. The company was founded by Steven Kaufman in 1999 and is headquartered in Portland, OR.

FreedomPay, Inc. operates a commerce platform that helps merchants in solving complex payment environments. It offers various transaction solutions, including mobile payments, cashless solutions, virtual and remote terminals, payment processing, intelligent analysis, routing of promotions, incentives, and customer relationship management services. The firm also offers incentive management, product mapping, POS integration, analytic tools, and customer segmentation tools, payment Switch solution that streamlines processes and transactions, connects to POS systems and captures detailed data; integrating solutions, security solutions for electronic payments, mobile applications for payments, and PCI-validated point-to-point encryption (P2PE) solution that includes EMV and NFC compliance. The company was founded by Thomas Durovsik in 2000 and is headquartered in Radnor, PA.

OOracle Investment Management, Inc. (OIM) is an independent registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Larry N. Feinberg in 1993. OIM provides discretionary investment advisory services to private investment funds. Investors in the Funds consist primarily of institutional investors, high net worth individuals, and family offices.

L7 Informatics, Inc. provides integrated informatics platform for laboratory operations. The firm''s solutions include EnterpriseScience Platform, Genomic Cloud, BioBuilds and custom solutions. The company was founded by Christopher Mueller in 2011 and is headquartered in Austin, TX.

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.

Dairy LLC provides market intelligence and software-as-a-service solutions. Its primary business segments include bulk commodity sourcing and trading exchange, transportation services, raw milk management solutions, market intelligence via subscriptions, in-depth consulting and research, risk management executions and managed services. The company was founded in 2000 and is headquartered in Frisco, TX.

Pzena Investment Management LLC (Pzena) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard S. Pzena 1995 and is owned by Pzena Investment Management LP. Pzena manages investment portfolios for endowments, foundations, state and municipal government entities, partnerships, corporations, investment companies, public funds, pension trusts, profit-sharing plans, high net-worth individuals, and pooled funds located in the US and in select foreign jurisdictions. The firm became a signatory to the Principles for Responsible Investment (PRI) in early 2018 and a SASB Alliance member in 2020, and they have accepted Japan’s Stewardship Code.

Versaterm, Inc. is a Canadian public safety solutions company that has been in operation since 1977. The company focuses on improving customer and user workflows to enhance efficiency and effectiveness in operations, leading to better service and more just outcomes. The company is based in Ottawa, Canada and has subsidiaries in Canada and the United States. The company specializes in providing innovative software solutions for agencies in the public safety sector, including computer aided dispatch systems, records management systems, mobile data platforms, field reporting, and citizen engagement solutions. Versaterm is dedicated to customer satisfaction and is committed to making a difference in the lives of those who serve. Warren Loomis has been the CEO of the company since 1987.

iGrafx LLC engages in the provision of business process management and analysis solutions. The company was founded by Ken Carraher and Ed Maddock in 1991 and is headquartered in Tualatin, OR.

Banneker Partners LLC (Banneker Partners) is a private equity firm founded in 2010 by James Stephen Davis. The firm is headquartered in San Francisco, California.

Worldreader is a non-profit organization that aims to improve learning outcomes, workforce readiness, and gender equity in vulnerable communities worldwide. The non-profit company is based in Seattle, WA. The company achieves this through a low-cost, high-tech approach that combines culturally relevant digital books and supportive programming. Since 2010, Worldreader has distributed over 50 million digital books to 15 million children and young adults across five regions. The company works with partners to provide tools, training, and resources to families and caregivers to get children reading at least 25 books a year with full comprehension. Worldreader has supported more than 21 million readers in over 100 countries. The company was founded by John David Risher, who has been the CEO since incorporation.

Draper Richards Kaplan Foundation engages in the promotion of social good and helps less fortunate people. It was started on a belief in the power of innovation and a conviction that with bold foundation support, passionate individuals can change the world. It was founded on 2002 and is headquartered in Menlo Park, CA.

Hint Health, Inc. operates membership management and billing platform for direct care, direct primary care and concierge medicine providers. Its platform comprises tools that streamline membership administration and billing for providers and their patient, employer, and health plan clients. The company was founded in 2013 by Graham Melcher and Zak Holdsworth and is headquartered in San Francisco, CA.

Vedra A.N.T. GmbH provides investment and business services. The private company is based in Cologne, Germany. The CEO of the German company is Matthew McDonald.

Ems Linq, Inc. provides administrative software solution for K-12 schools. Its products include accounting, finance, nutrition, payments, and registration. The company is headquartered in Walmington, NC.

Gavilan Investment Partners LLC (Gavilan) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Burlingame, California. The firm was founded by Louis Chang in 2020. Gavilan provides investment advice to investment funds and separately managed accounts.

Part of Uptake Canada, Inc., Texada Software, Inc. is a leader in equipment business management. The company is based in Kitchener, Canada. Texada Software was acquired by Uptake Canada, Inc. from MNM Wisdom Pty Ltd. on February 07, 2023. The Canadian company delivers SaaS and mobile applications for equipment dealerships and rental companies. Texada's solutions manage the entire equipment lifecycle, including purchasing, rental and sales transactions, inventory location, utilization, inspection, maintenance, depreciation tracking, and service and repair management. The company was founded by Nabil Kassam. Matthew T. Harris has been the CEO of the company since 2022.

Smartlens Inc. is a medical technology company that aims to prevent glaucoma-related blindness and improve how doctors manage the disease with frequent IOP measurements. The company is based in Mountain View, CA. The company's strong IP allows for convenient and affordable diurnal IOP measurement through non-invasive soft contact lenses. The technology enables "on the go" measurements of eye pressure, which are sent directly to a medical provider from anywhere at any time. The company was founded in 2015 by Hugh Kirkpatrick. The CEO is Savas Komban.

Democracy Works, Inc. operates as a nonpartisan, nonprofit that builds technology to simplify and modernize the voting process. The company was founded by Kathryn Peters and Seth Flaxman in 2012 and is headquartered in Brooklyn, NY.

Supporting Initiatives to Redistribute Unused Medicine (SIRUM) is a healthcare company based in Stanford, CA. The non-profit company was founded by Adam Kircher, George Wang, PhD, and Kiah Williams at Stanford University. SIRUM connects people with surplus medications to address the issue of 50 million Americans not taking their prescribed medication due to affordability issues. The company enables pharmacies and health facilities to donate their unused medicine, and their system is built to ensure compliance and provide full liability protection. SIRUM places simple "recycling" boxes in their facilities, arranges the collection of unopened, unexpired, non-controlled medicine, and redistributes them to those in need through a network of community partners such as local free clinics and charitable pharmacies. SIRUM directly accepts medicine from manufacturers, pharmacies, wholesalers, and health facilities, capitalizing on more than $10b in wasted medicine every year.

Lava Mae is a non-profit company that focuses on expanding hygiene and sanitation access worldwide. The company is based in San Francisco, CA. The company works to recruit, mentor, and train grassroots projects to achieve this goal.