Jaideep Karnawat

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

BRI Partners LLC provides financial advisory services. The private company is based in Chicago, IL and has subsidiaries in Australia. The company was founded by Benjamin Edward McMillan.

Waycross Partners LLC (Waycross) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by Ben Thomas in 2005 and is owned by Waycross Holdings, Inc. Waycross offers investment advice to individuals, high net worth (HNW) individuals, trusts, corporations, charitable organizations, small businesses, registered investment companies, and other pooled investment vehicles.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Part of ISO Properties, Inc., DxCG develops predictive modeling software solutions used by the healthcare industry. The company is based in Boston, MA.

iCONNECT Development LLC engages in the provision of computer programming services. It offers ediscovery software products & services, electronic discovery software products & services, litigation support software products & services, mobile review platform software products & services, early case assessment legal review and mobile review platform software. The company is headquartered in Torrance, CA.

Founded in 2002, Louisville-based eBridge provides fully managed business solutions creating streamlining business operations. Their services include purchasing, merchant cards, web based payroll and corporate purchasing cards.

Access Ventures, Inc (Access Ventures) is a venture capital firm founded in 2014 by Bryce Butler. The firm is headquartered in Louisville, Kentucky.

IDX Insights, LLC is a private company based in Clearwater, FL. IDX Insights, LLC is focused on developing innovative index solutions across the alternative landscape.

Part of WesBanco, Inc., WesBanco Bank, Inc. operates as a state chartered commercial bank. The company is based in Wheeling, WV. Todd F. Clossin has been the CEO of the company since 2013.

Newfield Capital Partners LLC (Newfield Capital Partners) is a private equity firm founded in 2015. The firm headquartered in Louisville, Kentucky.

RG Alts LP (dba RG Liquid Alts) is an independent investment advisory firm headquartered in Dallas, Texas. Founded in 2019, RG Liquid Alts provides investment advisory services to institutional investors.

IDX Advisors LLC provides investment advice. The private company is based in Phoenix, AZ. The company was founded in 2019 by Benjamin Edward McMillan, Andrew Michael Swan. Andrew Michael Swan has been the CEO since 2019.

Lyster Watson Management, Inc. provides investment advice. The company was founded by Robert Carter Lyster in 1992 and is headquartered in New York, NY.