Jay Ritter

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Waterford Group LLC provides investment services in the hospitality and gaming sector. The firm offers hotel management, asset management, development and gaming services. The company was founded in 1986 and is headquartered in Waterford, CT.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.

Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds.

Unity Bank (Clinton, New Jersey) operates as state chartered commercial bank. It offers banking, lending, online and mobile, and Uchoose rewards services to the personal sector, and provides banking, lending, escrow account, merchant, payroll, and online services to the business sector. The company was founded in 1991 and is headquartered Clinton, NJ.

Brightwood Capital Advisors LLC (Brightwood Capital Advisors) is a private equity firm founded in 2010 by Damien Dwin and Sengal Selassie. The firm is headquartered in New York.

Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence.

Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Women’s Venture Capital Fund (Women’s Venture Capital) is a venture capital firm founded in 2011 by Edith Dorsen and Monica Dodi. The firm is headquartered in Portland, Oregon.

Part of Huntington Bancshares, Inc., TCF International Bank is a bank holding company that provides commercial banking services. The company is based in Wayzata, MN.

Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US.

Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI.