Michael Fisher

Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients.

Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Part of Emergency Care Partners LLC, Varsity Emergency Care Holdings LLC operates hospitals. The company is based in Los Angeles, CA.

EmeRgencHealth is managed and operated by practicing anesthesia clinicians. The company was founded by Jeffrey Joseph Link and is headquartered in Longview, TX.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Beghou Consulting LLC is a strategic consulting and technology services company that specializes in helping companies improve their sales, marketing, and analytics efforts. The company is based in Evanston, IL and has subsidiaries in India. The company supports the life sciences industry by providing deep domain knowledge, data science, advanced analytics expertise, and powerful technology solutions. Beghou helps these companies maximize performance across their portfolios by developing go-to-market strategies, building data analytics infrastructures, and leveraging artificial intelligence for customer insights and engagement. The company also offers proprietary and third-party technology solutions for forecasting performance, designing territories, managing customer data, and organizing and reporting on medical and commercial data. It was founded by Beth Beghou, who has been the CEO since incorporation.

VetEvolve VA LLC is a veterinary practice management company that provides industry expertise and support to veterinary teams to help them deliver exceptional patient care. VetEvolve has a family of practices located in various places. The company is based in Falls Church, VA. The company takes a customized approach to partnering with DVMs and practice owners to ensure they achieve their career goals and personal fulfillment. The company was founded in 2014 by Nick Lodestro and Paul Habenicht.

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.

A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC.

Varsity Probo Holdings LLC operates as a vertically-integrated repair provider and reseller of refurbished ultrasound systems and ultrasound probes. The company is headquartered in Fishers, IN.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.

Peak Dental Services LLC provides business support services. Its services include insurance credentialing, managing supply and equipment costs, payroll, IT support, providing practice KPIs and accounts payables and bookkeeping. The company was founded by Douglas Peak and A.J. Peak in 2008 and is headquartered in Colorado Springs, CO.

Surgical Affiliates Management Group, Inc. operates hospitals and provides surgical treatments. The company was founded in 1996 by Leon J. Owens and is headquartered in Sacramento, CA.

Gastro Care Partners Management Co. LLC is a national partner for successful regional gastroenterology practices. Based in Colorado Springs, CO, and with subsidiaries in the United States, GCP provides a full spectrum of services and resources to help its family of practices thrive while fostering their unique identities. The company equips practices with the necessary resources to succeed. David Pyle has been the CEO of the company since 2023.

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.

H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Emergency Care Partners LLC engages in provision of emergency medicine and outsourced emergency department management services to hospital facilities. The company is headquartered in Pensacola, FL.

Ideal Option PLLC provides medication and behavioral health services for addictions. The firm treats addiction for opioids, methamphetamines, alcohol, tobacco, and other substances with Suboxone, Subutex, Buprenorphine, and Zubsolv. The company was founded by Jeffrey Allgaier and Kenneth Egli in 2012 and is headquartered in Pasco, WA.

Ventra Health, Inc. is a healthcare organization that specializes in tech-enabled revenue cycle management, practice management, and advisory solutions for hospital-based physicians. Ventra Health was founded in 2021 and is based in Dallas, TX, with subsidiaries in India and Philippines. The company partners with private practices, hospitals, health systems, and physician management organizations to provide transparent and data-driven solutions that solve complex revenue and reimbursement issues. Steven Huddleston has been the CEO of the company since 2023.

Spider Management Co. LLC (Spider Management) is a SEC-registered investment advisor and hedge fund manager headquartered in Richmond, Virginia. The firm was founded in 2001 and is the investment management affiliate of the University of Richmond. Spider Management provides investment advisory services in the form of portfolio management to pooled vehicles and charitable organizations. The firm currently serves as the investment adviser to the University of Richmond’s Endowment, The Richmond Fund, a charitable organization, and Spider Buyout Holdings LP – a Delaware limited partnership.

Ares Management Corp (Ares Management) is a private equity firm, a subsidiary of Ares Capital Management LLC founded in 1997 by Michael J Arougheti. The firm is headquartered in Los Angeles, California.

Starwood Capital Group LLC engages in the provision of real estate related investments services. It operates through the following business lines: Global Opportunistic Real Estate; Performing Real Estate Debt; Loan Servicing; Hotel Brand Management; Multifamily; and Retail. The company was founded by Barry Stuart Sternlicht and Robert Alan Faith in 1991 and is headquartered in Miami Beach, FL.

Atrium Holding Co. provides investment advice. The private company is based in Phoenix, AZ.

Bain Capital Credit LP is a SEC-registered investment advisor and global credit specialist headquartered in Boston, Massachusetts. The firm was founded by Jonathan Lavine in 1998 and was formerly known as Sankaty Advisors LP. They are a wholly owned subsidiary of Bain Capital LP, owned by Bain Capital Holdings LP. Bain Capital Credit provides investment advisory services across a diverse range of credit strategies.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Bodley Group LLC ( Bodley Group) is a venture capital firm founded in 2005 by Craig R. Albrecht and Ted Albrecht. The firm is headquartered in Saint Louis, Missouri.

Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY.

Canal Capital Management LLC provides investment advice. The private company is based in Richmond, VA. The company was founded in 2011 by Everett Neil Gilliss. Everett Neil Gilliss has been the CEO since 2011.