Ronald Leslie Kirschner

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.

Katten Muchin Rosenman LLP provides legal services. The firm specializes in corporate, financial services, litigation, real estate, commercial finance, intellectual property, trusts and estates, antitrust, bankruptcy, international trade, employee benefits and executive compensation, employment, environmental, public finance and tax. The company was founded in 1974 and is headquartered in Chicago, IL.

Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Connecticut Innovations, Inc (CI) is venture capital firm founded in 1989. The firm is headquartered in Rocky Hill, Connecticut.

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses.

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Sithe Energies, Inc. owns, develops, and operates power generation facilities. The firm sells energy to utilities, industrial companies, government, and other institutions. It offers various services such as air quality and noise assessments, predictive impacts of new plants on environment, public meetings, and government consultations. The company was founded by William V. Kriegel in 1984 and is headquartered in New York, NY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J. Weber, Robert J. Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota.

JPMorgan Chase Bank provides investment banking services. The company is headquartered in Toronto, Canada.

CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.

Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.

CCP Interline Sidecar LLC operates as an early stage company. The company is headquartered in Chicago, IL.

Akara Partners LLC operate and owns a real estate platform that combines investment management, development and advisory Services. The company was founded by Rajen Shastri in 2013 and is headquartered in Chicago, IL.

The DuPage Community Foundation operates a nonprofit organization. Its grants include community needs, bright and early DuPage, JSC und, DuPage medical group charitable fund, Beles Christian education fund, and Gustafson family foundation fund. The company was founded in 1986 and is headquartered in Downers Grove, IL.

Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois.

CCP Private Holdings II LLC operates as an early staging company. The company is headquartered in Chicago, IL.

Founded in 1976 by George Bokios, Regal Securities, Inc. is an independent broker/dealer located in Glenview, Illinois. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for registered representatives, broker/dealers, registered investment advisor firms and independent investment advisor representatives through Regal Advisory Services, Inc. Regal employs multiple platforms for active day traders. Their three online brokerage divisions support a multitude of clients worldwide utilizing online trading of stocks, complex option strategies and mutual funds. Regal Securities is a member of the SIPC and FINRA.

Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them.

Dunes Point Capital LLC (Dunes Point Capital) is a private equity firm founded in 2013 by Tim J. White. The firm is headquartered in Rye, New York.