Scott Michael Weis

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.

Software.com, Inc. designs applications to give the ability to manage, update and optimize the software and applications. Its devices include Mac, Windows, iOS (iPhone, iPad and iPod) and Android. The company is headquartered in Wilmington, DE.

Loral Orion, Inc. provides transmission capacity services. Its applications include broadcasting, news gathering, internet access and transmission, private voice & data networks, business television, distance learning and direct-to-home television (DTH). The company is located in Rockville, MD.

Lumina Foundation for Education, Inc. (Lumina Foundation) is a private, independent foundation headquartered in Indianapolis, Indiana. The Foundation was founded in 2000 and is committed to making opportunities for learning beyond high school available to all.

Lubrizol Advanced Materials, Inc. produces & markets specialty chemicals. It produces coatings, emulsions, adhesives, thickeners and food and beverage ingredients. The company sells its products under the brand names Avalure, Cure-rite, Good-rite, Hycar, Pemulen and Corzan. The company was founded in 1928 and is headquartered in Cleveland, OH

SmartReceipt, Inc. provides personalized nutritional information. Its products deliver personalized nutrition information and education to consumers at worksite, government and healthcare foodservice outlets as well as restaurants, helping them make smarter food purchasing decisions. The company was founded in 2004 and is headquartered in Goleta, CA.

iMemories, Inc. provides an online service for digitizing, storing, and sharing videos and photos. Its Internet-based service allows consumers to preserve and store their photos and videos online. The firm also provides cloud-based storage and sharing of personal videos and photos through Internet, mobile devices, and Web-connected TVs. The company was founded by Mark Rukavina in 2006 and is headquartered in Scottsdale, AZ.

EPIX Therapeutics, Inc. operates as a medical device company that designs and manufactures catheter-based systems. It offers irrigated radiofrequency ablation catheters for atrial fibrillation. The company was founded by Kenneth Carr, Peter van der Sluis, Eric Kanowsky and Timothy J. Lenihan in 2007 and is headquartered in Santa Clara, CA.

MixMode, Inc. engages in provision of network security services to the technology sector. It enables stream monitoring and retrospection to provide network forensics and security analytics. The company was founded by Matthew G. Harrigan and Troy Molsberry in 2012 and is headquartered in San Diego, CA.

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.

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.

Carlisle Corp. operates Wendy's Old Fashioned Hamburger restaurants. The firm has offices in Mississippi, Arkansas, Louisiana, and North Carolina. The company was founded by Gene D. Carlisle in 1982 and is headquartered in Memphis, TN.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Part of The Toronto-Dominion Bank, Cowen Holdings, Inc. is a capital pool company. The company is based in New York, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Indiana University Health Bloomington, Inc. provides caring services to the people. Its services include hospital-based physician practices, outpatient centers, six regional lifeline bases, pharmacy and home care services and business solutions. The firm’s business solutions include on-site health clinics, employee assistance program, executive health, urgent care, video visits and health plans. The company specializes in Cancer, Cardiovascular, Neuroscience, Orthopedics, Pediatrics and Transplant treatments. Indiana University Health Bloomington is headquartered in Bloomington, IN.

Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers.

Founded by Gerald Kieft, Wall Street Resources, Inc. (WSR) is a research firm located in Palm City, Florida. The firm focuses on micro-to-small-cap companies. They look for companies that report sales and earnings growth over 50% or companies that reported revenue growth exceeding 50% and reported a profit versus a loss over the same period in the prior year. WSR also looks for investment opportunities by following inside trading, by seeking to identify companies showing all time highs and 12-month highs and by seeking companies that have traded in a tight pattern for a long period of time. They review industry and price charts on a daily basis. Once an undervalued security has been identified, WSR employs technical analysis to determine the ideal entry point.

Santa Barbara Angel Alliance (Santa Barbara Angel Alliance) is an angel firm founded in 2016 by John Petote, Craig R Cummings, David Spaulding, Loren McFarland, Christian Felipe, Jeff Carmody and Greg Goodman. The firm is headquartered in Santa Barbara, California.

A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL.

Entrada Ventures (Entrada Ventures) is a venture capital firm founded in 2018. The firm is headquartered in Santa Barbara, California.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Alden Global Capital LLC is an independent alternative investment manager headquartered in West Palm Beach, Florida. The firm was founded in 2007 by Randy Smith. Alden Global Capital acts as a discretionary investment adviser to private investment funds and a separately managed account.