Todd Luttenegger

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Array Health Solutions, Inc. provides private health insurance exchange technology solutions. The company was founded by Jonathan Rickert and Daniel Wolf in 2006 and is headquartered in Seattle, WA.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

Pure Life Renal, Inc. provides dialysis services. The firm offers the business and operational management tools along with the administrative structure that enable physicians to concentrate on care in a managed environment. The company was founded by Stefano Ciampolini in 2013 and is headquartered in Hollywood, FL.

Aunt Bertha, Inc. engages in the management of online platform that provides charitable social service programs. It serves to the health care, education, child welfare, primary care, and medical care. The company was founded by Erine Gray in 2010 and is headquartered in Austin, TX.

LogicStream Health, Inc. operates clinical process measurement platform, which accurately measures the clinical care process. It provides strategic clinical decision support management solutions that transform healthcare. The company was founded by Daniel Rubin and Patrick Yoder in 2013 and is headquartered in Minneapolis, MN.

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.

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.

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.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

RGC, Inc. operates non-residential buildings. The private company is based in Maumee, OH. The company was founded by Spence McClelland.

Part of Owens & Minor, Inc., Medix, Inc. is a company that distributes medical and surgical supplies. The company is based in Waunakee, WI. Medix was acquired by Owens & Minor, Inc. on July 30, 1999.

Palmetto Capital Industrial Distribution I LLC engages in business services. The company is headquartered in Ponte Vedra Beach, FL.

Part of UBS Group AG, Credit Suisse Management LLC is a company that provides investment advisory services. The company is based in New York, NY. Founded in 2003, Credit Suisse Management offers expertise in managing investments to help clients achieve their financial goals.

Florida Venture Forum, Inc. is a non-profit organization, which provides educational and networking opportunities for Florida-based entrepreneurs and private companies. The company was founded in 1984 and is headquartered in Tampa, FL.

Trilliant Health, Inc. provides healthcare services. It offers software applications with a data integration platform that combines clinical, claims, and patient-generated data. The company is headquartered in Brentwood, TN.

The Sontag Foundation, Inc. operates cancer research foundation to empower researchers to advance treatments for brain cancer. The company was founded by Susan T. Sontag and Frederick B. Sontag in 2002 and is headquartered in Ponte Vedra Beach, FL.

Council for Entrepreneurial Development provides an interactive forum for entrepreneurs, investors, service professionals, academicians, researchers and public policy makers. Its services and programs include connections to capital, venture mentoring, and signature conferences empower member companies to go further. The company was founded in 1984 and is headquartered in Durham, NC.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz.

Icario, Inc. is a health action company that leverages innovative technology, data science, and behavioral insights to improve health outcomes. The company is based in Minneapolis, MN and has subsidiaries in the United States. The company partners with health and wellness point solutions to drive enrollment and participation in personalized health action programs. Icario's health action programs are designed to meet the Medicare population where they are, moving them to take specific actions. The company's health platform focuses on healthcare risk assessments and HEDIS gap closure to mitigate member risk and provide quality. The platform combines demographic, clinical, and consumer data with behavioral science to personalize the member experience. Icario understands that it’s difficult to engage Medicaid members and has developed a framework for understanding this population to drive action. The company was founded in 2020 by Thomas C. Wicka. Marc Willard has been the CEO of the company since 2023.

J.C. Bradfords Co. is a private company that provides securities brokerage services. The company is based in Nashville, TN.