Andrew J. Rein

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 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, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

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.

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.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

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.

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.

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.

Part of CBRE Group, Inc., CBRE Capital Markets of Texas LP provides commercial, real estate and construction lending services. The company is based in Houston, TX.

Change Healthcare Engagement Solutions, Inc. provides healthcare cost transparency solutions. It offers Healthcare Transparency Index that shows medical procedures with high costs and price variances. The firm’s solutions enable consumers to better understand and utilize their healthcare benefits; make informed healthcare purchasing decisions based on quality, cost, and convenience; and manage out-of-pocket responsibility and realize savings. Its solutions also enable users to engage alerts that show savings opportunities, and help take advantage of company health and wellness programs; educate health plan enrollees; and leverage investment with third-party decision support tools. The company was founded by Christopher Parks in 2007 and is headquartered Nashville, 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.

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

Ellipse Capital LLC (Ellipse Capital) is a private equity firm founded in 2008 by Peter Gotsch. The firm is headquartered in Chicago, Illinois.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Solidus Co (Solidus) is a private equity/venture capital firm is founded in 1997 by E. Townes Duncan. The firm is headquartered in Nashville, Tennessee.

Mutual of Omaha Insurance Co. engages in the provision of insurance and financial products and services. It offers life insurance, disability insurance, long-term care insurance, annuities, critical illness insurance, small business solutions and structured settlements for individuals. The firm?s principal products and services include individual health and accident insurance, individual and group life insurance and annuities, retirement plans, and banking services. The company was founded in 1909 and is headquartered in Omaha, NE.

Fitch, Even, Tabin & Flannery LLP engages in intellectual property and technology-related law. Its services include copyrights, entertainment and media, parent post-issuance proceedings and trade secrets. The company was founded in 1859 and is headquartered in Chicago, IL.

Small Business Community Capital LLC (Small Business Community Capital) is a private equity firm founded in 2014 by Monika Mantilla and Jay Garcia. The firm is headquartered in Stamford, Connecticut.

Star Mountain Fund Management LLC (Star Mountain) is a private equity firm founded in 2010 by Brett A. Hickey. The firm is headquartered in New York.