Casey Bryson

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients.

Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions.

William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.

Waycross Partners LLC (Waycross) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by Ben Thomas in 2005 and is owned by Waycross Holdings, Inc. Waycross offers investment advice to individuals, high net worth (HNW) individuals, trusts, corporations, charitable organizations, small businesses, registered investment companies, and other pooled investment vehicles.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

CPC LLC is a subsidiary of CPC Management, which is a long-term investment company organized as a company, not around funds like traditional private equity firms. CPC is based in Kansas City, MO and has subsidiaries in Sweden and the United States. The company focuses on creating defensible, long-term value by investing in innovation, workforce development, new technologies, and supply chain improvements. CPC is owned by large family offices and successful entrepreneurs who are aligned around long-term decision making and wealth creation. It was formed from the merging of Curran Companies and C3 Capital's management teams. CPC aims to invest $600mm to $700mm into lower middle market businesses over the next five years. The company does not use enterprise leverage to fund acquisitions and emphasizes excelling in the five key battles™: people, systems and processes, execution, customer intimacy, and product leadership. The company was founded by Desmond Patrick Curran, Jared E. Poland, Patrick F. Healy, Patrick Wiley Curran, Robert L. Smith, and Steven E. Swartzman.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

PT Perusahaan Listrik Negara (Persero) engages in the generation, transmission and distribution of electrical power to residential, commercial, and industrial customers. It operates through the following segments: Sumatera, Java Bali and Nusa Tenggara, Kalimantan, and Sulawesi and Maluku Papua. Its other activities include electricity consultation, construction, installation, assessment, testing, operations, and maintenance of electrical power equipment, planning and development of electric power facilities, and research and support activities related to electricity. The company was founded on January 1, 1961 and is headquartered in Jakarta, Indonesia.

C3 Capital LLC (C3 Capital) is a private equity subsidiary of CPC LLC founded in 1994 by Patrick D Curran, Patrick F Healy, Smith Robert and Steven Swartzman. The firm is headquartered in Kansas City, Missouri.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Dunavant Enterprises, Inc. provides freight trucking services. Its services include global freight, distribution, drayage/trucking and consulting services. The company was founded in 1928 and is headquartered in Memphis, TN.

Jaffe Associates, Inc. engages in the provision of public relations and reputation management services. It also provides traditional and innovative marketing and PR solutions for the legal industry. It offers campaign planning, business development and legal marketing, content creation and publishing, social media and search engine optimization, and law firm media relations training. The company was founded by Jay M. Jaffe in 1978 and is headquartered in Stephenville, TX.

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.

Epic Systems Corp. develops healthcare information systems. It offers inpatient clinical, electronic medical record, portable clinical information, core specialty support, operating room management, ICU/acute care support, and inpatient pharmacy services. The company also provides implementation, process engineering, training, optimization, architecture, and content services. Epic Systems was founded by Judith R. Faulkner in 1979 and is located in Verona, WI.

Wisconsin Technology Council provides science and technology advisory services to the Governor and the Legislature. The company was founded in 2001 and is headquartered in Madison, WI.

Marshall & Stevens, Inc. provides valuation and litigation support services. The firm assists its clients with planning, due diligence, negotiation and reporting issues related to financings, mergers, acquisitions, divestitures, restructurings, insurance placement and tax-related transactions. The company was founded in 1932 and is headquartered in Los Angeles, CA.