Erik Oberholtzer

The Capital Management Corp. (CMC) is an independent registered investment advisory and wealth management firm headquartered in Glen Allen, Virginia. The firm was founded in 1964 as a partnership and took its present name in December of 1976. CMC provides investment management services to institutions, foundations, and high net worth individuals.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

Rodale, Inc. publishes health-related books and magazines. Its magazines include Men's Health, Prevention, Women's Health, Runner's World, Best Life, Bicycling, Running Times, Organic Gardening, and Mountain Bike. The firm also publishes books on health, fitness, cooking, gardening, spirituality, nature, and the environment. The company was founded in 1930 by J.I. Rodale and is headquartered in Harlan, IA

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

Kimpton Hotel & Restaurant Group LLC owns and operates hotels and restaurants. It also offers meetings and weddings event services. The firm also leads the hospitality industry in eco-friendly practices that span all hotels and restaurants. The company was founded by Bill Kimpton in April 1981 and is headquartered in San Francisco, CA.

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

Lehigh Valley Health Network, Inc. engages in the provision of healthcare services. It offers emergency care, express care, primary care, specialty care, video visits, pediatric video visits, testing and imaging, and rehabilitation services. The company is headquartered in Allentown, PA.

Revenue Management Solutions LLC provides revenue management consulting services. It has accelerated electronic revenue management for healthcare providers, banks and health plans. The firm solves revenue problems and turns data into power with proven workflow automation tools that interface with existing practice management systems. The company was founded in 2006 and is headquartered in Oklahoma City, OK.

Pantheon Chemical, Inc. manufactures and distributes chemical products. Its products include non-hazardous, non-flammable, non-corrosive, environmentally safe and consciously created. The company is headquartered in Phoenix, AZ.

Lundberg Family Farms is a private company that produces a variety of organic rice products, including rice, risotto, rice cakes, mini rice cakes, and entrees. The company is based in Richvale, CA and has subsidiaries in the United States. The company also offers quinoa and brown rice syrup. Lundberg Family Farms was founded in 1937 by Homerto, Harlan, Frances Lundberg, Eldon Albert Lundberg, and Ruth Wendell. Craig Stevenson has been the CEO of the company since 2022.

Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.

Soil Health Institute is a private company that focuses on advancing soil health by providing documents, links, and videos. Soil Health Institute is based in Morrisville, NC. The company aims to enrich soil, enhance life, and increase carbon sequestration, reduce greenhouse gas emissions, increase drought resilience, enhance water quality, boost crop yield, increase nutrient availability, provide pollinator habitat, and suppress many plant diseases. The company works with many partners to conduct and translate soil health science into action that benefits farmers, the environment, and society. C. Wayne Honeycutt has been the CEO of the company since 2016.

Tree3, Inc. is an ecommerce platform that caters to a diverse range of creators, including sports and entertainment celebrities, universities, organizations, and their fans. The company is based in Dallas, TX and has subsidiaries in the United States. The platform offers a one-cart shopping experience, allowing users to shop posts on social media, find the items they want, and complete transactions without external redirection to brand/retailer websites. Tree3 also provides the unique ability to curate your own storefront, giving its storefront owners complete control over the brands they feature, their image, and their messaging. The CEO of the company is Steven L. Nadon.

Treehouse Global Ventures LLC (Treehouse Global Ventures) is a private equity firm founded in 2018 by Lindy Snider, Gaynell Rogers & Lori Ferrara. The firm is headquartered in Chicago, Illinois, US.

Percheron Investment Management LP (Percheron Capital) is a private equity firm founded in 2020 by Chris Collins and Chris Lawler. The firm is headquartered in San Francisco, California.

One Table Restaurant Brands LLC operates restaurants. The private company is based in Los Angeles, CA.