Jordan Lipson

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Vanguard Health Systems, Inc. engages in the provision of hospital and health care services. It specializes in metropolitan hospital development, health and wellness, patient experience, and employee engagement. The company was founded by Charles N. Martin, Jr., Ronald P. Soltman, William Lawrence Hough and Joseph D. Moore on July 1, 1997 and is headquartered in Nashville, TN.

Contessa Health, Inc. provides home hospitalization services. Its services include bundled program arrangements, clinical quality assurance and proprietary technology platform. The company was founded by Travis Messina and David Coppeans in 2014 and is headquartered in Nashville, TN.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA consists of the Employees Retirement System (ERS), the Teachers Retirement System (TRS), the Judicial Retirement Fund (JRS), the Public Education Employees' Health Insurance Plan (PEEHIP), and RSA-1. In addition to executive management, the TRS, ERS, and JRF, PEEHIP and RSA-1 share investment management, accounting, and information system services, the costs of which are allocated to the funds on an equitable basis.

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.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

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.

e+ healthcare LLC develops and operates outpatient cancer treatment centers. It collaborates with hospitals and physicians operates multiple cancer care facilities across the country. The firm offers wide range of cancer imaging, chemotherapy and radiation therapy services. The company was founded by Jerry M. Eyler, Timothy M. Petrikin and Charles N. Martin, Jr., in 2002 and is headquartered in Nashville, TN.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Clariture Health, Inc. operates a healthcare marketing platform which helps consumers to drive measurable patient engagement and acquisition through online. Its healthcare marketing platform provides healthcare organizations the path to acquire and retain patients. The company was founded by Marcus Whitney, Daniel Hightower and Jeff Snyder in October 2013 and is headquartered in Nashville, TN.

Reimagine Care, Inc. is a company based in Nashville, TN. Reimagine Care believes that people living with cancer deserve a better patient experience. Reimagine Care, Inc. integrates clinical oncology experts and enabling technologies to deliver a high-touch, individualized cancer treatment and recovery experience. The company's holistic approach combines empathy and knowledge from their clinical care team with a thoughtfully designed and easy-to-use platform. Reimagine Care's vision is to provide high-quality, safe, home-centered, coordinated cancer care that is patient-centric, accessible, and affordable. The company also offers technology-enabled services to support health systems and independent practices in delivering value-based cancer care at home. The company's goal is to make cancer care more accessible, affordable, and better integrated into people's lives. The company was founded by Aaron Gerber, Devin C. Carty. Dan Nardi has been the CEO of the company since 2023.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Conifer Health Solutions LLC engages in the provision of technology-enabled healthcare performance improvement services. It offers outsourced revenue cycle management and population health management services to health systems, physicians, and employer groups. The company was founded in 2008 and is headquartered in Frisco, TX.

Vulcan Value Partners LLC (Vulcan) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by C. T. Fitzpatrick in 2007. Vulcan provides discretionary and non-discretionary investment advisory services to both individual and institutional clients. The firm manages its investment strategies through separately managed accounts, mutual funds, UCITS, a Collective Investment Trust, private funds, and as an investment manager in wrap fee programs.

AppNeta, Inc. develops network performance management software solutions. Its monitoring solutions include SaaS and web applications, remote locations, and cloud adoption. The company was founded by Fred Klassen, Matt Stevens, Gordon Janzen, Irfhan Rajani, and Kelly Frank Daniels in 2000 and is headquartered in Boston, MA.

SGRY LLC provides short-stay surgical facilities. The company was founded in 1999 and is headquartered in Nashville, TN.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

Texas Scottish Rite Hospital for Children provides healthcare services. It offers pediatric orthopedics, dyslexia and other medical services. The company was founded in 1921 and is headquartered in Dallas, TX.

HealthTech Partners, Inc. provides telemedicine solutions. It provides care for people with IDD, nursing facilities, payers, and home care. The company was founded by Masoor Khan and is headquartered in Maplewood, NJ.

Integrative Health Centers, Inc. provides specialized psychiatric services, addiction medicine, and behavioral health services. The company is based in Nashville, TN. The CEO of the company is Michael Stahl.