Keith W. Hodgdon

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.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Matrix Healthcare Services, Inc. provides pharmacy benefit management and ancillary services. It offers proactive clinical programs and ancillary medical services, including durable medical equipment and supplies, home healthcare, diagnostic imaging, transportation, and language services. The company was founded by Steven A. MacDonald in 2001 and is headquartered in Tampa, FL.

geoWaggle LLC develops mobile applications. It offers parenting application that creates a private family communication hub providing parents with an efficient way to communicate, locate, and organize. The firm provides parents with awareness tool that offers a set of social media monitoring features, family mapping, alerts and reputation management tools, as well as alerts to cyber threats toward their children. The company was founded by Robyn Spoto, Steve MacDonald, Tom Cardy and Stuart Kime in 2012 and is headquartered in Tampa, FL.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 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.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

A4 Health Systems, Inc. provides community-based healthcare management solutions and services via the Internet. The company provides software and service solutions for physician practice and hospital settings to improve and better manage the delivery of patient care. It also offers its solutions to clinical, financial and administrative departments. The company was founded in 1970 and is located in Cary, NC.

Fullscope, Inc. provides design support software for the manufacturing and engineering service industries. The firm is a Microsoft Dynamics AX reseller recognized for deep domain expertise in process industries including food and beverage, life science and pharmaceutical, specialty chemicals, primary metals, pulp and paper; as well as the discrete industries of heavy equipment, and fabricated metals. The company is headquartered in Athens, AL.

Part of Chatham Asset Partners LP, Evaco is a company that provides printing services to financial customers. The company is based in Miami, FL. Evaco was acquired by R.R. Donnelley & Sons Co., part of Chatham Asset Partners LP from February 25, 2022 on February 22, 2000.

Part of CBay Systems Ltd., Arrendale Associates, Inc. is a healthcare technology company that provides interoperable HIE solutions, speech recognition, and dictation services for healthcare providers. The company is based in Cornelius, NC and offers a range of services including desktop and smartphone dictation, transcription, speech-to-text, and QA e-sign document delivery. Arrendale Associates serves a variety of markets including health systems, hospitals, physician practices, MTSOs, radiology, and behavioral health counselors. The company also offers workflow automation, integration with vendor-neutral architecture, and HL7 expertise. Arrendale Associates is committed to providing excellent customer service and offers 24/7 assistance from knowledgeable US-based techs.

Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida.

The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL.

Scale Finance LLC provides integrated finance solutions. It offers controller, business valuations, mergers & acquisitions services. The company was founded by David V. Gilroy and Gary Hayes and is headquartered in Charlotte, NC.