Mallorie Harris

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations.

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.

O2 Investment Partners LLC (O2 Investment Partners) is a private equity firm founded in 2010 by Hansen Jay J. The firm is headquartered in Bloomfield Hills, Michigan.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Ann Arbor Spark Business Accelerator (Ann Arbor Spark Business Accelerator) is the venture capital arm of Ann Arbor Spark founded in 2005 by Mike A. Finney. The firm is headquartered in Ann Arbor, Michigan.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Rockbridge Capital LLC is an Independent Private Equity firm founded in 1992. Rockbridge Capital LLC is headquartered in Columbus.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities.

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.

Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois.

The Mount Sinai Hospital provides medical and healthcare services. The company was founded in 1952 and is headquartered in New York, NY.

Teall Capital Partners LLC (Teall Capital Partners) is a private equity firm founded in 2017 by Ben C Sutton. The firm is headquartered in Winston-Salem, North Carolina.

Leonard Green & Partners LP (Leonard Green & Partners) is a private equity firm founded in 1989 by Leonard I. Green. The firm is headquartered in Los Angeles, California.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Eilers & Krejcik Gaming LLC is a boutique research firm headquartered in Irvine, California. The firm was founded in 2012 by Todd Eilers and formerly known as Eilers Research. They focus on servicing the gaming equipment, interactive gaming, and sports betting sectors within the global gaming industry. Their products and services primarily include market research, company research, and consulting and advisory services designed specifically for land based & online casino operators, equipment & technology suppliers, social gaming operators & suppliers, gaming regulators, and institutional investors.

InterAlpen Partners, LLC (InterAlpen Partners) is a Venture Capital/Private Equity firm founded in 2012 by Stephen J. George and Clarey L. Castner. The firm is headquartered in Omaha, Nebraska.

QV Investors, Inc. (QV), formerly QVGD Investors Inc., is an independent Canadian mutual fund manager headquartered in Alberta, Calgary. The firm was founded by Leighton Pullen and Wendy Booker-Urban in 1996. QV provides active, discretionary investment management for Canadian institutions and high-net-worth individuals. The firm manages several pooled funds, which include Canadian and global equity, fixed income and balanced strategies.

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.

Arboretum Ventures LLC (Arboretum Ventures) is a venture capital firm founded in 2002 by Jan L. Garfinkle and Tim B. Petersen. The firm is headquartered in Ann Arbor, Michigan.

Detroit Venture Partners LLC (Detroit Venture Partners) is a venture capital subsidiary of Rock Ventures LLC founded in 2010 by Daniel Gilbert, Josh Linkner and Brian Hermelin. The firm is headquartered in Detroit, Michigan.

Lake Trust Credit Union operates as a state chartered credit union. It offers personal and business banking, loans, and invest and insure. The company is headquartered in Brighton, MI.

The Mercatus Center at George Mason University offers various programs for doctoral and graduate students interested in political economy and public policy. The Mercatus Center is located in Arlington, VA. The center conducts research on various topics such as urban development, healthcare reforms, regulation, international trade, and government-granted privileges. The center also hosts a podcast that discusses macroeconomic issues.

Renaissance Venture Capital Management, Inc( Renaissance Venture Capital) is a venture capital firm is founded in 2008. The firm is headquartered in Ann Arbor, Michigan.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

North Sky Capital LLC (North Sky Capital) is a private equity firm. The firm is headquartered in Wayzata, Minnesota.

Archer Venture Capital LLC (Archer venture capital) is a venture capital firm founded in 2010 by Greg Martin. The firm is headquartered in Los Angeles, California.

HempFusion, Inc. engages in health care services. The company was founded in 2015 and is headquartered in Sebastopol, CA.