Thomas E. Paustian

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.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN.

Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

U.S. TelePacific Corp. provides business telecommunications network solutions. It offers unified communications, managed information technology, and network services. The company was founded by David P. Glickman in 1998 and is headquartered in Los Angeles, CA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Mayo Clinic provides health care services. Its products and services include healthy living program, sports medicine, Mayo clinic health letter, medical products, population health and wellness programs, medical laboratory services and mayo clinic voice apps. The firm offers medical services in the areas of dermatology, allergy, hypertension, neurology, oncology, psychiatry, radiation oncology, and rheumatology. The company was founded by William J. Mayo and Charles H. Mayo in 1986 and is headquartered in Rochester, MN.

Triumvirate Environmental, Inc. provides waste management and environmental health and safety services. It offer waste management, field services, and technical services. The company was founded in 1988 and is headquartered in Somerville, MA.

SKC Communication Products LLC provides communications technology solutions. It offers wireless-aruba networks, headsets, voice, video collaboration and AV integration. The firm’s services include support, managed, professional and conferencing services. The company was founded by Paul Ammeen in 1986 and is headquartered in Shawnee, KS.

Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

Part of Ventas, Inc., Lillibridge Healthcare Services, Inc. owns, manages and develops medical office buildings and ambulatory facilities. The company is based in Chicago, IL. The company was founded in 1984 by Todd W. Lillibridge. Peter J. Bulgarelli has been the CEO of the company since 2018. Lillibridge Healthcare Services was acquired by Ventas, Inc. on July 07, 2010 for $391 million.

Signal 88 Franchise Group, Inc. provides private security guard and patrol services. It offers law enforcement and community-based security personnel, incorporating technology solutions, which provides customized security services to the to the residential, commercial, industrial, retail, healthcare, hospitality, and government segments. The company was founded on November 13, 2007 and is headquartered in Omaha, NE.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.

Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.

Fresh Factory LLC engages in platform development for food and beverage brands. Its services includes innovation, supply chain, manufacturing, fulfillment, and finance. The company is headquartered in Carol Stream, IL.

Part of Journey Meditation, Inc., Felt (NewYork) is a company that operates an online consultation platform for on-demand mental wellness coaching services. The company is based in New York, NY. The company was founded by Aaron Albert, who has been the CEO since incorporation. Felt (NewYork was acquired by Journey Meditation, Inc. on March 13, 2024.

Grocery Delivery E-Services USA, Inc. provides online food delivery services. The company is headquartered in New York, NY.

The Economic Club of Chicago provides platform to discuss economic, business and social issues. The company was founded by Lucius Teter in 1927 and is headquartered in Chicago, IL.

Black Buffalo, Inc. engages in the provision of tobacco-free smoke products. It offers big three, wintergreen, straight long cut, mint long cut, and snapback hat. The company was founded in 2015 and is headquartered in Chicago, IL.

Factor75 LLC engages in the provision of personal chef service. The firm offers paleo diet, keto diet, gluten-free diet, and nutrition coaching. The company was founded by Nick Wernimont, Mike Apostal, and Ryan Rouse in 2013 and is headquartered in Batavia, IL.

1420 Holdings, Inc. provides mental, behavioral health, and school staffing services. The company is based in Philadelphia, PA.

The United Real Estate Group provides training, marketing and technology tools to both real estate agents and brokers. It also offers real estate services and operates a franchise of multiple businesses using the "United" trade name, including: United Country Real Estate, United Real Estate, United Country Auction Services, and Enhanced Marketing Solutions. The company was founded in 1925 and is headquartered in Dallas, TX.

MG Creative, Inc. operates as a premium lifestyle shop and publication for women, cannabis and good living. The company was founded by Kate Miller and Anna Duckworth in 2017 and is headquartered in Venice, CA.

Liquid Asset Brands LLC provides investments services. Its services include supply chain and procurement, inventory management and product forecasting, capital and fundraising, global sales strategy, distribution network, third party contractors, compliance and ethics, product development and innovation, social media management, and sales and go to market strategy. The company as founded by Marc Bushala on April 10, 2010 and is headquartered in Chicago, IL.

Listen Ventures LLC (Listen Ventures) is a venture capital firm founded in 2010 by Jeff Cantalupo. The firm headquartered in Chicago, Illinois.

Americademy, Inc. develops software platform and curriculum that teaches kids to code. The company was founded by Katy Lynch, Craig Ulliott and David Arel in 2017 and is headquartered in Chicago, IL.

Calm.com, Inc. operates an online portal which allows busy and information loaded web workers to reduce stress. It also develops the smart phone based application. The company was founded by Alex Tew and Michael Acton Smith in 2012 and is headquartered in San Francisco, CA.

Interior Define, Inc. operates as an e-commerce company for luxury furniture. It sells custom-made chairs and sofas online, The company was founded by Rob Royer in 2014 and is headquartered in Chicago, IL.

Raise Marketplace LLC operates an online marketplace to buy and sell gift cards. Its platform allows users to turn their unused gift cards into cash by listing their cards for sale and enables them to shop for discounted gift cards. The company was founded by George D. Bousis and Bradley Wasz on February 2, 2013 and is headquartered in Chicago, IL.